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Stepful

Online MA and phlebotomy certification training

Financial Aid Advisor

EducationUpdated on Nov 14
Full-timeFenton, MO, USA$22 - $25 /hr

About the Job

Requirements

  • Two to four years of professional office experience.
  • Strong customer service skills, including patience, clear communication, and empathy when discussing money.
  • Ability to learn new systems and processes quickly.
  • Proficiency in Microsoft Excel, including pivot tables, and Word or Google Docs.
  • Strong organization, attention to detail, and follow-through.
  • Discretion and sound judgment when handling confidential student information.
  • High school diploma or GED.
  • Availability to work onsite in Fenton, Missouri, Monday through Friday.
  • Obtain authorized user access to U.S. Department of Education Federal Student Aid systems, including NSLDS, within 30 days of starting and maintain access throughout employment; complete required security training, Rules of Behavior acknowledgments, and periodic access recertifications. NSLDS access is unavailable to individuals with a federal student loan in default or a federal student grant overpayment.

Responsibilities

  • Partner with Admissions to ensure newly enrolled students have a smooth hand-off and feel welcomed and supported.
  • Welcome newly enrolled students by phone and email and guide them through each step of the financial aid process.
  • Help students complete the FAFSA and confirm it has been submitted and received.
  • Review NSLDS to confirm students’ eligibility and prior aid history.
  • Guide students through required documents in CampusIvy, including entrance counseling, the Master Promissory Note, and verification items.
  • Track each new student’s file and follow up to keep it on schedule.
  • Set up payment plans and explain balances, estimates, and how payments are applied in clear language.
  • Send payment reminders and past-due notices on schedule, and respond in writing to every payment-plan inquiry.
  • Contact students who have fallen behind, arrange payments, and follow through to resolution.
  • Apply college policy to delinquent accounts and escalate complex situations to the Senior Financial Aid Administrator with relevant details gathered.
  • Document student interactions and account activity in the student information system and CampusIvy.
  • Keep student files accurate, complete, and audit-ready in accordance with Title IV, FERPA, and college requirements.
  • Run and review basic financial aid and student account reports in Excel.
  • Support the Financial Aid and Student Accounts teams during busy periods, including new starts, disbursements, and graduation.

Desired Qualifications

  • Experience in financial aid, student accounts, billing, or collections.
  • Familiarity with CampusIvy, Anthology/CampusNexus, or NSLDS.
  • Experience working at a career college, vocational school, or in healthcare education.

About the Company

Stepful

Online MA and phlebotomy certification training

Stepful offers online training programs for people who want to start careers as medical assistants or phlebotomists. Its courses are online and include both theory and practical elements such as clinical hours, plus preparation for national certification exams. Classes are designed to be completed in a few months. Tuition pays for the online courses, certification prep, and access to a network of healthcare employers, and Stepful partners with employers to help graduates find jobs. This helps students gain credentials and secure employment in healthcare. Unlike programs that only teach theory, Stepful combines learning with hands-on hours and job placement support, aiming to make healthcare careers more accessible. The company’s goal is to create economic opportunities by helping job seekers enter and advance in healthcare roles with solid certification and placement outcomes.

Company size
201-500
Company stage
Series C
Total funding
$122.9M
Headquarters
New York City, New York
Founded
2021

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