Finl Aid &Elig Specialist

Job Description:

Title: Financial Aid and Eligibility Specialist

Classification: Non-Exempt


Scope of Position: The Financial Aid and Eligibility Specialist provides superior customer service to applicants seeking financial aid assistance for training in a fast paced, multi-functional environment. This person will assist applicants with applications and required documents for financial assistance and other expanded services Workforce Solutions offers.


Key Responsibilities:

· Determine if customers are eligible for the Workforce Solutions financial aid

· Enter information in the appropriate management information system and maintain electronic files as needed

· Function as a financial aid resource specialist for applicants, responding to inquiries from prospective students

· Handle a high volume of inbound and outbound communication with prospective residents seeking financial aid for training

· Process a high volume of incoming applications/inquiries in a timely and accurate manner

· Collect accurate and complete information from residents, protecting confidential information, while determining eligibility

· Make recommendations for process improvements to continuously improve efficiency of operations and customer service

· Resolve routine customer concerns utilizing excellent customer service skills

· Maintain excellent productive working relationships with all business partners to ensure seamless customer service

· Other opportunities as available


Education and Experience Requirements:

· Bachelor’s degree preferred, or equivalent experience

· Three or more years of work experience, preferably in eligibility and/or a customer service environment

· Broad base knowledge of Labor Market Information and financial aid for childcare and training programs

· Ability to proactively resolve issues and seek answers, actively look for ways to help people, perform under pressure, meet tight deadlines and meet or exceed performance goals

· High attention to detail regarding data entry and other record keeping required

· Must have reliable transportation to and from the worksite and other required locations









Job Ad

Financial Aid and Eligibility Specialist

Gulf Coast Region


Do you have a passion for making a difference in someone’s life? Are you looking for an opportunity to use your skills, experience, and empathetic nature to work for a progressive, forward-thinking and family-owned company where creativity is encouraged? Are you goal driven? Then the Financial Aid and Eligibility Specialist position is for you! We are seeking a dynamic and team-oriented individual to join our spirited team.


As a Financial Aid and Eligibility Specialist, you are responsible for providing superior customer service to applicants seeking financial aid assistance for training in a fast paced, multi-functional environment. This person will assist applicants with applications and required documents for financial assistance and other expanded services Workforce Solutions offers.


Key Responsibilities:

· Determine if customers are eligible for the Workforce Solutions financial aid

· Process a high volume of incoming applications/inquiries in a timely and accurate manner

· Collect accurate and complete information from residents, protecting confidential information, while determining eligibility

· Make recommendations for process improvements to continuously improve efficiency of operations and customer service

· Maintain excellent productive working relationships with all business partners to ensure seamless customer service


Education and Experience Requirements:

· Bachelor’s degree preferred, or equivalent experience

· Three or more years of work experience, preferably in eligibility and/or a customer service environment

· Broad base knowledge of labor market information and financial aid for childcare and training programs

· Ability to proactively resolve issues and seek answers, actively look for ways to help people, perform under pressure, meet tight deadlines and meet or exceed performance goals

· High attention to detail regarding data entry and other record keeping required

· Must have reliable transportation to and from the worksite and other required locations


About EDSI:

EDSI is a progressive, forward-thinking, family-owned company that is B Corp Certified. Bring your expertise to EDSI where you can live our values of Show Up, Smile, and Support every day!

EDSI is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.