Financial Intake Specialist

Arizona State University

. Assist students with completing financial aid documents to ensure eligibility for financial aid certification .

Posted 10/16/2026full-timeScottsdale • Arizona • United StatesMid-LevelSenior💰 $51,500 - $60,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial aid policies and procedures, with a strong ability to assist students in completing financial aid documentation and resolving eligibility questions. Proficient in customer service and communication across various platforms to support diverse student needs.

Highest-signal resume keywords

Financial Aid Policies KnowledgeCustomer Relationship Management SystemsMicrosoft Office ApplicationsHigh-Volume Call Center ExperienceMultitasking Ability

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Aid DocumentationFAFSA ReviewData Consistency VerificationOutreach Campaign ManagementStudent Support Coordination

Soft Skills

Customer ServiceCommunicationProblem SolvingCollaborationMultitasking

Industry Keywords

Financial Aid CertificationGovernment RegulationsDiverse Background SupportStudent Experience OptimizationDocumentation Completeness

About the role

Key responsibilities & impact

Assist students with completing financial aid documents to ensure eligibility for financial aid certification
Perform outreach to students and, where applicable, other institutions to collect documentation and complete files
Answer general financial aid questions and resolve obstacles to student progress
Collect and review FAFSA, federal tax returns, financial aid transcripts, and other verification documents for completeness, accuracy, and data consistency
Request additional information regarding incomplete or inconsistent applications
Answer financial aid eligibility and award questions from students and staff
Liaise between staff and students to optimize student experience and processing times
Support online students as part of a support team
Manage outbound call, text, and email campaigns to complete financial aid files
Partner with the FASS team to escalate students requiring tier 2 assistance
Follow up on document and student action requests to ensure timely receipt of accurate financial aid information
Assume or coordinate other duties and projects as assigned

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
Bachelor’s degree or higher in a related field preferred
Experience providing customer service
Experience supporting students from diverse backgrounds via telephone, email, video and chat
Experience using customer relationship management systems
Demonstrated ability to multitask
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
Applicant must be eligible to work in the United States; ASU EdPlus will not sponsor this position
Cover letter and resume or CV required
Resume must include employment information in month and year format, job title, duties, and employer name
Successful completion of criminal background and fingerprint checks required

Benefits

Comp & perks

Healthcare
Financial Security
Retirement
Family Resources
Tuition Reduction for eligible ASU employees, their dependents and spouse
Discounts
Flexible work options, ranging from alternate to hybrid work schedules, subject to approvals per ASU policy
Pre-employment screening and background check
Fingerprint check