Loan Specialist

🇺🇸 Charlotte, North Carolina 🕑 Full-Time 💰 $36K - $42K 💻 Financial Aid 🗓️ September 19th, 2026

CRM FERPA Salesforce

Edtech.com's Summary

The University of North Carolina at Charlotte is hiring a Loan Specialist to process Federal Direct and private alternative student loans within Financial Aid Operations. Loan modifications, cancellations, and revisions across federal and PLUS loan programs keep data accurate, while the specialist also administers the university's in-house Jamieson Loan Program from processing through tracking. Financial aid inquiries get resolved through Salesforce CRM, with regular follow-up on student accounts flagged for holds or missing documentation.

Highlights

Process Federal Direct and private alternative student loans.
Execute updates, adjustments, cancellations, and revisions across federal and PLUS loan programs.
Manage the university's in-house Jamieson Loan Program from processing through tracking.
Resolve financial aid inquiries and workflows using Salesforce CRM.
Monitor student accounts for financial aid holds and missing documentation, following up with families.
Maintain compliance with FERPA and federal financial aid regulations.
High school diploma and one year of related office experience required.
Working knowledge of basic accounting principles preferred.
May become eligible for a telework schedule after onboarding, with supervisor approval.
Salary ranges from $35,608 to $42,300.