Student Finance Quality Assurance Analyst

INTERESTED? APPLY HERE: Student Finance QA Analyst Application Form

https://forms.gle/JrmSFEhxFJiZpU2t6

ABOUT THE STUDENT FINANCE QUALITY ASSURANCE ANALYST POSITION

The Student Finance Quality Assurance (QA) Analyst plays a critical role in supporting the accuracy, integrity, and consistency of student financial data, cancellation requests, refund evaluations, and third-party financing activity.

This is not a traditional accounting role. Instead, this position sits at the intersection of data, operations, and financial analysis focused on collecting, validating, and organizing information that supports informed decision-making.

You will be responsible for reviewing student cancellation and refund requests, validating data across systems, and supporting loan cancellation requests and dispute processes with third-party financing partners. Your work ensures that decisions are made using accurate, complete, and well-documented information.

You’ll work closely with the Student Finance Coordinator to compile findings, highlight key details, and build clear, fact-based recommendations that help guide team decisions.

This role is ideal for someone who enjoys structured, detail-oriented work and wants to grow into broader responsibilities across analytics, operations, and financial processes over time.

YOU’RE PERFECT FOR THE HEALTH INSTITUTE IF…

• You naturally catch things others miss and take pride in precision and accuracy
• You can review a 90-120 minute call and extract clear timelines, facts, and inconsistencies
• You enjoy structured, repeatable workflows and can stay focused on detailed tasks
• You think critically and can organize information into clear, logical summaries
• You’re comfortable working with policy-based guidelines and applying them consistently
• You can support communication with third-party financial partners in a clear and professional way
• You are comfortable working in a support role that focuses on building recommendations rather than making final decisions
• You communicate clearly and can present findings in a way that is easy for others to understand
• You operate with integrity and objectivity focused on facts over emotion or external pressure
• You are motivated to grow into more advanced analytical or operational responsibilities over time
• You have familiarity with contracts, agreements, or policy-driven environments, and can interpret how they apply to real-world situations
• You are comfortable reviewing claims that may include legal language, escalation threats, or regulatory references (attorneys, Better Business Bureau, FTC), and can remain objective and fact-focused

TOOLS WE USE:

• GoHighLevel (GHL)
• Airtable
• Google Workspace (Sheets, Docs, Drive)
• Slack
• Freshdesk
• Payment Platforms & Financing Systems (United Credit, FanBasis, etc.)

RESPONSIBILITIES:

Quality Assurance & Refund Review

• Review and validate student cancellation requests and refund evaluations
• Watch and analyze internal call recordings and video interactions to gather supporting details
• Cross-reference information across systems to ensure consistency and completeness
• Identify discrepancies, missing data, or inconsistencies in student records
• Review requests in the context of the Student Agreement and internal policies, ensuring findings are aligned with documented terms and conditions
• Compile findings into clear, structured summaries for team review

Third-Party Financing & Dispute Support

• Support loan cancellation requests and financing-related disputes with third-party partners
• Gather and validate supporting documentation prior to submission or response
• Assist in communication and coordination with financing providers
• Track dispute activity, status updates, and outcomes
• Assist in organizing documentation for cases involving escalations, disputes, or external complaints
• Maintain accurate documentation of all financing-related cases

Data Collection & Validation

• Collect, organize, and maintain structured datasets related to refunds and financing activity
• Validate data across internal systems and external financing records
• Perform recurring audits to ensure accuracy and completeness
• Maintain clear and organized case documentation

Reporting & Insights

• Summarize refund and dispute reviews into clear, easy-to-understand reports
• Present timelines, key facts, and supporting details for internal review
• Identify patterns or trends across cancellation requests and disputes
• Highlight insights that help guide team decisions and process improvements

Workflow Execution & Process Adherence

• Follow standardized QA and review workflows with consistency and attention to detail
• Complete high-volume, repetitive review tasks while maintaining accuracy
• Ensure all required documentation is complete before escalation
• Support updates and improvements to QA and review processes

Process Improvement & Growth

• Identify opportunities to improve data accuracy, documentation, and workflows
• Support the development of scalable QA and review processes
• Contribute to building more efficient systems as the team grows
• Take on expanded responsibilities over time as skills and experience develop

SCORECARD METRICS/KPIs:

• Refund & Cancellation Review Accuracy Rate
• Volume of Requests Reviewed
• Turnaround Time for Reviews
• Data Accuracy & Completeness
• Documentation Quality
• Reporting Clarity & Usability

SUCCESS IN THIS ROLE LOOKS LIKE:

• You consistently produce accurate, well-documented, and easy-to-understand case reviews
• The team can confidently rely on your work to support fair and consistent decision-making
• Data and documentation are clean, organized, and complete across all cases
• You identify patterns and surface insights that improve team efficiency and outcomes
• You build trust as a reliable and detail-oriented contributor within Student Finance

GROWTH & OPPORTUNITY:

This role is designed as an entry point into the Student Finance function with clear opportunities for growth. As you develop in this role, you may expand into responsibilities across analytics, financial operations, and process ownership, supporting the continued scale of the organization.

PREFERRED (NOT REQUIRED):

• Experience working with contracts, agreements, or policy-driven environments
• Exposure to dispute resolution, escalations, or complaint handling (BBB, FTC, lender disputes, or similar)

COMPENSATION & BENEFITS

This is a Full-Time, W2, remote position. Compensation range for the Student Finance Quality Assurance Analyst role is $45,000-$55,000 annually, commensurate with experience. Benefits include; Company sponsored medical, dental, and vision insurance, flexible PTO, hybrid work, company-paid holidays, access to growth opportunities within a mission-driven team & more.

INTERESTED? APPLY HERE: Student Finance QA Analyst Application Form

https://forms.gle/JrmSFEhxFJiZpU2t6