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Student Financial Planning Graduate Counselor

High Point University
High Point, United Statesfull_timeVerifiedPosted 7 Apr 2025

About the role

The Student Financial Planning Graduate Counselor plays an important role as a member of the High Point University’s Student Financial Planning team in the distribution and administration of financial assistance programs to assist the University in meeting enrollment goals.

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

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High Point University

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