10-Oct-2024
Education Lending Coordinator
Harvard Federal Credit Union
67118BR
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.
- 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.
- 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.
Physical Requirements
Able to list up to 20 pounds on occasion.
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.
Work Format Details
Harvard Federal Credit Union is an on-campus community,
This position is hybrid, based in Cambridge, in Massachusetts. Position may require travel to all branch locations in the Cambridge, Boston, and Somerville areas. This may include in-person during emergency situations (if applicable). During the initial 90-day training period, new employees may be expected to work in the office more frequently, up to full-time. Additional details will be discussed during the interview process. All remote work must be performed within one of the Harvard Registered Payroll States, which currently includes Massachusetts, Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Georgia, Illinois, Maryland, New Jersey, New York, Virginia, Washington, and California (CA for exempt positions only). Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.
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.
Job Function
Finance
Department Office Location
USA - MA - Cambridge
Job Code
400110 Financial Associate I
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.
EEO 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.