Student Finance Coordinator

Kaplan Test Prep

. Explain students' financial obligations to the institution .

Posted 10/27/2026full-timeRemote • United StatesEntry Level💰 $31,200 - $45,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial aid processes, including Title IV eligibility, loan packaging, and student account management. Proficient in providing exceptional student support and communication while analyzing financial obligations and funding sources.

Highest-signal resume keywords

Financial Aid ExperienceTitle IV Eligibility ReviewLoan Packaging and ModificationMicrosoft Office Suite ProficiencyCustomer Service Skills

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

Financial Aid AnalysisLoan Eligibility AssessmentDebt MonitoringPackage ReviewFinancial Readiness Calls

Soft Skills

Excellent Communication SkillsOrganizational SkillsAttention to DetailProblem-Solving Ability

Tools & Technologies

Microsoft Office SuiteGoogle Apps

Industry Keywords

Student AccountsFinancial ObligationsFunding SourcesAlternative Loan OptionsDebt Burden Monitoring

About the role

Key responsibilities & impact

Explain students' financial obligations to the institution
Provide inbound and outbound student support via telephone, email, and other media
Analyze and discuss funding from state, federal, military, and outside sources
Explain payment plans, alternative loan lender options, and internal loan programs
Support students during initial packaging, repackaging, and package adjustments
Help students monitor debt burden and continued aid eligibility
Perform Financial Readiness, Package Review, and Out of School Account Review calls
Walk prospective and continuing students through award letters and required student cash payments
Review applications and documents for Title IV financial aid eligibility under Department of Education requirements
Evaluate overlapping loans and aggregate loan limits, resolve exceptions, and ensure timely disbursements
Review loan eligibility and current debt with students
Assess student accounts for remaining financial obligations and outstanding balances
Assess and report on students' ability to pay
Answer inbound billing calls
Package enrolled students, modify packaging based on eligibility changes, and send updated award letters as needed

Requirements

What you’ll need

Bachelor's Degree (B.A./B.S.) in Business Administration, Finance or related field
1+ years' experience in Financial Aid, Student Accounts, or similar role
Proficiency in Microsoft Office Suite of Products and Google Apps
Excellent verbal and written communication skills
Good organizational skills, customer service skills, attention to detail, and problem-solving ability
Must be in and maintain good standing with any student loan debt
Work schedule: Mon-Thu 11am-8pm ET, Fri 9am-6pm ET

Benefits

Comp & perks

Remote work provides a flexible work/life balance
Comprehensive Retirement Package automatically enrolled in The Company Contribution Plan (8-10% annual company contribution based on tenure)
Gift of Knowledge Program provides tuition assistance and substantial discounts for employees and close family members
Comprehensive health benefits; new hire eligibility starts on day 1 of employment
Generous Paid Time Off including paid holidays, vacation, personal, sick paid time-off, plus one (1) volunteer day and one (1) diversity and inclusion day