Financial Planning Counselor
About The Position
Gardner-Webb University is seeking an energetic, dedicated, and passionate professional with student service experience to serve as Financial Planning Counselor. The Financial Planning Office provides friendly, efficient, and responsible services to students and their families, supports institutional enrollment and retention goals, and administers federal, state, and institutional aid in compliance with applicable requirements and office policies. The office also educates students about the financial and academic responsibilities associated with receiving aid. The counselor plays an integral role by counseling and servicing student populations.
Requirements
- Bachelor’s degree preferred.
- Previous financial aid experience preferred.
- Experience with Banner or similar student software and Microsoft Office products.
- 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.
- Team player committed to enhancing the student experience and providing exemplary customer service.
Nice To Haves
- Bachelor’s degree.
- Previous financial aid experience.
Responsibilities
- Counsel GWU students and their families through the financial aid process.
- Track and award aid for prospective new freshmen and transfer Traditional Undergraduate Students (TUG).
- Coordinate and award all external scholarship sources.
- Assist with managing visits, calls, and emails.
- Assist with scanning and indexing documents.
- Create forms, letters, and other content-related items as needed.
- Assist with special projects and recruiting events.
- Perform other duties as assigned.
Benefits
- Retirement matching
- Tuition remission
- Health insurance
- Dental insurance
- Vision insurance
- Short-term and long-term disability insurance
- Life insurance
- Paid time off
- Paid sick leave
- 17 paid holidays
- Wellness opportunities
- On-campus health center
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What This Job Offers
Job Type
Full-time
