Customer Financial Specialist Associate
Geisinger
CAP Assessment Consultant – Financial Aid
College Aid Services, LLC
part-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
SeniorLead
Tech Stack
ERP
About the role
- Execute assigned project scopes to meet client goals, including interviews with staff and leadership, file/documentation review, and process analysis.
- Assess institutions’ adherence to federal, state, and institutional regulations and requirements.
- Conduct a comprehensive evaluation of financial aid processes, policies, and financial controls.
- Assess how student information systems are utilized, identify gaps, and recommend strategies to optimize efficiency and accuracy.
- Ensure compliance and recommend improvements in student communications, enrollment management, and service delivery.
- Evaluate office structure, interdepartmental collaboration, and workflow efficiencies.
- Analyze institutional financial aid processing setups—including annual configurations, packaging rules, ISIR imports/exports, loan setup, Pell and Direct Loan reconciliation, and SAP processes.
- Prepare comprehensive reports and debriefs summarizing findings and recommendations for institutional leadership.
- Work as part of a team of specialists to deliver high-quality, consistent CAP assessments.
Requirements
- Bachelor’s degree in business, higher education administration, or a related field (advanced degree preferred but not required).
- Minimum of 10 years of professional experience in higher education, with at least 5 years focused on financial aid operations.
- Proven expertise in compliance assessment, staff performance evaluation, business process improvement, or system optimization and utilization.
- Demonstrated ability to deliver constructive recommendations that drive institutional effectiveness and student success.
- NASFAA Credentials or related certifications a plus.
- Experience with multiple SIS/ERP systems (e.g., Banner, PeopleSoft, Colleague).
- Active participation in financial aid professional associations.
Benefits
- Equal Opportunity Employer: College Aid Services, LLC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
- College Aid Services participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial aid processescompliance assessmentbusiness process improvementsystem optimizationstudent information systemsfinancial controlsPell reconciliationDirect Loan reconciliationSAP processesreport preparation
Soft skills
interdepartmental collaborationconstructive recommendationsteamworkcommunicationleadershipanalytical thinkingproblem-solvingorganizational skillsclient-focusedevaluation
Certifications
NASFAA Credentials
