Senior Financial Intake Specialist

99468BR

Off-Campus: Scottsdale

Success Coach Sr

Job Description

The job posting is only open to current Arizona Board of Regents employees (Arizona State University, University of Arizona, or Northern Arizona University).

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 Senior Financial Intake Specialist to support peers on the team with advising, evaluating, and counseling of financial aid procedures and processes. The Senior Financial Intake Specialist contributes regularly in team meetings, manages their caseload systematically, prioritizes the needs of the team and steps in to assist with learner concerns and escalations as needed. The Senior Financial Intake Specialist is consistently involved in advancing the priorities of Financial Intake Services while supporting the mission of EdPlus.

Essential Duties:

• Provides guidance, mentorship, and training for new specialists.
• Consistently and reliably meets or exceeds established performance metrics.
• Adapts easily to change and leads peers in making necessary changes.
• Conducts proactive outreach to assigned student population to collect necessary financial documents while ensuring all paperwork is in place for financial aid certification.
• Provides comprehensive counseling to students and their authorized family members regarding their financial aid eligibility through phone, SMS, zoom, chat, and email.
• Utilize resources and critical thinking skills to problem solve, quickly make decisions, and provide the best experience to ASU Online students. 
• Participates in presentations and information sessions to advise prospective students and their families.
• Works collaboratively with internal and external partners.
• Assumes or coordinates other duties or projects as assigned or directed.

Desired Qualifications:

• Evidence of a bachelor’s degree or higher in a related field.
• Experience with EdPlus at ASU Financial Intake Services' policies and procedures.
• Demonstrated ability to lead by example.
• Demonstrated ability to stimulate and embrace change and gain enthusiasm and cooperation of others.
• Evidence of strong peer mentorship skills.
• Demonstrated ability to quickly build positive and collaborative relationships and connect with others.
• Consistently meets or exceeds Quality Assurance competencies measured by Lead.
• Experience with problem resolution.
• Evidence of strong critical thinking skills.
• Evidence of effective, professional, and persuasive communication skills.
• Evidence of ability to embrace and quickly implement feedback.
• Demonstrated knowledge of government 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, loans, grants, or compliance. 
• Demonstrated knowledge of Salesforce and PeopleSoft. 
• Evidence of effective communication.

Minimum Qualifications:
Bachelor's degree AND two (2) years previous experience in one or more of the following: advising, student recruitment/retention or related student services utilizing a proactive and innovative approach which results in demonstrated outcomes in retention, graduation, and academic planning, including one (1) year of success coaching experience; OR, Any equivalent combination of experience and/or education from which comparable knowledge, skills and abilities have been achieved.

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

Job Family

Advising & Admissions

Department Name

EdPlus Success Coaching Center

Full-Time/Part-Time

Full-Time

Scope of Search

Arizona Board of Regents

Grant Funded Position

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

Salary Range

$58,400 per year

Essential Duties

Please see above.

Minimum Qualifications

Bachelor's degree AND two (2) years previous experience in one or more of the following: advising, student recruitment/retention or related student services utilizing a proactive and innovative approach which results in demonstrated outcomes in retention, graduation, and academic planning, including one (1) year of success coaching 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 are committed to diversity, equity, inclusion, and belonging in everything we do. We know that our ability to deliver high-quality services and educational experiences is strengthened by the diversity of our employees. Our innovative culture drives outcomes through serving learners, achieving milestones, striving for excellence, solving problems, feeling a sense of 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 Police Department 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

The job posting is only open to current Arizona Board of Regents employees (Arizona State University, University of Arizona, or Northern Arizona University).

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.