Financial Aid Specialist

Davita Inc.; Charlotte (NC); On-site; USD 39,000 - 43,000; Full time

Job summary

A leading university in Charlotte is seeking a Financial Aid Specialist to manage financial aid processes, including handling federal grants and providing counseling to students. The ideal candidate will have a Bachelor's degree and experience in financial aid or student services. Join our team to support students in navigating their financial aid options and ensure compliance with federal regulations.

Qualifications

• Bachelor's degree or equivalent training/experience required.
• Experience in Higher Education, preferably in Financial Aid.
• Knowledge of Financial Aid regulations is preferred.

Responsibilities

• Manage financial aid reports involving federal grants.
• Provide financial aid counseling via phone and email.
• Import and export federal grant files to the Department of Education.

Skills

Critical Thinking

Attention to Detail

Communication Skills

Education

Bachelor's Degree

Tools

Banner

EdConnect

Job description

Financial Aid Specialist

Please see Special Instructions for more details.

• The finalist will be subject to a Criminal Background Check and/or a Motor Vehicle Report
• The Search Committee will not contact references without first verifying permission with the finalist.
• Please ensure your application reflects the knowledge, skills, abilities, and experiences to support your answers to the supplemental questions.
• Do not write 'see resume' on your application when completing the job duties section.
• UNC Charlotte Benefits Information:https://hr.charlotte.edu/benefits/benefits-overview/

Position Information

General Information

8:00 am - 5:00 pm; Monday - Friday with occasional evening and weekend hours required, as necessary.

This position may be eligible for a telework schedule once onboarding into position is complete and with supervisor approval.

Required Minimum Qualifications:

Bachelor's degree; or equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions.

University Preferred Qualifications:

Graduation from a four-year college or university and two years of administrative or office management experience in the student services or related field; or equivalent.
All degrees must be received from appropriately accredited institutions.

Vacancy Open to	All Candidates
Employment Type	Permanent - Full-time
If time-limited, note appointment end date
Hours per week	40
Months per year	12
Position Number	000751
NC Salary Grade Equivalency	GN07
Classification Title	Student Services Specialist - Journey
Working Title	Financial Aid Specialist
Salary Range	$39,058 - $43,000
Anticipate Hiring Range	$39,058 - $43,000
FLSA Status	Non Exempt
Division	Academic Affairs
Department	Enrollment Management (Adm)
Work Unit	Financial Aid Operations
Work Schedule
Primary Purpose of Position	The primary purpose of the Financial Aid Specialist will be: Manage daily, weekly, and monthly reports associated with the Office of Financial Aid involving but not limited to Federal Pell Grant, Federal TEACH Grant, and Transient Study processing. Import and export federal grant files to the Department of Education daily. Serve as the point of contact for transient study program at Charlotte, which will require adjusting aid based on final outcome of courses. Serve as a backup for withdrawal processing, study abroad, and part of term. Provide financial aid counseling both on the telephone, email and in person. This will include providing information regarding financial aid policies and procedures to prospective students as well as current students, parents and other visitors.
Minimum Education/Experience
Essential Job Duties	Manage daily, weekly, and monthly reports associated with the Office of Financial Aid involving but not limited to Federal Pell Grant and Federal TEACH Grant. Import and export federal grant files to the Department of Education daily. Serve as the point of contact for Transient Study program, which will require adjusting aid based on final outcome of courses. Serve as a backup for withdrawal processing, study abroad, and part of term. Provide financial aid counseling both on the telephone, email and in person. This will include providing information regarding financial aid policies and procedures to prospective students as well as current students, parents and other visitors.
Other Work Responsibilities	Position works closely with other partner offices to ensure federal compliance for transient study students and withdrawal processing. Other duties as assigned.
Departmental Preferred Experience, Skills, Training/Education	Bachelor's degree; or equivalent combination of training and experience. Experience in Higher Education, preferably Student Services or Financial Aid. Knowledge of Financial Aid regulations and Banner experience. Experience with EdConnect preferred. Strong Critical Thinking Skills. Exceptional Attention to Details Ability and adaptability to change. Excellent communication skills, both written and verbal.
Necessary Licenses or Certifications
Work Location	Reese
Posting date	06/06/2025
Closing date	06/23/2025
Proposed Hire Date	07/07/2025
Contact Information
Special Notes to Applicants	The finalist will be subject to a Criminal Background Check and/or a Motor Vehicle Report The Search Committee will not contact references without first verifying permission with the finalist. Please ensure your application reflects the knowledge, skills, abilities, and experiences to support your answers to the supplemental questions. Do not write 'see resume' on your application when completing the job duties section. UNC Charlotte Benefits Information:https://hr.charlotte.edu/benefits/benefits-overview/

Posting Specific Questions

Required fields are indicated with an asterisk (*).

1. *
   How did you hear about this employment opportunity?
   
   
   
   • UNC Charlotte Website
   
   
   • HERC Job Board
   
   
   • Inside Higher Education
   
   
   • Circa (formerly known as Local JobNetwork)
   
   
   • Another Website
   
   
   • Agency Referral
   
   
   • Advertisement/Publication
   
   
   • Personal Referral
   
   
   • Other
   
   
   
   


2. 
   Where did you learn about this posting?
   

   (Open Ended Question)

   
   


3. *
   Do you have direct experience with EdConnect and transmitting files to and from the Department of Education?
   
   
   
   • Yes - direct experience with EdConnect and transmitting files to and from the Department of Education
   
   
   • Yes - other similar system(s) to transmit files
   
   
   • Knowledge of EdConnect with limited experience
   
   
   • No knoweldge or experience of EdConnect
   
   
   
   


4. *
   Do you have a Bachelor's degree; or equivalent combination of training and experience?
   
   
   
   • Bachelor's Degree or Higher
   
   
   • Associate's Degree and at least 2 years relative experience to the position
   
   
   • High School/GED and at least 4 years relative experience to the position
   
   
   
   


5. *
   Do you have professional experience working in Higher Education, preferably Student Services or Financial Aid? If so, please explain you experience. (please ensure that your statement is supported with your listed experience on you application).
   

   (Open Ended Question)

   
   


6. *
   Do you have professional experience using Banner software?
   
   
   
   • No
   
   
   • Yes, 0-3 years
   
   
   • Yes, 3-5 years
   
   
   • Yes, 5+ years
   
   
   
   


7. *
   Do you have working knowledge of Financial Aid regulations?
   
   
   
   • Yes -working knowledge and experience with Financial Aid regulations
   
   
   • Yes - some knowledge of Financial Aid regulations with limited experience
   
   
   • No - only personal experience with Financial Aid regulations
   
   
   • No experience with Financial Aid regulations
   
   
   
   

Applicant Documents

Required Documents

1. Resume / Curriculum Vitae


2. Cover Letter / Letter of Interest


3. Contact Information for References

Optional Documents