Financial Aid Director Resume Samples

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JE
J Erdman
Jade
Erdman
104 Reilly Camp
San Francisco
CA
+1 (555) 468 0398
104 Reilly Camp
San Francisco
CA
Phone
p +1 (555) 468 0398
Experience Experience
San Francisco, CA
Director, Financial Aid
San Francisco, CA
Olson, Becker and Spinka
San Francisco, CA
Director, Financial Aid
  • Supervises both union and non-union staff, including hiring, training, performance monitoring, disciplinary action, and development
  • Monitors, approves and/or revises all financial aid packaging for all qualified applicants in accordance with regulations and policies
  • Interviews students/parents applying for financial aid on more complex circumstances. Evaluates eligibility and executes judgment. Authorizes grant and loan payments and tuition deferments
  • Prepares reports of financial aid activities for federal, state and local agencies. Receives inquiries, then compiles data, prepares responses and corresponds with various College departments and outside agencies
  • Provides advocacy at the federal and state levels on issues related to government funding and/or policies related to student aid; collaborates with College Legislative Committee and coordinates outreach activities
  • Oversees the processing of institutional scholarships including the coordination of the college scholarship committee, review of applicant eligibility, and the updating of an electronic scholarship tracking system
  • Expert-level knowledge of the software used to process financial aid and veteran benefits, including Common Origination and Disbursement (COD), National Student Loan Data System (NSLDS), Student Aid Internet Gateway (SAIG), VA Once, FAA Access to CPS Online, and the E-App
Houston, TX
Director of Financial Aid
Houston, TX
Roob, Ernser and Vandervort
Houston, TX
Director of Financial Aid
  • Direct operations and systems. Ensure timely and accurate delivery of aid programs and services
  • Personnel management/supervision
  • Evaluate and streamline processes to result in greater operational efficiency and improved service
  • Oversee inter-departmental operations between Financial Aid and other university departments
  • Establish and maintain strong working relationships with MSU colleagues, financial aid colleagues across the state and region
  • Collaborate with MSU Alumni Foundation and MSU campus departments
  • Develop and implement cost-of-attendance budgets and packaging philosophy and rules for each aid application cycle
present
New York, NY
Financial Aid Senior Associate Director
New York, NY
Cronin, Keebler and Wiegand
present
New York, NY
Financial Aid Senior Associate Director
present
  • Creates, implements and manages strategic initiatives related to assigned areas of responsibility
  • Supervises, evaluates and reviews the performance of support staff and interviews and recommends employment
  • Oversees work of internal and external technical resources who maintain or interface with financial aid systems
  • Plans, supervises, coordinates and monitors work assignments and methods of units and systems within the Office of Financial Aid
  • Serves as primary resource for all parties who create reports that utilize financial aid data
  • Interacts with senior university officials regarding the interpretation and implementation of Financial Aid policies, goals and objectives
  • Establishes, implements and evaluates policies and procedures used by the Office of Financial Aid in automated processes and student aid funds management to assure compliance with University policies and State and Federal laws
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Colorado State University
Bachelor’s Degree in Business
Skills Skills
  • Demonstrated budgetary, financial, fiscal, funds, program, and data management experience or experience with very similar processes
  • Demonstrated leadership, supervisory, and managerial experience
  • Experience with Banner, SQL, and Excel databases
  • In partnership with the VP for Enrollment Management, develops and implements annual and long-range financial aid strategies designed to achieve optimum enrollment of first-year, transfer, international and graduate students. The Director of Financial Aid is responsible for the administration, management and disbursement of all student financial aid in a manner that is consistent with the university’s objectives with regard to academic, diversity, headcount and net revenue goals that have been established by the VP in consultation with the university’s senior leadership team. The Director of Financial Aid is a key member of the Enrollment Senior Leadership Team sharing responsibility for the overall success of the unit and the University
  • The Director of Financial Aid is the university’s chief financial aid officer and manages a comprehensive financial aid program which administers more than $110 million in student aid funds. She/he develops, implements, monitors and ensures compliance for all programs in accordance with applicable federal, state and university policies in the distribution of student aid funds
  • The Director of Financial Aid provides leadership, inspires, supervises, hires, trains and directs all professional staff within the FA unit; creates and maintains the highest standards of integrity, creativity, intellectual curiosity and professional ethics both personally and with all FA and Enrollment Management staff
  • Advocates, communicates and works collaboratively with other offices and individuals across campus, prospective students and their families, and returning students to educate concerning financial aid programs and policies. Implements, promotes and remains dedicated to providing financial aid programs and services of the highest level of quality
  • Works collaboratively with the Director of Admissions to annually develop, implement and review financial aid strategies that support recruitment goals while strategically allocating university financial resources
  • Serves as the chief financial aid officer, both on and off-campus; participates in regional and national professional development opportunities to stay informed of best practices within Enrollment Management and to positively represent the university
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15 Financial Aid Director resume templates

1

Director of Financial Aid & Scholarships Resume Examples & Samples

  • Collaborating campus-wide to develop, administer and coordinate student financial aid services, ensuring campus recruitment/retention goals and institutional priorities are achieved
  • Upholding the university’s commitment to connecting students with resources and collaborating with schools, colleges and other key campus entities at both the Denver and the Anschutz Medical Campuses
  • Leading, mentoring and developing staff
  • Awarding an aid budget of over $250,000,000.00
  • Developing new policies and procedures to enhance efficiency
  • Completing all required annual federal, state, and institutional reports
  • Ensuring excellent customer service
  • Optimizing existing systems/technology and resources (the university uses PeopleSoft)
  • Overseeing a staff of more than 20 professionals
  • Leading institutional efforts to ensure compliance and integrity with all regulatory expectations and requirements
  • Supervise state Classified Staff
  • A bachelor’s degree in business, finance, higher education, liberal arts, social science or a closely related field
  • Five years’ progressively responsible work experience in a financial aid setting
  • Experience in the supervision and development of staff
  • Experience managing a financial aid program at a college or university
  • A master’s degree in business, finance, higher education, liberal arts, social science or a closely related field
  • Successful experience with implementing systems/technology to increase efficiency and effectiveness
  • Experience with PeopleSoft and/or Banner or comparable enterprise system(s)
  • Experience with fiscal accountability in fund management for a department or unit
  • Experience with financial aid issues that impact a medical campus
  • Strong understanding of the relationship between financial aid and university/campus strategic goals/ objectives
  • Comprehensive understanding of regulations that frame federal, state and institutional compliance
  • Strong background with the systems and technical operations involved in maximizing efficiencies to better serve students and stakeholders
  • Demonstrated ability to work effectively with individuals and units both on- and off-campus
  • Evidence of a leadership style that promotes collaboration and cooperation
  • Commitment to excellence, creativity and innovation
  • Demonstrated commitment to inclusion and diversity
  • Computer proficiency with programs such as MS Office and integrated systems such as PeopleSoft and/or Banner
  • Eagerness to acquire new skills as needed to succeed in the position
  • Responsible, team oriented, creative and an accountable self-starter
  • Ability to effectively lead and supervise a large staff
  • Possess a genuine curiosity and respectfulness, placing a high value on all relationships
  • Demonstrated leadership and supervision of a full service financial aid program at a college or university.Possesses strong data fluency with the ability to review, analyze, report and assess complex data needed to make informed decisions
  • A commitment to diversity and equal opportunity
2

