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DIRECTOR OF FINANCIAL AID - SANFORD SCHOOL OF PUBLIC POLICY

Employer
Duke University
Location
SSPP Acad Prog Adm
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Job Details

Duke University:

Duke University was created in 1924 through an indenture of trust by James Buchanan Duke. Today, Duke is regarded as one of America’s leading research universities. Located in Durham, North Carolina, Duke is positioned in the heart of the Research Triangle, which is ranked annually as one of the best places in the country to work and live. Duke has more than 15,000 students who study and conduct research in its 10 undergraduate, graduate and professional schools. With about 40,000 employees, Duke is the third largest private employer in North Carolina, and it now has international programs in more than 150 countries.

Job Description
Administrator, Financial Aid (Duke Title)
Director of Financial Aid (Sanford Title)
(Job Code 1784 Level 12)
Sanford School of Public Policy

Duke University

Occupational Summary

This position serves as the principal Financial Aid Officer of the Sanford School and interacts with business-critical applications essential to effective student account management within academic programs. This position reports to the Director of Finance & Strategic Planning.

Work Performed

A detailed description of functional areas and tasks follows:

Scholarship & Loan Management (60%)

  • Provide overall coordination and supervision of financial aid processes including, but not limited to, reviewing, and verifying documentation/financial information submitted by financial aid applicants.
  • Evaluate all requests for eligibility, create financial aid award packages, and certify students in keeping with federal and state regulations, University endowment policies, and donor restrictions.
  • Create aid packages incorporating special government aid program funding such as the Post 9/11 GI Bill, Yellow Ribbon Program, AmeriCorps funding, etc., and serve as the main Sanford contact for student/staff questions about these special programs.
  • Process FAFSA and institutional applications workflow; process Title IV calculations and determine returns for withdrawing students through Federal Student Aid (FSA) program.
  • In collaboration with academic program administration & the development office, align students with named fellowships and other restricted-use funding opportunities.
  • Assist and monitor dual degree transitions in student records as it relates to financial aid and tuition changes.
  • Work with the Duke University Student Loan Office regarding debt repayments.
  • Work with the Bursar and Registrar to make sure payments are issued correctly and proper award certificates are in place for each student.
  • Allocates federal work-study funding to students per school and university protocols.
  • Conduct regular audits and eligibility checks of student records and files to maintain accuracy and policy compliance to ensure compliance with University financial aid policies and federal financial aid laws and regulations.
  • Keep up to date on all federal and state changes that impact processing.

Financial Aid Advising (20%)

  • Develop clear and thorough financial aid information for dissemination to prospective and continuing students.
  • Advises students about financial aid eligibility; application procedures; available financial aid programs; educational costs; and financial management strategies, including loans, financing options, and other financial-aid related matters
  • Conduct entrance and exit interviews and advise students regarding loan repayment policies and requirements.
  • Work with students to troubleshoot financial aid and account matters as needed.
  • Conduct financial aid presentations during admissions recruiting events and orientation as needed.

Administrative Systems (20%)

  • Prepare routine reports and compile information concerning financial aid as requested by the government and the University (National Student Loan Data System (NSLDS), North Carolina Higher Education Data (NCHED), etc.).
  • Work with Student Information Services and Systems (SISS) Office and Slate annually on developing/updating the required export and import templates.
  • Collaborate with admissions & marketing staff on incoming class Slate data as it relates to financial aid offers and record maintenance.
  • Utilize PeopleSoft queries to monitor and manage student records in collaboration with the Registrar.
  • Manages student data within the Job X system to ensure timely & accurate payment disbursement.
  • Supervise the electronic imaging system for MPP applicants and for current students.
  • Represent Sanford at the University’s Graduate and Professional (G&P) School’s Financial Aid Group Meetings and at the G&P PeopleSoft User Group Meetings.
  • Represents Sanford with career industry groups as appropriate.

The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.

Minimum Qualifications
Education

Work requires analytical and communication skills generally acquired through completion of a Bachelor's degree program.

