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Financial Services Intake Representative
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 students to complete account setups Required Qualifications High School Diploma or GED Previous experience as a Finance Advisor or Financial Services Intake Representative is preferred Proficient in utilizing Microsoft Office products Ability to adhere to schedules and plan workflows appropriately Capacity to embrace repetitive tasks with diligence and commitment
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 students to complete account setups
Required Qualifications
High School Diploma or GED
Previous experience as a Finance Advisor or Financial Services Intake Representative is preferred
Proficient in utilizing Microsoft Office products
Ability to adhere to schedules and plan workflows appropriately
Capacity to embrace repetitive tasks with diligence and commitment
