Financial Aid Counselor & Financial Wellness Coordinator
North Carolina Agricultural & Technical State University
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Job summary
North Carolina A&T State University seeks a Financial Aid Counselor & Financial Wellness Coordinator to provide comprehensive financial aid counseling to students and families, coordinating the University's financial literacy and debt management initiatives.
You will guide students through FAFSA, grants, scholarships, Federal Work-Study, and loan options, develop financial literacy programming, and partner with campus units to promote responsible borrowing and student financial success.
Qualifications
- Bachelor's degree or equivalent combination of training and experience.
- Two to three years' financial aid experience preferred; strong oral and written communication.
- Ability to interpret policies and procedures; conduct workshops; leadership skills; apply technology (MS Word, Excel, PowerPoint).
Responsibilities
- Reviews and analyzes student financial aid records to determine eligibility.
- Provides individualized counseling regarding FAFSA, eligibility, grants, loans, and SAP.
- Analyzes loan borrowing, delinquency, and directs counseling where needed.
- Assists students in evaluating borrowing decisions and repayment options.
- Conducts financial aid and financial literacy presentations at orientations and events.
- Maintains documentation of counseling activities and financial aid determinations.
- Collaborates with university departments and external partners to promote financial wellness.
Skills
Education
Tools
Job description
Position/Classification Title: Student Services Specialist
Classification Type: SHRA
Position required to work during periods of adverse weather or other emergencies: N - Not Mandatory
Minimum Experience/Education: Bachelor's degree; or an equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions.
Preferred Years Experience, Skills, Training, Education: Graduation from a four-year college/university will be considered, two - three years experience in financial aid preferable, able to effective present before a large and small group, excellent oral and written communication required, exhibit confidence while interacting with customers, able to interpret policies and procedures, ability to conduct workshops and possess good leadership skills; able to apply technology skills, (i.e. Microsoft Word, Excel, Powerpoint) to complete tasks and working knowledge of the Financial Aid Banner System. Dimensions desired: self-starter requiring minimal supervision, able to handle multiply tasks, process- oriented, make decisions independently; attention to details; possess good interpersonal skills to deal effectively with a unique student population; ability to interpret financial regulations; ability to plan and organize work in order to meet target dates.
Required License or Certification: (none)
The Financial Aid Counselor & Financial Wellness Coordinator provides comprehensive financial aid counseling to students and families while coordinating the University's financial literacy, debt management, responsible borrowing, and student loan default prevention initiatives.
The position assists students throughout the financial aid lifecycle by providing guidance regarding financial aid eligibility, FAFSA requirements, grants, scholarships, Federal Work-Study, student and parent loans, satisfactory academic progress, special and unusual circumstances, professional judgment, and other federal, state, and institutional financial aid requirements.
In addition to traditional financial aid counseling responsibilities, the position provides financial wellness education designed to help students understand the financial implications of attending college, make informed borrowing decisions, manage educational debt, and successfully transition into student loan repayment.
The position coordinates financial literacy programming, debt management activities, borrower education, delinquency and default prevention outreach, and financial wellness initiatives. The position analyzes student and borrower data to identify populations requiring intervention and develops targeted communication, counseling, workshops, and educational resources to support student financial success.
The mission of the Student Financial is to provide quality service in a professional manner to students and other customers while assuring the University's compliance with Federal, State and Institutional regulations. This position reports to the Director of Student Financial Aid.
8-5pm M-F
On-site (Employees are primarily in the office and/or have a critical job requirement that requires dedicated office space on-site)
Required Competency: Analysis and Decision Making
- Reviews and analyzes student financial aid records to determine eligibility for federal, state, and institutional financial aid programs and resolves issues affecting a student's ability to receive financial assistance.
- Provides individualized financial aid counseling regarding FAFSA requirements, financial aid eligibility, cost of attendance, financial need, grants, scholarships, Federal Work-Study, student and parent loans, satisfactory academic progress, special and unusual circumstances, professional judgment, and other financial aid requirements.
- Analyzes student loan borrowing, delinquency, and default data to identify students and borrowers who may benefit from additional counseling or intervention.
- Assists students in evaluating educational borrowing decisions by explaining loan eligibility, annual and aggregate loan limits, estimated indebtedness, repayment responsibilities, and available alternatives to additional borrowing.
