Job Summary
The CDL Program Readiness Coordinator is responsible for the virtual management of student financial packaging and administrative compliance. This role ensures that CDL candidates are financially cleared and educationally eligible before their start dates. Operating in a high-volume, remote environment, this position serves as the primary liaison between students, workforce agencies, and campus operations to ensure 100% "Ready to Start" (RTS) status for every cohort.
Key Responsibilities
1. Financial Portfolio Management & Student Counseling
- Provide comprehensive and accurate investment overviews and funding summaries to all prospective students, ensuring financial clarity and transparency regardless of the final enrollment outcome.
- Advise incoming and re-entry students on the availability of funding resources (WIOA, VA, Third-Party, Cash, etc.) to cover tuition and program costs.
- Set up and prioritize packaging appointments based on upcoming cohort start dates.
- Execute the payment collection process: process down payments, post transactions in Campus Nexus, and verify Auto Pay setup for all Unisa enrollments.
- Proactively manage the CDL Packaging Pipeline and FARM Report to identify and resolve pending packaging statuses.
2. Regulatory Compliance & Administrative Oversight
- Serve as the primary auditor for Proof of Education (POE) and DOT Physical/MVR requirements, ensuring 100% validity before final submission.
- Launch DOT Physicals and MVRs as needed; track medical clearance and upload Medical Cards/physical results to student profiles.
- Ensure all institutional Disclosures are signed and time-stamped correctly, and cross-verify that student names match all ID and DOT documentation.
- Conduct "Missing Document" outreach (calls/texts) to maintain student momentum through the onboarding process.
3. Operational Pipeline & Readiness Tracking
- Perform daily verification of pipeline metrics, including the number of fully packaged students, missing POE/DOT counts, and total collection amounts processed.
- Categorize and track funding sources daily (Cash, VA, Employer Partnerships, Workforce Agencies, Third-Party Lending).
- Analyze the "Ready to Start" (RTS) list and "Sit Report" for the upcoming cohort to ensure all students have cleared funding prior to the start date.
- Contact WIOA Case Managers and VA Vocational Rehab counselors to expedite pending vouchers and approvals.
4. Strategic Reporting & Leadership
- Prepare and lead the CDL Remote Campuses Ready to Start Review and attend Weekly SSM meetings to report on packaging statuses.
- Submit a daily End of Day (EOD) Report and a Weekly Recap for review with the Senior Director of CDL Operations and Senior Director of Student Account Operations .
- Manage the Monthly KPI Report (Enrollment-to-Packaged conversion) and the Aging Report to resolve long-standing balances.
- Establish a schedule for upcoming Funding Information Sessions and attend monthly Post Start Review and "Lock" meetings to confirm final cohort numbers.
Experience and Education Required
- High School Diploma (GED acceptable) from an academic institution accredited by an accrediting agency that is recognized by the U.S. Department of Education.
- 1 year of experience in a customer service related field.
- Ability to multi-task while maintaining organization.
- Candid, honest, respectful communication skills (both verbal & written).
- Highest levels of integrity, trust, respect, and professionalism, with ability and willingness to handle sensitive and confidential situations and documentation.
Experience and Education Preferred
- 1 year prior experience in Financial Aid & Collections.
- Experience with CampusVue (Campus Nexus).
- Associate’s degree or higher from an academic institution accredited by an accrediting agency that is recognized by the U.S. Department of Education.
- Previous experience in CDL or vocational school operations.
Physical Demands
- Mobility & Balance: Ability to frequently climb in/out of the cab, bend, squat, kneel, twist and reach to perform pre/post-trip inspections and navigate tight spaces.
- Strength: Ability to crank trailer landing gear (often 100+ lbs), handle training and safety equipment, and potentially assist with loading/unloading (if applicable).
- Endurance: Ability to sustain physical activity and be alert during extending driving and instructional periods, including exposure to varying weather conditions such as heat, cold, wind, rain, ice or snow.
- Sensory Acuity and Overall Health: Must possess and maintain a valid DOT Medical Examiner’s Certificate and meet DOT physical qualifications required to hold a CDL, with or without reasonable accommodations, as required by Federal regulations.
Specific Tasks & Considerations:
- Demonstrating Skills: Physically showing students how to couple/uncouple trailers, perform inspections, and maneuver the large vehicle.
- Environmental Exposure: Working outdoors in various conditions including extreme heat, cold, rain, or snow while training.
Work Environment
Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is usually not exposed to weather conditions. The noise level in the work environment is usually moderate.
Note
This is not necessarily an exhaustive list of all responsibilities, skills, duties, or requirements associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or require that other or different tasks be performed when circumstances change.
I have read and understand the above job description. I further understand that this is not an all-inclusive list and does not constitute a contract. My employment remains at will as with all employees of Ancora Education.