What are the responsibilities and job description for the Financial Aid Specialist position at UNC Charlotte?
General Information
Vacancy Open to
All Candidates
Employment Type
Permanent - Full-time
If time-limited, note appointment end date
Hours per week
40
Months per year
12
Position Number
000751
NC Salary Grade Equivalency
GN07
Classification Title
Student Services Specialist-Journey
Working Title
Financial Aid Specialist
Salary Range
$39,058 - $43,000
Anticipate Hiring Range
$39,058 - $43,000
FLSA Status
Non Exempt
Division
Academic Affairs
Department
Enrollment Management (Adm)
Work Unit
Financial Aid Operations
Work Schedule
8:00 am – 5:00 pm; Monday – Friday with occasional evening and weekend hours required, as necessary.
Primary Purpose of Position
The primary purpose of the Financial Aid Specialist will be:
- Manage daily, weekly, and monthly reports associated with the Office of Financial Aid involving but not limited to Federal Pell Grant, Federal TEACH Grant, and monthly reconciliation of the Federal Grants.
- Import and export federal grant files to the Department of Education daily.
- Serve as the point of contact for transient study program Charlotte, which will require adjusting aid based on final outcome of courses.
- Serve as a backup for withdrawal processing, study abroad, and part of term.
- Provide financial aid counseling both on the telephone, email and in person. This will include providing information regarding financial aid policies and procedures to prospective students as well as current students, parents and other visitors.
Minimum Education/Experience
Required Minimum Qualifications:
Bachelor’s degree; or equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions.
University Preferred Qualifications:
Graduation from a four-year college or university and two years of administrative or office management experience in the student services or related field; or equivalent.
All degrees must be received from appropriately accredited institutions.
Bachelor’s degree; or equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions.
University Preferred Qualifications:
Graduation from a four-year college or university and two years of administrative or office management experience in the student services or related field; or equivalent.
All degrees must be received from appropriately accredited institutions.
Essential Job Duties
- Manage daily, weekly, and monthly reports associated with the Office of Financial Aid involving but not limited to Federal Pell Grant, Federal TEACH Grant, and monthly reconciliation of the Federal Grants.
- Import and export federal grant files to the Department of Education daily.
- Serve as the point of contact for transient study program Charlotte, which will require adjusting aid based on final outcome of courses.
- Serve as a backup for withdrawal processing, study abroad, and part of term.
- Provide financial aid counseling both on the telephone, email and in person. This will include providing information regarding financial aid policies and procedures to prospective students as well as current students, parents and other visitors.
Other Work Responsibilities
Position works closely with other partner offices to ensure federal compliance for transient study students and withdrawal processing.
Departmental Preferred Experience, Skills, Training/Education
- Bachelor’s degree preferred.
- At least 1 year of higher education experience with a preference in financial aid administration.
- Working knowledge of the federal, state, and institutional requirements regarding aid administration is preferred.
- Experience with Banner system is preferred.
- Experience and strong customer service mentality is needed.
- Experience and Knowledge of with Microsoft/ Google suites.
- Strong critical thinking and excellent interpersonal skills needed.
- Exceptional attention to details needed.
- Experience and strong customer service mentality is needed.
- Ability to adapt to changing office needs.
Necessary Licenses or Certifications
Work Location
Reese/Cone
Posting date
07/19/2024
Closing date
08/04/2024
Proposed Hire Date
09/02/2024
Contact Information
Special Notes to Applicants
UNC Charlotte Benefits Information: https://hr.charlotte.edu/benefits
The finalist will be subject to a Criminal Background Check.
- The Search Committee will not contact references without first verifying permission with the finalist.
Please ensure your full range of knowledge, skills, abilities, experience, and education are listed on your application.
- Do not write ‘see resume’ on your application when completing the job duties section.
If you answer the questions at the end of the application, please ensure your application reflects the knowledge, skills, abilities, and experiences to support your answers (see job duties section of previous employment).
- Failure to answer the questions at the end of the application will not preclude your application from being considered but may result in your application not receiving full consideration of your knowledge, skills, and abilities.
Please submit a resume and cover letter with your application.
- These documents will be used to evaluate your written communication skills as well as supporting documents of your knowledge, skills, abilities, education, and professional experience.
Salary : $39,058 - $43,000
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