- Exercises independent judgment within established federal, state, institutional, and University policies when researching and resolving student financial aid and borrower issues.
Required Competency: Program Planning, Organizing, and Management
- Coordinates the University's financial literacy, debt management, responsible borrowing, and student loan default prevention initiatives.
- Develops and delivers financial literacy programming addressing budgeting, credit, educational borrowing, student loan repayment, debt management, financial decision-making, and other topics related to student financial wellness.
- Coordinates targeted outreach to students and borrowers who may be at increased risk of loan delinquency or default and provides information regarding repayment options and appropriate loan servicing resources.
- Develops financial literacy workshops, presentations, educational materials, online resources, and communication campaigns for current students and student loan borrowers.
- Collaborates with University departments and external partners to promote financial wellness and responsible borrowing throughout the student lifecycle.
- Evaluates financial literacy and debt management activities using participation, borrowing, repayment, and other available data and recommends improvements to programs and outreach strategies.
Required Competency: Consulting/Advising
- Provides comprehensive financial aid counseling to students and families through in-person, telephone, virtual, and written communication.
- Explains financial aid offers and assists students in understanding grants, scholarships, loans, Federal Work-Study, unmet financial need, student account balances, and options for meeting educational expenses.
- Counsels students regarding responsible borrowing and assists them in understanding the short- and long-term implications of student loan indebtedness.
- Provides borrower counseling regarding loan repayment responsibilities, repayment plans, deferment, forbearance, consolidation, loan forgiveness opportunities, and available federal loan servicing resources.
- Conducts financial aid and financial literacy presentations during orientations, open houses, FAFSA events, workshops, and other University programs.
- Communicates with students, parents, academic departments, lenders, loan servicers, federal and state agencies, and other University offices to resolve financial aid and borrower concerns.
Required Competency: Information/Records Administration
- Reviews and processes assigned student financial aid records using Banner and applicable federal, state, and institutional financial aid systems.
- Processes assigned financial aid functions that may include FAFSA-related requirements, verification and conflicting information, Satisfactory Academic Progress, special and unusual circumstances, professional judgment requests, loan eligibility and adjustments, financial aid offers, and other student eligibility requirements.
- Maintains accurate documentation of counseling activities, financial aid determinations, borrower contacts, and changes to student financial aid records.
- Monitors student records for issues affecting financial aid eligibility and communicates required actions to students.
- Maintains current knowledge of federal, state, and institutional financial aid regulations, loan requirements, repayment provisions, and financial aid policies and procedures.
- Assists with quality assurance activities by identifying processing errors, recurring student issues, and opportunities to improve financial aid counseling and financial literacy services.
Working Title: Financial Aid Counselor & Financial Wellness Coordinator
Competency Level: Journey
Position Number: 000464
Recruitment Range: $41,499 -$48,000
FLSA: Non-Exempt
Appointment Type: Permanent - Full-time
FTE: 40 hours/week, 12 months
Organizational Division: Financial Aid Office
Organizational Location: Assoc VP for Enrollment Mgmt
Organizational Unit: Financial Aid Office
Posting Number: SHRA3280
Open Date: 10/21/2026
Close Date: 10/28/2026
Special Instructions to Applicant
North Carolina A & T State University participates in E-Verify. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. North Carolina A & T State University is an Equal Opportunity and Affir
Employee Benefits available to NC A & T permanent employees include the following and more;
- Accrued Vacation and Sick Leave for Eligible Employees
- Community Service Leave
- Aetna - State Health Benefits of North Carolina
- NCFlex - Vision, Dental, Flexible Spending Account, Life Insurance and more
- 12 Paid Holidays
- Teachers and State Employees Retirement System (TSERS)
- Optional Supplemental Plans - 401k, 403b, 457b and 457
- Employee Assistance Program (EAP)
- Campus Recreation Center Discount
- University Bookstore Discount
- and more
This position may be eligible for a remote or hybrid work arrangement, consistent with university and state policies. N.C. A & T employees are generally required to reside in North Carolina, within a 2-hour commuting distance of their assigned duty station.
Quick Link: https://jobs.ncat.edu/postings/41820
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