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Financial Aid Counselor, School of Professional Studies

Wake Forest University
United States, North Carolina, Charlotte
February 24, 2024

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.

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** Cover letter required for all positions and optional for facilities, campus services, and hospitality positions unless otherwise specified.

Job Description Summary

This position is responsible for providing proactive counseling and advising to adult learners in online graduate degree and certificate programs on various financial aid programs. The financial aid counselor assists with the administration of federal, state, and/or institutional aid programs and evaluates financial aid applications to determine student eligibility. The counselor collects data and keeps accurate records to ensure compliance with relevant policies, procedures and regulations.

Job Description

Essential Functions:

  • Serve as the primary point of contact for financial aid and student accounts for current and prospective School of Professional Studies (SPS) students.

  • Counsel and advise students about financial aid eligibility, application procedures, aid programs, costs, and indebtedness as well as interact with Online Program Manager (OPM) partners and student-facing colleagues to help students.

  • Provide proactive and timely responses to questions, inquiries or requests from students, OPM partners, and other Wake Forest colleagues regarding financial aid programs and eligibility.

  • Analyze and process financial aid applications, including file review, needs analysis, and federal verification, and C-code and ISIR reject resolution.

  • Monitor completeness of aid applications, record receipt of documents, and determine that financial aid applications are complete and ready for processing.

  • Assist with monitoring satisfactory academic progress (SAP) SPS students and SAP appeals relating to academic progress.

  • Ensure compliance with all financial aid policies, procedures and regulations when reviewing financial aid applications; exercise judgment when interpreting federal and state regulations for specific student situations.

  • Counsel students about the importance of financial wellness and assist with developing basic financial management skills.

Other Functions:

  • Partner as needed with Online Program Manager partners and with relevant units across the University.

  • Assist with other financial aid activities such as outreach, presenting, reporting and monitoring.

Required Education, Knowledge, Skills, Abilities:

  • Bachelor's degree required.

  • Knowledge of federal Title IV financial aid programs and of federal and state policies and regulations governing the various financial aid programs, to be compliant in awarding and advising students.

  • Ability to practice effective communication skills both orally and in writing; strong interpersonal skills.

  • Ability to analyze and interpret policy and procedural guidelines.

  • Ability to work independently and complete complex tasks by prescribed deadlines.

  • Understanding of and ability to implement FERPA requirements.

  • Proficiency in Microsoft suite of office products.

  • Proficiency in Google applications.

  • Strong numeric reasoning ability.

Preferred Education, Knowledge, Skills, Abilities:

  • 1-2 years of financial aid experience in a higher education setting.

  • Experience with financial systems (Banner, PowerFAIDS, COD, NSLDS, etc.).


Responsible for own work only.

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.

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.

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