The Assistant Director of Financial Aid under direction of the Senior Director collaborates with Student Financial Services staff to create a student-service centered office. They maintain cohesive operations, oversee direct reports, and develop materials and training to ensure proper understanding and processing of institutional, federal, and private financial aid programs. They serve as an office resource for technical and operational issues associated with PeopleSoft and Department of Education compliance. Additionally, the Assistant Director advises students and families on financial aid matters and participates in university recruitment and retention events and programs.

 

Oversees the daily operations of the University’s federal direct and private student loan portfolio, including managing loan applications, entrance and exit counseling, credit checks, originations, adjustments, and the import/export of data to external systems such as COD and Scholarnet. Additionally, the position manages the Federal Pell Grant Program, including grant management and reconciliation. The Assistant Director is also responsible for recommending process improvements and collaborating with Information Technology on the implementation of systems related to student loans and Pell grants.   Produce and monitor reports to ensure data integrity and accurate fund transmittals. Implement and oversee alternative loan programs, coordinating and meeting with loan providers as needed. Troubleshoot technical issues related to the student loan and Pell Grant programs, and communicate with students regarding their loan/Pell status and any related problems. Provide information and training to staff on accessing and managing student loan accounts through various platforms, including COD, lender websites, and the National Student Loan Data System (NSLDS). Document all processes and procedures to ensure consistency and compliance. Serve as a resource for the office on technical and compliance issues related to these programs. Train and develop staff by ensuring direct reports are well-versed in financial aid policies, procedures, and software. Provide ongoing professional development opportunities to enhance their skills. Monitor performance through formal evaluations and informal check-ins, offering constructive feedback and setting clear performance goals. Provide support and guidance by being available to answer questions, assist with complex cases, and help with problem-solving. Foster a supportive and collaborative work environment. Ensure compliance with federal, state, and institutional regulations. Facilitate open and effective communication within the team and with other departments, keeping direct reports informed about policy or procedural changes. Resolve conflicts promptly and fairly, mediating disputes and fostering a positive work atmosphere. Motivate staff by recognizing and rewarding achievements, encouraging high standards of performance and customer service. Serves as a financial aid counselor, advising students and families on eligibility, alternative funding options, and resolving application conflicts and financial gaps. Provides guidance on billing and payment plans. Verifies and awards financial aid, including Federal, State, and Institutional funds, to both graduate and undergraduate students. Ensures that financial aid awards and packages comply with relevant Federal, State, and Institutional guidelines. Demonstrates strong research and problem-solving skills. Generates, reviews, prints, and mails financial aid communications, such as award notifications, incomplete records alerts, FAFSA reminders, and MPN/EC follow-ups, ensuring accuracy and completeness.    In collaboration with the Senior Director of Financial Aid, participate in PeopleSoft testing and the new year setup. This includes creating Item Types and Checklists, as well as all associated setup. Additionally, update settings and indicators annually and as needed. Participate in recruitment and retention activities, including new student orientations, registration nights, Admitted Student Days, Open Houses, Move-In Day, and other related events. Represent the University by delivering financial aid presentations at off-site locations.