Associate Director of Operations for Financial Planning

Gardner-Webb University; Shelby (NC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Retirement matching

Tuition remission

Health insurance

Dental 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

Job summary

Gardner-Webb University in Boiling Springs, NC, seeks a leadership professional to oversee the operation and enhancement of technology platforms used for financial aid administration. You will manage data exchanges with federal gateways, process ISIR records, and generate critical reports to ensure accurate awards.

You will collaborate with IT and consultants on module upgrades, document procedures, and train staff.

Qualifications

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

Responsibilities

• Manage daily data exchange with federal gateways and entities (SAIG, COD).
• Load, process, and monitor ISIRs and corrections to determine eligible students for awards.
• Generate data analysis reports including quality control for over-awards and reports to award all students.
• Gather and provide financial aid data as needed for surveys.
• Coordinate, plan, and lead all functions related to the financial aid module of Banner.
• Participate in training to stay informed of financial aid regulations and software enhancements; document procedures and training as needed.
• Coordinate with IT and consultants on financial aid module upgrades/software.
• Oversee Financial Planning Office staff and daily operations in the absence of the Director.
• Other duties as assigned by the Director.

Skills

Title IV regulations

Written and oral communication

Customer service

Public speaking

Team collaboration

Multitasking

Confidential information handling

Attention to detail

Professional etiquette

Education

Bachelor’s Degree

Tools

Banner

Microsoft 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) andcorrection records to review and determine which students areeligible to be awarded and assign groupings for all aidapplicants.
• Generate various data analysis reports as requested such asquality control reports for over-awards, reports to award allstudents (Day, GOAL, and Graduate), etc.
• Gather and provide financial aid data as needed for varioussurveys.
• Coordinate, plan, and lead all functions related to thefinancial aid module of native Banner.
• Participate in training to keep well-informed of financial aidregulations and software enhancements; responsible for documentingtechnical procedures and training, as needed.
• Coordinate with Information Technology and other universityconsultants with the implementation of financial aid moduleupgrades/software.
• Responsible for managing and overseeing the Financial PlanningOffice Staff and daily operations in the absence of theDirector.
• 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 andMicrosoft Office products

Skills:

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

Travel Requirements:

• Attend state and regional trainings and conferences asneeded
• Attend and participate in financial aid outreach in the localcommunity as needed

Supervisory Responsibilities:

• Training and developing employees
• Establishes departmental procedures and standards

Competitive Benefits:

• Retirement matching
• Tuition remission
• Health insurance
• Dental 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 tohelping individuals become more in faith, learning, and service.Located in Boiling Springs, North Carolina, GWU offers the benefitsof a close-knit community with easy access to Charlotte, Asheville,and the greater Greenville-Spartanburg region. Founded in 1905 androoted in the Baptist tradition, the University now servesapproximately 3,000 students across more than 80 undergraduate andgraduate programs. As a Carnegie Doctoral/Professional institution,Gardner-Webb is dedicated to academic excellence, leadershipdevelopment, and meaningful service to others.

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