Requisition ID: req50893
Job Title: Student Loan Specialist
Sector: Education
Employment Category: Regular
Employment Type: Full-Time
Compensation: USD 26.00 - 26.80 Hourly
Location: Sacramento, CA USA
Work Arrangement: Hybrid
Job Description
- Provide one-on-one Student Loan counseling sessions (including both initial and follow-up sessions) to achieve client outcomes
- Assess client needs and develop individual Student Loan action plans with each client
- Support clients in understanding their Student Loan repayment options and developing a plan with the client to pursue those goals while providing support and accountability along the way
- Guide clients through the deferment, forbearance and loan forgiveness processes and track outcomes as necessary
- Supporting clients in communicating with loan servicers, lenders, etc. and taking the steps to remove wage garnishments due to Student Loan non-payment
- Make appropriate referrals and integrate other wraparound supports (i.e. financial coaching, tax preparation, etc.) into counseling to achieve greater results;
- Collect, track and report required data using client management tracking tools and databases
- Write thorough and substantive case notes for each client interaction
- Conduct client surveys to understand their satisfaction with and progress in the program
- Conduct community outreach events to reach potential clients in the community
- Develop and facilitate Student Loan trainings in online and in-person settings to support clients in navigating Student Loan repayment
- Participate in initial trainings and ongoing professional development trainings
- Follow required protocol and program requirements
- Regularly meet with other Student Loan Empowerment providers
- Participate in all-staff/program meetings
- Other related duties as assigned
- A BA degree from an accredited college and two years of experience or over five years of relevant work experience with some background in finance, financial education, Student Loan counseling, counseling/coaching, or social service delivery;
- Eexpertise in one of the following: financial services, Student Loans/financial aid, social work, coaching/mentoring, teaching, or other related fields.
- Dynamic, committed individual with strong interpersonal skills and a passion for supporting people with low incomes to build greater financial stability.
- Excellent interpersonal skills: the ability to work effectively with partners and colleagues in a cross-cultural, multi-disciplinary environment;
- Solid organizational skills with the ability to juggle multiple tasks, set priorities, effectively manage time, and meet deadlines;
- Excellent writing and verbal communication abilities;
- Demonstrated success in program coordination and achieving programmatic goals and outcomes;
- Highly organized self-starter with demonstrated success in managing multiple and diverse priorities, as well as balancing competing deadlines and projects;
- Strategic thinking, with thoughtful, thorough, and detailed follow through.
- Comfortable with taking initiative; effective, collaborative worker; able to retain focus while multi-tasking.
- Ability to function effectively within protocols and challenges of operating within a state funded program.
- Attention to detail and production of quality work, along with ability to work quickly and under pressure.
- Strong Computer skills: MS Word, Excel, and Outlook; Salesforce and other database systems
- Experience with large datasets and data management preferred.
- Valid driver's license, reliable vehicle with current insurance, and the ability to travel regularly throughout the service delivery area.
- Language skills in Spanish a plus though not required.
Hybrid office work environment combined w/ remote and in-person, office/classroom setting, and some travel throughout service delivery area, particularly to locations to conduct client outreach. Work computer and supplies provided.
#LI-Hybrid