Student Finance Planner WyoTech - Associate
General Job Description:
Job Responsibilities: • Conduct preliminary financing interviews with new students. • Provide students with accurate information regarding the application process, loan counseling and their eligibility for State/Federal financial assistance, alternative financing, contracts and/or institutional payment plans. • Inform students of their financial obligation, the Institution’s financial aid options, and financial policies and procedures as related to their educational expenses. • Determine Title IV eligibility through an approved needs analysis financial aid software system for students requesting Financial Aid. • Advise students of their obligation to provide accurate information and the potential consequences related to their application and the funding process. • Review financial applications and disclosure statements for completeness and accuracy. • Provide customer service and answer student inquiries regarding their financial status. • May participate in new student orientations, as applicable. • Attend and successfully complete all training for this position, as required at any time by the Company. • Perform other duties and responsibilities as assignedKey Behaviors:
• Dependability: Responds to requests for service and assistance • Teamwork: Balances team and individual responsibilities • Decision Making: Displays willingness to make decisions • Communication: Effectively communicates with others • Time Management: Is able to complete all job requirements in allotted time • Work Ethic: Displays an organized and results-oriented approach, and motivation to perform without extensive direction • Accuracy: Displays high quality of work and level of accuracy