Financial Planner (Student Tuition Planning and Support)

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Charter College is looking for a well qualified candidate to join its team at its campus in Anchorage, AK to join its team a Financial Planner.  This is a great opportunity for someone who loves working with people, has previously worked with financial products and can understand and explain financing options to prospective students, loves providing customer support, and enjoys sales.

POSITION DESCRIPTION

The Financial Planner position is part of the Admissions department and provides easily understood financial planning options to the prospective student.  The overall focus of this position is to determine all available funding source options available to a prospective student.  Additionally, the Financial Planner will conduct effective financial planning appointments that provide clear and concise information, which is understandable, to the prospective student and their family.  The Financial Planner will ensure that all necessary documentation is complete and submitted for each enrolled prospective student. This position reports to the Director of Admissions. To be effective in this critical role, ideal candidates will possess the following minimum requirements/attributes:

DUTIES AND RESPONSIBILITIES
• Meet with prospective students to explain financial aid programs and requirements
• Conduct financial planning appointments with prospective students to calculate and present funding eligibility for Federal Title IV funds and alternative resources
• Collect all required documentation to complete initial financial aid awarding process with prospect and secure adequate alternative funding sources to cover all educational expenses
• Provide entrance counseling to prospective students to encourage responsible debt management and ensure regulatory compliance
• Support, encourage and assist with timely student payments
• Adhere to regulations as set forth by governing agencies and institutional policies
• Collect and process necessary paperwork for packaging prospective students
• Advise students on the consequences of dropping courses, withdrawals, and leaves of absence, if applicable
• Assistance with federal, state, VA, and accrediting agency audits
• Document all activities in CampusVue
• Statistical reporting
• Other duties as assigned

JOB QUALIFICATIONS AND SKILLS
• Associates degree required.
• Minimum of Three (3) years of Customer service or sales experience required
• Experience working with financial products preferred
• Strong interpersonal, communication, and computer skills required
• Ability to work in a Team environment and the ability to work independently required
• Detail oriented and well-organized
• Positive attitude required
• Ability to work in a fast-paced environment required
• Ability to work a Varied shifts required: 8:00AM-5:00PM, 9:00AM-6:00PM, 11:00AM-8:00PM
• Ability to work the later shift two days every week required

Special Note: Immediately following the submission of your resume you will receive an e-mail requesting you to take an applicant assessment. This assessment helps us match your talents and attributes to our positions. Keep in mind if you choose to not participate in the assessment you will not be considered for the position.

We are committed to diversity. Charter College is an Equal Opportunity Employer.