College America

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Financial Planner

at College America

Posted: 9/25/2019
Job Status: Full Time
Job Reference #: 18-1041
Keywords: financial

Job Description

Company Overview

The Center for Excellence in Higher Education (CEHE) is a 501(c)(3) non-profit corporation headquartered in Salt Lake City, Utah.  CEHE operates degree-granting career colleges throughout the western United States and online.  The college brands include Stevens-Henager Colleges in Utah and Idaho; CollegeAmerica in Colorado and Arizona; California College San Diego, and Independence University (online platform). All of the colleges are accredited by ACCSC, a national accrediting body recognized by the U.S. Department of Education. The colleges offer degree programs from the Associate’s level through the Master’s level in a variety of disciplines including Computer Science, Graphic Arts, Business/Accounting, Nursing, and Healthcare.  CEHE is an at-will employer.

Financial Planner

The Financial Planner will support the company process for Title IV applications and seek additional funding options for students. This individual will also be responsible for collecting student information to verify financial awards under the direction of the Assistant Director of Financial Planners. Most importantly conduct phone interviews with prospective/enrolled students.

Essential Functions:

  • Continually study federal, state, and corporate rules of financial aid.
  • Assist potential students in determining educational funding options
  • Provide outstanding service and assistance to all prospective and current students
  • Produce accurate and organized student files
  • Process necessary funding and federal documents
  • Assist in answering financial aid questions for prospective, new, and current students
  • Expected to achieve packaging and quality goals
  • Interface with and support Admissions and Education departments.
  • Extremely high organization skills. 
  • Must be able to lift 15 lbs.
  • Other duties as assigned


  • Associate’s Degree preferred
  • Title IV experience preferred.
  • Prior financial aid experience preferred.
  • Applicant must be personable, have a high level of customer service, be detail oriented, ability to multitask, and dedicated to achieving quick results.
  • Able to work evenings and some weekends
  • Positive attitude is a must
  • No job hoppers (must not have more than three jobs within the past five years)
  • In order to perform this job, you must not be in default on any Federal Title IV student loans.

Measures of Merit:

  • Packaged files, QA scores, and audit fail rates



This specification is intended to indicate management’s designation of the position’s essential functions, which include the kinds of tasks and levels of work difficulty that will be required of positions given this title, and shall not be construed as declaring the entire description of specific duties and responsibilities of any particular positions. It is not intended to limit, or in any way modify, the right of any supervisor to assign, direct, and control the work of employees under his/her supervision. The use of a particular expression or illustration describing such duties shall not be held to exclude other duties not mentioned. All positions, unless otherwise noted in an offer letter, are 40-hour a week positions, and regular and predictable job attendance is a requirement for all positions. Ability to competently perform all essential duties of the position, with or without reasonable accommodation; a demonstrated commitment to effective customer service delivery; and the ability to work productively as a member of a team or workgroup are basic requirements of all positions at CEHE. This job description is subject to change at any time.



Company Culture


We are People-Focused - We respect the intelligence and potential of each staff member. We provide a working environment that permits freedom to think, speak, disagree, innovate, create, and initiate. We value and admire ambitious and productive people, and we protect them, encourage them, and create a climate in which they flourish. We love, recognize, and reward producers and performers. In return, we require our employees to have a strong work ethic and be productive. We recruit broadly and select the highest caliber people available - ambitious, knowledgeable, and talented managers, instructors, admissions consultants, and administrators.


Sound Values and Virtues - The ethical conduct of our employees is of supreme importance. We hold the following as values and virtues: rationality, purpose, innovation, productiveness, profit, honesty, integrity, justice, and pride. These values are the core of our ethical code. To be ethical means to apply, to work by, and to live by these values and virtues.


CREDO - We are dedicated to helping our students graduate and get a much better job sooner. This is our mission. We pledge to provide the finest career education possible and to graduate satisfied students who have greater knowledge, skills, and self-esteem in the shortest possible time. Our education is high value, clear, and interesting and achieves the highest level of learning and achievement for students. We want to deliver twice as much in half the time.


CEHE is a drug-free environment and we perform drug testing.


Equal Opportunity Employer - We are an equal opportunity employer. No employee, or applicant for employment, shall be discriminated against in any term or condition of employment because of race, color, religion, national origin, sex, age, or sexual orientation. We are constantly striving to make our colleges the best they can be. As an employee, you become part of that mission. We expect a commitment that you will be the best you can be.

I have reviewed the above job description, which sets out the essential job functions of my position, and certify that I can perform all the essential functions with or without an accommodation. If I need an accommodation to perform the essential functions of my job due to a physical or mental impairment, I agree to notify my manager immediately and agree to cooperate with the Company to identify reasonable accommodations that will allow me to perform the essential functions of my job in a satisfactory manner. I further agree to contact Human Resources if I am concerned that the interactive process or the offered accommodations do not adequately address my needs.

At our family of colleges, our mission is simple: to help our students graduate and get a much better job faster. If you believe that helping others achieve their dreams is part of your life's mission, then our colleges offer a wide variety of employment opportunities for your personal and professional growth.

We're looking for intelligent, driven, productive, talented, and innovative faculty and staff members to help our students succeed at every step of the college experience, from enrollment to graduation—and beyond. Join our family by applying today.

Posted 30+ Days Ago

Full time