Financial Intake Specialist

Updated: about 2 months ago
Job Type: FullTime
Deadline: 04 Apr 2024

99921BR

Off-Campus: Scottsdale

Financial Aid Counselor Sr


Job Description

EdPlus at ASU is a dynamic unit of Arizona State University focused on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education. We advance the economic, social, cultural, and overall health of the local, national, and international communities served by ASU.

Want to know more about working at EdPlus? Click here !

We’re seeking a Financial Intake Specialist to evaluate, advise, and counsel on the financial aid process, eligibility, and awarding in a high-volume setting. The Financial Intake Specialist assists with the completion of necessary financial aid documents to ensure students are eligible for their financial aid certification.

Essential Duties:
•    Conducts proactive outreach to assigned student population to collect necessary financial documentation.
•    Provides comprehensive counseling to students regarding their financial aid eligibility through phone, SMS, zoom, chat, and email.
•    Handles inbound concerns from students and family members to ensure all paperwork is in place for financial aid certification.
•    Participates in presentations and information sessions to advise prospective students and their families.
•    Reviews awards to ensure compliance to government rules and regulations looking for over-awards as well as under-awards.
•    Assumes or coordinates other duties or projects as assigned and directed.

Minimum Qualifications:
Bachelor's degree in Public Administration, Business, Humanities or related field and four years experience in student counseling, financial aid awarding or working with financial aid programs; OR, eight years of directly related experience; OR, any equivalent combination of experience and/or education from which comparable knowledge, skills and abilities have been achieved.

Desired Qualifications:
•    Evidence of a bachelor’s degree or higher in a related field.
•    Demonstrated knowledge of automated processing.
•    Demonstrated knowledge of government donor and/or institutional rules, regulations, guidelines, and procedures for awarding of financial aid.
•    Demonstrated knowledge of a specialized area of financial aid such as scholarships, work study, loans, grants, or compliance.
•    Experience in using Salesforce and PeopleSoft.
•    Evidence of effective communication skills.

ASU offers a total compensation package that includes valuable employee benefits. Click here to explore options.

  •             Healthcare
  •             Financial Security
  •             Retirement
  •             Family Resources
  •             Tuition Reduction (Eligible ASU Employee, their dependents and spouse.)
  •             Discounts

Department Name

EdPlus Success Coaching Center


Full-Time/Part-Time

Full-Time


Grant Funded Position

This is not a grant funded position and is not contingent on future grant funding.


Salary Range

$52,000 per year


Essential Duties

Please see above.


Minimum Qualifications

Bachelor's degree in Public Administration, Business, Humanities or related field and four years’ experience in student counseling, financial aid awarding or working with financial aid programs; OR, eight years of directly related experience; OR, any equivalent combination of experience and/or education from which comparable knowledge, skills and abilities have been achieved.


Desired Qualifications

Please see above.


Working Environment

EdPlus at ASU is located at SkySong, the ASU Scottsdale Innovation Center. The center houses a diverse business community that links technology, research, education, and entrepreneurship to position ASU and Greater Phoenix as global leaders in the knowledge economy.

Activities are primarily performed in a regular, climate-controlled office setting subject to extended periods of sitting or standing. Daily use of desktop or laptop computer is required. Ability to clearly communicate to perform essential duties. Regular review of completed tasks.

EdPlus at ASU supports flexible work options, ranging from alternate work schedules to hybrid remote work schedules, subject to approvals per ASU policy.


Department Statement

EdPlus defines itself through a culture of curiosity, risk-taking and refusing to accept the status quo. As a central enterprise unit for ASU focused on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education, our commitments support the university charter. ASU is a national service university and aspires to accelerate positive social outcomes through the seamless integration of cutting-edge technological innovation and scalability.

EdPlus employees are valued, respected, and encouraged to be their unique selves. We know that our ability to deliver high-quality services and educational experiences is strengthened by our culture of inclusion and through the diversity of our employees. Our innovative approach drives outcomes through serving learners, achieving milestones, striving for excellence, solving problems, embracing urgency, and being bold.

EdPlus at ASU


ASU Statement

Arizona State University is a new model for American higher education, an unprecedented combination of academic excellence, entrepreneurial energy and broad access. This New American University is a single, unified institution comprising four differentiated campuses positively impacting the economic, social, cultural and environmental health of the communities it serves. Its research is inspired by real world application blurring the boundaries that traditionally separate academic disciplines. ASU serves more than 100,000 students in metropolitan Phoenix, Arizona, the nation's fifth largest city. ASU champions intellectual and cultural diversity, and welcomes students from all fifty states and more than one hundred nations across the globe.

ASU is a tobacco-free university. For details visit https://wellness.asu.edu/explore-wellness/body/alcohol-and-drugs/tobacco

Arizona State University is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other basis protected by law.

Notice of Availability of the ASU Annual Security and Fire Safety Report
In compliance with federal law, ASU prepares an annual report on campus security and fire safety programs and resources. ASU’s Annual Security and Fire Safety Report is available online at https://www.asu.edu/police/PDFs/ASU-Clery-Report.pdf. You may request a hard copy of the report by contacting the ASU PD at 480-965-3456.

Relocation Assistance – For information about schools, housing child resources, neighborhoods, hospitals, community events, and taxes, visit https://cfo.asu.edu/az-resources .


Employment Verification Statement

ASU conducts pre-employment screening which may include verification of work history, academic credentials, licenses, and certifications.


Background Check Statement

ASU conducts pre-employment screening for all positions which includes a criminal background check, verification of work history, academic credentials, licenses, and certifications. Employment is contingent upon successful passing of the background check.


Fingerprint Check Statement

This position is considered safety/security sensitive and will include a fingerprint check. Employment is contingent upon successful passing of the fingerprint check.


Instructions to Apply

Application deadline is 3:00PM Arizona time on the date indicated.

Please include all employment information in month/year format (e.g., 6/88 to 8/94), job title, job duties and name of employer for each position.

Resume and cover letter should clearly illustrate how prior knowledge and experience meets the Minimum and Desired qualifications of this position.

ASU does not pay for travel expenses associated with interviews, unless otherwise indicated.

Only electronic applications are accepted for this position.

Applicant must be eligible to work in the United States; EdPlus at ASU will not be a sponsor for this position.

IMPORTANT NOTE: What is the meaning of “equivalent combination” in the minimum qualifications? It means one year of higher education or 24 credit hours, is equal to one year of experience. For example, a four year Bachelor’s degree is equal to four years of experience.



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