EdPlus Financial Intake Specialist

EdPlus Financial Intake Specialist

Connects students to a variety of academic, professional, and personal support services to overcome academic and non-academic barriers and enhance their skills to increase persistence and graduation rates.

Do you excel at helping students in a fast-paced, high-volume environment? Are you familiar with higher education financial aid policies and procedures? Then keep reading below for this EdPlus Financial Intake Specialist opportunity!

ASU EdPlus is a dynamic unit of Arizona State University focused on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education. We advance the economic, social, cultural, and overall health of the local, national, and international communities served by ASU.

We are seeking a highly motivated, energetic, and articulate EdPlus Financial Intake Specialist to join our high-performing team in the Success Coaching Center. Every day, you will make a difference in the lives of others by assisting with the completion of necessary financial aid documents to ensure students are eligible for their financial aid certification. You will also perform outreach to students (and, where applicable, other institutions) to facilitate the collection of documentation to complete files. You will also answer general financial aid questions for students and work to resolve any obstacles to the students' progress.

Essential duties include:

• Collects and reviews financial aid documents for completeness, accuracy, and consistency of data from FAFSA, federal tax returns, financial aid transcripts, and other verification documents.
• Requests additional information regarding incomplete or inconsistent applications.
• Answers questions, inquiries, or requests of students and staff regarding financial aid eligibility and awards.
• Works as a liaison between staff and students to ensure optimal student experience and processing times.
• Serves as part of a support team for online students.
• Manages outbound call/text/email campaigns as instructed by the Lead to ensure financial aid file completion.
• Proactively partners with the FASS team to escalate students requiring tier 2 assistance.
• Follows up on document/student action requests as directed by Lead to ensure accurate, timely receipt of financial aid information
• Assumes or coordinates other duties or projects as assigned or directed.

Desired qualifications include:

• Bachelor's degree or higher in a related field.
• Experience in providing customer service.
• Experience in supporting students via telephone, email, video, and chat.
• Experience using customer relationship management systems.
• Demonstrated ability to multi-task.
• Demonstrated knowledge of financial aid policies and procedures.
• Experience with Microsoft Office applications.
• Experience in a high-volume, fast-paced call center environment.
• Demonstrated knowledge of government rules, regulations, guidelines, and procedures related to financial aid.

NOTE: Please answer the following questions in your cover letter:

• This role requires frequent outreach to students to resolve issues and support their progress. Provide an example of how you handled a high volume of student interactions (calls, emails, or texts) while maintaining a high level of customer service and ensuring timely resolution.
• Describe your experience reviewing financial aid or similar documentation for accuracy and completeness. How do you ensure compliance with policies and manage follow-up on missing or inconsistent information in a high-volume environment?

Salary & Benefits: $51,500 - $60,200 per year; DOE. The target salary for this position is $52,000 per year. ASU offers a total compensation package that includes valuable employee benefits. See the ASU Benefits website to explore options.

• Healthcare
• Financial Security
• Retirement
• Family Resources
• Tuition Reduction (Eligible ASU Employee, their dependents, and spouse)
• Discounts

Working Environment: EdPlus at ASU is located at SkySong, the ASU Scottsdale Innovation Center. The Center houses a business community that links technology, research, education, and entrepreneurship to position ASU and Greater Phoenix as global leaders in the knowledge economy.

EdPlus at ASU supports flexible work options, ranging from alternate work schedules to hybrid remote work schedules, subject to approvals per ASU policy.

Applicant must be eligible to work in the United States; EdPlus at ASU will not be a sponsor for this position.

Location: Off-Campus: Scottsdale

Funding: No Federal Funding

Instructions to Apply: Current employees, student workers seeking staff opportunities, and students applying for student worker positions must apply directly through the Workday Jobs Hub.

Please use the link below to log in using single sign-on.

To be considered, your application must include all of the following attachments:

• Cover letter
• Resume or CV

Multiple documents may be uploaded in the attachments section. Alternatively, applicants may combine all required materials into a single PDF for submission. Please ensure uploaded documents are clearly labeled and include your name.

Please ensure your resume includes all employment information in month and year format, for example 6/04 to 8/14, along with job title, job duties, and employer name for each position. Your resume should clearly demonstrate how your experience and background meet the minimum and desired qualifications for this position. Incomplete applications or missing required materials may not be considered.

Important: Do not withdraw your application to make edits. Once an application is withdrawn, it cannot be edited, reactivated, or replaced with a new submission. If you have questions or need assistance, please contact The Office of Human Resources Talent Acquisition before the posting close date.

Graduate Assistant, Intern and part-time positions are counted as half time for experience equivalency, meaning one year equals six months of experience.

Only electronic applications will be accepted for this position. By submitting an application, you confirm that the information provided is accurate and complete.

Arizona State University is a new model for American higher education, an unprecedented combination of academic excellence, entrepreneurial energy and broad access. This New American University is a single, unified institution comprising four differentiated campuses positively impacting the economic, social, cultural and environmental health of the communities it serves. Its research is inspired by real world application blurring the boundaries that traditionally separate academic disciplines. ASU serves more than 100,000 students in metropolitan Phoenix, Arizona, the nation's fifth largest city. ASU champions inclusive excellence, and welcomes students from all fifty states and more than one hundred nations across the globe.

ASU is a tobacco-free university. For details visit

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other basis protected by law.

Relocation Assistance For information about schools, housing child resources, neighborhoods, hospitals, community events, and taxes, visit

Employment Verification Statement: ASU conducts pre-employment screening which may include verification of work history, academic credentials, licenses, and certifications.

Background Check Statement: ASU conducts pre-employment screening for all positions which includes a criminal background check, verification of work history, academic credentials, licenses, and certifications. Employment is contingent upon successful passing of the background check.

Fingerprint Check Statement: This position is considered safety/security sensitive and will include a fingerprint check. Employment is contingent upon successful passing of the fingerprint check.