Financial Aid and Eligibility Specialist

Work Location : Name TX-Rosenberg (Fort Bend County)
ID
2025-3030
FLSA Status
Non-Exempt
Category
Case Management
Position Type
Regular Full-Time

Overview

Salary $50,000 year

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. 

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 

Qualifications

  • 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 

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