EdPlus Financial Intake Specialist

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.

Want to know more about working at EdPlus? Click here!

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 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:

• 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 Lead to ensure financial aid file completion.
• Proactively partners with 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.

Minimum Qualifications:

Bachelor's degree and three (3) years of experience appropriate to the area of assignment/field; OR, any equivalent combination of experience and/or training from which comparable knowledge, skills and abilities have been achieved.

Desired Qualifications:

• Bachelor’s degree or higher in a related field.
• Experience in providing customer service.
• Experience in supporting students from diverse backgrounds 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. Click here to explore options.

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

Working Environment:

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

ASU EdPlus 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; ASU EdPlus will not be a sponsor for this position.

Department Statement:

EdPlus defines itself through a culture of curiosity, risk-taking and refusing to accept the status quo. As a central enterprise unit for ASU 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, our commitments support the university charter. ASU is a national service university and aspires to accelerate positive social outcomes through the seamless integration of cutting-edge technological innovation and scalability.

EdPlus employees are valued, respected, and encouraged to be their unique selves. We know that our ability to deliver high-quality services and educational experiences is strengthened by our culture of inclusion. Our innovative approach drives outcomes through serving learners, achieving milestones, striving for excellence, solving problems, embracing urgency, and being bold.

ASU EdPlus

Apply before 11:59 pm Arizona time: Tuesday, April 14, 2026