Student Loan Coaching Specialist

Student Loan Coaching Specialist

Candidly was founded in 2016 to flip the script on what it means to plan, borrow, repay, and save for college. Today, we're the category leader with the market's most comprehensive AI-driven student debt and savings optimization platform. We partner with hundreds of top employers, financial institutions, and retirement record keepers, positioning Candidly to serve more than 35 million Americans.

We're already achieving incredible results to date, we've helped our users get on track to eliminate more than $1.8B in student debt and pay off their loans 175,000 years quicker and we're seeking movers, shakers, innovators, and problem solvers to help take our mission even further.

Candidly is a high-growth, Series B startup, funded by leading investors including Altos Ventures, Aflac, Salesforce Ventures, UBS, Equal Opportunity Ventures, Impact Engine, Rethink Impact, Unum, and Cercano Management. Our fully remote, international team of 70 (and counting) includes alumni from Google, UBS, Twitter, Plaid, Prudential, LendingTree, Morgan Stanley, Deutsche Bank, and more.

Job Description

As a Student Loan Coaching Specialist, you'll work one-on-one with end users to provide expert, personalized guidance on student loan repayment. We're expanding our coaching service to help even more users navigate the complexity of student loans (e.g. federal repayment plans, public service loan forgiveness, refinance, consolidation, tax considerations, accelerated payments, college funding) and balance other long-term financial goals alongside debt repayment. Our ideal candidate is a self-starter who is eager to help advance the program and is comfortable communicating directly with end users. Empathy, curiosity, and a growth mindset are critical to this role.

Key Responsibilities

• Prepare a borrower's analysis before the call, review it along with any questions during the call, and provide prompt follow-up via email after the call
• Become proficient with the Candidly platform and capabilities that can help borrowers make progress based on their customized plan
• Follow the post call coaching procedures (record meetings, fill out post call form, etc.)
• Weekly check-in with the Candidly Coaching team
• Ability to lead webinars, develop written resources, and collaborate on cross-functional initiatives to drive the growth and impact of the coaching program
• Contributes to team knowledge sharing and process improvement initiatives
• Shows initiative and resourcefulness to resolve user issues and improve coaching processes
• Adapts quickly to changes in policies, programs, or tools in a fast-paced environment
• Engages in continuous learning to stay up to date on student loan regulations, financial wellness strategies, and fintech tools

Requirements

• Certifications - CSLP designation preferred
• You are empathy-first in your approach to your clients and our users
• You are conscientious and meticulous in detail
• You have passion for making a difference and approach each day with a sense of urgency about the opportunity to make an impact
• You are an exceptional teammate

Preferred Qualifications

• Experience or knowledge in college planning concepts and strategies
• Familiarity with federal and private student loan programs, repayment strategies, and forgiveness options
• Knowledge of personal finance software or fintech platforms
• Bilingual or multilingual abilities to support a diverse user base
• Background in higher education, career services, or financial literacy education
• Experience or familiarity with AI-driven financial tools or platforms, including using AI insights to guide client decision-making or improve coaching outcomes

Background and EEOC

Candidly offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check & fingerprints).

Candidly strives to foster an environment where every employee can succeed. As an Equal Opportunity Employer we do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identity, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.