Assistant Director, Student Financial Services

Lindenwood University
Saint Charles, Missouri

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Administrative Jobs
Institutional & Business Affairs, Financial Aid

Job Details

Job Title:  Assistant Director, Student Financial Services

Division:  Enrollment Management and Student Engagement

Evaluation Group:  Staff Administrator

FLSA Status:  Exempt


Reports To:  Director, Student Financial Services

Positions Supervised:  Counselor, Student Financial Services


Job Summary

The assistant director of student financial services (SFS) is responsible for managing SFS programs, including financial aid awarding, counseling, and monitoring compliance with federal, state, and institutional policies/regulations related to financial aid management.

Essential Job Functions and Performance Indicators

The intent of this job description is to provide a representation of the types of duties and level of responsibility that will be required of positions given this title. This job description shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.

Job Responsibilities and Execution

  • Oversees timely review and processing of financial aid applications, award letters, needs analyses, and fund disbursements
  • Maintains responsibility for timely awarding and certification of Missouri State Grants
  • Oversees the day-to-day operations of SFS counseling, assuring utilization of consistent customer service, counseling, and planning techniques
  • Assists SFS director and Office of Institutional Research in the development of all required reports and studies by federal, state, and institutional agencies
  • Ensures adherence to National Collegiate Athletic Association (NCAA) Division II rules and regulations
  • Oversees timely awarding and certification within the alternative loan program
  • Trains staff and implements new policies/procedures related to external and internal regulations/rule changes
  • Utilizes reporting tools such as Priam to generate data for campus use
  • Works with members of the University community on items of compliance and Title IV regulations
  • Assists with the Fiscal Operations Report and Application to Participate (FISAP) and A-133 preparation
  • Coordinates student communications with Enrollment Management, the Business Office, and other student services offices
  • Coordinates with Admissions on recruitment and yield events
  • Manages human resources reporting for staff

Leadership and Strategic Thinking

  • Supports the mission of the University and serves as an ambassador of the Q2 culture of service excellence
  • Leads the office in areas of service, compliance and reporting, and system integrations
  • Oversees the SFS counseling staff
  • Works with campus leadership to ensure financial strategies and student counseling are established in order to promote enrollment and maximize tuition revenue
  • Assists in identification of areas of improvement and acts as a change agent

Employee Management and Development

  • Models, supports, and holds others accountable to the University’s values – integrity, dedication, excellence, creativity, and teamwork
  • Recruits, interviews, recommends, hires, welcomes, and monitors performance of departmental staff
  • Conducts annual employee performance evaluations based on clear departmental standards, evidence, observation, and feedback
  • Provides training, autonomy, and resources to enable staff to meet job expectations
  • Sets clear performance expectations and holds employees accountable

Job may require other duties as assigned.


Required Qualifications – An equivalent combination of education, training, and experience will be considered. Additional requirements may be designated by position.

  • Bachelor’s degree
  • Minimum of 3 years’ experience in financial aid leadership
  • Master’s degree preferred
  • Experience with student financial services model preferred

Knowledge, Skills, and Abilities – May be representative, but not all inclusive, of the knowledge, skills, and abilities necessary to perform this job competently

  • Demonstrated ability to work effectively with individuals from diverse communities and cultures
  • Ability to generate and interpret ad hoc data reports related to financial services, financial aid programs, and discount rates, etc., for use by internal and external groups
  • Working knowledge of enrollment management best practices
  • Ability to interpret federal, state, and institutional awarding rules and implement them correctly
  • Familiarity with NCAA Division II financial aid compliance regulations
  • Ability to coordinate with other departments
  • Strong interpersonal skills and ability to communicate effectively with staff and students
  • Highly organized with the ability to direct multiple projects simultaneously
  • Strong professional integrity and ability to maintain strict confidentiality
  • Ability to use good judgment and think critically
  • General office software, particularly Microsoft Office Suite and financial aid proprietary applications (CAMS, COD, EDExpress, National Student Loan Data System (NSLDS), ELM, and FAMOUS)

Work Environment – Environmental or atmospheric conditions commonly associated with the performance of this job’s functions.  

  • General office setting

Physical Abilities – The physical demands described below are representative of those that must be met by an employee to successfully perform this job’s essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

  • Ability to work effectively at a computer for extended time daily
  • Regular attendance is a necessary and essential function


Equal Opportunity Employer

Lindenwood University is an Equal Opportunity employer. The University complies with appropriate federal, state, and local laws and provides equal employment opportunities and access to educational programs without regard to race, color, religion, gender, age, sexual orientation, gender identity, national origin, veteran status, disability, or any other protected status to all qualified applicants and employees.  Lindenwood University is committed to a policy of non-discrimination and dedicated to providing a positive discrimination-free educational work environment.


Company Description

Lindenwood University, founded in 1827, the second oldest university west of the Mississippi River.

Lindenwood’s historic 200- acre campus is situated in the heart of St. Charles, MO, a growing community of  67,000. While located in the city of St. Charles, Lindenwood is part of a broader community in St. Charles County, which has a growing population approaching 400,000 residents.  St. Louis, just a few minutes east, features amenities such as Forest Park, several music venues, the Gateway Arch, professional sports, and much more.  

“Lindenwood College for Women” began as a finishing school for young women. Lindenwood became a Presbyterian college in 1853, a four-year college in 1918, a coeducational institution in 1969, and a comprehensive university in 1997. Evening programs were added in 1972, graduate degrees were offered for the first time in 1975, and Lindenwood’s first doctoral program began in 2007. The university has been continuously accredited by the Higher Learning Commission since 1921.

Offering more than 115 undergraduate and graduate degree programs in diverse areas of study and traditional and accelerated formats, including online, Lindenwood operates residential campuses in St. Charles, MO, as well as eight regional centers, and a number of extension sites throughout Missouri. Lindenwood is known for innovation, entrepreneurship, and extraordinary dedication to its students. 

Lindenwood University is a teaching university dedicated to providing real experiences, differentiating academic programs, promoting academic excellence, optimizing resources, and delivering a high-quality experience with the goal of successful student experience leading to a lifetime success. Faculty members are encouraged to engage in research projects that align with the university’s mission and provide students the opportunity to work alongside their professors.

Founded in 1827, Lindenwood University is a dynamic four-year liberal arts institution dedicated to excellence in higher education. We offer approximately 120 undergraduate and graduate degree programs to more than 8,000 students in a variety of formats, including traditional, evening, and online. Lindenwood is known for innovation, entrepreneurship, and extraordinary dedication to students. Lindenwood is accredited by the Higher Learning Commission.

The Lindenwood University System is home to over 1,100 full and part-time faculty and over 600 full and part-time staff employees who are committed to providing a quality education and experience for all Lindenwood University system students.

Company Mission


Enhancing lives through quality education and professional preparatory experiences.


  • Integrity - We are committed to ensuring trust and respect for all persons in an environment that cultivates individual and institutional integrity.
  • Dedication - We are committed to developing a high-performance work ethic and dedication to discipline or vocation.
  • Excellence - We are committed to providing quality and excellence in all our endeavors.
  • Creativity - We are committed to the development of original ideas, knowledge, and innovative approaches to solving complex problems.
  • Community - We are committed to creating a connected, diverse community, sharing common attitudes, interests, and goals supporting personal and professional growth.
Find Us
209 S. Kingshighway
Stumberg Hall
St. Charles

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