Director Financial Aid Resume Examples & Samples

  • Manages and supervise a professional staff and work-study students
  • Develops and monitors the personnel needs, time and attendance, and training
  • Oversees all administrative functions of the Financial Aid office bysupervising, providing ongoing professional development opportunities andevaluating all staff
  • Manages and supervises all financial aid processes for awarding Federal TitleIV aid, institutional and outside scholarships and packaging same
  • Develops student cost of attendance as prescribed by federal regulations
  • Monitors federal work-study expenditures
  • Monitors satisfactory academic progress for students
  • Reconcile federal Title IV programs and institutional scholarships
  • Interprets and applies federal laws and regulations; university policies; andstate regulations relating to delivery of student financial aid
  • Calculates the Return of Title IV funds
  • Ensures that the University has exception-free financial aid audits andprogram reviews by keeping abreast of and implementing all federal and statelaws and regulations that pertain to the programs administered by the FinancialAid Office
  • Maintains University’s financial aid data to assure timely and accuratesubmission of required federal, state and local reports
  • Develops and directs financial aid strategies within the framework ofinstitutional, federal and state regulations that are consistent withenrollment management, objectives of the university by administering financialaid that supports student recruitment and retention
  • Utilizes the financial aid system to the extent possible – e.g. generatingreports
  • Ensure that the financial aid system is used effectively and that processesand product enhancements are developed
  • Contributes to student satisfaction through delivery of quality customer servicein all aspects of the administration of financial aid
  • Ensures that students are informed about their eligibility for financial aidby developing and directing a system for collecting and evaluatingapplications, for the timely and effective awarding of all types of financialaid
  • Maintains confidentiality of information exposed to in the course of businessregarding students, supervisors and or other employees
  • Demonstrated ability to work collaboratively with other departments for thegood of the institution
  • Other Duties as assigned
  • Bachelors required
  • At least five to seven years of experience working in a progressive financial aid office
  • Experience supervising a professional staff
  • Knowledge of PowerFAIDS and Banner a plus
3

Associate Director of Financial Aid Resume Examples & Samples

  • Draft annual operating budget ($62K) for the Financial Aid Office and monitor expenses. Oversee the reconciliation and reporting of intra- and extra-University financial accounts and programs. Prepare and coordinate data for internal budgets, internal and external audits and surveys
  • Ensure GSAS compliance with regulations pertaining to the administration of federal, state, institutional and private financial aid programs, keeping abreast of frequently changing requirements. Oversee the Title IV federal aid programs, including the awarding of aid, need analysis, quality control standards, loan origination, and disbursement of funds
  • Oversee GSAS financial wellness initiatives for students, including programming on financial planning, budgeting and debt management, and loan entrance and exit counseling. Interact with other offices to coordinate and provide highest quality customer service to students and to ensure compliance with federal policies
  • Provide leadership and supervision in the development of technology solutions to internal operating needs and the data needs/requirements of outside offices and agencies. Oversee configuration of PowerFAIDS and other financial aid systems to ensure maximum efficiency and effectiveness. Manage and oversee multiple database integrations
  • Participate in University-wide committees pertaining to financial aid compliance and training. Represent GSAS to key internal offices such as University Financial Services, Development and Information Technology
  • Manage a caseload of approximately 140 graduate students, counseling students on effective use of the financial support package, fellowship sources, loans, budget planning, debt management and related matters. Collaborates with program administrators to assign and review GSAS and departmental funding resources and advises departments, as appropriate, of financial resources available
  • Supervise three staff assistants, assigning and review work, conducting performance reviews, and takes corrective action, up to and through terminations, as needed. Have dotted-line supervision of three Assistant Directors of Financial Aid, supporting the Dean for Admissions and Financial Aid in the oversight of the work conducted by their respective teams
4

Director / Financial Aid Resume Examples & Samples

  • Provides leadership for an effective financial aid program to include developing policies and procedures, interpreting and implementing federal and state regulations and criteria, supervising the processing cycle, maintaining the net price calculator, and staying current on financial aid software
  • Awards financial aid packages, monitors changes that require packaging adjustments, and ensures that all paperwork presented to students is accurate, complete, and returned on time
  • Counsels prospects, students, and family regarding financial aid through participation in open houses, and advising on criteria for awards
  • Supervises the Federal work study program to ensure that all regulatory requirements are met and that funds are used effectively
  • Supervises the Federal Loan program including verification of loan status, compliance with regulatory requirements, and effective use of funds
  • Leads and provides information for financial aid audits and creates and implements action plans for any recommendations
  • Defines employee roles, responsibilities and job descriptions. Conducts annual performance evaluations and awards merit increases
5

