KEY RESPONSIBILITIES & ACCOUNTABILITIES:
Manages the budget, awarding polices/procedures, compliance, and reporting of Federal state grant programs – including but not limited to Pell, SEOG, and other programs. Collect and reconcile respective data required for annual Fiscal Operations Report and Application to Participate (FISAP). Assist with training development and delivery for Federal and state aid programs. Manages relevant program budgets including fund projections, monitors the use of funds and the monthly reporting of fund use.
Monitor and reconcile over $20 million annually in Pell Grant funding from awarding to disbursement through the federal delivery process. Assure that eligible students’ awards are reported to the Federal Department of Education (ED) and corresponding funds are drawn down from ED.
Manages the budget, awarding polices/procedures, compliance, and reporting of all state aid programs – including Massachusetts (MassGrant, Gilbert, Mass PT, Behavioral Internship, others), California Student Aid Commission (CalGrant, others), Vermont, Connecticut, Rhode Island, Pennsylvania, and others. Ensure the timely and accurate processing of aid reconciliation reports and manage multiple relationships with the various State Higher Education Agencies. Provide monthly fund reporting for management including usage, comparison to prior years, projected use, etc. Train Oakland staff and coordinate Oakland activities supporting CSAC Grant administration and reporting.
Fund Reconciliation and Audits
Weekly reconciliation of awarded funds and processes, including Return to Title IV processing, anticipated aid vs disbursed aid, disbursement adjustments, and Federal G5 drawdowns vs disbursed Aid. Provides monthly fund reporting for management including usage, comparison to prior years, projected use, etc.
With the assistance of the Associate Director of Financial Aid Services, coordinates and provides data and reporting required for various audits. Under the direction of the Dean Sr. Director and Directors, assists with annual self-audits, evaluates and responds to external audits and official requests, ensure SFS compliance with required federal and state regulations. Monitor new and updated federal and state regulations, assist with updating SFS policy and procedures and staff training.
Direct and supervise financial aid counselors and administrative assistant. Define areas of responsibility and monitor performance. Coordinate personnel functions as they relate to SFS office needs. Initiate and administer personnel development and resolve employee issues with HRM. Train on all Title IV regulations and Northeastern policies. Evaluate and respond to unit and staff service escalations. Ensure high service expectations and delivery for unit
Student and Family Counseling
Counsel and advise students and parents on financial aid process, awarding and financing options. Through appointments, e-mail, written correspondence, telephone communication, explain financial aid process, NU billing procedures. Provide conflict resolution through customer service with loan servicing center, lenders, and federal processors. Monitor satisfactory academic progress. Administer federal, state, and Northeastern based financial applications. Perform federal needs analysis to determine eligibility. Review and evaluate student appeals. Verify financial information according to federal regulations. Implement Northeastern-based awarding guidelines. Represent Student Financial Services at open houses, student meetings, workshops and undergraduate and recruitment programs for various programs and levels.