Associate Director of Operations for Financial Planning

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

Benefits offered by this job

Health insurance

Vision insurance

Short/long term disability

Life insurance

Paid time off

Paid sick leave

17 paid holidays

Wellness opportunities

On-campus health center

Job summary

Gardner-Webb University seeks an Associate Director of Operations for Financial Planning to oversee the operation and enhancement of technology platforms used to manage financial aid information and the design of operational activities for timely and accurate awarding and disbursement of student aid.

The role requires supervising the Financial Planning Office staff, coordinating with IT on Banner upgrades, and ensuring compliance with Title IV regulations while focusing on workflow improvements

Qualifications

• Bachelor’s Degree required.
• 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 required.

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 eligibility for awarding aid.
• Generate data analysis reports and quality control reports for over-awards and awarding all students.
• Coordinate, plan, and lead all functions related to the financial aid module of native Banner.
• Train and document procedures and coordinate with IT on module upgrades.

Skills

Communication skills

Customer service

Team player

Attention to detail

Multitasking

Discretion with confidential info

Public speaking

Education

Bachelor’s Degree

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 Operations for Financial Planning

M Financial Planning FT MP Staff Full Time C/SS/L/A/D/E/S/M Boiling Springs, NC, Boiling Springs, NC, US

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

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.

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
• Retirement matching
• Health insurance
• Vision insurance
• Short term/long term disability
• Life insurance
• Paid time off
• Paid sick leave
• 17 paid holidays
• Wellness opportunities
• On-campus health center

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 .