Senior Associate Director of Financial Aid Resume Examples & Samples

  • 20% Provides day-to-day oversight of unit operations and exercises authority of Director in his/her absence at all levels, including but not limited to interactions with the Vice Provost for Enrollment Management, Office of Enrollment Management (OEM) Executive team, campus stakeholders, students, parents, state and federal agencies
  • 15% Establishes, coordinates, leads and/or facilitates office work teams that support development of integrated systems and services; foster team initiatives to support financial aid packaging, process review and improvement
  • 10% Assists the Executive Director in establishing budget priorities and long-range operational goals. Partners with Assistant Director of Fiscal Management and authorizes the expenditure of student aid funds
  • 10% Supervises, selects and trains staff including performance management and staff development. Leads hiring processes and resolves employee relations issues in collaboration with Executive Director and human resources
  • 8% Reviews and remains apprised of all federal/state regulatory policies, programs and procedures. Ensures University of Michigan financial aid program is in compliance and provides necessary notification, training and procedural changes to OFA staff
  • 7% Directs and oversees the development of a comprehensive Policy and Procedure Manual for the office. Maintains and updates OFA Policy and Procedure Manual. Collaborates with OEM operations staff (human resources and budget officer) for accuracy and consistency of application
  • 7% Coordinates an office wide training program to address the needs of all staff, to include but not limited to basic and advanced financial aid training, cross training within the office and with other departments
  • 5% Provides leadership and guidance to associate and assistant directors as needed. Identifies areas to improve the skills and provide training and/or access to outside resources to improve the administrative functions of the office
  • 5% Collaborates with OEM reporting units such as Office of Undergraduate Admissions and Registrar Office as well as other campus offices on effective and efficient workflow processes and deadlines
  • 5% Identifies research topics and partners with various areas of the University to identify resources for research. Conducts research on student satisfaction and cost of attendance at least once every two years
  • 5% Represents the Office of Financial Aid on key University committees and task forces
  • 3% Makes application for and/or volunteers OFA to participate in any new initiatives sanctioned by the U.S. Department of Education that will keep our office in the forefront of technology and in cooperation with the Department
6

Director of Admissions & Financial Aid Resume Examples & Samples

  • At least 7 years relevant experience or combination of education and relevant experience in a leadership or managerial capacity
  • Master’s degree in education or related field preferred
  • Budget management experience
  • Proven reading comprehension skills
  • Proven strong organizational, planning and time management skills
  • Demonstrated ability to work independently and make distinctions among competitive applicants
  • Proven experience in public speaking and presentation skills
  • Evidence of program planning skills
  • Experience designing and implementing strategic initiatives that contributed to measurable improvements in admissions outcomes, particularly as related to recruiting and yielding a diverse applicant pool
  • Ability to forge strong relationships with internal and external constituents
  • Exhibits enthusiasm and positive attitude in daily work and contributes to team morale
  • Ability to conceptualize what and how data should be gathered and analyzed to support decision-making
  • Experience developing and implementing procedures and systems to maximize operational efficiency
  • Ability to learn and master new technology and systems used for the admissions, graduate funding, and appointment processes, including CollegeNet, PeopleSoft, Graduate Financial Support (GFS)
  • Supervisory experience and demonstrated ability to motivate staff
  • Ability to work and deliver under pressure and tight deadlines, as well as manage demanding workloads
7

Associate Director, Financial Aid Resume Examples & Samples

  • Focus on students and their outcomes with a commitment to student-focused policies, processes, and communications
  • Supervise and oversee one or more of the following financial aid functions: student communications, document tracking, ISIR review, Verification, C-Flags, UEH, Awarding/Adjusting Awards, Disbursement/COD Processing (including reconciliation), SAP, R2T4, and NSLDS Review
  • Have and maintain expert knowledge of current federal financial aid regulations and best current practices in financial aid administration
  • Oversee implementation of institutional policy and procedures
  • Collect and analyze data to monitor trends make informed decisions
  • Conduct routine audits to endure accuracy of financial aid operations
  • Assess pending regulatory changes, communicate their impact to leadership and implement required changes to policies and procedures
  • Assist with administrative functions as required
  • Meet all deadlines
  • Maintain a close relationship with the Bursar, Registrar, Admissions, Enrollment, Student Services, and other departments in order to promote the use of best practices in all functions
  • Research, resolve, and respond to student issues as requested by students, leadership, government/regulatory agencies, or other third parties
  • Maintain student files in accordance with applicable laws, standards, and state and federal regulations; be meticulous in record keeping
  • Counsel students and parents as needed
  • A considerable knowledge and understanding of contemporary best practices in financial aid management and federal regulations
  • Experience with all aspects of financial aid administration to include: student counseling, ISIR review, Verification, C-Flags, UEH, NSLDs review, awarding/adjusting awards, COD/Disbursement processing (and reconciliation), SAP, professional judgment
  • The ability to multi-task and meet competing deadlines in a fast-paced environment
  • A commitment to student-focused processes and communications
  • Supervisory experience with teams consisting of at least 2 or more employees
  • Experience conducting operations and business processes reviews and developing business processes
  • Knowledge of PowerFaids, Banner, Onyx and Salesforce a plus
  • The ability to train and motivate
8

Associate Director of Financial Aid Resume Examples & Samples

  • Responsible for the strategic administration of financial aid policies, requirements and procedures. The Associate Director evaluates processes and procedures related to student financial aid activities, including federal, state, institutional, and private sources (e.g., Veteran's Affairs, Cal Grant, and Federal Family Educational Loan Programs) and creates action plans to implement improvements. Ensures the security of financial aid applications, documents, and systems. Makes recommendations and coordinates training activities for the entire Financial Aid Office, Campus Service Center, Outreach Office and Admissions Office
  • Provides leadership, supervision, development and evaluation to the Financial Aid team to ensure quality control; which complies with federal, state, CSU, institutional and other agencies' regulations are followed and that effective customer service is provided to students. Responsible for the selection processes, evaluating staff work performance, establishing priorities and timelines for tasks and projects, including purchasing for the unit, developing systems performance measurements, establishing skill enhancement and/or performance improvement programs. Makes recommendation for the enhancement and expansion of existing systems. Maintains close working relationships with other members of the Financial Aid unit to develop, improve, and communicate policies, practices and services
  • Participates on outside committees that function in cooperation with state and federal agencies to evaluate the effectiveness of program administration, and to make recommendations for changes to state and federal policies
  • Establishes effective communications and works collaboratively with Financial Aid Office staff, service providers, and campus offices to evaluate administrative practices and implement effective procedures for delivery of customer service. Participates in the strategic planning for the Financial Aid Office, in cooperation with both internal office staff and other university offices. Assists in planning and developing institutional strategies that encourage student access and retention
  • Interprets both new and revised federal, state, and CSU regulations to assess the impact on current institutional practice. Recommend changes that may be needed to CSUMB policies and procedures to comply with relevant regulations
  • Assists the Director in annual audit, program reviews, or other audits that may arise. Acts as department liaison and provides auditors with explanations and interpretations of how CSUMB policies and procedures comply with all relevant regulations. Assists in resolving any discrepancies
  • Responsible for the administration and reconciliation of Financial Aid programs in coordination with Administration and Finance, University Advancement, Federal, State and other outside agencies
  • Responsible for student loan default prevention and oversees the compliance of consumer information requirements
  • Provides direct customer service by advising students and families in situations which cannot be resolved by counseling staff, including complaint resolution
  • Provides indirect customer service, internal office review of aid applications, processing of student requests for revisions to aid packages, and special circumstance petitions. The focus of this processing is on the most complicated cases which counseling staff may not be able to resolve
  • Performs other job-related duties and special projects as assigned
9

