Financial Aid Counselor, Financial Aid
Wake Forest University, Winston Salem, NC, United States
Overview
External Applicants: Please ensure all required documents are ready to upload before beginning your application, including your resume, cover letter, and any additional materials specified in the job description.
Cover Letter and Supporting Documents: Navigate to the "My Experience" application page. Locate the "Resume/CV" document upload section at the bottom of the page. Use the "Select Files" button to upload your cover letter, resume, and any other required supporting documents. You can select multiple files.
Important Note: The "My Experience" page is the only opportunity to attach your cover letter, resume, and supporting documents. You will not be able to modify your application or add attachments after submission.
Current Employees: Apply from your existing Workday account in the Jobs Hub. Do not apply from this website. A cover letter is required for all positions; optional for facilities, campus services, and hospitality roles unless otherwise specified.
Job Description Summary: The Financial Aid Counselor provides counseling, need analysis, and packaging for a designated caseload of students. In addition to direct counseling responsibilities, the counselor assumes functional responsibility within the Office of Student Financial Aid for designated programmatic, operational, or reporting areas. The role requires sound judgment in the interpretation and application of federal and institutional policies and active collaboration across campus partners to support student success.
Responsibilities
Essential Functions:
Serve as a financial aid counselor for a designated caseload of students, performing need analysis, verification, and packaging of federal, state, and institutional aid in accordance with applicable regulations and university policy.
Assume functional responsibility within the Office of Student Financial Aid for designated programmatic, operational, or reporting areas, including monitoring compliance and coordinating related processes across campus partners.
Review and resolve complex student files involving unusual circumstances, conflicting information, or regulatory interpretation, determining appropriate next steps consistent with policy.
Analyze system-generated reports and data to support timely awarding, disbursement, reconciliation, and adherence to federal and institutional requirements.
Counsel students and families in person, in writing, and over the phone regarding financial aid processes, 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 documenting contacts and communications. Attend seminars, conferences, and department trainings to remain current with federal regulations, university policy, and FAFSA updates.
Assist with loan default prevention efforts, when necessary. Make recommendations and referrals to other institutional personnel to support the student experience. Support financial aid staff with time-sensitive and complex projects as assigned. Perform related duties and special projects as assigned.
Qualifications
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.
This position is not eligible for sponsorship of non-immigrant or immigrant visa status through Wake Forest University. All eligible applicants are encouraged to apply.
Additional Job Description 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.
Equal Opportunity Statement The University is an equal opportunity employer and welcomes all qualified candidates to apply without regard to race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and military or veteran status.
Accommodations for Applicants If you are an individual with a disability and need an accommodation to participate in the application or interview process, please contact AskHR@wfu.edu or (336) 758-4700.
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Cover Letter and Supporting Documents: Navigate to the "My Experience" application page. Locate the "Resume/CV" document upload section at the bottom of the page. Use the "Select Files" button to upload your cover letter, resume, and any other required supporting documents. You can select multiple files.
Important Note: The "My Experience" page is the only opportunity to attach your cover letter, resume, and supporting documents. You will not be able to modify your application or add attachments after submission.
Current Employees: Apply from your existing Workday account in the Jobs Hub. Do not apply from this website. A cover letter is required for all positions; optional for facilities, campus services, and hospitality roles unless otherwise specified.
Job Description Summary: The Financial Aid Counselor provides counseling, need analysis, and packaging for a designated caseload of students. In addition to direct counseling responsibilities, the counselor assumes functional responsibility within the Office of Student Financial Aid for designated programmatic, operational, or reporting areas. The role requires sound judgment in the interpretation and application of federal and institutional policies and active collaboration across campus partners to support student success.
Responsibilities
Essential Functions:
Serve as a financial aid counselor for a designated caseload of students, performing need analysis, verification, and packaging of federal, state, and institutional aid in accordance with applicable regulations and university policy.
Assume functional responsibility within the Office of Student Financial Aid for designated programmatic, operational, or reporting areas, including monitoring compliance and coordinating related processes across campus partners.
Review and resolve complex student files involving unusual circumstances, conflicting information, or regulatory interpretation, determining appropriate next steps consistent with policy.
Analyze system-generated reports and data to support timely awarding, disbursement, reconciliation, and adherence to federal and institutional requirements.
Counsel students and families in person, in writing, and over the phone regarding financial aid processes, 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 documenting contacts and communications. Attend seminars, conferences, and department trainings to remain current with federal regulations, university policy, and FAFSA updates.
Assist with loan default prevention efforts, when necessary. Make recommendations and referrals to other institutional personnel to support the student experience. Support financial aid staff with time-sensitive and complex projects as assigned. Perform related duties and special projects as assigned.
Qualifications
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.
This position is not eligible for sponsorship of non-immigrant or immigrant visa status through Wake Forest University. All eligible applicants are encouraged to apply.
Additional Job Description 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.
Equal Opportunity Statement The University is an equal opportunity employer and welcomes all qualified candidates to apply without regard to race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and military or veteran status.
Accommodations for Applicants If you are an individual with a disability and need an accommodation to participate in the application or interview process, please contact AskHR@wfu.edu or (336) 758-4700.
#J-18808-Ljbffr