Loan 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 001121 NC Salary Grade Equivalency NC09 Classification Title Administrative Support Specialist - Journey Working Title Loan Specialist Salary Range $35,608 - $42,300 Anticipate Hiring Range $35,608 - $42,300 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.

Primary Purpose of Position

The primary purpose of this position is to process Federal Direct and private alternative loans. This position also provides assistance and information to students and parents regarding federal, state, and institutional financial aid programs, as well as general administrative support to the Senior Assistant Director for Loans.

Minimum Education/Experience

Required Minimum Qualifications:

Graduation from high school and one year of related office experience; or an equivalent combination of education and experience.

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

• Financial Aid Loan Processing & Awarding: Efficiently pull, process, and award alternative (private) student loans and Federal Direct PLUS loans in accordance with institutional, federal, and state regulations.
• Loan Modification & Lifecycle Management: Execute accurate and timely loan updates, adjustments, cancellations, and revisions for all federal and PLUS loan programs to maintain data integrity.
• Specialized Institutional Loan Administration: Manage the end-to-end processing and tracking of the school's in-house loan program (Jamieson Loan Program), ensuring compliance with internal policies and donor intent.
• Case Management & Student Support: Oversee and resolve financial aid inquiries and workflows utilizing Salesforce CRM, ensuring a high level of customer service and timely response rates.
• Proactive Account Resolution & Follow-Up: Monitor student accounts to identify financial aid holds, incomplete applications, or missing documentation. Routinely follow up with students and families to facilitate completion and prevent funding delays.
• Compliance & Data Integrity: Maintain strict adherence to Family Educational Rights and Privacy Act (FERPA) regulations, federal financial aid guidelines, and university data standards when handling sensitive student information.

Other Work Responsibilities

Performs other duties and projects as assigned.

Departmental Preferred Experience, Skills, Training/Education

• Working knowledge of basic accounting principles;
• Excellent mathematical and analytical skills;
• Experience working independently and demonstrated initiative;
• Ability to be a team player with a strong work ethic;
• Strong oral and written communication skills;
• Ability to work with a wide variety of constituencies.

Necessary Licenses or Certifications Work Location Reese Posting date 06/18/2026 Closing date 06/25/2026 Proposed Hire Date 07/20/2026 Contact Information Special Notes to Applicants

• This posting will be used to fill two positions, 001111 and 001121.
• 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

• Mitratech 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 at least a high school diploma / GED and one year of related office experience or an equivalent combination of education and experience?

• Yes - I have at least a high school diploma / GED and one year of related office experience or an equivalent combination of education and experience

• No - I do not have at least a high school diploma /GED and at least one year of related office experience.

• • Do you have direct experience processing and awarding Federal Direct PLUS loans? Please explain your experience.

(Open Ended Question)

• • Have you independently managed and verified private/alternative student loans through platforms like ELMSelect or ScholarNet? Please describe your experience.

(Open Ended Question)

• • Have you routinely executed complex financial aid adjustments, such as mid-semester loan cancellations or over-award resolutions? Please describe your experience.

(Open Ended Question)

• • Have you worked in a high-volume financial aid or student services environment where you had to manage strict daily turnaround times? 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