Specialist I, Funding Management

The Specialist I, Funding Management supports retention and degree completion by assisting learners to explore alternative funding options. The incumbent is responsible for advising learners regarding eligibility criteria and application procedures for all available federal, state scholarships, as well as institutional financial assistance programs to further support degree attainment.

• Collaborates cross-functionally to process additional funding to cover a learner’s remaining gap balance

• Provides financial resources regarding scholarships and private lending options

• Provides ongoing updates within the organization regarding status of gap balance funding and/or disbursement details

• Reviews learners’ documents and applications for accuracy and completeness to proceed with funding processing

• Performs consistent and thorough audits of portfolio to ensure funding matches the general ledger postings

• Participates in the successful implementation of other functional projects as they arise

• Some college or two years of equivalent work experience is required

• An associate degree in accounting or finance from an accredited institution is strongly preferred

• Demonstrated proficiency with Microsoft Office Suite is required

• Demonstrated experience adopting technology and database navigation

• Demonstrated ability to complete mathematical equations including ratios and percentages