Financial Aid Counselor, Financial Aid Office

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.

Job Description Summary

Job Description

Essential Functions:

• Follow office policies and procedures with respect to all processes and responsibilities.
• Counsel students and families in person, in writing and over the phone on all matters relating to financial aid application, eligibility, and awards.
• Protect PII, and CUI in all instances.
• Share front desk coverage to assist students who visit the financial aid office.
• Understand services and resources available for students across campus.
• Collaborate with colleagues in the Registrar's Office, Student Financial Services, Academic Advising, and Dean's Office to meet students' needs.
• Maintain student records with documentation of contacts, communications, and counseling.
• Attend seminars, conferences and department trainings as offered to remain current with federal regulations, university policy and FAFSA changes.
• Analyze various system generated reports and act as needed to ensure timely awarding and disbursement of student financial aid.
• Assists with loan default prevention measures, when necessary.
• Make recommendations and referrals to other institutional personnel as needed to support the student experience.
• Review complex federal income tax returns and other documentation submitted and determine appropriate next steps for application.
• Participate in high school financial aid nights and financial aid advocacy and professional membership organizations.
• Support financial aid staff with time sensitive and complex projects as assigned.
• Escalate complex student files for review and assistance to ensure a seamless student first experience in resolving any extraordinary circumstances.
• Perform related duties and special projects as assigned.

Required Education, Knowledge, Skills, Abilities:

• Bachelor's degree.
• 0-2 years' experience in higher education administration, financial aid experience in federal and institutional methodology preferred.
• Demonstrated ability to work independently and in a team-based environment, manage conflicting priorities and work under deadlines.
• Strong mathematical computation ability.
• Knowledge of basic accounting concepts and competence in Excel.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint) and Google suite of software applications.
• Detail-oriented with good organizational skills.
• Able to manage projects within deadlines.
• Able to demonstrate critical thinking, interpersonal, oral, and written communication skills.
• Able to practice effective cross-cultural communication skills both in person and in writing.
• Willingness and ability to take initiative.
• Able to manage sensitive information in a confidential manner.
• Able to work well with all levels of employees, be flexible in nature, have sound judgment with an open and collaborative style that encourages teamwork and cooperation beyond the immediate team to the broader organization.

Accountabilities:

• Responsible for own work only.

Physical Requirements:

• Sedentary work primarily involves sitting/standing; communicating with others to exchange information; repeating motions that may include the wrists, hands, and/or fingers; and assessing the accuracy, neatness, and thoroughness of the work assigned.

Environmental Conditions:

• No environmental conditions

Disclaimer:

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.

Additional Job Description

Time Type Requirement

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.

WakeForestseeks 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 thebasis of race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and veteran statusandencourages qualified candidates across all group demographics to apply.