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Job Description Summary
*A cover letter is required with application.*
The Wake Forest University office of Student Financial Aid is seeking an entry level financial aid counselor to join our team.
The mission of Student Financial Aid is to provide the financial resources needed for enrollment by a socio-economically, ethnically and geographically diverse student body. We are committed to helping students with an appetite for rigorous work and a dynamic community, as well as the ability to intellectually challenge our teacher-scholars and each other. We work to make it financially possible for students who are committed to philanthropy, service, friendliness, honor, and living Pro Humanitate to enroll at Wake Forest.
Wake Forest seeks to recruit and retain a diverse workforce to maintain the excellence of the University, and to offer students richly varied disciplines, perspectives, and ways of knowing and learning.
The Financial Aid Counselor (counselor) provides counseling, need analysis and packaging for a section of students based on alphabetical distribution. The counselor advises students about the financial aid application process, financial aid eligibility, treatment of unusual and extenuating circumstances, and financial aid programs. The counselor serves as member of the need analysis and packaging team and communications team and will be a member of the Financial Aid and Scholarship Committee.
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 counselor will perform most job duties in an office setting on the University campus in Winston-Salem, North Carolina.
Follow office policies and procedures with respect to all processes and responsibilities.
Counsel students and families in person, in writing and over the phone on all matters relating to financial aid application, eligibility, and awards.
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 with documentation of contacts, communications, and counseling
Analyze various system generated reports and take action as needed to ensure timely awarding and disbursement of student financial aid
Assist with default prevention measures
Make recommendations and referrals to other institutional personnel as needed to support the student experience
Review complex federal income tax returns and other documentation submitted and determine appropriate next steps for application
Participate in high school financial aid nights and financial aid advocacy and professional membership organizations
Support senior financial aid counselor(s) and financial aid advisor with time sensitive projects as assigned
Escalate complex student files for review and assistance to ensure a seamless student first experience in resolving any extraordinary circumstances
Perform related duties and special projects as assigned
Education, Knowledge, Skills, Abilities:
0-2 years experience in higher education administration
Conversational Spanish language proficiency (preferred)
A demonstrated ability to work independently and in a team-based environment, manage conflicting priorities and work under deadlines
Excellent numeric reasoning ability
Knowledge of accounting concepts as well as competence in Excel (mastery of Excep preferred)
Strong proficiency in Microsoft Office (Word, Excel, Powerpoint) and Google suite of software applications
Detail-oriented with organizational and problem-solving skills
Able to manage deadline oriented projects
Able to demonstrate critical thinking, interpersonal, oral and written communication skills
Able to practice effective cross-cultural communication skills both verbally and in writing
Willingness and ability to take initiative
Able to handle 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.
In order to provide a safe learning and living community, Wake Forest University conducts background investigations and drug screens for all final candidates being considered for employment.
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.
Wake Forest seeks to recruit and retain a diverse workforce, and encourages qualified candidates across all group demographics to apply.
Offering the personal attention of a small liberal arts college, coupled with the breadth and global relevancy of a leading research institution, Wake Forest claims the distinction of being the nation's premier collegiate university. Wake Forest is consistently ranked among the top 30 universities in the nation. Our mission is to educate the whole person, graduating students who seek purpose-filled lives while building a community dedicated to serving humanity in the spirit of our motto, Pro Humanitate.