Assistant Director, Financial Aid

External Applicants: 

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Current Employees:

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• Serves as a primary program manager for an aid program, as assigned, with oversight over all aspects of the program’s administration from student eligibility, disbursement, award adjustments, monthly and final reconciliation, and coordination with other aid programs in a student aid package..
• Manages the receipt, processing, and reconciliation of external scholarships and state grants; ensures timely and accurate posting of awards, compliance with regulatory requirements, and clear communication with students and campus partners.
• Administers special scholarship programs, coordinating with Undergraduate Admissions, Merit Scholarships, and other university departments to determine eligibility and ensure donor compliance.
• Performs need analysis and exercises professional judgment in evaluating special or unusual financial circumstances; packages and revises financial aid awards in compliance with institutional and federal regulations.
• Manages the calculation, processing, and documentation of Return of Title IV (R2T4) withdrawal calculations for all undergraduate students; ensures compliance with federal requirements and supports audit readiness.
• Provides backup support for the Associate Director in certifying and advising on VA education benefits. 
• Participates in financial aid appeals and scholarship committees; contributes to policy discussions and case reviews.
• Supports federal and institutional compliance through accurate documentation and audit readiness for all areas of responsibility.
• Maintains detailed and accurate records of communication, awarding decisions, and supporting documentation in accordance with office protocols.
• Coordinates presentations and workshops for prospective and current program assignments for students and scholarship recipients; develops outreach and training material, as needed
• Assists in the development and continuous improvement of financial aid systems and procedures related to assigned populations.
• Serves as a primary/secondary contact with campus partners in the Registrar’s Office, Student Financial Services, Undergraduate Admissions, International Student Services (ISS) and others to meet students’ needs
• Performs other duties as assigned in support of the goals of The Student Financial Aid Office.

• Bachelor’s degree required; Master’s degree preferred.
• At least 3 years of experience in financial aid administration or related higher education setting; experience with both federal and institutional methodology preferred.
• Demonstrated knowledge of federal financial aid regulations, study abroad funding models, external scholarships, and donor-supported scholarship programs.
• Strong analytical, organizational, and problem-solving skills; ability to manage multiple priorities in a high-volume setting with accuracy and professionalism.
• Excellent interpersonal, oral, and written communication skills, with the ability to engage effectively across diverse campus constituencies.
• Demonstrated ability to work independently and collaboratively within a team; sound judgment and flexibility in responding to evolving priorities.
• Proficiency in Microsoft Office, Google Workspace, and student information systems; PowerFAIDS or similar system experience preferred.
• Ability to manage sensitive information in a confidential manner. Protects PII, and CUI in all instances 
• Willingness to work occasional evenings/weekends and travel as needed.

• Responsible for own work only.

• Sedentary work primarily involves sitting/standing; communicating with others to exchange information; repeating motions that may include the wrists, hands, and/or fingers; and assessing the accuracy, neatness, and thoroughness of the work assigned.

• No environmental conditions

This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his/her supervisor.

In order to provide a safe and productive learning and living community, Wake Forest University conducts background investigations and drug screens for all final staff candidates being considered for employment.

The University is an equal opportunity employer and welcomes all qualified candidates to apply without regard to race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and military or veteran status.  

If you are an individual with a disability and need an accommodation to participate in the application or interview process, please contact AskHR@wfu.edu or (336) 758-4700.