Director of Financial Aid Resume Examples & Samples

  • BS degree in Business, Accounting, or a related field required
  • Experience in administering Financial Aid programs at an institution of higher education (minimum of 2 years)
  • Experience with Banner Finanical Aid strongly preferred
  • Knowledge of Student Financial Aid programs and experience in the administration of student financial assistance, general business and accounting practices, and/or applicable computer systems
  • Knowledge of Federal, State and College Policies and Procedures as they relate to the implementation of Financial Aid Programs
  • Demonstrated ability to research, investigate, analyze, reconcile and evaluate data and to explain policies and procedures as needed
  • Exceptional verbal and written communicate skills in frequent interaction with students, parents, faculty, staff and the community
  • Ability to work independently, accurately and professionally in the administration of financial assistance
  • Possess skills in various computer software systems and programs
  • 11301 Johnson Road, South Prince George, VA 23805, 804-862-6242. Women, minorities, and those with disabilities are encouraged to apply. In compliance with the Americans with Disabilities act (ADA and ADAAA), RBC will provide, if requested, reasonable accommodation to applicants in need of access to the application, interviewing and selection processes
  • Resume
10

Associate Director of Financial Aid Resume Examples & Samples

  • Supervises and coordinates all aspects of staff training to cover new regulations governing federal aid programs, as well as state programs, and institutional policies
  • Assists with the interpretation of federal and state regulations and guidelines, and implement procedures to ensure compliance
  • Award and administer federal aid and strategically leverage institutional aid
  • Assist in the development of policies and procedures; and maintain fiscal responsibilities for several state, federal, and institutional programs
  • Coordinates a variety of special and recurring analyses and reports including reconciliation of the Federal Direct Loan and Pell Grant Programs
  • Coordinates all technological advances, including electronic transfer of data with the US Department of Education and departmental equipment
  • Work with Business Office to ensure timely disbursement of funds
  • Represent UAB at state/regional/national associations as needed
11

Director of Financial Aid & Scholarships Resume Examples & Samples

  • Provide direct leadership, direction and daily supervision to the financial aid counseling staff, and work with the Associate Director to provide leadership and direction for processing staff
  • Coordinate and support the College’s strategic leveraging of institutional dollars in support of enrollment and retention goals. Ensure consistency in financial aid awards and scholarships throughout the student population
  • Provide technical leadership and ensure the College’s student information system is set up and maintained in accordance with reporting, compliance regulations, and the needs of current and potential students. Preference will be given to those applicants with Ellucian Colleague experience
  • Prepare and participate in internal and external audits, and advise/keep the College in compliance with all federal regulations regarding Title IV funding
  • Develop and maintain appropriate and timely communications to students, parents, guidance counselors and the campus community regarding changes in financial aid and college scholarship processes, deadlines and policies
  • Generate reports for internal and external agencies as needed
  • Provide leadership and oversight for selection and disbursement of the College’s endowed scholarship program. Work with colleagues in Advancement and Academic Affairs to maintain and establish appropriate policies and procedures for efficient awarding. Work with the Assistant Director of Financial aid to supervise all aspects of student scholarship eligibility, administration and deployment of funds
12

Director of Student Financial Aid Resume Examples & Samples

  • Provides leadership for the effective administration of over $140 million in federal, state, institutional, and private student and parent financial aid programs comprised of loans, grants, scholarships, and student employment
  • Oversees the hiring, scheduling, training, supervision, and performance reviews of a total staff of 20 full-time and occasional part-time employees; provides direct supervision of two Associate Directors
  • Ensures compliance with federal and state aid regulations, institutional policies, and private donor awarding requirements for purposes including but not limited to the following: making aid eligibility determinations, awarding, authorizing disbursements, calculating repayments, performing reconciliations, monitoring satisfactory academic progress requirements, filing the FISAP, and ensuring that consumer information requirements are met
  • Completes recertification requirements in an accurate and timely manner for continued participation in federal and state aid programs
  • Ensures that Federal Quality Assurance requirements are met; evaluates outcomes and modifies verification policies to further improve outcomes
  • In collaboration with the AVP for Enrollment and Student Services, leads the department in developing departmental goals that support enrollment goals and the strategies needed to meet these goals; the successful candidate must have a broad understanding of the intent and purpose of student aid programs and their delivery systems as well as a talent for rising above details to provide direction and leadership
  • Oversees the preparation and presentation of statistics and research for use in financial aid packaging and strategic enrollment management planning; ensures that financial aid surveys are competed in an accurate and timely manner; provides a departmental annual report in the format requested by the AVP for Enrollment and Student Services
  • Coordinates with colleagues from Administrative Computing Services and Financial Aid to ensure that financial aid software is upgraded and modified in an accurate and timely manner to meet reporting and reconciliation requirements
  • Works with the Student Business Office to ensure the accurate and timely exchange of information and awards between school information systems; coordinates with other campus departments and offices, as well, on matters related to financial aid, recruitment, and retention
  • Ensures that the departmental policies and procedures manual is up-to-date
  • Serves as the point person for financial aid audits and program reviews
  • Serves as a participating member of the Division Director's Team
  • Provides information and advising to students, parents, high school counselors, and the community on financial aid matters
  • At least 8 years of progressively-responsible financial aid work experience with at least 5 years of staff supervision
  • Excellent communication with interpersonal skills
  • In-depth familiarity with electronic financial aid systems
  • Proven managerial skills for handling and directing multiple and complex assignments
  • Evidence of commitment to diversity and serving the needs of a diverse population
  • Master's degree
  • Experience as a Director of Financial Aid
  • Experience using Ellucian Banner software
  • Please log in below and submit your application via WWU’s Electronic Application System for Employment (EASE). Note: you will need to be using Internet Explorer to fully utilize our online application system
  • A letter of interest
  • A separate statement of financial aid management philosophy, not to exceed 2 pages
  • A chronological resume outlining work experience
  • Names and contact information of 3 professional references for contact after initial screening, including a current or past supervisor
13

