Financial Counselor- Remote jobs in United States
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MyComputerCareer · 3 months ago

Financial Counselor- Remote

MyComputerCareer is dedicated to transforming lives through tech education and is seeking a Financial Counselor to educate applicants on financial aid eligibility. The role involves providing financial aid assistance, counseling students on payment options, and ensuring compliance with federal and state policies.

Education

Responsibilities

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
Perform other duties as assigned
Following an initial 60-day training period, you will receive specialized training to manage simultaneous calls with students, which is a primary responsibility of this role. By the 90-day mark, you are expected to achieve proficiency in handling dual calls, ensuring effective communication and support for our students. Mastery of this skill is crucial for successful performance in this position

Qualification

Financial Aid ExperienceCustomer ServiceMS Office ProficiencyDatabase SoftwareSalesforce ExperienceEthicsEffective CommunicationAttention to DetailIntegrity

Required

High School Diploma/ GED-Required
Proficiency with MS Office, navigating the Internet, and learning database software systems is essential
Attention to detail
Analytical ability
Willingness to perform complex tasks/multitask
Maintain a high degree of confidentiality
Providing exceptional customer service in any/all situations
Excellent computer skills and commitment to use of technology
Communicating effectively (oral and written)
Keeping Customer Confidentiality
Demonstrating ethics and integrity
Maintaining a positive, helpful attitude

Preferred

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
Salesforce experience a plus

Company

MyComputerCareer

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MyComputerCareer offers a precise technical education designed to position you to improve your life.

Funding

Current Stage
Late Stage

Leadership Team

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Amy Onuska
Chief Executive Officer
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B. Jaye Burchfiel
Vice President, People & Policy
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Company data provided by crunchbase