Education Lending Coordinator at Harvard University in Cambridge, Massachusetts

Job Description:

Harvard University


Position Title: Education Lending Coordinator

Req ID: 67118BR

School or Unit: Harvard Federal Credit Union

Description: Job Summary

Harvard Federal Credit Union (Harvard FCU) has a dynamic small-business atmosphere where every member of the team has a significant impact on our success. Our headquarters and flagship branch are located in the heart of Harvard Square, surrounded by shops, restaurants, and the vibrant University community. We are looking for talented, member-centric individuals to join our growing team. If you have energy, enthusiasm, and thrive in a fast-paced environment, please read on.

The Education Lending Coordinator supports education lending products and initiatives at Harvard Federal Credit Union, reporting to the Loan Servicing and Support Supervisor.

Position Description

Customer Service & Member Support:

• Foster relationships with members throughout the loan lifecycle, focusing on account retention and engagement.
• Conduct in-person and phone meetings with members to provide loan origination and servicing assistance, addressing product details and application processes and repayment benefits.
• Liaise with Retail and Member Support teams on education lending programs.
• Manage inbound calls from members at critical loan stages and address complaints empathetically.
• Gather feedback to improve products and service delivery, upholding high customer service standards.

Systems, Business Operations & Compliance:

• Learn credit union banking systems and document member interactions accurately.
• Stay informed about education lending policies and regulations.
• Manage verification processes, repayment benefits, and account updates.
• Support audits and implement changes as necessary.

Training & Member Communication:

• Develop and deliver training for staff in collaboration with the Training Team.
• Update training resources and manage communication strategies with Marketing.
• Organize electronic communication archives.

This position is designated as a critical role for the Harvard Federal Credit Union as it provides non-deferrable services that must be performed in the event of an emergency or weather-related closure.

Basic Qualifications

Basic Qualifications are the minimum threshold a candidate must meet in order to be considered for this role.

• Associates degree or a minimum of two years of related training beyond high school.
• A minimum of three years of education lending, financial aid, banking, or client services experience in a high-volume setting required.

Additional Qualifications and Skills

The following qualifications are strongly preferred. If you meet some, but not all, you are still encouraged to apply; we value employees with a willingness to learn.

• Strong knowledge of the principles and practices of education lending.
• Business writing skills to support borrower interactions through multiple channels.
• Must be highly detail oriented.
• Successful experience interacting with culturally diverse populations.
• Entrepreneurial spirit and the ability to take the initiative to accomplish challenging tasks and identify alternative solutions.
• Working knowledge of Microsoft Office suite.
• Ability to learn new systems.
• Effective organizational and analytical skills.
• Demonstrated presentation skills.

Working Conditions

Work is performed in an office setting.

Additional Information

Please provide a cover letter with your application.

• Please note: Harvard University requires a pre-employment reference and background screening, which includes OFAC (Office of Foreign Assets Control).
• Harvard University is unable to provide work authorization and/or visa sponsorship.
• This position has a 90-day orientation and review period.

Interviews for this position may be conducted via telephone and Zoom video conferencing, based on the department's current presence on campus.

The health of our workforce is a priority for Harvard University. With that in mind, we strongly encourage all employees to be up-to-date on CDC-recommended vaccines.

Accessibility:

Harvard University welcomes individuals with disabilities to apply for positions and participate in its programs and activities. If you would like to request an accommodation or have questions about the physical access provided, please contact our University Disability Resources Department.

About Us

Harvard Federal Credit Union: https://harvardfcu.org/

The Harvard Federal Credit Union is one of the fastest growing Credit Unions in the country and a leader in our industry. As a not-for-profit cooperative, we put our members' best interests first in all that we do. We are passionate about service and fanatical about solving problems. Integrity and transparency are the foundation of Harvard FCU philosophy. Our mission is to enhance our members' lives by developing and offering trustworthy products that are easy to understand, easy to use, and best suited to meet their financial needs.

Benefits

We invite you to visit Harvard's Total Rewards website (https://hr.harvard.edu/totalrewards) to learn more about our outstanding benefits package, which may include:

• Paid Time Off: 3-4 weeks of accrued vacation time per year (3 weeks for support staff and 4 weeks for administrative/professional staff), 12 accrued sick days per year, 12.5 holidays plus a Winter Recess in December/January, 3 personal days per year (prorated based on date of hire), and up to 12 weeks of paid leave for new parents who are primary care givers.
• Health and Welfare: Comprehensive medical, dental, and vision benefits, disability and life insurance programs, along with voluntary benefits. Most coverage begins as of your start date.
• Work/Life and Wellness: Child and elder/adult care resources including on campus childcare centers, Employee Assistance Program, and wellness programs related to stress management, nutrition, meditation, and more.
• Retirement: University-funded retirement plan with contributions from 5% to 15% of eligible compensation, based on age and earnings with full vesting after 3 years of service.
• Tuition Assistance Program: Competitive program including $40 per class at the Harvard Extension School and reduced tuition through other participating Harvard graduate schools.
• Tuition Reimbursement: Program that provides 75% to 90% reimbursement up to $5,250 per calendar year for eligible courses taken at other accredited institutions.
• Professional Development: Programs and classes at little or no cost, including through the Harvard Center for Workplace Development and LinkedIn Learning.
• Commuting and Transportation: Various commuter options handled through the Parking Office, including discounted parking, half-priced public transportation passes and pre-tax transit passes, biking benefits, and more.
• Harvard Facilities Access, Discounts and Perks: Access to Harvard athletic and fitness facilities, libraries, campus events, credit union, and more, as well as discounts to various types of services (legal, financial, etc.) and cultural and leisure activities throughout metro-Boston.

Department Office Location: USA - MA - Cambridge

Job Code: 400110 Financial Associate I

Job Function: Finance

Work Format: Hybrid (partially on-site, partially remote)

Sub Unit: ------------

Salary Grade: 054

Department: Harvard FCU Consumer Lending


Union: 55 - Hvd Union Cler & Tech Workers

Time Status: Full-time

Pre-Employment Screening: Credit, Education, Identity, Prohibited Parties

Schedule: Monday through Friday, 9:00am - 5:00pm with a one-hour unpaid lunch break. This position is part of the bargaining unit and is overtime eligible. Must be able to work additional hours during peak periods, which may include nights and weekends.

Commitment to Equity Diversity Inclusion and Belonging: Harvard University views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a campus culture where everyone can thrive. We strive to create a community that draws upon the widest possible pool of talent to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values.

EOE Statement: We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.

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