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Student Loan Advisor

Company: Tax Defense Network
Location: Jacksonville
Posted on: February 16, 2019

Job Description:

Apply Description SUMMARY OF POSITION: The Student Loan Advisor is a multi-functional role which acts predominantly as a liaison between the client and student loan servicers. The Student Loan Advisor will act as the primary point of contact for the client from time of assignment until the case is closed. ESSENTIAL DUTIES AND RESPONSIBILITIES: --- Responsible for research and information gathering for each client to identify and address student loan liability and determine proper course of action. --- Provide regular quality contact with clients throughout case process. --- Facilitate the collection and organization of documentation necessary to establish payment agreements, financial statements, and/or perform contracted services. --- Verify and process documents including income, assets, credit, and title, for financial review. --- Responsible for aggressively advocating for clients on their behalf. --- Setting and maintaining proper expectations for all parties (clients, Department of Education, Loan Servicers, Management) --- Understanding of complex personal loan balance resolution case handling and associated client services --- Understanding of student loan repayment rules and regulations --- Ensure compliance with company rules, policies and regulations EDUCATION AND EXPERIENCE: --- 3+ year's recent experience in debt settlement, financial services, tax, legal services, or customer service. --- Aptitude for complex financial matters --- Must be fluent in Spanish --- Knowledge of FASFA repayment plans and financial aid payment assistance --- 1+ year experience in client facing student loan debt resolution case management --- Knowledge of Department of Education post loan disbursement borrower rules --- Completion of commensurate company provided or professionally offered tax and debt/loan resolution training SKILLS, KNOWLEDGE, AND ABILITIES: --- Problem solving skills, strong analytical and organizational skills. --- Strong written and oral communication skills. --- Strong attention to detail, reliable and motivated. --- Self-starter, ability to thrive in a fast-paced work environment. --- Strong research and information background. --- Firm understanding of basic math skills. --- Ability to discuss complex loan matters with clients --- Excellent customer service PHYSICAL DEMANDS: --- While performing the responsibilities of the job, the employee is required to talk and hear. Vision abilities required by the job are close vision. The employee is often required to sit and use their hands and fingers to handle, feel, and operate office equipment such as a computer, copier, and office supplies. --- In addition, the employee is occasionally required to stand, walk, reach with their arms and hands, and to stoop, kneel or crouch. --- Reasonable accommodations can be made to enable employees with disabilities to perform the described essential functions of the job. WORK ENVIRONMENT: --- The work environment is representative of an office setting. --- The noise level in the work environment is usually quiet to moderate. --- Reasonable accommodations can be made to enable employees with disabilities to perform the described essential functions of the job. Note: This document describes the minimum, essential duties, responsibilities, skills, abilities, effort, and working conditions of the position. It in no way implies that these are the only functions to be performed by the incumbent. Workers are required to follow any other job-related instructions and to perform any job-related functions requested by a supervisor or manager. Successful performance requires that the incumbent possess and utilize the abilities and skills described. All functions are subject to reasonable modification to accommodate individuals with disabilities. Some functions may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or others. Tax Defense Network is an Equal Opportunity Employer Requirements

Keywords: Tax Defense Network, Jacksonville , Student Loan Advisor, Other , Jacksonville, Florida

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