Job Information
University of North Carolina at Charlotte Loan Specialist in Charlotte, North Carolina
Position Number: 001121
Department: Enrollment Management (Adm)
Employment Type: Permanent - Full-time
Months Per Year: 12
Essential Duties and Responsibilities:
Manage a dedicated caseload for processing Federal Direct PLUS and Alternative Loan applications.
Process Loan Change request forms submitted by loan borrowers.
Review changes to students’ loan eligibility due academic progress and update award as necessary.
Provide follow-up to students and/or parents on outstanding items such as incomplete or missing loan application requirements for processing.
Problem solve loan errors from lenders or Dept. of Education.
Assist the Senior Assistant Director of Loans with other projects as needed.
Minimum Experience / Education:
Required Minimum Qualifications:
Graduation from high school and one year of related office experience; or an equivalent combination of education
and experience.
University Preferred Qualifications:
Graduation from high school and demonstrated knowledge, skills, and abilities gained through three years of specialized office experience or an equivalent combination of education and experience.
Preferred Education Skills and Experience:
High School Diploma Required
Associate degree or higher in related field preferred
A minimum of 1 year higher education experience preferred
Knowledge of federal Title IV and state regulations or experience working in a similar capacity within higher education
Knowledge of Financial Aid management systems
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 diverse populations
Must be detail-oriented, with the ability to self-manage multiple projects while working under deadlines during peak times of the year
Must have a strong commitment to customer service and student success