Human Resources Management and Training:
In the absence of the Associate Director of Loans, this position will report to the Deputy Director of Financial Aid. Will keep abreast of Title IV regulations and institutional policies and procedures and ensure that staff is properly trained and provided direction.
This position will support the Compliance unit within the Office of Financial Aid for reconciling funds in the Workday system [(Customer Relationship Management (CRM) or other Enterprise Resource Planning (ERP)]. Fund accounting is reconciled between federal, institutional accounts, etc. in conjunction with the COD system. This position will process loan originations and certifications, review and correcting rejected loans, disbursements/award discrepancies between Banner and COD.
Administrative Functions:
This position will award financial aid and process loans as assigned by the Associate Director for Loans. This may include being responsible for a specific school, 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 of Loans, Financial Aid Director, or members of the management team.
Customer Service/Outreach/Engagement:
This position will work with the Associate Director of Loans and financial aid staff to ensure that optimal customer service is provided. The position will assist in developing metrics to establish benchmarks and outcomes. The position will assist the Associate Director of Loans with assessing financial aid information (web, social media, etc.) and determining and helping to enact those areas of improvement. The position will assist with outreach and engagement – including conducting financial aid presentations or attending events sponsored by the Office of Financial Aid.