Financial Intake Specialist

Arizona State University

EdPlus Financial Intake Specialist at ASU assisting students with financial aid certification and documentation. Provide outreach, support, and resolve financial aid inquiries in a dynamic environment.

Posted 4/1/2026full-timeScottsdale • Arizona • 🇺🇸 United StatesMid-LevelSenior💰 $51,200 - $60,200 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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.
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.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial aid policiescustomer servicemulti-taskingdata accuracydata consistencyfinancial aid document reviewverification document analysiscall center experienceCRM systemsMicrosoft Office

Soft Skills

communicationinterpersonal skillsproblem-solvingteam collaborationcustomer supportorganizational skillsproactive engagementliaison abilitiesadaptabilityattention to detail

Certifications

Bachelor's degree