Financial Planning Counselor

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

APPLICATION:

Review of applications will begin immediately and continue until position is filled.

Selected applicant will be required to complete a criminal background check and drug screening, as are all University employees.

Gardner-Webb University maintains a policy of non-discrimination. No aspect of employment will be influenced by race, color, sex, national origin, veteran status, handicap, age, or any other basis prohibited by statute.

Gardner-Webb University is a Christian university committed to helping individuals become more in faith, learning, and service. Located in Boiling Springs, North Carolina, GWU offers the benefits of a close-knit community with easy access to Charlotte, Asheville, and the greater Greenville-Spartanburg region. Founded in 1905 and rooted in the Baptist tradition, the University now serves approximately 3,000 students across more than 80 undergraduate and graduate programs. As a Carnegie Doctoral/Professional institution, Gardner-Webb is dedicated to academic excellence, leadership development, and meaningful service to others.

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