Experience
Work requires three years of experience in administering student financial aid programs at a college, university or private school OR ANY OTHER EQUIVALENT COMBINATION OF RELEVANT EDUCTION AND/OR EXPERIENCE.

In addition, the successful candidate will possess the following qualities/attributes:

  • Must be able to use the PeopleSoft database to process aid, loans, and manage student records. Prefer candidates with experience in financial aid and/or student affairs.
  • Must be proficient with all Microsoft Office products and be willing and able to master new systems as required.
  • Experience with Slate preferred.
  • Work requires solid analytical and communication skills as well as refined written and oral communication skills.
  • Develops and maintains very positive and professional customer service and/or relations within the office/department and with all constituencies including students, faculty, staff, guests, and employees.
  • Strong work ethic in a fast-paced, results-oriented team environment.
  • Ability to work with a diverse student population and assist students with all educational backgrounds


Duke is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.

Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.

Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essentialjob functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.

Organization

Read our Diversity Profile History

Duke University was created in 1924 by James Buchanan Duke as a memorial to his father, Washington Duke. The Dukes, a Durham family that built a worldwide financial empire in the manufacture of tobacco products and developed electricity production in the Carolinas, long had been interested in Trinity College. Trinity traced its roots to 1838 in nearby Randolph County when local Methodist and Quaker communities opened Union Institute. The school, then named Trinity College, moved to Durham in 1892, where Benjamin Newton Duke served as a primary benefactor and link with the Duke family until his death in 1929. In December 1924, the provisions of indenture by Benjamin’s brother, James B. Duke, created the family philanthropic foundation, The Duke Endowment, which provided for the expansion of Trinity College into Duke University.Duke Campus

As a result of the Duke gift, Trinity underwent both physical and academic expansion. The original Durham campus became known as East Campus when it was rebuilt in stately Georgian architecture. West Campus, Gothic in style and dominated by the soaring 210-foot tower of Duke Chapel, opened in 1930. East Campus served as home of the Woman's College of Duke University until 1972, when the men's and women's undergraduate colleges merged. Both men and women undergraduates now enroll in either the Trinity College of Arts & Sciences or the Pratt School of Engineering. In 1995, East Campus became the home for all first-year students.

Duke maintains a historic affiliation with the United Methodist Church.

Home of the Blue Devils, Duke University has about 13,000 undergraduate and graduate students and a world-class faculty helping to expand the frontiers of knowledge. The university has a strong commitment to applying knowledge in service to society, both near its North Carolina campus and around the world.

Mission Statement

Duke Science"James B. Duke's founding Indenture of Duke University directed the members of the University to 'provide real leadership in the educational world' by choosing individuals of 'outstanding character, ability, and vision' to serve as its officers, trustees and faculty; by carefully selecting students of 'character, determination and application;' and by pursuing those areas of teaching and scholarship that would 'most help to develop our resources, increase our wisdom, and promote human happiness.'

“To these ends, the mission of Duke University is to provide a superior liberal education to undergraduate students, attending not only to their intellectual growth but also to their development as adults committed to high ethical standards and full participation as leaders in their communities; to prepare future members of the learned professions for lives of skilled and ethical service by providing excellent graduate and professional education; to advance the frontiers of knowledge and contribute boldly to the international community of scholarship; to promote an intellectual environment built on a commitment to free and open inquiry; to help those who suffer, cure disease, and promote health, through sophisticated medical research and thoughtful patient care; to provide wide ranging educational opportunities, on and beyond our campuses, for traditional students, active professionals and life-long learners using the power of information technologies; and to promote a deep appreciation for the range of human difference and potential, a sense of the obligations and rewards of citizenship, and a commitment to learning, freedom and truth.Duke Meeting

 “By pursuing these objectives with vision and integrity, Duke University seeks to engage the mind, elevate the spirit, and stimulate the best effort of all who are associated with the University; to contribute in diverse ways to the local community, the state, the nation and the world; and to attain and maintain a place of real leadership in all that we do.”

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