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Assistant Director, Financial Aid, School of Business

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Wake Forest University, School of Business
WINSTON-SALEM, North Carolina, United States
25 days ago


Job Description Summary

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 work closely with the School of Business Associate Director of Financial Aid. The AD will advise students about the financial aid application process, financial aid eligibility, treatment of unusual and extenuating circumstances, and financial aid programs. The AD works closely with members of the student body who are Veterans to ensure timely awarding and disbursement of Veterans’ Education Benefits.

Selection preference will be given to candidates with the ability to work independently and on a team in a collegial and proactive manner; ability to plan and carry out the essential functions of the role; strong commitment to customer service especially in regards to supporting underserved groups; flexibility to adapt and respond to the needs of a diverse constituency; cultural competence and excellent communication skills.

The AD will perform most job duties in an office setting on the University campus in Winston-Salem, North Carolina.

Job Description 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.
  • Assist 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.
  • Counsels prospective and current students regarding loan programs and eligibility.
  • 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 compiling all scholarship and financial aid statistics for audits and internal purposes.
  • 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.
  • Responsible for the reconciliation of all student aid programs.
  • Assist in the implementation of quality control measures to ensure adherence to University and federal guidelines and regulations.
  • 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, Workday, PowerFAIDS. and VA seminars and conferences to remain current with federal regulations and system updates.
  • Partners with University Financial Aid office and other professional schools to determine best practices.
  • Performs other related duties as assigned.


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 strongly recommended.
  • Master’s degree preferred

Education, Knowledge, Skills, Abilities:

  • 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.
  • 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.   

Additional Job Description

Wake Forest University requires proof of full vaccination with an FDA approved or authorized COVID-19 vaccine for all positions posted on or after September 13, 2021.  Wake Forest University requires that you provide satisfactory proof of full vaccination status to Human Resources within three days of your hire date. You must also maintain full COVID-19 vaccination status, as classified by the CDC, during your employment at Wake Forest University.

Consistent with federal, state and local law, Wake Forest  University will consider accommodations for disability- and religious-based reasons unless providing an accommodation would result in an undue hardship to the University.  

If you seek an accommodation from the vaccination requirement for disability- or religious-based reasons, you should contact Human Resources.

New employees who are hired into positions posted prior to September 13, 2021, offers of employment made to new employees prior to that date, and employees for positions at Graylyn Conference Center are generally exempt from the vaccination requirement unless the employee’s position is otherwise subject to a vaccination requirement due to the essential components of the position as described in Policy.

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. 

Job Information

  • Job ID: 63005507
  • Location:
    WINSTON-SALEM, North Carolina, United States
  • Position Title: Assistant Director, Financial Aid, School of Business
  • Company Name For Job: Wake Forest University, School of Business
  • Industry: Education / Administration
  • Job Function: Counselor
  • Job Type: Full-Time
  • Job Duration: Indefinite
  • Min Education: BA/BS/Undergraduate
  • Min Experience: 3-5 Years
  • Required Travel: 0-10%
  • NASFAA U Credentials Preferred: No
  • Certified Financial Aid Administrator Preferred: No

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