Loan Specialist

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
001121


NC Salary Grade Equivalency
NC09


Classification Title
Admin Support Specialist - Journey


Working Title
Loan Specialist


Salary Range
$35,608 - $42,300


Anticipate Hiring Range
$35,608 - $42,300


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 the position is complete and with supervisor approval."

Primary Purpose of Position


The primary purpose of this position is to process Federal Direct and private alternative loans. This position also provides assistance and information to students and parents regarding federal, state, and institutional financial aid programs, as well as general administrative support to the Senior Assistant Director for Loans.

Minimum Education/Experience


Required Minimum Qualifications:

Graduation from high school and one year of related office experience; or an equivalent combination of education and experience.

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

• Financial Aid Loan Processing & Awarding: Efficiently pull, process, and award alternative (private) student loans and Federal Direct PLUS loans in accordance with institutional, federal, and state regulations.
• Loan Modification & Lifecycle Management: Execute accurate and timely loan updates, adjustments, cancellations, and revisions for all federal and PLUS loan programs to maintain data integrity.
• Specialized Institutional Loan Administration: Manage the end-to-end processing and tracking of the school's in-house loan program (Jamieson Loan Program), ensuring compliance with internal policies and donor intent.
• Case Management & Student Support: Oversee and resolve financial aid inquiries and workflows utilizing Salesforce CRM, ensuring a high level of customer service and timely response rates.
• Proactive Account Resolution & Follow-Up: Monitor student accounts to identify financial aid holds, incomplete applications, or missing documentation. Routinely follow up with students and families to facilitate completion and prevent funding delays.
• Compliance & Data Integrity: Maintain strict adherence to the Family Educational Rights and Privacy Act (FERPA) regulations, federal financial aid guidelines, and university data standards when handling sensitive student information.

Other Work Responsibilities


Performs other duties and projects as assigned.

Departmental Preferred Experience, Skills, Training/Education

• 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; Ability to work with a wide variety of constituencies.
• Strong oral and written communication skills;

Necessary Licenses or Certifications

Work Location
Reese


Posting date
09/15/2026


Closing date
09/22/2026


Proposed Hire Date
10/12/2026


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: