Financial Aid Counselor & Financial Wellness Coordinator
Listed on 2026-10-23
-
Finance & Banking
Financial Advisor / Consultant, Financial Compliance
- 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
Classification Information
Position/Classification Title
Position/Classification Title Student Services Specialist
Classification Type
Classification Type SHRA
Position required to work during periods of adverse weather or other emergencies:
Position required to work during periods of adverse weather or other emergencies: N
- Not Mandatory
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
Position Overview
Primary Purpose of Position
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.
Primary Function of Organizational Unit
The mission of the…
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