Director, Financial Aid-administrator Resume Examples & Samples

  • Prepare for and respond to the annual A-133 audit process
  • Review, analyze, interpret, and implement all federal and state financial aid programs, as well as all laws, statutes and Coded Memoranda
  • Establish and implement annual financial aid packaging and awarding strategies
  • Oversee the production of award notifications and associated materials
  • Direct the hiring, supervision, and evaluation of new and existing staff
  • Manage and mentor staff and empower managers and supervisors
  • Access and implement new technologies to enhance delivery of financial aid to students
  • Five (5) years progressively responsible experience in managing/leading/directing a financial aid function
  • Management experience with a diverse staff and complex budget, including staffing and operating expenses
  • Master's degree in a related field
  • Cross-cultural experience and/or training preferred
  • Knowledge of California State University system or other complex higher education systems
  • Experience with employees represented by collective bargaining
  • Knowledge of PeopleSoft student administration system
14

Executive Director of Admissions & Financial Aid Resume Examples & Samples

  • In collaboration with the Dean, develop plans and implement strategies to promote the JD program at the College of Law while promoting the schools’ visibility and educational offerings
  • Provide leadership, supervise, mentor and evaluate assigned staff
  • Establish and monitor policies and standards for recruitment operations to ensure compliance with ABA standards and applicable federal and state laws
  • Develop and lead the implementation of goals and objectives of the unit and monitor productivity
  • Create a budget plan and monitor all expenditures, administer unit revenue accounts and oversee preparation of financial reports
  • Travel to and represent the College of Law at various recruitment events both in and out of state
  • Assist in coordinating outreach efforts in partnership with other offices within the law school and the university
  • Assist in maintaining the website for the office and social media
  • Maintain a physical presence at the workplace or the College. This is an essential function or requirement of this job
  • Evidence of a J.D. from an accredited law school
  • Experience in higher education administration
  • Experience in maintaining effective working relationships
  • Experience in using organizational skills and project management skills
  • Experience in working in a fast paced environment
  • Experience in working with diverse constituencies
  • Evidence of effective verbal and written communication skills
  • Experience in using supervisory and team leadership skills
  • Experience with social media
  • Demonstrated knowledge of principles, practices and methods of program administration and management including applicable federal regulations
  • Experience in budget planning, financial and statistical analysis and standard fiscal management
  • Experience in being a collaborative, adaptable, pragmatic and effective problem solve
  • Experience in being an innovative thinker with the flexibility to change methods and processes to adapt to today’s law school admissions environment
15

Director of Financial Aid Resume Examples & Samples

  • Direct operations and systems. Ensure timely and accurate delivery of aid programs and services
  • Responsible for the implementation, and interpretation of federal, state and university financial aid policies, procedures, and practices and to insure compliance with relevant laws, regulations and guidelines, as well as donor rules and restrictions. Participate in campus-wide policy development and planning and collaborate frequently with other departments
  • Evaluate and streamline processes to result in greater operational efficiency and improved service
  • Oversee inter-departmental operations between Financial Aid and other university departments
  • Establish and maintain strong working relationships with MSU colleagues, financial aid colleagues across the state and region
  • Collaborate with MSU Alumni Foundation and MSU campus departments
  • Develop and implement cost-of-attendance budgets and packaging philosophy and rules for each aid application cycle
  • Responsible for Financial Aid Service’s outreach programs and public relations campaigns
  • Responsible for all communications, publications, forms, website, and Facebook page
  • Personnel management/supervision
  • Maintain statistics, KPI’s, and historical data to analyze trends for data-driven decision-making
  • Handle external requests for information, surveys, media, etc
  • Manage fraud investigations with US Department of Education and their contractors (Federal Loan Ombudsman, Federal Loan Servicers, etc.). Collect and send requested campus documents. Involve MSU Legal Counsel when necessary. Assist Legal Counsel with cases involving financial aid
  • Bachelor’s Degree with at least 5 years relevant work experience
  • Demonstrated budgetary, financial, fiscal, funds, program, and data management experience or experience with very similar processes
  • Demonstrated leadership, supervisory, and managerial experience
  • Demonstrated experience administering federal, state, and institutional financial aid programs, federal needs analysis, and interpreting/applying federal and state financial aid regulations
  • Experience with Banner, SQL, and Excel databases
  • Demonstrate a high degree of integrity, ethics, and dedication to the University’s mission
  • Have strong analytical skills and critical thinking, conflict and problem resolution skills
  • Have knowledge of effective enrollment management practices
  • Be both detail orientated and a big picture/innovative thinker
  • Possess administrative skills and project management skills
  • Be highly self-motivated, have a strong work ethic, and the ability to adapt to constant change in a fast-paced work environment
  • Demonstrate a strong commitment to access and student success
  • Demonstrated experience organizing, prioritizing and balancing heavy and dynamic workloads with interruptions
  • Have the ability to meet deadlines
  • Have a strong oral and written communication skills; public speaking ability to effectively communicate complex information to a diverse audience
  • Have the ability to streamline operations for maximum efficiency
  • Have the ability to understand and use a complex student information system, and possess strong technical ability
  • Have strong customer service and advising skills
  • Have a commitment to equity, diversity, and inclusion
16

