PRIMARY PURPOSE/GENERAL DESCRIPTION:
The Assistant Director of Financial Aid is responsible for all stages of processing financial aid including: need analysis, federal verification, awarding, and disbursing financial aid. Additionally, the Assistant Director has administrative responsibilities for various federal and state aid programs and processes, as assigned; keeping abreast of changes to state and federal financial aid regulations. The Assistant Director is responsible for coordinating financial aid system upgrades and managing system integration between the financial aid system and those systems of the Student Accounts Office, the Office of the Registrar and the Office of Admission. The Assistant Director also counsels students and parents on all aspects of financial aid programs and processes. This position reports to the Director of Financial Aid and the Associate Director of Financial Aid.
DESCRIPTION OF DUTIES AND RESPONSIBILITIES:
This information is intended to be a descriptive of the key responsibilities of the position. The list of essential functions below does not identify all duties performed by any single incumbent in this position. Performs other duties as assigned.
- Performs needs analysis and verification on student aid applications, constructs financial aid packages and authorizes aid disbursements for prospective and current students.
- Assists the Information Technology Department with the implementation, modification and/or refinement of computerized data processing system including: PowerFAIDs, NetPartner, net price calculator and financial aid websites.
- Responsible for performing ongoing data exchange (i.e., admission, enrollment, and disbursement data) as needed between the Office of Financial Aid, the Student Accounts Office, the Office of the Registrar, and the Office of Admissions.
- Responsible for all aspects of the Cal Grant program including verification of eligibility, awarding, disbursing and reconciliation.
- Interfaces with other appropriate institutional departments (i.e., Admissions, Registrar, Student Accounts and Institution Research) to coordinate programs, services and policies.
- Assists in formulating, implementing, reviewing and evaluating policies, procedures and standards to ensure departmental compliance with federal and state financial aid regulations and consistency in institutional policies.
- Assists and serves as a back-up to the Financial Aid Counselor to provide in-person counseling to prospective students, current students and parents on all aspects of financial aid application processing, need analysis, appeal processing, and packaging, including information on institutional, federal, and state financial aid programs.
- Assists and serves as back-up to Financial Aid Counselor with processing the Federal Pell Grant, Federal Direct Loan, non-federal alternative loan, and institutional loan programs.
- Assists the Financial Aid Counselor and the Financial Aid Assistant as needed to review and resolve file load errors and merge duplicate system records. Troubleshoots problems as they arise and recommends and carries out appropriate resolutions.
- Assists in calculating federal Return to Title IV (R2T4) refunds and updating enrollment and packaging for leaves and withdrawals. Assists in the monitoring of Satisfactory Academic Progress (SAP) of all financial aid recipients each semester.
- Participates in program and statistical reviews/audits; provide for the implementation of resulting recommendations.
- Assists the Director and the Associate Director in administering and conducting ongoing statistical reviews and reconciliation of all financial aid programs including student employment, Cal Grant, Federal Pell Grant, Federal SEOG, Federal Direct Loans, and institutional scholarships and grants, and any other source of funds for student assistance.
- Assists the Director and the Associate Director in preparation of department operating budgets, statistical reports and evaluations, and complex funding applications.
- Participates in the ongoing development and maintenance of the departmental policy, procedure and processing manuals. Ensures department maintains compliance with all applicable federal, state and institutional rules and regulations.
- Maintains expertise in all areas of financial aid so that the department can plan and react positively to constantly changing Federal, State and institutional postures concerning student assistance.
- Prepares informational materials for publication and maintains current information on the departmental website. Generates financial aid notifications.
- Participate in the Emergency Response Program.
- Active support for the College’s Principles of Community and Principles of Diversity in the performance of job duties.
Required Knowledge, Skills, and Abilities
Individual must possess knowledge, skills and ability to be able to successfully perform the essential functions of the position, or be able to explain or demonstrate how the essential functions will be performed, with or without reasonable accommodation, using some other combination of skills and abilities.
- Ability to independently perform complex tasks and to prioritize multiple projects.
- Exceptional verbal and written communication skills including editorial and proofreading skills, strong command of the English language (grammar and spelling);
- Strong analytical and organizational skills with attention to detail.
- Ability to foster a collaborative and cooperative work environment.
- Ability to effectively manage multiple high-priority tasks on deadline.
- Exceptional interpersonal skills and the ability to interact effectively with a wide range of constituents, many of whom are community members of affluence and influence, including senior leadership, faculty, staff, trustees and donor constituencies.
- Strong attention to detail in all areas of responsibility.
- Exercises discretion and good judgment at all times.
- Willingness to see tasks to completion, sometimes necessitating working longer than normal hours or on weekends.
- Excellent computer skills with proficiency /expertise in Microsoft Office Suite including applications of Word, Excel, Access, PowerPoint, e-mail and internet research.
- Technical proficiency with PowerFAIDs, EdConnect, Net Partner, Slate, CX, Workday, and other computer applications including Window, Excel, SQL and Word is required.
- Substantial knowledge of federal and state financial aid programs and regulations.
- Significant experience in the use of Institutional Methodology (IM).
EDUCATION: Bachelor’s degree.
3 to 5 years of financial aid experience. Must have a thorough knowledge and expertise in federal and state financial aid regulations, systems, and processes. Knowledge of Institutional Methodology (IM). Experience with PowerFAIDs, NetPartner, IDOC, COD, CPS, EdConnect required. Experience with Slate and CX preferred.
CLASSIFICATION AND STATUS:
This is a regular, full-time, 12 month, exempt level position. Benefits-eligible.
The regular hours for this position are 8:00 a.m. to 5:00 p.m. Hours may vary due to needs of the College or department.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is quiet to moderate.
Physical and Mental Requirements
Ability to maintain good concentration level while dealing with interruptions; attention to details with emphasis on accuracy; capable of giving, receiving, and analyzing information, formulating work plans, and articulating goals and action plans.
Sitting in a normal seated position for extended periods of time. Standing for extended periods of time. Reaching and extending hand(s) or arm(s) in any direction. Finger dexterity required to manipulate objects with fingers rather than the whole hand(s), or arm(s), for example, using a keyboard. Communication skills using the spoken word. Ability to see within normal parameters. Ability to hear within normal parameters. Ability to bend and stoop, for example, to file. Ability to move about. Ability to lift and carry short distances up to 20 lbs., for example to lift or move office supplies, files, books and packages.
Regular employment at the College is for no specified period of time; conditions and status of employment (hours, pay, title, duties, etc.) are subject to change at any time. Scripps College is an At-Will employer. Employees, and likewise the College, are free to end the employment relationship at any time, for any reason, with or without notice or cause, unless otherwise prohibited by law.
Scripps College is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, gender, religion, marital status, registered domestic partner status, age, national origin or ancestry, sexual orientation, gender identity, physical or mental disability, medical condition including genetic characteristics, or any other consideration made unlawful by federal, state, or local law.