Financial Aid Assistant/Records

Amherst, MA
Sep 28, 2017
Institution Type
Four-Year Institution

Amherst College invites applications for the position of Financial Aid Assistant/Records. Amherst College has profoundly transformed its student body in terms of socioeconomic status, ethnicity, and nationality, among other areas. Today, nearly one-quarter of Amherst's students are Pell Grant recipients; 45 percent of our studentsidentify as domestic students of color. Our expectation is that the successful candidate will excel at working in a community that is broadly diverse with regard to race, ethnicity, socioeconomic status, gender, nationality, sexual orientation, and religion.

The Financial Aid Assistant is a full time, year round position (job group and level AO-3), and is the lead in importing financial aid records from external data providers, managing quality control for that data, troubleshooting as necessary, and monitoring and reviewing internal data imports to support processing of financial aid for applicants. The Financial Aid Assistant also serves as the lead in the application review for completeness and communication with first-year and transfer applicants. Responsibilities include maintaining a high standard of accuracy in importing and maintaining student records and tracking of financial aid application materials and follow up; and assisting in compliance with federal requirements for financial aid recipients.

The Assistant shares responsibility for front-line customer service (phone, email, and in-person) for all applicants, students, families and alumni at Amherst College, regarding the financial aid application process.

Takes appropriate actions to support a diverse workforce and participates in the College's efforts to create a respectful, inclusive, and welcoming work environment.

Key Responsibilities

Financial Aid Record Processing
  • Perform document and communication tracking of financial aid materials and correspondence
  • Import financial aid applicant information from external data sources, including data and image files from CSS/Financial Aid Profiles, Noncustodial Profiles, Institutional Documentation (IDOC) Service, and U.S. Department of Education FAFSA data
  • Electronically track all student financial aid application materials
  • Quality check electronic files for financial aid applicants
  • Review received documents to assess completeness and need for follow-up or requirement of additional documentation; annotate electronic records regarding submitted materials
  • Maintain financial aid awards; review financial aid awards for completeness; record messages to accompany award letters and review for relevancy
  • Prepare electronic records related to financial aid awards and send award communications through PowerFAIDS
  • Assist in compliance with federal requirements for financial aid recipients including assisting in the review and follow up on federal financial aid recipient requirements (e.g, verification)

Financial Aid Front-Line
  • Receive and respond to phone and email inquiries, and track associated documents
  • Meet with students and families in-person to answer questions and advise on the financial aid application process, financing options and the appeal process


  • High school diploma or equivalent
  • One to three years of related experience
  • One to three years in a customer-focused environment
  • Commitment to or experience working with a diverse community
  • Demonstrated strong written and verbal communication skills
  • Proficiency in MS Office and the ability to learn new software programs
  • Excellent interpersonal, time management, organizational and customer service skills
  • Ability to take initiative, and work independently and collaboratively

  • Associate's degree
  • Fluency in a foreign language
  • Experience working with and sensitivity to the needs of students from diverse and economically disadvantaged backgrounds
  • Familiarity with financial aid management system, student information system and/or document imaging system
  • Knowledge of financial aid regulations

Interestedcandidates should submit a cover letter, resume, and the names and contact information (email and/or telephone numbers) for three professional references. Applications will be reviewed until position is filled.
Amherst College is an equal opportunity employer and encourages women, persons of color, and persons with disabilities to apply. The College is committed to enriching its educational experience and its culture through the diversity of its faculty, administration, and staff.
Amherst College, one of the premier liberal arts colleges in the nation, is located in Amherst, Massachusetts, a town of approximately 35,000 residents in the western part of the state. The college's community is composed of about1,800 students from 48 states, plus Washington, D.C., Puerto Rico and 54 countries around the world, and about 1,000 staff and faculty. The college's scenic 1,000-acre campus includes a 500-acre wildlife sanctuary and the Book & Plow Farm ; three museums: Emily Dickinson Museum , Beneski Museum of Natural History and Mead Art Museum ; and multiple educational and cultural venues and resources through the Five College Consortium. The town of Amherst offers an amazing variety of coffee shops, restaurants and entertainment, and a very active outdoor life. Our vibrant campus, diverse community and beautiful surrounding, makes Amherst College and the Town of Amherst the perfect place to work, learn and live!


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