Senior Director for Financial Aid Resume Examples & Samples

  • Proven track record of successful strategic planning, operational and systems management
  • Effective leadership and innovative approaches to optimizing resources to meet institutional goals and a standard of excellence of service delivery
  • Extensive knowledge of federal regulations and requirements for compliance experience with complex, institutional awarding strategies and expertise with state/federal funding processes
  • Excellent verbal and written communication skills as well as demonstrated creative and analytical abilities
  • All employees are expected to fully support Baylor’s mission to educate men and women for worldwide leadership and service by integrating academic excellence and Christian commitment within a caring community
  • Experience Baylor academics with outstanding tuition remission for eligible staff and qualified dependents
  • Experience Baylor through many more wonderful events and programs that take place on campus each year
  • Conveniently located in Waco, Texas, Baylor University is approximately 90 miles from both the Dallas-Fort Worth and Austin areas. To learn more about life in Waco, visit http://wacochamber.com/community/about-waco
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Director of Financial Aid Resume Examples & Samples

  • In partnership with the VP for Enrollment Management, develops and implements annual and long-range financial aid strategies designed to achieve optimum enrollment of first-year, transfer, international and graduate students. The Director of Financial Aid is responsible for the administration, management and disbursement of all student financial aid in a manner that is consistent with the university’s objectives with regard to academic, diversity, headcount and net revenue goals that have been established by the VP in consultation with the university’s senior leadership team. The Director of Financial Aid is a key member of the Enrollment Senior Leadership Team sharing responsibility for the overall success of the unit and the University
  • The Director of Financial Aid is the university’s chief financial aid officer and manages a comprehensive financial aid program which administers more than $110 million in student aid funds. She/he develops, implements, monitors and ensures compliance for all programs in accordance with applicable federal, state and university policies in the distribution of student aid funds
  • The Director of Financial Aid provides leadership, inspires, supervises, hires, trains and directs all professional staff within the FA unit; creates and maintains the highest standards of integrity, creativity, intellectual curiosity and professional ethics both personally and with all FA and Enrollment Management staff
  • Advocates, communicates and works collaboratively with other offices and individuals across campus, prospective students and their families, and returning students to educate concerning financial aid programs and policies. Implements, promotes and remains dedicated to providing financial aid programs and services of the highest level of quality
  • Works collaboratively with the Director of Admissions to annually develop, implement and review financial aid strategies that support recruitment goals while strategically allocating university financial resources
  • Serves as the chief financial aid officer, both on and off-campus; participates in regional and national professional development opportunities to stay informed of best practices within Enrollment Management and to positively represent the university
18

Associate Director for Operations Financial Aid & Scholarships Resume Examples & Samples

  • Supervises approximately 9 technical staff including training, planning, assigning and directing work; appraising performance; addressing complaints and resolving issues
  • Supervises student awarding and processing functions including the verification of student information and the determination of student eligibility
  • Coordinates with the Financial Aid Compliance & Training team to ensure that business policies, processes and procedures fully comply with Federal regulations
  • Along with the Financial Aid Business Analyst, provide oversight of the Lexmark Image Now document management system
  • Responsible for the administrative oversight of the Federal Direct Loan program (approximately $40 million dollars). This includes general oversight of all Direct Loan mailings and entrance/exit interview processes, providing training on Direct Lending to new employees and presenting general updates to staff as it pertains to the Direct Loan program
  • Responsible for coordinating the annual review/set-up of the financial aid module in Colleague
  • Ensure monthly and year-end reconciliation of the Federal Pell Grant and Federal Direct Loan programs are occurring with Sinclair’s Accounting Services office, the U.S. Department of Education’s Common Origination and Disbursement system and the Ellucian Colleague system to bring accounts to a zero balance
  • Hold regular Operation team meetings focused on relevant and necessary training and discussion items
  • Assist with the annual completion of the Fiscal Operations Report and Application to Participate (FISAP) with the Director
  • Performs other duties of a similar nature or level
19

Director, Financial Aid Resume Examples & Samples

  • Studies, reviews, interprets and adheres to all federal, state and local/City Colleges of Chicago policies. Organizes, writes and implements procedures for the planning of the Financial Aid Office, its programs and policies. Provides input for policy decisions regarding the operation of financial aid programs
  • Identifies, investigates, analyzes and reconciles student/staff problems
  • Evaluates staff performance and provides discipline as necessary. Supervises, trains, and updates staff in budgeting, award calculations and needs analysis
  • Interviews students/parents applying for financial aid on more complex circumstances. Evaluates eligibility and executes judgment. Authorizes grant and loan payments and tuition deferments
  • Prepares reports of financial aid activities for federal, state and local agencies. Receives inquiries, then compiles data, prepares responses and corresponds with various College departments and outside agencies
  • Bachelor’s Degree in Business, Finance, Public Administration, or related field plus 3-4 years financial aid administration. Master’s degree preferred
  • Excellent organizational and administrative skills
  • Ability to communicate effectively in both verbal and written forms
  • Excellent knowledge of computers and necessary software to complete the tasks of the assignment
  • Must be self-directed and innovative, able to assess current operations in an effort to improve the future goals of the office and District
  • Must be able to prioritize and meet deadlines in a timely manner, situation with tact and diplomacy
20

Director of Financial Aid Resume Examples & Samples

  • Implement packaging policies and procedures for awarding institutional aid and interpret and implement federal regulations pertaining to compliance
  • Analyze students’ need and consult with and train staff to resolve need analysis problems
  • Manage institutional scholarship budgets and student appeals, consider the input of divisional deans in this process
  • Oversee the student loan portfolio
  • Oversee operations of the Student Financial Aid in-person counseling center including Student Employment and Financial Aid Counseling staff
  • Ensure that telephone calls, emails, and other student and parent inquiries are handled in a manner consistent with departmental goals for quality and productivity
  • Develop and coordinate programming related to financial aid and financing options, including Open House and orientation sessions, entrance and exit counseling, and financial management workshops
  • Oversee federal campus-based student aid programs and coordinate the annual filing of the FISAP form and A-133 Audit
  • Coordinate disbursement issues with Student Accounts and other University offices
  • Complete all survey instruments in coordination with the Institutional Research Office
  • Supervise Financial Aid Office staff and create and maintain training and a professional development program for staff
  • Serve on University committees as assigned
  • BA/BS required, Masters a plus
  • Must be a seasoned financial aid professional with at least 7 years of experience and demonstrated success working with Federal and State financial aid programs and institutional tuition discounting
  • Excellent communication, organizational, and interpersonal skills
  • Ability to work independently, as well as part of a diverse, dynamic team of professionals
  • Supervisory and administrative experience
  • Excellent customer/student service skills
  • Travel and attendance at key Financial Aid Conferences
  • Familiarity with SCT Banner system preferred
21

