Assistant Director for Financial Aid Counseling

University of Puget Sound
Student Financial Services
Closing date
Oct 21, 2021

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Administrative Jobs
Academic Affairs, International Programs, Institutional & Business Affairs, Financial Aid

Job Details

Job Title: Assistant Director for Financial Aid Counseling
Location: Student Financial Services
Regular/Temporary: Regular
Full/Part Time: Full-Time
Job ID: 5844
Staff Posting Details Appointment: Regular, full time (1.0 FTE)

Position Summary: Reporting to the Director of Financial Aid, the Assistant Director for Financial Aid Counseling is responsible for upholding the highest level of customer service in managing a caseload of prospective and currently enrolled undergraduate and graduate students. Additionally, this position requires program management responsibilities to include but not be limited to Federal PLUS loan, private educational loan, Veterans education benefits, and Washington state financial aid program oversight and coordination.

The Assistant Director for Financial Aid Counseling is a key member of the Financial Aid team and will partner with the Director for Financial Aid to ensure that the customer service needs of all currently enrolled and prospective students and families are met. This position will also provide training, guidance, and mentorship to the Financial Aid Counselor who also serves as a member of the financial aid team in Student Financial Services (SFS). This individual will partner closely with SFS colleagues in managing student inquiries and scheduled appointments, especially during peak periods of activity. Partnership and cross-training with admission counseling staff to communicate complex financial aid information and policies to recruited students and families throughout the student recruitment cycle is also the responsibility of this position. This individual will likely participate in admission and student orientation activities as well as team with the broader enrollment division staff to ensure exceptional student service for prospective and current students and their families.

Federal, state, and university refund and repayment calculations in accordance with federal and state regulations and university policy is also the responsibility of this position. This individual will be expected to serve on committees or act as a liaison with areas such as Admission, Study Abroad, Student Affairs, Residential Programs, Registrar, Student Alert Group, and Veterans benefits.

Essential Job Functions and Responsibilities:

  • Analyze financial aid data and determine student eligibility for financial aid. Review and make decisions on professional judgement appeal requests. Prepare student award packages. Meet with students and families to discuss financial aid and student account related matters pertinent to their enrollment. Participate in both on and off campus financial literacy outreach activities.
  • Responsible for interpreting and implementing Federal Methodology, verification requirements, tax law regulations and requirements, state aid regulations and university policies as they relate to providing financial aid counseling and determining financial aid eligibility. Actively participate in maintaining current knowledge and compliance requirements for Title IV federal aid and state aid programs.
  • Act as primary contact and resource for awarding special student populations such as Veteran Benefits, Yellow Ribbon Benefits, OT/PT Clinical Internships, and Study Abroad. Assist with Summer Term awarding.
  • Act as primary contact and resource for Washington state financial aid programs. This includes reporting and reconciliation for state programs and submission of requests for funds.
  • Serves as part of the Student Financial Services team that evaluates, enhances, and determines awarding and office processes and procedures. In conjunction with others, provides support to Director of Financial Aid and participates in new award year set-up responsibilities, to include establishing and testing document tracking parameters, verifying the accuracy of data entered in new award year tables, proofing student awards, and participating in testing to ensure the awarding program is functioning correctly.
  • Maintains a current knowledge of computer software used by Student Financial Services including PeopleSoft, EDExpress, Edconnect, ELM, and other software used by the U.S. Department of Education. Creates supporting policy and procedure documents as needed.
  • Produces reports utilizing PeopleSoft Query Tool, Excel or other ad hoc reporting programs. Creates queries to identify potential problems that require resolution.
  • Calculates return of funds for federal, state, and institutional aid in accordance with Federal, State, and Institutional regulations and policy for students dropping from full to part-time or completely withdrawing. Teams with Student Accounts staff to communicate effect of changes in enrollment on financial aid award and tuition, room, and board charges.
  • Manage private and PLUS loan programs, to include providing training to staff members to assist with loan certification and student loan lender selection processes, and partnering with team to resolve problems related to the loan process.
  • As part of a dynamic professional team, helps inform the coordination and training support to ensure success in achieving goals. Actively participates in discussions about unique individual student and family circumstances, special evaluation and awarding cases, and program management functions. Responds to referrals and appeals from students and families in matters relating to financial aid award inquiries or appeals. Manages an active student caseload for awarding and other student finance services.
  • Regular and predictable attendance is an essential function of this position.
  • Other duties as needed.
Knowledge, Skills and Abilities: Must demonstrate exceptional organizational, written, and verbal communication skills. Must have strong knowledge of federal financial aid regulations and federal needs analysis. Must possess demonstrated problem-solving skills. Must have proven ability to work well with diverse populations of people. Must have demonstrated ability to work independently yet harmoniously in a team environment. Must be solutions oriented, possess excellent customer service skills and work well under pressure to meet deadlines. Must be cooperative, patient and demonstrate diplomacy.


