What are the responsibilities and job description for the Specialist, Financial Aid Eligibility position at BakerRipley?
The individual in this entry-level position provides superior customer service to applicants seeking financial aid assistance for training in a fast-paced, multi-functional environment. The Eligibility Specialist will eagerly assist applicants with applications and required documents for financial assistance. Accurate and expedient data entry into appropriate systems and exceptional and timely communications with internal and external customers will be required. Interactions will be high volume via phone and/or other virtual communication methods.
Position Duties And Responsibilities:
Skills
Required
Problem solving: Advanced
Responsibility: Advanced
Logical thinking: Intermediate
Good Judgment: Novice
Documentation: Intermediate
Checking for Accuracy: Advanced
Customer Support: Advanced
Communication: Intermediate
Written Communication: Intermediate
Preferred
Financial Analysis: Novice
Education
Required
High School or better
Preferred
Bachelors
Experience
Required
1 years: Have prior experience processing applications and reviewing supporting documentation for eligibility.
3 years: Three or more years of work experience, preferably in eligibility and/or a customer service environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
Position Duties And Responsibilities:
- Complete eligibility applications with accuracy and compliance
- Within 60 days meet performance goals on application processing
- Escalate issues to upper management to provide resolution upholding customer satisfaction
- Determines customers' eligibility for Workforce Solutions financial aid.
- Enter information in the appropriate management information system and maintain electronic files as needed.
- Functions as a financial aid resource specialist for applicants, responding to inquiries from prospective residents.
- Handles a high volume of inbound and outbound communications with prospective residents seeking financial aid scholarships or work support.
- Processes a high volume of incoming applications/inquiries in a timely and accurate manner.
- Collects accurate and complete information from residents, protecting confidential information while determining eligibility.
- Makes recommendations for process improvements to continuously improve the efficiency of operations and customer service.
- Resolves routine customer concerns.
- Maintains positive productive working relationships with all business partners to ensure seamless customer service.
- Data Analysis, the ability to analyze financial documents and other related documents is crucial.
- 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.
- Strong organizational and time management skills with the ability to manage multiple projects.
- Strong problem-solving skills with the ability to identify and evaluate problems and devise timely and effective solutions.
- Excellent verbal, written, and interpersonal communication skills to effectively interact with a wide-ranging audience in a diverse community.
- Flexibility is extremely important and required.
- Ability to learn quickly and implement changes immediately.
- Works accurately with great attention to detail.
- Time management and accountability to tasks.
- Enthusiastic approach to innovative styles and practices of delivering superior customer interactions.
- Can communicate clearly, both in written and verbal
Skills
Required
Problem solving: Advanced
Responsibility: Advanced
Logical thinking: Intermediate
Good Judgment: Novice
Documentation: Intermediate
Checking for Accuracy: Advanced
Customer Support: Advanced
Communication: Intermediate
Written Communication: Intermediate
Preferred
Financial Analysis: Novice
Education
Required
High School or better
Preferred
Bachelors
Experience
Required
1 years: Have prior experience processing applications and reviewing supporting documentation for eligibility.
3 years: Three or more years of work experience, preferably in eligibility and/or a customer service environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
