Assistant Director, Financial Aid, School of Business - Winston-Salem, United States - Wake Forest University

Description

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Job Description Summary
Overview
The Wake Forest University School of Business is seeking qualified candidates for the role of Assistant Director, Financial Aid. The Assistant Director of Financial Aid (AD) will assist in managing all aspects of the financial aid program at the School of Business including, but not limited to, counseling, need analysis and packaging, loan management, and communications. The AD will report to and work closely with the School of Business Associate Director of Financial Aid.

Job Description

About the Role

Essential Functions:

• Assists in the management of all phases of loan programs (federal and private) for the School of Business, processing over $12 million in student loans annually, tracking all funds received, and corresponding with financial aid recipients.
• Assists in the management of all phases of scholarship awards for the School of Business, including tracking endowed and restricted awards, corresponding with scholarship award recipients, and performing weekly analysis.
• Determines eligibility and awards financial aid to students in compliance with federal and institutional guidelines, policies, and regulations.
• Reviews and completes federally required verification and professional judgment of students' financial aid applications.
• Counsels prospective and current students regarding the financial aid application process, financial aid programs and eligibility, and treatment of unusual circumstances.
• Assists in completing Title IV Return of Funds calculations when a student withdraws.
• 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.
• Assists in compiling all scholarship and financial aid statistics for audits and internal purposes.
• Works closely with members of the student body who are Veterans to ensure timely awarding and disbursement of Veterans' Education Benefits.
• Assists in the implementation of quality control measures to ensure adherence to University and federal guidelines and regulations.
• Partners with University Financial Aid office and other professional schools to determine best practices.
• Attends financial aid, federal regulation, Workday, PowerFAIDS, and VA seminars and conferences to remain current with federal regulations and system updates.
• 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.

Other Functions:

• Performs other related duties as assigned.

Required Education, Knowledge, Skills, Abilities:

• Bachelor's degree plus 3 or more years of related experience required, 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.
• Commitment to customer service and replying to inquiries in a timely manner.
• 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.
• Strong project management and organizational skills; ability to manage multiple responsibilities simultaneously.
• Ability to handle sensitive information in a confidential manner.
• Ability 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.
• Ability to work on rare occasions in the evenings or on weekends during Admissions events and peak times.

Preferred Education, Knowledge, Skills, Abilities:

• Master's degree preferred
• Experience in federal student loan programs, PowerFAIDS, and Workday strongly recommended.

Accountabilities:

• Responsible for own work

Physical Requirements:

Work primarily involving 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:

Climate controlled, office setting.

Additional Job Description

About Us

Wake Forest University

Founded in 1834, Wake Forest University is a private, coeducational institution dedicated to academic excellence in liberal arts, graduate, and professional education. With over 5,400 undergraduates and 3,400 graduate and professional students, the student-faculty ratio is 11:1. Wake Forest is a collegiate university offering a vibrant, intellectual community with a rich cultural life, an impressive array of facilities, and a strong athletics program competing in the Atlantic Coast Conference (ACC). Since its founding, the University has adopted the motto Pro Humanitate, which is exemplified by a deep institutional commitment to public service and engagement with the world. For more information, visit:

Wake Forest University is located in Winston-Salem, a beautiful, mid-sized city centrally located in the Piedmont-Triad region of North Carolina. A family-friendly city with high quality schools, a wide selection of restaurants and shops, outdoor recreational activities, and numerous special events, it is known for its vibrant and thriving arts and innovation scenes. Residents enjoy proximity to the beautiful Blue Ridge Mountains (1.5 hours) and Atlantic beaches (4 hours), a moderate climate with four distinct seasons, and a very reasonable cost of living. Winston-Salem offers many of the amenities of a large city but with the sense of community and quality of life of a small town. For more information, visit:

The School of Business

The AACSB-accredited, nationally ranked Wake Forest University School of Business offers undergraduate academic programs in Accountancy, Finance, Business and Enterprise Management, and Mathematical Business as well as graduate programs encompassing the Master of Science in Accountancy (MSA), Master of Science in Business Analytics (MSBA, on-ground and online), Master of Science in Management (MSM), and Master of Business Administration (MBA - on-ground, hybrid and online). Courses are offered at the beautiful home campus in Winston-Salem, the Wake Forest University Charlotte Center, and/or online depending upon the chosen program.

Wake Forest University continues to rank as a top school for undergraduate business education (ranked #21 by Poets & Quants for Best Undergraduate Business Programs in Wake Forest MSA students have earned the #1 CPA Pass Rate more than any other school in the past 20 years, and the MSA Program has been listed as a "Top 20 Program" by the Public Accounting Report. For 2023, U.S. News & World Report ranked the part-time MBA Program #1 in North Carolina and #19 in the nation while The Economist ranked the MSM Program as #2 in Career Opportunities and #5 overall for 2021. For more information about the School of Business, visit:

Farrell Hall and the Charlotte Center

Located on the main campus of Wake Forest University, Farrell Hall is an inspiring, four-level, 130,000-square foot structure featuring state-of-the-art technology and groundbreaking design to create an environment in which faculty-staff-student engagement and interaction thrives.

Located in the heart of uptown Charlotte near some of the city's most influential businesses, the 30,0000 square foot WFU Charlotte Center houses our on-ground and hybrid MBA Programs.

To learn more about careers at Wake Forest University, the Winston-Salem community and our other locations and entities, please visit our Career Site at

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.

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.