UNIVERSITY OF NORTH CAROLINA CHARLOTTE Financial Aid Specialist in Charlotte, NC

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Financial Aid Specialist
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Please see Special Instructions for more details.
  • 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:
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 000751
NC Salary Grade Equivalency NC07
Classification Title Student Services Specialist - Journey
Working Title Financial Aid Specialist
Salary Range $39,058 - $43,000
Anticipate Hiring Range $39,058 - $43,000
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.

This position may be eligible for a telework schedule once onboarding into position is complete and with supervisor approval.
Primary Purpose of Position
The primary purpose of the Financial Aid Specialist will be:

  • Manage daily, weekly, and monthly reports associated with the Office of Financial Aid involving but not limited to Federal Pell Grant, Federal TEACH Grant, and Transient Study processing.
  • Import and export federal grant files to the Department of Education daily.
  • Serve as the point of contact for transient study program at Charlotte, which will require adjusting aid based on final outcome of courses.
  • Serve as the point of contact for the Special Rule Pell Grant, previously known as the Iraq and Afghanistan Service Grant (IASG) and the Children of Fallen Heroes (CFH) Scholarship, which will require adjusting aid based on documentation received.
  • Serve as a backup for withdrawal processing, study abroad, and part of term.
  • Provide financial aid counseling both on the telephone, email and in person. This will include providing information regarding financial aid policies and procedures to prospective students as well as current students, parents and other visitors.
Minimum Education/Experience
Required Minimum Qualifications:

Bachelor’s degree; or equivalent combination of education and experience. All degrees must be received from appropriately accredited institutions.

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
  • Manage daily, weekly, and monthly reports associated with the Office of Financial Aid involving but not limited to Federal Pell Grant and Federal TEACH Grant.
  • Import and export federal grant files to the Department of Education daily.
  • Serve as the point of contact for Transient Study program, which will require adjusting aid based on final outcome of courses.
  • Serve as a backup for withdrawal processing, study abroad, and part of term.
  • Provide financial aid counseling both on the telephone, email and in person. This will include providing information regarding financial aid policies and procedures to prospective students as well as current students, parents and other visitors.
Other Work Responsibilities
  • Collaborates closely with other partner offices to ensure federal compliance for transient study students and to support accurate and timely withdrawal processing.
  • Performs additional responsibilities and projects as assigned.
Departmental Preferred Experience, Skills, Training/Education
  • Previous experience Higher Education, preferably in Financial Aid working with federal or state regulations, financial, or student records.
  • Experience with Microsoft and/or Google Suite; Intermediate skills preferred; demonstrated competency and technical proficiency.
  • Effective and efficient critical thinking skills, demonstrated analytical problem solving.
  • Demonstrated exceptional attention to details in high-volume environments, precision and accuracy.
  • Excellent communication skills, both written and verbal.
Necessary Licenses or Certifications
Work Location Reese
Posting date 04/08/2026
Closing date 04/15/2026
Proposed Hire Date 05/18/2026
Contact Information
Special Notes to Applicants
  • 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:
Posting Specific Questions

Required fields are indicated with an asterisk ( - ).

  1. - How did you hear about this employment opportunity
    • UNC Charlotte Website
    • HERC Job Board
    • Inside Higher Education
    • Circa (formerly known as Local JobNetwork)
    • Another Website
    • Agency Referral
    • Advertisement/Publication
    • Personal Referral
    • Other
  2. Where did you learn about this posting

    (Open Ended Question)

  3. - Do you have a Bachelors Degree or equivalent combination of training and experience
    • Yes - I have a Bachelor Degree or higher
    • Yes - I have an Associates degree and at least two (2) years of experience related to position
    • Yes - I have a High School Diploma/GED and at least four (4) years of experience related to position
    • No
  4. - Do you have experience working in a Financial Aid office at a college or university If yes, please explain your experience.

    (Open Ended Question)

  5. - Do you have experience with both Microsoft and Google Suite applications If so, please indicate which and the associated applications as well as your level of experience (beginner, intermediate, advanced).

    (Open Ended Question)

  6. - Please describe your professional experience using Banner software.

    (Open Ended Question)

  7. - Do you have experience with resolving Pell Grant or TEACH Grant file errors If so please describe your experience.

    (Open Ended Question)

Applicant Documents
Required Documents
  1. Resume / Curriculum Vitae
  2. Cover Letter / Letter of Interest
  3. Contact Information for References
Optional Documents
The primary purpose of the Financial Aid Specialist will be: Manage daily, weekly, and monthly reports associated with the Office of Financial Aid involving but not limited to Federal Pell Grant, Federal TEACH Grant, and Transient Study processing. Import and export federal grant files to the Department of Education daily. Serve as the point of contact for transient study program at Charlotte, which will require adjusting aid based on final outcome of courses. Serve as the point of contact for the Special Rule Pell Grant, previously known as the Iraq and Afghanistan Service Grant (IASG) and the Children of Fallen Heroes (CFH) Scholarship, which will require adjusting aid based on documentation received. Serve as a backup for withdrawal processing, study abroad, and part of term. Provide financial aid counseling both on the telephone, email and in person. This will include providing information regarding financial aid policies and procedures to prospective students as well as current students, parents and other visitors. Minimum Education/ Experience Required Minimum Qualifications:Bachelor’s degree; or equivalent combination of education and experience. All degrees must be received from appropriately accredited institutions. 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 Manage daily, weekly, and monthly reports associated with the Office of Financial Aid involving but not limited to Federal Pell Grant and Federal TEACH Grant. Import and export federal grant files to the Department of Education daily. Serve as the point of contact for Transient Study program, which will require adjusting aid based on final outcome of courses. Serve as a backup for withdrawal processing, study abroad, and part of term. Provide financial aid counseling both on the telephone, email and in person. This will include providing information regarding financial aid policies and procedures to prospective students as well as current students, parents and other visitors. Other Work Responsibilities Collaborates closely with other partner offices to ensure federal compliance for transient study students and to support accurate and timely withdrawal processing. Performs additional responsibilities and projects as assigned. Departmental Preferred Experience, Skills, Training/ Education Previous experience Higher Education, preferably in Financial Aid working with federal or state regulations, financial, or student records. Experience with Microsoft and/or Google Suite; Intermediate skills preferred; demonstrated competency and technical proficiency. Effective and efficient critical thinking skills, demonstrated analytical problem solving. Demonstrated exceptional attention to details in high-volume environments, precision and accuracy. Excellent communication skills, both written and verbal. Necessary Licenses or Certifications Work Location Reese Posting date 04/08/2026 Closing date 04/15/2026 Proposed Hire Date 05/18/2026 Contact Information
search terms: Financial+Specialist
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