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Position: Assistant Director - Financial Aid & Scholarships

Grade Department Position type: Position Number
37 4BC – Department not found Full-time A98110

Position Summary:

Under the supervision of the Director and Associate Director, the Assistant Director - Financial Aid & Scholarships will: supervise and lead the advising team coordinating all processes and overseeing advisement operations; coordinate outreach activities for the Financial Aid & Scholarship Office with campus departments, high schools, off-campus agencies, and special programs; oversee processing of financial aid appeals and additional loan requests; provide counseling to students and parents concerning financial aid matters; facilitate early awareness, guidance, spending, budgeting, and debt management to ensure successful completion of educational goals; exempt students with unusual or special circumstances from requirements of Federal and State laws/regulations or Institutional policy; process financial aid appeals for status change, satisfactory academic progress, special circumstances, and loan/debt aversion.

Essential Functions, Major Duties, and/or Accountabilities:
  • Oversee the operation and processes of the advisement center ensuring deadlines are met, paperwork is completed timely, and advising office is covered.
  • Supervise and counsel advisement personnel on college and department policy and procedures. Train advisement staff in regulations, policies, procedures and principles of customer service.
  • Consult with the director concerning the development, implementation and enforcement of student policies and procedures.
  • Coordinate with programmers to ensure loans are processed accurately including returns, revisions, reallocations and disbursements.
  • Oversee regular and timely SAP reviews and completion of reports and notification to students, staff and other offices.
  • Oversee the process of returns; ensure accurate and timely calculation/review, notify students, business office and NSLDS of overpayment's.
  • Consult with department administrators regarding advisement staff performance, productivity and interpersonal relations.
  • Oversee financial aid outreach activities with high schools, counselors, students/families and community agencies
  • Oversee outreach activities across campus including department training and advisement board.
  • Research training for campus departments, high school counselors, students/families and community agencies
  • Develop training materials/information using various media (e.g. manual, overhead, PowerPoint) for each situation.
  • Design forms, brochures and other printed material for distribution.
  • Study most current information available, ensuring accurate presentations and answers questions and concerns for attendees of training or workshops.
  • Assist director/associate director in training functions for department staff. 
  • Assist co-workers in other job functions when needed to ensure the successful operation of the department.
  • Oversee processing of financial aid appeals and additional loan requests.
  • Establish specific guidelines for qualifying unusual circumstances and appeals to ensure consistent treatment of students and compliance with rules and regulations.
  • Perform miscellaneous job-related duties as assigned. 

Supervisory Responsibilities:
  • Financial Aid Grade 32 Exempt Full-time.

Special Requirements of the Position:
  • N/A


Graduation from an accredited college or university with a bachelor degree of Business Management, Behavioral Science, or related study and three years experience related to the summary of duties; or a master degree in a related field and one year experience.

  • Knowledge of federal regulations pertaining to financial aid including need analysis, eligibility assessment, packaging strategies, satisfactory academic progress and R2T4.
  • Knowledge and ability in advising skills and techniques.
  • Knowledge of automated financial aid management systems, Banner preferred.
  • Ability to communicate orally and in writing.
  • Inter-personal and leadership skills.
  • Problem-solving and decision-making skills.
  • Ability to work independently and to organize a heavy workload.
  • Skill in making presentations and training others.
  • Ability to operate office equipment and computers.

This position description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to the position.
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