Student Loan Specialist

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.