Apex Systems

Financial Planning and Analysis

• Ensure compliance and accurate information provided to students.
• Review and audit files upon submission from the FAC’s.
• Create Award Letter and FASApp.
• Issue and maintain award letters as appropriate.
• Maintain/update the certified loan report.
• Complete the financial aid file once a student has gone through the entire process of FA.
• Help students obtain funding through various programs available.
• Prepare, explain and supply applicants with appropriate documents to make informed decisions regarding financial aid.
• Analyze timing of funding of students.
• Update Salesforce appropriately in the financial aid section regarding funding score, etc.
• Verify funding amounts and order funds as appropriate.
• Participate in financial aid meetings and events.
• Download vouchers and verify funding of those vouchers.
• Scan, upload and email vouchers as necessary.
• Issue borrower notifications.
• Provide exit counseling.
• Run enrollment reporting and add new student’s to NSLDS transfer monitor list.
• Perform miscellaneous duties as assigned.

Financial Service Analyst

• Mentor Financial Counselors and Financial Planners and provide coaching on best practices.
• Continually train and develop Financial Planners and Financial Counselors.
• Consistently maintain top performance.
• Perform daily QA assessments of Financial Planners and Financial Counselors and provide feedback and mentoring.
• Ensure that Financial Planners and Financial Counselors meet compliance standards.
• Manage the queueing system to ensure students are assisted in the proper time frame.
• Ensure Financial Planners and Financial Counselors meet or exceed metrics assigned by Sr Director of Financial Planning.
• Fill in and perform any or all Financial Planner and Financial Counselor job functions as needed.
• Misc. duties as assigned by the Sr Director of Financial Planning.

Financial Service Analyst

Assistant Director of Financial Planning