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Job Description Summary

The Financial Aid Assistant Director plays a key role in providing financial aid counseling need analysis and program administration to support student success. This position manages a designated caseload of students assigned annually by alphabetical distribution ensuring accurate financial aid packaging verification and eligibility determinations. The Financial Aid Assistant Director also oversees key financial aid programs including federal and private loan processing and grant administration ensuring compliance with federal and institutional policies. In addition to student counseling this role contributes to financial aid operations through regulatory compliance systems support and crossfunctional collaboration. A strong commitment to customer service and continuous process improvement is essential for success in this role.

Selection preference will be given to candidates who demonstrate the ability to work both independently and collaboratively in a professional team environment. Ideal candidates will have strong organizational skills the ability to manage multiple priorities effectively and a commitment to delivering exceptional customer service particularly in support of underserved populations. Cultural competence adaptability in responding to the needs of a diverse community and excellent communication skills are essential for success in this role.

The Financial Aid Assistant Director will perform most job duties in person on the Universitys Reynolda campus in WinstonSalem North Carolina. While this is not a remote or hybrid position limited flexibility may be available occasionally based on departmental and university needs.

Job Description

Essential Functions:

Student Counseling & Financial Aid Support

• Counsel students prospective students and families in person in writing and electronically on financial aid processes eligibility and interpreting aid packages and offer letters. This may include large group presentations.
• Performs need analysis and packages financial aid for a designated section of undergraduate students (assigned alphabetically).
• Performs verification of FAFSA information for assigned undergraduate students.
• Serves on the undergraduate appeals committee.
• Assists with the review of student programs of study adjusting financial aid packages as needed.
• Serves as a liaison for financial aid processing related to undergraduate summer school applicants working with the dean and the Magnolia office.
• Assists the registrar with student status corrections made on the National Student Loan Data System (NSLDS).
• Covers the front desk as needed including responding to the email listserv answering phone inquiries and assisting families in person.

Program Management & Compliance

• Serves as the Secondary Destination Point Administrator (DPA) with the U.S. Department of Education ensuring secure access and compliance with federal systems used for financial aid administration.
• Manages the federal direct student loan program including daily file transmission fund tracking monthly reconciliation yearend closeout exit counseling coordination and borrower correspondence.
• Manages the supplemental loan program including loan certification disbursement processing revisions fund returns lender list maintenance and lender relations.
• Manages the federal Pell Grant program including file transmission fund tracking monthly reconciliation yearend closeout and recipient communication.
• Manages summer school aid eligibility determinations and processing.
• Maintains compliance with Federal Title IV regulations through selfdirected reading webinars training and conference attendance.
• Protects Personally Identifiable Information (PII) and Controlled Unclassified Information (CUI) at all times.
• Assist auditors with data requests as needed.

Systems & Operational Support

• Assists with the annual financial aid year rollout.
• Assists with testing of system software to support aid processing.
• Supports officewide operational needs including processing the return of Title IV funds revising aid packages for parttime students assisting with the emergency loan program conducting program of study reviews performing quality control checks and processing files via Department of Education software.
• Follows all office policies and procedures related to financial aid tasks and responsibilities.

Professional Development & Team Collaboration

• Understands and stays current on systemic barriers to college access and attainment.
• Identifies knowledge gaps and actively seek opportunities for professional development.
• Attend seminars and conferences to stay up to date on financial aid regulations and FAFSA changes.
• Provides backup support for coworkers as needed.
• Performs other related duties as assigned.

Required Education Knowledge Skills Abilities:

• Bachelors degree required.
• Minimum two years of experience in higher education administration with financial aid experience in federal methodology.
• Five or more years of experience with institutional methodology preferred.
• Strong numeric reasoning and problemsolving abilities.
• Proficiency in Microsoft Office (Word Excel PowerPoint) and Google Suite.
• Experience with financial reconciliation data analysis and reporting.
• Familiarity with accounting concepts related to financial aid.
• Ability to work independently and collaboratively in a teambased environment.
• Strong critical thinking organizational and communication skills (oral and written).
• Ability to prioritize multiple responsibilities and meet deadlines in a fastpaced setting.
• Demonstrated cultural competence and ability to communicate effectively across diverse populations.
• High level of confidentiality discretion and sound judgment.
• Initiative and adaptability to respond to evolving institutional and student needs.

Accountabilities:

• Responsible for own work.

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 jobrelated instructions and perform jobrelated duties as may be reasonably assigned by the employees 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 for employment for individuals with disabilities.

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 jobrelated instructions and perform jobrelated 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.