Financial Aid and Eligibility Specialist

Houston, TX

Position Summary

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 and other expanded services Workforce Solutions offers. 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.

Key Responsibilities

• Determines customers eligible for the 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 students. 

• Handles a high volume of inbound and outbound communications with prospective residents seeking financial aid for training. 

• 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 efficiency of operations and customer service. 

• Resolves routine customer concerns utilizing excellent customer service skills.

• Maintains excellent productive working relationships with all business partners to ensure seamless customer service.

• Requires high attention to detail regarding data entry and other record keeping

Qualifications 

• High School or GED required; Bachelor’s degree preferred. 

• 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 (or demonstrated ability to learn quickly). 

• 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 communications skills to effectively interact with a wide-ranging audience in a diverse community. 

• Communicate effectively in writing as appropriate for the needs of the audience. 

• Superior customer service orientation and a commitment to timely resolution of customer issues is essential.

Required Attributes for Success in this Position

• 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 task 

• Enthusiastic approach to innovative styles and practices of delivering superior customer interactions. 

• Can communicate clearly, both written and in speech 

SPECIAL REQUIREMENTS: 

  • Must possess and provide a valid Texas Driver’s License and Automobile Liability Insurance as required by the State of Texas.
  • Must have access to reliable transportation in order to travel within service area.

 Physical demands and work environment:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.

  • PHYSICAL DEMANDS: While performing duties of the job, employee is occasionally required to stand; walk; sit; for long periods of time. Employee must be able to drive for extended periods of time. Employees must occasionally lift and /or move up to 25 pounds, must be able to set up display area.
  • WORK ENVIRONMENT: Fast-paced, demanding both, physically and mentally, and in constant communication.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for this job. Duties, responsibilities and activities may change at any time with or without notice.

Start your SERCO of Texas interview now. Click the Self-Interview link for step-by-step directions. Please review the full job description before you begin. Completing the self-interview counts as your fully submitted application.

Financial Aid and Eligibility Specialist

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JOB CODE: 13-2071