Financial Aid Associate Director Resume Examples & Samples

  • Interviews, hires, trains, supervises, coordinates and disciplines the staff
  • Develops and implements on-going training and staff development programs
  • Evaluates the effectiveness of and recommends and implements policy changes in department and office operations in order to anticipate and respond to federal, state and institutional regulations
  • Serves as a resource to the University and other agencies or organizations and makes presentations to professional, community and student groups in order to represent the Office
  • Analyzes and interprets regulatory language for programs and policy development in order to ensure compliance with federal and state regulations
  • Analyzes data and prepares financial reports in order to assist in fund management
  • Coordinates the development, testing and implementation of financial aid computer systems to support the timely delivery of financial aid
  • Assists in the preparation of applications for scholarship and grant funds
22

Financial Aid Senior Associate Director Resume Examples & Samples

  • Represents the Office of Financial Aid in a variety of venues
  • Establishes, implements and evaluates policies and procedures used by the Office of Financial Aid in automated processes and student aid funds management to assure compliance with University policies and State and Federal laws
  • Oversees work of internal and external technical resources who maintain or interface with financial aid systems
  • Plans, supervises, coordinates and monitors work assignments and methods of units and systems within the Office of Financial Aid
  • Interacts with senior university officials regarding the interpretation and implementation of Financial Aid policies, goals and objectives
  • Responds to complaints and grievances from faculty, staff, students and the public concerning the various facets of Financial Aid
  • Serves as a resource person and implements solutions to specific problems for Administrators and University offices and departments
  • Acts as liaison for the Office of Financial Aid with various units, committees and task forces
  • Serves as primary resource for all parties who create reports that utilize financial aid data
  • Evaluates the effectiveness of specific functional operations, coordinates organizational changes and determines equipment needs in order to achieve departmental goals
  • Supervises, evaluates and reviews the performance of support staff and interviews and recommends employment
  • Creates, implements and manages strategic initiatives related to assigned areas of responsibility
  • Serves on state, regional and national committees for Financial Aid associations
23

Financial Aid Director Resume Examples & Samples

  • 20% Office management, personnel and budget: Provide leadership and supervision for assigned staff: hire and train; plan, assign and review work; develop and communicate performance goals and evaluate performance; discipline, and effectively recommend discipline, up to and including dismissal. In consultation with the Associate Provost for Enrollment Management, make decisions on personnel, budget and prioritizing work assignments. Director is authorized to make financial commitments with office budget. Leads the financial aid management team, which sets office priorities, staff assignments, strategic planning, training and professional development and aid packaging policies
  • 20% Financial aid awarding: In consultation with the Associate Provost for Enrollment Management, appropriate University committees and departments, and external agencies, implement processes that award aid to students in a manner which complies with applicable regulations, distributes funds in an equitable manner, and supports University enrollment goals; Maintain and implement working knowledge of current trends and best practices in financial aid delivery; Use strong analytical skills to apply institutional research to support forecasting and campus-wide planning. Make data driven decisions. Develop and implement procedures which ensure timely processing of financial aid awards. Create and maintain policies and procedures that are accessible to financial aid staff. Articulate clearly and concisely complex, and many times illogical rules and regulations while creating a sense of competency and understanding of individual issues
  • 10% Student advising and outreach: Be an accomplished speaker and comfortable in representing the University as it pertains to financial aid issues. Provide timely, effective customer-focused advising to prospective and continuing students and their families regarding their financial options; Critically analyze and reflectively use information that serves both the institution and the students while ensuring that OSU does not incur liability. Stay current and ensure compliance with consumer information requirements, FERPA and HEA related to sharing student aid data. In coordination with other University departments, assist students needing help with academic and personal issues. Refer students to external agencies for possible financial assistance as appropriate. Monitor effectiveness of advising and communications programs in meeting student needs. Liaison with CAMP and EOP departments on campus
  • 15% External Relations: Act as primary University liaison for financial aid programs with the US Department of Education and Oregon’s congressional representatives in coordination with the Government Relations Office. Ensure full utilization of available funds within mandated parameters. Prepare and submit reports as required for program compliance. Act as audit liaison for financial aid audits and program reviews. Respond to requests from the Federal Department of Education on Notice of Proposed Rule-making that could impact current regulations. Submit the FISAP and other reports to state and federal entities, as required. Serve as Media contact. Represent office on institutional and state committees
  • 10% Student Success: In conjunction with the Associate Provost for Enrollment Management and the Director of the Scholarship office administer need-based scholarship programs to support enrollment goals and provide consistent service to campus community. Work with other Enrollment Management directors toward common goals that support student success
  • 10% Technology: Use knowledge of technology systems to articulate office and university goals and to work collaboratively with technology staff to streamline processes using automation and self-service. Work with Enrollment Management Information Technology to keep computing system current with database conversions and upgrades as needed
  • 1) A resume/CV; and
  • 2) A cover letter indicating how your qualifications and experience have prepared you for this position
24

Associate Director of Financial Aid & Admissions Resume Examples & Samples

  • Experience and aptitude in management and analysis of numerical data; computer proficiency (MS Word, MS Excel, Compass, Slate CRM, and PeopleSoft preferred)
  • Strategic planner with attention to detail
  • Appreciation of the nature of the ordained ministry and the ministry of the laity
  • Familiarity with programs of theological education, the mission of Candler School of Theology, and the Church
25

