Student Loan Coaching Specialist

CSLP designation preferred Empathy-first in your approach to your clients and our users Conscientious and meticulous in detail Passion for making a difference and approach each day with a sense of urgency about the opportunity to make an impact An exceptional teammate Experience or knowledge in college planning concepts and strategies (preferred) Familiarity with federal and private student loan programs, repayment strategies, and forgiveness options (preferred) Knowledge of personal finance software or fintech platforms (preferred) Bilingual or multilingual abilities to support a diverse user base (preferred) Background in higher education, career services, or financial literacy education (preferred) Experience or familiarity with AI-driven financial tools or platforms, including using AI insights to guide client decision-making or improve coaching outcomes (preferred)

Prepare a borrower's analysis before the call, review it along with any questions during the call, and provide prompt follow-up via email after the call Become proficient with the Candidly platform and capabilities that can help borrowers make progress based on their customized plan Follow the post call coaching procedures (record meetings, fill out post call form, etc.) Weekly check-in with the Candidly Coaching team Ability to lead webinars, develop written resources, and collaborate on cross-functional initiatives to drive the growth and impact of the coaching program Contributes to team knowledge sharing and process improvement initiatives Shows initiative and resourcefulness to resolve user issues and improve coaching processes Adapts quickly to changes in policies, programs, or tools in a fast-paced environment Engages in continuous learning to stay up to date on student loan regulations, financial wellness strategies, and fintech tools