Student Finance Quality Assurance Analyst
The Health Institute is seeking a Student Finance Quality Assurance Analyst who will support the accuracy and integrity of student financial data. This role involves reviewing cancellation and refund requests, validating data across systems, and collaborating with third-party financing partners to ensure informed decision-making.
Responsibilities
- Review and validate student cancellation requests and refund evaluations
- Watch and analyze internal call recordings and video interactions to gather supporting details
- Cross-reference information across systems to ensure consistency and completeness
- Identify discrepancies, missing data, or inconsistencies in student records
- Review requests in the context of the Student Agreement and internal policies, ensuring findings are aligned with documented terms and conditions
- Compile findings into clear, structured summaries for team review
- Support loan cancellation requests and financing-related disputes with third-party partners
- Gather and validate supporting documentation prior to submission or response
- Assist in communication and coordination with financing providers
- Track dispute activity, status updates, and outcomes
- Assist in organizing documentation for cases involving escalations, disputes, or external complaints
- Maintain accurate documentation of all financing-related cases
- Collect, organize, and maintain structured datasets related to refunds and financing activity
- Validate data across internal systems and external financing records
- Perform recurring audits to ensure accuracy and completeness
- Maintain clear and organized case documentation
- Summarize refund and dispute reviews into clear, easy-to-understand reports
- Present timelines, key facts, and supporting details for internal review
- Identify patterns or trends across cancellation requests and disputes
- Highlight insights that help guide team decisions and process improvements
- Follow standardized QA and review workflows with consistency and attention to detail
- Complete high-volume, repetitive review tasks while maintaining accuracy
- Ensure all required documentation is complete before escalation
- Support updates and improvements to QA and review processes
- Identify opportunities to improve data accuracy, documentation, and workflows
- Support the development of scalable QA and review processes
- Contribute to building more efficient systems as the team grows
- Take on expanded responsibilities over time as skills and experience develop
Skills
- You naturally catch things others miss and take pride in precision and accuracy
- You can review a 90-120 minute call and extract clear timelines, facts, and inconsistencies
- You enjoy structured, repeatable workflows and can stay focused on detailed tasks
- You think critically and can organize information into clear, logical summaries
- You're comfortable working with policy-based guidelines and applying them consistently
- You can support communication with third-party financial partners in a clear and professional way
- You are comfortable working in a support role that focuses on building recommendations rather than making final decisions
- You communicate clearly and can present findings in a way that is easy for others to understand
- You operate with integrity and objectivity focused on facts over emotion or external pressure
- You are motivated to grow into more advanced analytical or operational responsibilities over time
- You have familiarity with contracts, agreements, or policy-driven environments, and can interpret how they apply to real-world situations
- You are comfortable reviewing claims that may include legal language, escalation threats, or regulatory references (attorneys, Better Business Bureau, FTC), and can remain objective and fact-focused
- Review and validate student cancellation requests and refund evaluations
- Watch and analyze internal call recordings and video interactions to gather supporting details
- Cross-reference information across systems to ensure consistency and completeness
- Identify discrepancies, missing data, or inconsistencies in student records
- Review requests in the context of the Student Agreement and internal policies, ensuring findings are aligned with documented terms and conditions
- Compile findings into clear, structured summaries for team review
- Support loan cancellation requests and financing-related disputes with third-party partners
- Gather and validate supporting documentation prior to submission or response
- Assist in communication and coordination with financing providers
- Track dispute activity, status updates, and outcomes
- Assist in organizing documentation for cases involving escalations, disputes, or external complaints
- Maintain accurate documentation of all financing-related cases
- Collect, organize, and maintain structured datasets related to refunds and financing activity
- Validate data across internal systems and external financing records
- Perform recurring audits to ensure accuracy and completeness
- Maintain clear and organized case documentation
- Summarize refund and dispute reviews into clear, easy-to-understand reports
- Present timelines, key facts, and supporting details for internal review
- Identify patterns or trends across cancellation requests and disputes
- Highlight insights that help guide team decisions and process improvements
- Follow standardized QA and review workflows with consistency and attention to detail
- Complete high-volume, repetitive review tasks while maintaining accuracy
- Ensure all required documentation is complete before escalation
- Support updates and improvements to QA and review processes
- Identify opportunities to improve data accuracy, documentation, and workflows
- Support the development of scalable QA and review processes
- Contribute to building more efficient systems as the team grows
- Take on expanded responsibilities over time as skills and experience develop
- Experience working with contracts, agreements, or policy-driven environments
- Exposure to dispute resolution, escalations, or complaint handling (BBB, FTC, lender disputes, or similar)
Benefits
- Company sponsored medical, dental, and vision insurance
- Flexible PTO
- Hybrid work
- Company-paid holidays
- Access to growth opportunities within a mission-driven team & more
Company Overview