Everest Institute - Bissonnet, TX campus

Req #: 09-2478

General Duties:

• Under general supervision, this position is responsible for student financial interviews, financial options counseling, intake processing, and customer service to ensure complete and accurate financing of student educational expenses.
  
• Perform needs analysis, provide financing documents, and generate tentative award letter for all new students enrolling into the institution’s program.
  
• Process all forms in accordance with State/Federal regulations and Company policies and procedures.
  
• This position serves as a liaison between Admissions and Student Finance.
  
• Conduct preliminary financing interview with new students.
  
• Provide new students with accurate information regarding application process, loan counseling and their eligibility for State/Federal financial assistance, alternative financing, contracts and/or institutional payment plans.
  
• Inform students of their financial obligation, the institution’s financial options, and financial policies and procedures as related to their educational expenses.
  
• Determine Title IV eligibility through an approved needs analysis Financial Aid software system for students requesting Financial Aid.
  
• Advise students of their obligation to provide accurate information and any consequences related to their application and funding process.
  
• Review financial applications and disclosure statements for completeness and accuracy.
  
• Update appropriate tracking systems for timely processing, funding, billing and collections.
  
• Maintain approved tracking system for new applications and missing documents for timely follow up and completion in accordance with Company policies and procedures.
  
• Track and maintain file intake completion throughout the enrollment process.
  
• Provide customer service and answer student inquiries regarding financial status.
  
• Participate in all new student orientations.
  
• Perform other duties and responsibilities as assigned.

• Requires some college coursework.
  
• Three to five years experience in a customer service, sales or financial services environment, or an equivalent combination of education and experience.
  
• One year experience in Financial Aid required.
  
• Familiarity with student loan programs preferred.
  
• Must be highly motivated and be a team player.
  
• Must have the ability to effectively organize and establish priorities.
  
• Must have excellent communication, negotiation and problem solving skills.
  
• Computer skills are a must.

We offer competitive compensation and an excellent benefit package including a comprehensive healthcare program and a 401k plan.

Qualified candidates ONLY - apply online for consideration and the potential opportunity to work with a dynamic and growing company.