Financial Aid Specialist

Position Information

General Information

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 NC07 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

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.

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 the point of contact for the Special Rule Pell Grant, previously known as the Iraq and Afghanistan Service Grant (IASG) and the Children of Fallen Heroes (CFH) Scholarship, which will require adjusting aid based on documentation received.
• 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

Required Minimum Qualifications:

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

Note: Some state job postings state you can qualify by an 'equivalent combination of education and experience.' If that language appears above, then you may qualify through EITHER years of education OR years of directly related experience, OR a combination of both.

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

• Collaborates closely with other partner offices to ensure federal compliance for transient study students and to support accurate and timely withdrawal processing.
• Performs additional responsibilities and projects as assigned.

Departmental Preferred Experience, Skills, Training/Education

• Previous experience Higher Education, preferably in Financial Aid working with federal or state regulations, financial, or student records.
• Experience with Microsoft and/or Google Suite; Intermediate skills preferred; demonstrated competency and technical proficiency.
• Effective and efficient critical thinking skills, demonstrated analytical problem solving.
• Demonstrated exceptional attention to details in high-volume environments, precision and accuracy.
• Excellent communication skills, both written and verbal.

Necessary Licenses or Certifications Work Location Reese Posting date 06/02/2026 Closing date 06/16/2026 Proposed Hire Date 07/18/2026 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 (*).

• • 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

• Where did you learn about this posting?

(Open Ended Question)

• • Do you have a Bachelors Degree or equivalent combination of training and experience?

• Yes - I have a Bachelor Degree or higher

• Yes - I have an Associates degree and at least two (2) years of experience related to position

• Yes - I have a High School Diploma/GED and at least four (4) years of experience related to position

• No

• • Do you have experience working in a Financial Aid office at a college or university? If yes, please explain your experience.

(Open Ended Question)

• • Do you have experience with both Microsoft and Google Suite applications? If so, please indicate which and the associated applications as well as your level of experience (beginner, intermediate, advanced).

(Open Ended Question)

• • Please describe your professional experience using Banner software.

(Open Ended Question)

• • Do you have experience with resolving Pell Grant or TEACH Grant file errors? If so please describe your experience.

(Open Ended Question)

Applicant Documents

Required Documents

• Resume / Curriculum Vitae
• Cover Letter / Letter of Interest
• Contact Information for References

Optional Documents