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Assistant Director, Financial Aid

4 months ago

Charlotte, United States Wake Forest University Full time
Application Instructions:

External Applicants: Please upload your resume on the Apply screen. Your application will automatically populate your resume details, and you may verify and update data on the My Information page.

Please add your cover letter and any other documents required for the position to the Resume/CV document upload section at the bottom of the My Experience application page. Use the Select Files button to add multiple documents including your cover letter and supporting documents. The My Experience page is the only opportunity to add your cover letter and supporting document attachments. You will not be able to modify your application after you submit it.

Current Employees: Apply from your existing Workday account. Do not apply from the website. Log in to Workday. Click on the Jobs Hub and select Browse Jobs. Locate the position and click Apply. Update your Education and Job History.
** Cover letter required for all positions and optional for facilities, campus services, and hospitality positions unless otherwise specified.

Job Description Summary
The Assistant Director of Financial Aid (AD) assists in managing financial aid and student accounts programs at the School of Professional Studies (SPS) including, but not limited to, counseling, need analysis and packaging, loan management, and communications. The AD will work closely with the SPS Director of Financial Aid & Student Accounts. The AD will advise students about the financial aid application process, financial aid eligibility, treatment of unusual and extenuating circumstances, financial aid programs, and other billing and payments processes. The AD works closely with members of the student body who are Veterans to ensure timely awarding and disbursement of Veterans' Education Benefits. The AD will perform most job duties in a flexible office setting in Charlotte, North Carolina.

Job Description

Essential Functions:
  • Assists in the management of all phases of loan programs (federal and private) for the SPS, tracking all funds received, and corresponding with financial aid recipients.
  • Assist in the management of all phases of scholarship awards for the SPS, including tracking scholarship awards, corresponding with scholarship award recipients, and performing fund reconciliation twice during each semester.
  • Determines eligibility and awards financial aid to students in compliance with federal and institutional guidelines, policies, and regulations.
  • Counsels prospective and current students regarding loan programs and eligibility in collaboration with OPM partner.
  • Assists in completing Title IV Return of Funds calculations when a student withdraws.
  • Reviews and completes federally required verification and professional judgment of students' financial aid applications.
  • Assists in managing the Satisfactory Academic Progress (SAP) process. Ensuring that the review and notification to students is performed based on the established policy and federal financial aid regulations.
  • Assist in the implementation of quality control measures to ensure adherence to University and federal guidelines and regulations.
  • Serves as the secondary School Certifying Official for North Carolina State Approving Agency/Veterans Affairs, assists in managing and monitoring all VA awards.
Non-essential Functions:
  • Assists with the reconciliation of federal student aid programs.
  • Assists in compiling all scholarship and financial aid statistics for audits and internal purposes.
  • Collaborates and engages with colleagues, particularly the Enrollment Management team, but also in other degree programs and those serving in other functional areas to realize excellence.
  • Attends financial aid, federal regulation, Banner, PowerFAIDS. and VA seminars and conferences to remain current with federal regulations and Banner and PowerFAIDS updates.
  • Partners with the University Financial Aid office and other professional schools to determine best practices.
Minimum Qualifications:
  • Bachelor's degree plus 3 or more years of related experience required, or an equivalent combination of education and experience.
  • Experience in federal student loan programs and Banner/PowerFAIDS/WorkDay recommended.
Required Education, Knowledge, Skills, Abilities:
  • Bachelor's degree plus 3 or more years of related experience or an equivalent combination of education and experience.
  • Strong interpersonal skills and ability to work effectively with a wide range of constituencies.
  • Excellent communication skills, both verbal and written.
  • A demonstrated ability to work independently and in a team-based environment, manage conflicting priorities and work under deadlines.
  • Excellent numeric reasoning ability.
  • Strong proficiency in Microsoft Office (Word, Excel, PowerPoint) and Google suite of software applications, and Admissions/Financial Aid software.
  • Detail-oriented with organizational and problem-solving skills.
  • Willingness and ability to take initiative.
  • Ability to work occasionally in the evenings and on weekends during admissions events and peak times.
  • Strong project management and organizational skills; ability to manage multiple responsibilities simultaneously.
  • Ability to handle sensitive information in a confidential manner.
Preferred Education, Knowledge, Skills, Abilities:
  • Experience in federal financial aid programs.


Additional Job Description

Note to Applicant:

This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by the employee's supervisor.

To help provide a safe learning and living community, Wake Forest University conducts background investigations and drug screens for all final candidates being considered for employment.

Wake Forest seeks to recruit and retain a diverse workforce and encourages qualified candidates across all group demographics to apply. Wake Forest University is committed to providing access and reasonable accommodation in employment for individuals with disabilities.

Time Type Requirement
Full time
Note to Applicant:

This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his/her supervisor.

In order to provide a safe and productive learning and living community, Wake Forest University conducts background investigations and drug screens for all final staff candidates being considered for employment.

Wake Forest seeks to recruit and retain a diverse workforce while promoting an inclusive work environment committed to excellence in the spirit of Pro Humanitate. In adherence with applicable laws and as provided by University policies, the University prohibits discrimination in its employment practices on the basis of race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and veteran status and encourages qualified candidates across all group demographics to apply.