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MyComputerCareer · 2 months ago

Financial Planner- Remote

United States

Full-time

Remote

Entry Level

$38K/yr - $40K/yr

2+ years exp

MyComputerCareer is a company dedicated to transforming lives through tech education. The Financial Planner will educate applicants on Title IV eligibility and provide guidance on financial aid, ensuring exceptional customer service while maintaining confidentiality and compliance with 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 SoftwareAnalytical AbilityEthicsCommunication SkillsAttention to DetailIntegrity