"Financial Planning Counselor"

Job Details

Gardner-Webb University is seeking an energetic, dedicated and passionate professional with student service experience to serve as Financial Planning Counselor.

The Financial Planning Office is dedicated to providing students and their families with friendly, efficient and responsible services. We continually strive to be innovative in financial aid delivery as well as help support institutional enrollment and retention goals.

While maintaining compliance and upholding office policies and procedures, the Financial Planning Office assists students in obtaining resources to achieve their educational goals through the administration of federal, state, and institutional aid and educates them regarding financial and academic responsibilities associated with the receipt of that aid. The Financial Planning Counselor serves in an integral office role by counseling/servicing our student populations.

ESSENTIAL DUTY AND RESPONSIBILITY IS TO SUPPORT THE FINANCIAL PLANNING DEPARTMENT IN PERFORMING THE FOLLOWING RESPONSIBILITIES:

• Counsels GWU students and their families through the financial aid process.
• Tracks and awards all prospective new freshmen and transfer Traditional Undergraduate Students (TUG).
• Coordinates and awards all external scholarship sources.
• Assists with managing visits, calls, and emails.
• Assists with the scanning and indexing process of all documents.
• Creates various forms or letters and any other content related items as needed.
• Assists with special projects and recruiting events.
• Other duties as assigned.

QUALIFICATION REQUIREMENTS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:

• Bachelor’s Degree preferred.
• 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.

Review of applications will begin immediately and continue until the position is filled. Candidates should complete the application and include a letter of interest, résumé, and names and contact information for at least three professional references with their submission.

Gardner-Webb University (gardner-webb.edu) is a coeducational, residential, private, historically Baptist, Christian institution, located in Boiling Springs, North Carolina with easy access to Charlotte, Asheville, and Greenville-Spartanburg. The University offers 80+ undergraduate and graduate degree programs to approximately 3,000 students. GWU is a Carnegie-classified Doctoral/Professional University. In 2023, Gardner-Webb was home to students from 93 counties in North Carolina, 44 US states, and 43 foreign countries. GWU is a NCAA Division I institution with 22 athletic teams and 460 student-athletes.