PRINCIPAL ACCOUNTABILITIES
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Exercises independent judgment in the management of operational details of the financial aid process.
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Provides training to other personnel within and without the professional schools.
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Reviews incoming financial aid application and any supporting documentation needed to determine the accuracy of information reported on the Free Application for Federal Student Aid (FAFSA) and International Student Financial Aid Application (ISFAA).
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Comply with federal regulations, tax laws, and institutional policies.
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Comply with donor fund agreements.
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Advise and provide financial aid information to prospective, new and current students in the professional programs.
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Collaborate with internal and external departments to determine professional students financial aid eligibility.
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Exercise great attention to detail utilizing analytical and problem-solving skills.
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Demonstrate the ability to adapt in a high pace environment.
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Work with the leadership in the professional programs to main accreditation standards as it relates to financial aid.
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May be required to work evenings and weekends.
Human Resources Management and Training:
The position will supervise assigned staff at the discretion of the Associate Director for Scholarships. Will serve as team lead in the absence of the Associate Director. Will keep abreast of Title IV Regulations and institutional policies and procedures and ensure that staff is properly trained and provided direction. Will also keep abreast of best industry practices and trends of scholarship administration.
This position is responsible for reconciling funds in the Banner system [(Customer Relationship Management (CRM) or other Enterprise Resource Planning (ERP)] in addition to Blackbaud and KwikTag. Fund accounting is reconciled between federal, institutional accounts, etc. in conjunction with the COD system. Additionally, this position is responsible for reconciling other accounts as assigned. This position will support the Office of Development by providing donor requirement reports of awardees from certain donor accounts as needed.
Administrative Functions:
This position will award financial aid as assigned by the Associate Director for Scholarships. This may include being responsible specific scope scholarship administration, ensuring that the needs of the students, faculty and staff are met in a timely manner. Reporting (analysis, responses) may be required, per the Associate Director, Financial Aid Director, or members of the management team.
Customer Service/Outreach/Engagement:
This position will work with the Associate Director of Scholarships, campus partners, faculty, and staff to ensure that optimal customer service is provided. The position will assist in developing metrics to establish benchmarks and outcomes. Will assist the Associate Director with assessing financial aid information (web, social media, etc.) and determining areas of improvement. Will also develop marketing literature to promote awareness of scholarship opportunities for students, and scholarships for specific majors. Will assist with outreach and engagement – including the attendance of staff at events sponsored the Office of Financial Aid or other entities.