Assistant Director of Financial Aid

Mar 09, 2017
Institution Type
Four-Year Institution

Assistant Director of Financial Aid

Worcester Polytechnic Institute

Department: Office of Student Aid & Financial Literacy

Position Status: Administrative Exempt Positions

Basic Function:
Process financial aid applications for all entering and renewal applicants; determine eligibility for financial aid; assist in administrating federal, state and institutional aid to students and families; maintain communications with other departments on and off campus; participate in professional organizations and financial literacy programming on and off campus, and counsel students and families.

Principal Duties and Responsibilities

  • Advise students and parents as well as on/off campus constituencies about financial aid opportunities, procedures, college policies and eligibility requirements for aid. Must have the ability to interact with students and parents calmly and graciously under difficult situations and be capable of explaining complex and confusing regulations to students and parents.
  • Manage and oversee the awarding of all prospective transfer students throughout the academic year including collaboration with Admissions Office on financial aid awards.
  • Manage and oversee the awarding of all prospective & current ROTC students throughout the academic year including collaboration with Admissions Office on financial aid awards.
  • Present information to small and large groups of students and parents on the financial aid process at various on and off campus events.
  • Work closely with colleagues in the Office of Student Aid & Financial Literacy as well as other departments on campus in identifying and running financial literacy education sessions on campus for WPI students and community members. This includes but is not limited to reaching out to community members to present sessions, advertise and promote sessions, working with student leaders on campus to offer programing to students that is purposeful and strategic in nature to the wants and needs our students and the community.
  • Analyze, evaluate and verify confidential information on students’ application materials for the purpose of determining levels and sources of assistance. Base decisions upon WPI, federal, and state policies governing aid distribution.
  • Collaborate with Admissions Office on financial aid awards to freshmen and transfer students.
  • Interaction with Bursar’s Office, students and parents to assist in reconciling students’ charges and credits.
  • Administer the Federal Pell Grant Program which includes determining eligibility, processing and submitting corrections of student records and payment of funds to the Federal Department of Education through Banner and the ED communication software. Send origination & disbursement reports to COD and complete reconciliation of funds.
  • Manage and administer state financial aid programs which include determining eligibility, awarding funds, reconciling accounts at the end of the fiscal year and establishing and maintaining procedures as it relates to each state financial aid program.
  • Collaborate with other directors in office in preparing informational literature indicating sources of aid, application dates, procedures, and policies of the institution.
  • Process aid adjustments for non-returnees, reduced course loads and students with enrollment changes throughout the academic year.
  • Assist office with taking on additional work on a temporary basis during times of staff shortages.
  • Assist office with search process for new staff hires (i.e. applicant review, interviews, and evaluation of candidates)
  • Assist office with training with new team member hires.

    Position Requirements

  • Bachelor’s degree.
  • Excellent communication and time management skills. Experience preferred but not required: management of student federal aid programs and familiarity with financial aid computer software systems preferably SCT Banner System.
  • Proficient in all Microsoft Office applications.
  • Experience is strongly preferred. Management of student assistance awards and familiarity with financial aid computer software systems preferably SCT Banner System.
  • A pre-employment criminal records check is required.
  • Possess a comfort level with software applications and ability to quickly adapt to new technologies
  • Possess excellent interpersonal and customer service skills with the ability to communicate effectively and positively with a diverse population both verbally and in writing.
  • Demonstrated ability to work well in a team environment as well as independently.
  • Exhibits ability and willingness to contribute to an enthusiastic, positive work environment
  • Physical requirements are within the normal range of an office environment, but may include occasional lifting, carrying, pushing or pulling up to 10 pounds.
  • Must be able and willing to work overtime during peak times, especially during file review periods.
  • Willing to work at WPI events during non-business hours.
  • Other duties as assigned.
  • Hours of work: 8:00 am - 5:00 pm, Monday - Friday. Position is an exempt staff position which requires a minimum of 40 hours per week.

    This position has an expected starting salary range of $40 - 42,000 per year.

    • Sense of humor
    • Positive attitude
    • Sensitivity towards others
    • Flexibility/multitasking
    • Responsive and responsible
    • Excellent communicator
    • Team builder
    • Ability to receive constructive feedback

    Posting Date: 03/06/2017

    Open Until Filled: Yes

    Special Instructions to Applicants:
    please be mindful of checking your junk / spam mail folders regularly in case email correspondence regarding this position is filtered to those files.

    EEO Information:
    We are an Equal Opportunity Employer and do not discriminate against applicants due to race, color, age, religion, sex, sexual orientation, gender identity, national origin, veteran status or disability. We are looking for individuals who value creativity, diversity, inclusion, and collaboration.

    Criminal Background Check Statement:
    A pre-employment criminal records check is required.

    To apply, visit:

    WPI, the nation's third oldest private technological university, established in 1865 by New England industrialists John Boynton and Ichabod Washburn consists of 80 acres set in a safe, residential section of Worcester, Massachusetts—the second largest city in New England—home to 13 colleges, and situated 40 miles west of Boston.

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