About the Role
Department: Financial Planning
Employment Type: Full-Time Nonexempt
Experience: Associates Degree or Equivalent Work Experience (2+ years)
Shift: Rotating
Hours: Hours: Monday – Thursday from 9:00 AM to 7:00 PM (with late nights included), and Friday from 8:30 AM to 5:30 PM. Please note that occasional weekend availability may be required.
Compensation Type: $50,000/year
Location: Remote
Job Summary:
The Financial Aid – Front End Planner plays a crucial role in providing exceptional customer service and support to both prospective and current students. Responsible for guiding students through the financial planning process, the Front-End Planner ensures that each student's financial obligations are effectively managed, empowering them to pursue their educational goals at Ogle School with confidence and ease.
A Day in the Life:
Maintain ongoing telephone support coverage during designated hours, including promptly responding to inbound calls from students and internal customers, and initiating outbound calls to collect necessary student documentation and schedule Financial Aid Appointments.
Efficiently manage an assigned calendar to support prospective and current students throughout the Financial Aid Process.
Assist students at all stages of the Financial Aid process with courtesy and professionalism, offering accurate and current information, including but not limited to Financial Aid Estimates, Financial Aid Appointments.
Proactively follow up to obtain outstanding documentation and coordinate follow-up or final Financial Aid Appointments with prospective and current students via email, phone, text, and other communication channels.
Utilize proprietary software to monitor, generate, and complete daily activity reports, facilitating effective tracking of activities, identifying pending issues, and aiding in future work planning.
Collaborate with team members to accurately track all Financial Aid findings and ensure timely completion of required Financial Aid files weekly.
Execute complex Financial Aid processes, including but not limited to, resolving C-Codes, validating Proof of Enrollment (POE), conducting verifications, processing deferments, managing overlapping loan periods, evaluating transfer hours, adjusting aid awards for new award years, determining student funding eligibility, and generating estimated offer letters.
Participate in training sessions, whether in-person or via webinar, to stay compliant with Ogle School and Federal policies and procedures.
Adhere to all Ogle School Standard Operating Procedures (SOPs), Policies and Procedures specific to Ogle School Financial Aid, and Federal Guidelines.
Collect and upload received documents daily to maintain efficient processing and prevent backlogs.
Foster positive working relationships with various students, internal customers, and departments, ensuring timely communication of Financial Aid updates.
Perform any other duties as assigned by management.
Requirements
Minimum Requirements
Maintain a high level of integrity at all times.
Multi-task within a fast-paced and high-stress environment.
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bility to work a flexible schedule based on the needs of the schools.
Integrate Ogle School’s Core Values of Respect, Integrity, Service, Teamwork, and Excellence in all aspects of interaction.
Support the company's growth through constructive interaction and personal attendance at meetings, events, and other related functions.
Desired Skills:
Associate degree or Equivalent Work Experience (3 years)
Minimum of 18 months of customer service experience in a helpdesk setting
A strong working knowledge of computer systems, hardware, and software