Director, Financial Aid Resume Examples & Samples

  • Administrative principles and practices, including goal setting, program development, implementation and evaluation, and the supervision of employees
  • Principles and practices of developing teams, motivating employees and managing in a team environment
  • Principles and practices of budget development and administration
  • Principles and practices of program development and implementation
  • Principles, practices and methods of need assessments and program evaluation
  • Academic policies and procedures
  • Computer applications related to the work
  • Planning, organizing, supervising, reviewing and evaluating the work of others
  • Training others in policies and procedures related to the work
  • Creating, planning, implementing and managing a wide-range of programs
  • Exercising sound independent judgment within general procedural guidelines
  • Assessing and prioritizing multiple tasks, projects and demands
  • Developing and implementing program and project goals, objectives, procedures and work standards
  • Demonstrating commitment to inclusive excellence as an expression of the Benedictine values of The College of St. Scholastica
  • Developing effective work teams and motivating individuals to meet goals and objectives and provide customer services in the most cost effective and efficient manner
  • Preparing clear, concise and complete reports, correspondence and other written materials
  • Contributing effectively to the accomplishment of team or work unit goals, objectives and activities
  • Establishing and maintaining effective work relationships with coworkers and students
  • Competency in working with a variety of individuals from various socioeconomic, ethnic and cultural backgrounds
26

Director, Financial Aid Resume Examples & Samples

  • Develops, facilitates, implements, and monitors financial aid and veteran benefits policies and procedures in a manner that is compliant with federal and state regulations and CCC policies
  • Supervises both union and non-union staff, including hiring, training, performance monitoring, disciplinary action, and development
  • Collaborates with Student Services Offices, Business Office, faculty, and College and District administration to ensure the Financial Aid Office’s complete alignment with institutional goals and participates in annual planning and budgeting for the Financial Aid Office
  • Evaluates academic programs to determine eligibility for financial aid and veteran educational benefits, maintains an up-to-date E-App with the U.S. Department of Education, and advises academic departments on the Title IV program approval process, including Gainful Employment regulations
  • Conducts financial aid presentations and workshops for current and prospective students, community-based organizations, and other CCC partners and works strategically to build and strengthen relationships between the college and the community in order to encourage enrollment and increase retention
  • Oversees the processing of institutional scholarships including the coordination of the college scholarship committee, review of applicant eligibility, and the updating of an electronic scholarship tracking system
  • Processes athletic scholarships according to guidelines published by the National Junior College Athletic Association (NJCAA)
  • Bachelor’s Degree required, Master’s Degree in Finance, Business, Higher Education Administration, Student Affairs Administration or related fields strongly preferred
  • Minimum of 8 years of progressively responsible experience in a Financial Aid Office, including a minimum of 5 years of supervisory experience in a Financial Aid Office
  • Expert-level knowledge of the state and federal regulations that govern financial aid and veteran educational benefits and of the resources available to research compliance questions
  • Expert-level knowledge of the software used to process financial aid and veteran benefits, including Common Origination and Disbursement (COD), National Student Loan Data System (NSLDS), Student Aid Internet Gateway (SAIG), VA Once, FAA Access to CPS Online, and the E-App
  • Experience with both internal and external audits, including responding to findings and developing an improvement plan and appropriate controls to prevent repeat findings
  • Experience in working with diverse students and in guiding them to making personally optimal choices for financing their education
27

Director, Financial Aid Systems SE Resume Examples & Samples

  • At least 5 years demonstrated experience in leading and managing student information systems [required]; experience in financial aid technology administration: Ellucian’s Banner[preferred]
  • Knowledge of Title IV Regulations, GI Bill for Higher Education and state regulations related to financial aid [preferred]
  • Knowledge of scripting and programming languages like Perl, SQL, and Pro*C
  • Training and staff development experience
  • Demonstrated supervisory experience
28

Associate Director Financial Aid Resume Examples & Samples

  • Serve as Director in his/her absence
  • Assist in development of policies and procedures
  • Responsible for all inward facing aspects of Financial Aid
  • Work with Pell awarding
  • Title IV administering and verification
  • Serve as chief compliance officer
  • Oversees work study process
  • Update and maintain all office budget areas
  • Completes routine reports of processing, surveys and travel
  • Coordinate and supervise all data load process
  • Assists with counseling of students and parents in the Financial Aid process
  • Directly supervises 5 Financial Counselors
  • Assists with High School outreach
  • Supports functions of Enrollment Management with recruitment and retention initiatives
29

Associate Director of Financial Aid-operations Resume Examples & Samples

  • Assist with need analysis, awards, and award adjustments, acknowledges programs and miscellaneous correspondence and inquiries
  • Assist with program compliance with all federal, state, and institutional regulations and policies
  • Counsel students on financial aid matters including expense budget
  • Completes a verification case load
  • Manage the daily operations for the Student Financial Aid Office; to include the importing and exporting of ISIR data via Edconnect using the Banner Processing Steps
  • To assist with the overall coordination and delegation of program-related activities, i.e. staff training, staff supervision, performance goals and objectives, solution of problems, program reports, workshop preparation, etc
  • Oversee the communications plan for our internal and external customers and coordinate with the financial aid staff member responsible for our web site communications
  • Coordinate the financial aid outreach initiatives
  • Develop and oversee revisions of the financial aid award guide
  • Assists with the coordination of the federal college work-study program and scholarship processing
  • Verifies academic progress, enrollment status for the in state Inspire eligible students
  • Responsible to track, reconcile and report on Inspire awarding
  • Responsible for overseeing the front counter information center and Scholarship processing
  • Capable of running the financial aid office when assigned to do so
  • Attends meetings on behalf of the Executive Director and the financial aid office
  • Conducts workshops as requested to internal and external constituents
  • Assists the executive director oversee all major events related to the unit such as Open Houses, Parents Day, SATPrep Workshops, Orientations, and the like
  • Assists in strategic Enrollment Management Team meetings, consultations and scholarship leveraging meeting
  • Provides coordination to the information center
  • Knowledge of and proven experience in current and best practices in financial aid
  • Knowledge of and experience with financial planning resources
  • Supervision experience
  • Experience in analyzing and reporting data
  • Excellent team building and organizational skills; ability to lead teams and work in cross-functional settings
  • Strong computer skills; knowledge of Banner
  • Ability to work weekends and after hours per the demands of the unit and during key events
  • Education: Bachelor’s degree required
  • Other preferences: Experience in a higher education financial office
  • Demonstrates knowledge of DSU fundamentals
  • Demonstrates ability to meet functions of the job description
  • Demonstrates high level of knowledge and implementation skills in all areas of financial aid, including compliance
  • Demonstrates ability to plan and implement processes and procedures that meet the strategic goals set for the unit and for recruitment and retention of students
  • Demonstrates ability to manage the unit and teams
  • Demonstrates ability to strengthen the unit in its customer friendly delivery of services