Assistant Director of Financial Aid for Compliance

San Francisco
Aug 03, 2017
Executive Administration Jobs
C-Level & Executive Directors
Institution Type
Four-Year Institution

Assistant Director of Financial Aid for Compliance

University of San Francisco

Job Summary:

The Assistant Director serves as the compliance manager for the Financial Aid office in regards to Federal financial aid document policies and procedures, assessing regulatory change, and recommending and reviewing policy and procedural changes to assure Federal Title IV compliance.
The Assistant Director will also be the primary financial aid liaison with online program staff in the schools and colleges. The Assistant Director reports to the Senior Associate Director of Financial Aid Operations and Services and, with Financial Aid management colleagues, develops and delivers student service of the highest quality.

Job Responsibilities:

• Assures regulatory compliance pertaining to federal and state student aid programs through provision of thorough and timely training and development and implementation of appropriate processes and procedures. Provides research assistance on regulations and contributes to the preparation of reports on the University’s administration of Federal Student Aid (FSA). Provides recommendations to the Financial Aid management team regarding policy and process compliance.
• Coordinates training of Financial Aid staff and other applicable colleagues through webinars and workshops on federal, state and local financial aid requirements.
•Reviews cancellation and leave of absence reports and makes necessary financial aid cancellations and Return of Title IV calculations, adjustments, and notifications.
•Serves as a back-up for review of Satisfactory Academic Progress reports and determines student eligibility.
•Reviews and process departmental tuition exception forms and makes necessary financial aid adjustment and notifications.
•Serves as a liaison with other student services staff to provide training and support.
•Assists with private scholarship processing, including changes, enhancements, and updates to the Financial Aid web pages for this area.
• Serves as a back-up for private loan certification, reviews disbursement roster to ensure payments were posted, and provide private loan student counseling.
• Assists in the review of financial aid appeals and make necessary adjustment on student aid package.

• Prepares and presents financial aid sessions/workshops other departments or organizations upon request.

• Daily contact with students and families via phone, email and in-person.

• Along with the Director, Associate Directors, and Assistant Director, is responsible for the day-to-day administration and operation of the department.

• Participates in functions, events and ceremonies managed by Strategic Enrollment Management (SEM)

• Performs other duties as assigned.

Minimum Requirements:

• Bachelor’s degree
• 3 years minimum increasingly responsible experience using technology to support an organization’s business processes, preferably in a post-secondary education environment and, more specifically, in a financial aid office
• 3 years minimum increasingly responsible experience in customer/student services preferred
• Knowledge of and experience with federal and state student aid programs preferred
• Knowledge of and experience with online education programs preferred
• Excellent written and oral communication skills
• Strong interpersonal skills with an ability to provide financial aid counseling to students
• Ability to lead a team and contribute to the overall smooth operation of a service environment
• Excellent organizational skills with an ability to organize and prioritize multiple complex projects and tasks simultaneously
• Knowledge of and skills in the use of technological tools and systems used to support and deliver financial aid programs and services to prospective and current students including creating and using such tools as databases, report generators, word processing, electronic mail, spreadsheets, and electronic presentations. Experience with developing tools within ERP system desirable.
• Ability to think creatively and strategically
• Understanding of and commitment to USF’s Vision, Mission and Values
• Commitment to Jesuit Catholic values in creating a learning atmosphere that nurtures among students the faith that does justice

Additional Knowledge, Skills, and Abilities:

For information on how to apply, please visit the following link:

EEO Policy
The University of San Francisco is an equal opportunity institution of higher education. As a matter of policy, the University does not discriminate in employment, educational services and academic programs on the basis of an individual’s race, color, religion, religious creed, ancestry, national origin, age (except minors), sex, gender identity, sexual orientation, marital status, medical condition (cancer-related and genetic-related) and disability, and the other bases prohibited by law. The University reasonably accommodates qualified individuals with disabilities under the law.