Financial Planning Counselor

Gardner Webb University • Boiling Springs, NC

26d • Onsite

About The Position

Gardner-Webb University is seeking an energetic, dedicated, and passionate professional with student service experience to serve as a Financial Planning Counselor. The Financial Planning Office is dedicated to providing students and their families with friendly, efficient and responsible services. We continually strive to be innovative in financial aid delivery as well as help support institutional enrollment and retention goals. While maintaining compliance and upholding office policies and procedures, the Financial Planning Office assists students in obtaining resources to achieve their educational goals through the administration of federal, state, and institutional aid and educates them regarding financial and academic responsibilities associated with the receipt of that aid. The Financial Planning Counselor serves in an integral office role by counseling/servicing our student populations.

Requirements

• Knowledge of Title IV regulations, rules, policies and procedures.
• Excellent written and oral communication skills required.
• Excellent customer service and public speaking skills required.
• A demonstrated ability to work independently and in a team-based environment, manage conflicting priorities and work under deadlines.
• Ability to work flexible hours.
• Ability to perform multiple tasks.
• Ability to exercise good judgment and handle confidential information in a discrete and professional manner.
• Excellent attention to detail and organizational skills, and professional office, email and telephone etiquette.
• Team player that shares our commitment to enhance the student experience and give exemplary customer service.

Nice To Haves

• Bachelor’s Degree preferred.
• Previous financial aid experience preferred.
• Experience with Banner or similar student software and Microsoft Office products.

Responsibilities

• Counsels GWU students and their families through the financial aid process.
• Tracks and awards all prospective new freshmen and transfer Traditional Undergraduate Students (TUG).
• Coordinates and awards all external scholarship sources.
• Assists with managing visits, calls, and emails.
• Assists with the scanning and indexing process of all documents.
• Creates various forms or letters and any other content-related items as needed.
• Assists with special projects and recruiting events.
• Other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree