Student Financial Planning Counselor (Graduate)

High Point University
  • High Point, North Carolina
    30+ days ago

    Job Description

    The Student Financial Planning Graduate Counselor plays a vital role in empowering students to achieve their educational goals at High Point University. As a key member of the Student Financial Planning team, this individual helps students and families navigate the financial aid process with care, clarity, and integrity. By providing personalized guidance and administering financial assistance programs with accuracy and compassion, the Counselor directly supports the University’s mission to provide an extraordinary education and to meet enrollment and retention goals. This role blends service, strategy, and student advocacy, ensuring that every graduate student has the opportunity to pursue excellence at High Point University.

    QUALIFICATIONS:

    Education:

    • Bachelor’s degree in business, human service, or counseling

    Experience and Training:

    • Minimum 2 years in student financial aid environment with direct experience involving Federal and state awarding 

    Knowledge, Skills, Ability:

    • Knowledge of federal and state financial aid regulations and institutional policies 

    • Must possess the ability to understand complex federal and state regulated programs as well as adhere to institutional strategic procedures

    • The ability to work independently while being a part of a team that stresses accuracy, integrity, and efficiency is vital

    • Knowledge of the various types of financial aid available 

    • Ability to analyze and interpret financial information in a wide variety of situations

    • Ability to exercise independent thought and judgment in difficult and/or complex situations with little to no supervision and under tight deadlines. 

    • Knowledge of integrated computer systems and web-based technology 

    • Effective oral and written communication skills 

    • Strong interpersonal skills and the ability to work effectively with internal and external customers

    • Ability to appropriately handle highly sensitive, confidential family financial information

    ESSENTIAL FUNCTIONS:

    • Counsels’ students and parents on all financial aid matters 

    • Awards federal, state, private and institutional loans, grants, and scholarships according to federal and state regulations and institutional policies 

    • Analyzes each family situation, determine the financial aid options available and explains options to the family

    • Manages the application process from start to finish for his or her assigned group of students

    • Manages the financial aid process and interactions with designated population of prospective students and families to positively impact students’ decisions to attend the University

    • Examines all application materials for accuracy and completeness and performs federal verification according to federal regulations

    • Handles overall financial aid awarding functions including, but not limited to, import and evaluation of FAFSA information, packaging, loan certification and origination, federal verification and refund calculations

    • Conducts research as necessary to respond to inquiries and resolve problems that may arise during the financial aid process

    • Determines award adjustments in appropriate situations and documents all such decisions in students’ files

    • Determines appropriate corrective actions independently within established guidelines and implements or refers for action as appropriate

    • Maintains a positive work atmosphere by acting and communicating effectively with students, students’ parents, faculty, co-workers and managers. 

    • Timely completion of award packages, return calls and email correspondence

    ACCOUNTABILITY:

    • Maximizes student enrollment and retention through effective financial planning and counseling while awarding financial aid in accordance with federal and state regulations and institutional policies

    • Stays current on federal, state and institutional regulations and policies 

    TERM: 

    • Full Time 

    • Monday – Friday 8:00 AM to 5:00 PM (some weekends for special events) 

    CONTACT INFORMATION:

    For more information about this position, kindly contact Sandra Norris, Director of Student Financial Planning at

    snorris@highpoint.edu

    Numbers & Facts

    LocationHigh Point, North Carolina
    Websitehighpoint.edu

    Skills

    • Analysis Skillsunmatched
    • Business Servicesunmatched
    • Communication Skillsunmatched
    • Computer Systemsunmatched
    • Corrective Actionunmatched
    • Federal Laws and Regulationsunmatched
    • Financial Administrationunmatched
    • Financial Aidunmatched
    • Financial Analysisunmatched
    • Financial Managementunmatched
    • Financial Planningunmatched
    • Financial Regulationsunmatched
    • Internet Technologyunmatched
    • Interpersonal Skillsunmatched
    • Loan Originationunmatched
    • Meet Sales Quotaunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Process Managementunmatched
    • Research Skillsunmatched
    • State Laws and Regulationsunmatched
    • Student Financial Servicesunmatched
    • System Integration (SI)unmatched
    • Time Managementunmatched
    • Writing Skillsunmatched

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