Provide financial aid assistance to prospective and enrolled students.
Support the Director of Financial Planning and Financial Counselor Manager in maintaining Financial Aid Programs and compliance.
Assist Veterans in the completion of the VA Benefits Application.
Ensure compliance and confidentiality with all federal, state, and internal policies and procedures.
Provide clerical support to both the Director of Financial Planning and Financial Counselor Manager.
Counsel perspective students on financial aid eligibility and payment options.
Work closely with other Financial Planners and staff all working toward departmental goals.
Answer questions, inquiries or requests from students and parents in person or in writing regarding financial aid programs and eligibility.

High School Diploma/GED Required
Associate and/or Bachelor’s Degree preferred or a combination of education and experience
2 years customer service experience preferred
Financial Aid Experience preferred, but not required
Proficiency with MS Office, navigating the Internet, and learning database software systems is essential
Salesforce experience a plus

Financial Planner

Key skills