Associate Director of Financial Planning Operations

Gardner-Webb; Springs (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Gardner-Webb University is seeking an Associate Director of Financial Planning Operations to oversee the administration of the financial aid data lifecycle and Banner-based workflows.

You will collaborate with the Director to optimize daily office processes, ensure accurate awarding and disbursement, and lead staff in delivering timely, compliant financial aid services across the university.

Qualifications

• Knowledge of Title IV regulations, rules, policies and procedures.
• Excellent written and oral communication skills required.
• Experience with Banner or similar student software and Microsoft Office products.

Responsibilities

• Manage daily data exchange with federal gateways and entities.
• Load, process ISIRs and corrections to determine eligibility and awards.
• Generate data analysis reports for awards, over awards, and other metrics.
• Coordinate, plan, and lead all functions related to the financial aid module of Banner.

Skills

Title IV rules

Written communication

Public speaking

Customer service

Team collaboration

Multitasking

Confidentiality

Attention to detail

Tools

Banner

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Associate Director of Financial Planning Operations

Full Time C/SS/L/A/D/E/S/M Boiling Springs, NC, Boiling Springs, NC, US

6 days ago Requisition ID: 1515

This leadership role is responsible for the operation and enhancement of our technology platforms used to capture, store, and process information related to the administration of financial aid as well as the design of operational activities that result in the timely and accurate awarding, disbursement, and tracking of student aid. Working closely with the Director, this team member will maintain oversight of the daily office processes and continue to strive to improve processes and enhance efficiencies for all entities 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 aid applicants.
• Generate various data analysis reports as requested, such as quality control reports for over awards, reports to award all students (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 financial aid 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

• 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 .