Financial Aid and Eligibility Specialist

EDSI

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profile Job Location:

Katy, TX - USA

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

Overview

Salary: $50000/year

The Financial Aid and Eligibility Specialist provides superior customer service to applicants seeking financial aid assistance for training in a fast paced multi-functional environment. This person will assist applicants with applications and required documents for financial assistance and other expanded services Workforce Solutions offers.

Responsibilities

  • Determine if customers are eligible for the Workforce Solutions financial aid
  • Enter information in the appropriate management information system and maintain electronic files as needed
  • Function as a financial aid resource specialist for applicants responding to inquiries from prospective students
  • Handle a high volume of inbound and outbound communication with prospective residents seeking financial aid for training
  • Process a high volume of incoming applications/inquiries in a timely and accurate manner
  • Collect accurate and complete information from residents protecting confidential information while determining eligibility
  • Make recommendations for process improvements to continuously improve efficiency of operations and customer service
  • Resolve routine customer concerns utilizing excellent customer service skills
  • Maintain excellent productive working relationships with all business partners to ensure seamless customer service
  • Other opportunities as available

Qualifications

  • Bachelors degree preferred or equivalent experience
  • Three or more years of work experience preferably in eligibility and/or a customer service environment
  • Broad base knowledge of Labor Market Information and financial aid for childcare and training programs
  • Ability to proactively resolve issues and seek answers actively look for ways to help people perform under pressure meet tight deadlines and meet or exceed performance goals
  • High attention to detail regarding data entry and other record keeping required
  • Must have reliable transportation to and from the worksite and other required locations

Required Experience:

IC

OverviewSalary: $50000/yearThe Financial Aid and Eligibility Specialist provides superior customer service to applicants seeking financial aid assistance for training in a fast paced multi-functional environment. This person will assist applicants with applications and required documents for financi...
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Key Skills

  • Financial Services
  • Financial Models
  • Account Management
  • General Ledger Accounts
  • ERP
  • Payroll
  • External Auditors
  • Customer Relationships
  • Credit Card
  • Financial Statements
  • Business Units
  • Annual Budget
  • Income
  • New Clients
  • Financial Management

About Company

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EDSI is a national workforce development, talent and training company helping great companies and communities train and retain great people.

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