Associate Director of Financial Planning Operations

CIO Applications Europe; Shelby (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Gardner-Webb University in Boiling Springs, NC, is seeking a leader to oversee the operation and enhancement of our financial aid platforms, ensuring timely awarding and accurate disbursement while aligning with Title IV regulations.

Reporting to the Director, you will manage daily data exchanges with federal gateways, load and review ISIRs, generate QA and award reports, and coordinate Banner upgrades. Strong communication and analytical skills are essential.

Qualifications

• Knowledge of Title IV regulations and procedures.
• Excellent written and oral communication skills.
• Experience with financial aid processes and software.
• Ability to work independently and as part of a team.

Responsibilities

• Manage daily data exchange with federal gateways and entities (SAIG, COD).
• Load, review, and monitor ISIRs and corrections to determine student eligibility and award groupings.
• Generate data analysis and quality control reports for awards and student populations.
• Provide financial aid data for surveys.
• Coordinate Banner-based financial aid module updates and related training.

Skills

Title IV regulations

Written and oral communication

Customer service

Public speaking

Independent and team work

Time management

Multi-tasking

Discretion with confidential info

Attention to detail

Professional office etiquette

Education

Bachelor's Degree

Tools

Banner

MS Office

Job description

This leadership role is responsible for the operation andenhancement of our technology platforms used to capture, store, andprocess information related to the administration of financial aidas well as the design of operational activities that result in thetimely and accurate awarding, disbursement, and tracking of studentaid. Working closely with the Director, this team member willmaintain oversight of the daily office processes and continue tostrive to improve processes and enhance efficiencies for allentities we serve.

Key Responsibilities

• Manage daily data exchange with federal gateways and entities(SAIG, COD).
• Load, process, and monitor application records (ISIR’s) and correction records to review and determine which students are eligible to be awarded and assign groupings for all aidapplicants.
• Generate various data analysis reports as requested, such as quality control reports for over awards, reports to award allstudents (Day, GOAL, and Graduate), etc.
• Gather and provide financial aid data as needed for various surveys.
• Coordinate, plan, and lead all functions related to the financialaid module of native Banner.
• Participate in training to keep well-informed of financial aid regulations and software enhancements; responsible for documenting technical procedures and training, as needed.
• Coordinate with Information Technology and other university consultants with the implementation of financial aid module upgrades/software.
• Responsible for managing and overseeing the Financial Planning Office Staff and daily operations in the absence of the Director.
• Other duties as assigned by the Director.

Required Qualifications

Preferred Qualifications

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

SKILLS:

• 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.

Physical Requirements

n/a

Travel Requirements

• Attend state and regional trainings and conferences as needed
• Attend and participate in financial aid outreach in the local community as needed

Supervisory Responsibilities

• Training and developing employees
• Establishes departmental procedures and standards

Gardner-Webb University is a Christian university committed to helping individuals become more in faith, learning, and service. Located in Boiling Springs, North Carolina, GWU offers the benefits of a close-knit community with easy access to Charlotte, Asheville, and the greater Greenville-Spartanburg region.

Founded in 1905 and rooted in the Baptist tradition, the University now serves approximately 3,000 students across more than 80 undergraduate and graduate programs. As a Carnegie Doctoral/Professional institution, Gardner-Webb is dedicated to academic excellence, leadership development, and meaningful service to others.

Our community reflects a shared commitment to One Webb, creating an environment where people support one another, pursue their purpose, and work together to make a lasting impact. GWU attracts students from across the nation and around the world and competes in NCAA Division I athletics with 22 teams and more than 500 student-athletes.