Financial Services Intake Representative

Job Summary

A company is looking for a Financial Services Intake Representative.

Key Responsibilities

• Receive and verify financial documents for completeness and accuracy to clear students for classes
• Document notes and case types in the applicable system
• Determine appropriate specialty and payment options for timely account setup

Required Qualifications, Training, and Education

• High School Diploma or GED
• Previous experience as a Finance Advisor or Financial Services Intake Representative is preferred
• Proficient in Microsoft Office products, including Excel, Word, PowerPoint, and Outlook
• Ability to adhere to schedules and plan workflows effectively
• Capacity to embrace repetitive tasks with diligence and commitment