Associate Director of Operations for Financial Planning

Gardner Webb University•Boiling Springs, NC

About The Position

The Associate Director of Operations for Financial Planning is responsible for operating and enhancing the technology platforms used to capture, store, and process financial aid administration information, and for designing operational activities that support timely and accurate awarding, disbursement, and tracking of student aid. Working closely with the Director, the Associate Director oversees daily office processes and seeks to improve processes and efficiencies for the entities served. The position manages daily data exchanges with federal gateways and entities, processes financial aid application and correction records, generates data analysis and quality-control reports, and gathers financial aid data for surveys. It coordinates and leads functions related to the financial aid module of native Banner, participates in training on financial aid regulations and software enhancements, documents technical procedures, and coordinates software implementations and upgrades with Information Technology and university consultants. The role oversees Financial Planning Office staff and daily operations when the Director is absent. The position may require travel to state and regional trainings and conferences and participation in local financial aid outreach. Gardner-Webb University is a Christian university in Boiling Springs, North Carolina, serving approximately 3,000 students across more than 80 undergraduate and graduate programs.

Requirements

Bachelor’s degree required.
Knowledge of Title IV regulations, rules, policies, and procedures.
Excellent written and oral communication skills.
Excellent customer service and public speaking skills.
Ability to work independently and in a team-based environment, manage conflicting priorities, and work under deadlines.
Ability to work flexible hours and perform multiple tasks.
Ability to exercise good judgment and handle confidential information discreetly and professionally.
Excellent attention to detail and organizational skills, and professional office, email, and telephone etiquette.
Commitment to enhancing the student experience and providing exemplary customer service.

Nice To Haves

Previous financial aid experience preferred.
Experience with Banner or similar student software and Microsoft Office products.

Responsibilities

Manage daily data exchanges with federal gateways and entities, including SAIG and COD.
Load, process, and monitor ISIR application records and correction records to determine student eligibility for awards and assign applicant groupings.
Generate data analysis reports as requested, including over-award quality-control reports and reports to award students in Day, GOAL, and Graduate programs.
Gather and provide financial aid data for surveys.
Coordinate, plan, and lead functions related to the financial aid module of native Banner.
Participate in training to stay informed about financial aid regulations and software enhancements; document technical procedures and provide training as needed.
Coordinate with Information Technology and university consultants to implement financial aid module upgrades and software.
Manage and oversee Financial Planning Office staff and daily operations in the Director’s absence.
Train and develop employees and establish departmental procedures and standards.
Attend state and regional trainings and conferences as needed.
Attend and participate in financial aid outreach in the local community as needed.
Perform other duties as assigned by the Director.