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Financial Aid & Elig Specialist

Job in Katy, Harris County, Texas, 77493, USA
Listing for: EDSI Solutions
Full Time position
Listed on 2026-08-05
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep
Job Description & How to Apply Below

Financial Aid and Eligibility Specialist

The Financial Aid and Eligibility Specialist provides superior customer service to applicants seeking financial aid assistance for training in a fast paced, multi-functional environment. This person will assist applicants with applications and required documents for financial assistance and other expanded services Workforce Solutions offers.

Key Responsibilities:

  • Determine if customers are eligible for the Workforce Solutions financial aid
  • Enter information in the appropriate management information system and maintain electronic files as needed
  • Function as a financial aid resource specialist for applicants, responding to inquiries from prospective students
  • Handle a high volume of inbound and outbound communication with prospective residents seeking financial aid for training
  • Process a high volume of incoming applications/inquiries in a timely and accurate manner
  • Collect accurate and complete information from residents, protecting confidential information, while determining eligibility
  • Make recommendations for process improvements to continuously improve efficiency of operations and customer service
  • Resolve routine customer concerns utilizing excellent customer service skills
  • Maintain excellent productive working relationships with all business partners to ensure seamless customer service
  • Other opportunities as available

Education and Experience Requirements:

  • Bachelor's degree preferred, or equivalent experience
  • Three or more years of work experience, preferably in eligibility and/or a customer service environment
  • Broad base knowledge of labor market information and financial aid for childcare and training programs
  • Ability to proactively resolve issues and seek answers, actively look for ways to help people, perform under pressure, meet tight deadlines and meet or exceed performance goals
  • High attention to detail regarding data entry and other record keeping required
  • Must have reliable transportation to and from the worksite and other required locations

EDSI is a progressive, forward-thinking, family-owned company that is B Corp Certified. Bring your expertise to EDSI where you can live our values of Show Up, Smile, and Support every day!

EDSI is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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