  • Bachelor’s degree and minimum of three years related experience in university student services required.
  • Minimum of two years of experience in the use of Federal Methodology (FM) need analysis and a strong knowledge of federal financial aid regulations is required.
  • Financial counseling experience required. Student caseload management experience highly desirable.
  • Familiarity and proficiency with technologies to include integrated student information systems, MS Office, Google Docs required. Experience with PeopleSoft Campus highly desirable.
  • At least two years of increasingly responsible data management experience.
  • Experience with Department of Education software programs and work with automated financial aid systems required.
  • Accounting background would prove helpful in this position, but not required.
  • Ability to professionally represent University of Puget Sound in a variety of situations.
  • Ability to work with a high level of accuracy in a fast-paced environment with many interruptions.
  • Ability to handle information in a confidential and professional manner.
  • Strong oral and written communication skills. Ability to communicate effectively and professionally with a variety of different groups including students, government agencies, vendors, and offices within the University.
  • A commitment to liberal arts education and cultural diversity required.
  • Ability to successfully work, communicate and provide leadership within a diverse campus community.
Compensation and Benefits: Decisions about starting salaries are made based on the extent and relatedness of the candidate's education and experience and on internal equity and market considerations.

Puget Sound offers a generous benefits package. For more information, visit:

Application Deadline: Review of applications will begin immediately. Search and selection procedures will be closed when a sufficient number of qualified candidates have been identified.

Required Documents:

    ResumeLetter of Interest
Applications submitted without the required attachments will not be considered.

All offers of employment are contingent on successful completion of a background inquiry and if applicable for the position, drug screen, physical test and functional assessment.

Diversity Statement:

    We acknowledge the richness of commonalities and differences we share as a university community; the intrinsic worth of all who work and study here; that education is enhanced by investigation of and reflection upon multiple perspectives.We aspire to create respect for and appreciation of all persons as a key characteristic of our campus community; to increase the diversity of all parts of our University community through commitment to diversity in our recruitment and retention efforts; to foster a spirit of openness to active engagement among all members of our campus community.We act to achieve an environment that welcomes and supports diversity; to ensure full educational opportunity for all who teach and learn here; to prepare effectively citizen-leaders for a pluralistic world.
Puget Sound is committed to an environment that welcomes and supports diversity. We seek diversity of identity, thought, perspective, and background in our students, faculty, and staff. To learn more please visit:

The University of Puget Sound is an equal opportunity employer.


Working at University of Puget Sound

The University of Puget Sound is an independent residential undergraduate liberal arts college with selected graduate programs building effectively on a liberal arts foundation. The University, as a community of learning, maintains a strong commitment to teaching excellence, scholarly engagement, and fruitful student-faculty interaction.

The mission of the University is to develop in its students capacities for critical analysis, aesthetic appreciation, sound judgment, and apt expression that will sustain a lifetime of intellectual curiosity, active inquiry, and reasoned independence. A Puget Sound education, both academic and co-curricular, encourages a rich knowledge of self and others, an appreciation of commonality and difference, the full, open, and civil discussion of ideas, thoughtful moral discourse, and the integration of learning, preparing the University's graduates to meet the highest tests of democratic citizenship. Such an education seeks to liberate each person's fullest intellectual and human potential to assist in the unfolding of creative and useful lives.

The University of Puget Sound campus offers a unique blend of ingredients for immersing yourself in learning: the unparalleled scenery of the Pacific Northwest, traditional Tudor-Gothic architecture, leafy enclaves for quiet study, and common areas infused with an indisputable energy. The campus is just minutes away from downtown Tacoma, with its revitalized waterfront, thriving arts and culture scene, and an eclectic mix of retail shops and restaurants.

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