The Assistant Director of Financial Aid provides direct assistance and advice to the Director; serves as Director when appropriate; is responsible for process improvement, analysis of data to solve management problems, database management and running aid software system, and other associated programs which include the exchange of data with federal and state agencies, data discrepancy resolution, missing information and other reports and jobs. The Assistant Director must be knowledgeable of federal, state and institutional rules, regulations, and procedures related to student aid. The Assistant Director is responsible for correctly processing applications, verifying system data, determining eligibility and the management and processing of all federal, state, and institutional aid. Also responsible for occasional certification of alternative student loans. Serve as the liaison to the Office of Advancement and have limited responsibility for administering endowed scholarship programs each with unique eligibility and awarding criteria.
Financial Aid / Enrollment Management
Full time; Exempt
- Provide direct assistance and advice to the Director regarding office operations, aid policy, procedure, service initiatives and other student aid related functions.
- Serve as the Director’s backup in matters related to NAIA athletic aid and scholarship processing and adjudication.
- Assist in the management of the Financial Aid office, ensure adherence to state, federal and institutional regulations and guidelines as appropriate.
- Develop and maintain good working relationships with students, faculty, administrators and staff. Maintain external relationships including student aid administrators and staff of other institutions of higher learning.
- Responsible for remaining current with regulations governing student loan programs (inclusive of the CFR, Federal Student Financial Aid Handbook, Common Manual, and conferences) to insure compliance with related requirements applicable to student loan programs.
- Primarily responsible for operational system development and management activities including but not limited to: verification processing and review, R2T4 processing, NSLDS updating, Pell grant administration, tracking aid status, system efficiency and infrastructure development, maintenance activities and assisting in testing and implementation efforts in collaboration with the Director and Business/Finance departments.
- Integrates the use of the Jenzabar CX/aid software system with the Federal software, populate and tests rules and validation tables within systems with regards to loan programs.
- Manages the daily load processes and analysis for QA verification criteria and C code resolution, R2T4, etc. under the supervision and review of the Director.
- Assists the Director in establishment of student loan processing policies and procedures to insure compliance with regulations.
- Coordinates the importing and exporting of Direct Student Loan records via the financial aid delivery system and COD to assure the accuracy of each student loan record.
- Administers the SAIG mailbox regarding student loans. Exception reports, SULA reports, MPN reports and the import and export of new loan data and adjustments to a student’s loan.
- Assists Director with reconciliation activities with the Department of Education and Bethel College Business/finance office.
- Assists Director with the creation and update of the P&P manual for the student loan program.
- Responsible for providing student loan counseling to students. Responsible for providing student aid and loan information to prospective students and to various publics when requested.
- Other duties, responsibilities and tasks as assigned.
Student workers or interns as appropriate.
Education and/or Experience
Bachelor’s degree with a minimum of three (3) years of related higher education or financial aid professional experience.
1. Demonstrated knowledge of Title IV federal and state regulations.
2. Experience with computerized financial aid management systems required (Jenzabar preferred).
3. Ability and competence to manage a large, diverse caseload.
4. Knowledge of computer software packages including Microsoft Office.
5. Possess excellent organizational, customer service and oral and written communication skills.
6. Must have excellent interpersonal skills, including the ability to converse with students and parents of various educational and socio-economic backgrounds in a professional and helpful manner.
7. Must be able to communicate effectively and be able to learn and adapt to changing federal, state, and institutional rules, regulations and policies.
8. Sense of humor, flexibility and tolerance of a dynamic and complex work environment.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions of the position require:
- Minimal lifting (up to 25 lbs.) and reaching
- Moving about to accomplish tasks or moving from one facility or building location to another
- Ascending and descending stairs
- Ability to perform tasks both sitting and standing for extended periods of time
- Ability to function well in a standard office setting
- Medium/indoor work environment
Work Environment and Conditions
All the essential job functions are subject to reasonable accommodation. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. This job description is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Individuals may be required to perform other job-related instructions as requested by the supervisor, subject to reasonable accommodation. This position description is not all-inclusive and may change at the option of the (supervisor or department head). Any major change will result in the position being reviewed for reclassification.