Assistant Director of Financial Aid (Compliance)

Job description

Assistant Director of Financial Aid (Compliance)

University of San Francisco

Job Summary:

The Assistant Director of Financial Aid (Compliance) will be responsible to ensure compliance with federal and state polices and procedures and oversee training activities in the USF Financial Aid Office. The incumbent is responsible for the development, coordination and supervision of the processes, procedures, and customer service standards required to effectively and efficiently manage the federal financial aid programs while supporting the overall operations of the office. Duties will include a financial aid case load of prospective and current students and assuring compliance with federal and institutional guidelines. Advises and counsels students, prospective students, parents, and colleagues regarding federal, state and institutional financial assistance programs. Also, to offer cross-functional service within the Enrollment Management Division, will serve as counselor of the day and provide information about USF policies to students and families and work collaboratively with Student Financial Services staff to ensure excellent customer service.

Job Responsibilities:

- Oversee the quality assurance and program compliance of the Federal Title IV financial aid programs (Pell, SEOG, FWS and Direct Loans) including verification, professional judgments, R2T4 process, & Satisfactory Academic Progress (SAP).
-Conduct internal quality control reviews and assessments to review compliance with state, federal, and university policies and procedures.
-Coordinate the R2T4 process to ensure accurate student record, student financials and financial aid data.
-Monitor the batch financial aid process for accuracy and timely reporting of disbursement to COD for R2T4 population.
-Oversee the Satisfactory Academic Progress (SAP) through the review of configuration, analyzing the evaluation data and processing all appeal determinations.
-Respond to external auditors in the annual audit when needed.
-Represent the college on the University’s R2T4 committee to ensure that the University’s Student Information System Banner is set up to properly administer the federal R2T4 process according to regulatory requirements.
-Recommend and Coordinate training sessions; workshops; seminars; and webinars for the purpose of reducing workload processing errors and improving accuracy of work output.
-Counsel students on federal, state, and institutional financial aid programs, regulations, and procedures for applying for financial aid and satisfactory academic progress requirements.
-Evaluate student applications for federal, state, and institutional financial aid using both institutional and federal methodology
-Manage financial aid case load during recruitment cycle to determine financial need and award aid in accordance with federal and state law and institutional policy.
-Perform verification in compliance with statutory requirements.
-Ensure financial aid is awarded to eligible students, at the correct amounts, and by regulatory and institutional deadlines. Verify student enrollment and adjust student budgets and awards accordingly.
-Advise students on consequences of academic withdrawals and lack of satisfactory academic progress on Title IV funds for current and future semesters.
-Work closely with Student Accounts, Registration and Admissions to resolve cross-departmental student issues.
-Represent the University of San Francisco by providing student outreach services at the invitation of internal and external agencies and recruitment events.
-Maintain membership and participate in state and federal financial aid organizations and attend professional development workshops and local conferences/trainings to maintain knowledge of existing and new financial aid policies, practices and procedures.
-Other duties as assigned. Evenings and weekend hours will be required.

Minimum Requirements:

-Bachelor’s degree
-3-5 years of working experience in a financial aid office.
-Thorough knowledge and understanding of the Federal Title IV student financial aid rules and regulations for student eligibility, which includes needs analysis, verification, resolution of database match flags, identification and resolution of conflicting information, and awarding aid.
-Ability to evaluate applications for financial aid and make difficult decisions in a timely manner; to advise applicants regarding financial aid matters; to interpret and apply regulations.
-Knowledge of student financial aid programs; of modern office procedures and practices as applied to the operations of the financial aid office.
-Excellent organizational skills as well as demonstrated success in providing friendly, high quality customer service and effective outreach abilities.
-Must have excellent communication and writing skills in order to communicate complex information in response to inquiries and skill in using desktop and laptop computers.
-Ability to conduct community outreach presentations.

Additional Knowledge, Skills, and Abilities:

• Experience with Banner financial aid, Campus Logic, and Workday.
• Experience with institutional methodology
• Counseling experience in a higher education setting, preferably in the area of financial aid.
• Knowledge of Federal Title IV and state regulations.
• Proficiency in Spanish.

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.

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Job No:
Posted: 10/10/2018
Application Due: 10/30/2018
Work Type: