Assistant Director Counseling Graduate Support

San Francisco
Sep 21, 2017
Executive Administration Jobs
C-Level & Executive Directors
Institution Type
Four-Year Institution

Assistant Director Counseling Graduate Support

University of San Francisco

Job Summary:

The Financial Aid Office (FAO) seeks an assistant director of financial aid who, as part of a team, will provide direct support to prospective students, current students, undergraduate and/or graduate, their families and supporters, USF colleagues and the general public related to financial aid programs and policies.

The Assistant Director of Financial Aid works independently with minimal supervision and reports to the Director of Financial Aid. They are the primary point of contact for the graduate and branch campus program directors and serves as an integral part of the financial aid team. Under the general direction of the Director of Financial Aid, the Assistant Director is responsible for managing the graduate financial aid program (approximately $9 million in grants, scholarships, and loans) determines eligibility, awards aid, reviews appeals, and exercises professional judgment for graduate and undergraduate students. The Assistant Director may make agreements with outside vendors; exercise professional judgment when reviewing financial aid cases and making financial aid decisions; and manage financial aid programs which provide between $4-14 million in financial aid revenue to the university. Furthermore, the position develops, simplifies, and manages financial aid systems and processes (e.g., facilitating data exchanges, etc.) and recommends new policies and procedures to promote efficiency and improve student service.

Job Responsibilities:

- Review student eligibility for outside scholarship funds per University policy and donor guidelines; adjusts existing aid packages as appropriate
- Participates in the need analysis and packaging process for graduate, first-year and returning students
- Reconciles problems in the packaging of students resulting from differences between Federal and Institutional methodologies in assessing the family contribution
- Adjust student eligibility upon request for student loans based on eligibility guidelines
- Communicates complex financial information and application procedures to prospective students, current students, and their families in a clear, timely and professional manner
- Takes appointments, and counsels current and prospective students and families concerning awards and payment options, including terms and conditions of various loan programs, debt management
- Performs Satisfactory Academic Progress (SAP) process in compliance for students
- Oversees the awarding of Direct GRAD PLUS Loans for graduate students
- Oversees the verification of financial aid files, ensuring compliance with policies and regulations
- Respond to a high volume of requests for information via email
- Serve as main point of contact for walk-in and phone traffic to FAO
- Answers inquiries by clarifying desired information; researching, locating and providing information
- Resolves problems by clarifying issues, researching and exploring answers and alternative solutions, escalating unresolved problems
- Manages the office’s financial literacy plan
- Maintains and updates the Student Financial Services pages on the University website
- Willingness to work in a fast paced environment with interruptions
- Work collaboratively with graduate and branch campus directors for scholarship posting and financial aid counseling for current and prospective students
- Other duties may also be assigned

Minimum Requirements:

• Bachelor’s degree required and one year’s relevant experience (1-2 years preferred) or combination of education and relevant experience
• Knowledge of and expertise with automated financial aid systems is required (Banner, preferably)
• Experience in student aid delivery is highly preferred
• Able to manage a large volume of materials and understand, interpret, and apply complex financial aid regulations accurately
• Excellent organizational, interpersonal, counseling, and written & verbal communication skills.
• Demonstrated quantitative skills
• Knowledge of software to develop complex reports, comparisons, impacts, and /or projections
• Solid computer skills required; including a familiarity with database management, email, Excel, and Word
• Knowledge of Banner Administration, ED Express, and ELM highly desirable
• Excellent communication skills, including the ability to exercise tact and discretion when dealing with students, families, donors and staff
• Excellent phone and verbal communication skills
• Strong customer service skills
• Ability to work at a very detailed level, using numeric data with a high degree of speed and accuracy
• Demonstrated ability to set priorities, manage time and workflow and to manage multiple, concurrent high priority projects in a time-pressured environment
• Ability to understand and explain university policy to others
• Ability to work as an effective member of a team, identify and implement process improvements
• Ability to use multiple financial aid systems, document management systems, and Windows-based environment and office applications
• Demonstrated analytical and quantitative skills, good judgment
• Must remain up to date on all federal and state regulations which require outside training and overnight travel
• Requires deep understanding of federal and state regulation and can interpret said regulations when working with students and families on financial aid issues

Physical Requirements
• Frequently perform desk based computer tasks, seated work and use light/fine grasping
• Occasionally lift, carry, push pull objectives that weigh up to 10 pounds
• Rarely stand, walk, use a telephone and write by hand
*Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job

Working Conditions
• May work extended or non-standard hours based on project or business needs
• Travel to branch campuses and professional conferences is required

Work Standards
• Interpersonal Skills: Demonstrates the ability to work well with USFS colleagues and clients and with external organizations
• Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned
• Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies

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.