Edtech.com's Summary

UMass Boston is hiring an Assistant Director Financial Aid Operations. This role involves providing data, technology, and financial systems support for the Financial Aid Office, including managing PeopleSoft processing and reporting, supporting other technologies, maintaining data integrity, troubleshooting systems, and counseling a caseload of students. The position also requires collaboration with staff and external agencies to improve financial aid processes and ensure compliance with federal and state regulations.

Highlights

Manage and troubleshoot financial aid systems including PeopleSoft, Document Imaging, Campus Logic, and transactions with the Department of Education.
Assist with financial aid packaging processes, data retrieval, report writing, and analysis under the guidance of the Senior Associate Director.
Document financial aid procedures and develop training materials, maintaining an up-to-date operations manual.
Counsel students on all aspects of financial aid, including applications, awards, appeals, loans, and employment.
Work collaboratively to streamline office processes and support system upgrades and enhancements.
Require knowledge of Title IV regulations, federal verification, student eligibility, and aid program regulatory requirements.
Preferred skills include experience with PeopleSoft, SQL, advanced Excel, Oracle Business Intelligence, and report writing applications.
Bachelor’s degree and 3-5 years of progressive experience in an automated financial aid office are required.
Strong analytical, problem-solving, communication, organizational, and project management skills are important.
Position is union exempt, with salary range corresponding to pay grade 31 as detailed in the UMass Boston salary schedule.

Assistant Director Financial Aid Operations Full Description

General Summary:

The Assistant Director of Financial Aid Operations, will provide data, technology, and financial systems support to the Financial Aid Office. Working directly with the Senior Associate Director of Financial Aid Operations, the incumbent will assist with systems processing and reporting aspects of PeopleSoft; and will provide support to other office technology, such as, but not limited to, Document Imaging, Campus Logic, and transactions with the Department of Education. The Assistant Director of Financial Aid Operations will focus on areas of data integrity, system troubleshooting, operational problems, testing system upgrades, data distribution, electronic file imports/exports, new-year set up, documenting policies and procedures, working with financial aid staff, and staff training. The incumbent will also be responsible for counseling a caseload of students.

Examples of Duties:

Assist with financial aid systems setup, maintenance, enhancement, project management, financial aid data retrieval query), report writing, and analysis;
Assist the Senior Associate Director with weekly and annual packaging processes, resolving c-flag/ISIR issues,
packaging set-up and monitoring, and awarding on an individual/population level basis;
Assist with documenting financial aid processes and creating training materials for end users, including maintaining an up to date financial aid operations manual;
Work collaborative as part of an office’s operation team; adapt to competing priorities; and help develop solutions to streamline office processes;
Manage and troubleshoot the Document Imaging system, including the preparation of documents for daily shipment to the third party vendor, monitoring nightly data uploads, clearing error queues, answering staff questions, intermittent manual document scanning, completing system updates, and helping plan long term strategic direction;
Process documents through Image-Now Printer for staff members on an as-needed basis, including during peak business periods;
Provide back-up to other members of the operational staff responsible for pre- and post- packaging quality control, including c-flags, federal eligibility, ISIR suspense, grade level changes, and data entry;
Complete projects as assigned by the Senior Associate Director and other senior staff on an ongoing basis
Counsel a caseload of students in all aspects of financial aid including, but not limited to, applying for aid, determination of need, packaging policies, disbursement, appeals process, changes to aid package, loan borrowing and student employment
Responsible for keeping abreast of new federal and state initiatives and making recommendations regarding implementation; maintain auditable records of aid awards, aid adjustments, appeals requests and documentation, in accordance with state and federal regulations
Responsible for counseling students and families to achieve desired outcomes within the boundaries of financial aid regulations and institutional policies;
Collaborate with Information Technology, UITS, and other external agencies to assist with testing, implementation, and enhancements on a regular basis;
Attend and present at conferences and events on and off campus;
Represent the Student Financial Aid Services office on university committees, at recruitment events, and other events, as assigned;
Perform other duties as assigned

Qualifications:

Bachelor’s degree and a minimum of three-five (3-5) years of progressive experience in an automated financial aid office, preferably in a higher education setting, required. Applied knowledge of regulatory requirements governing the financial aid programs required. Knowledge of Title IV regulations surrounding federal verification, student eligibility, aid applications and other aid requirements required. Ability to work evenings and weekends, as requested

Preferred Qualifications:

Knowledge of and experience with PeopleSoft software preferred;
Background and/or experience in counseling techniques preferred;
Experience with, or willingness to learn SQL, advanced excel formula, query, Oracle Business Intelligence, or similar
report writing application preferred.
Knowledge, Skills and Abilities:
Knowledge and proficiency with Microsoft Office (Word, Access, Excel, Outlook) applications;
Ability to deal effectively in high stress situations;
Demonstrated skill in planning and project management;
Strong oral and written communication skills;
Strong interpersonal skills;
Strong analytical and problem solving skills;
Strong organizational skills, with the ability to prioritize and complete simultaneous projects with minimal
supervision;
Strong commitment to student and customer service

Application Instructions:

Please apply online with your resume, cover letter and list of three professional references.

Review of candidates will begin following the application closing date.

Only Internal candidates in the Professional Staff Bargaining Unit will be considered during the first 10 business days of the posting. All other candidates will be considered after that period.

Salary Ranges for the appropriate Pay Grade can be found at the following link:

Grade: 31

Salary Ranges

This is an exempt union position.

All official salary offers must be approved by Human Resources.

UMass Boston is committed to the full inclusion of all qualified individuals. As part of this commitment, we will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact HR@umb.edu or 617-287-5150.

Original Job Description

General Summary:

Examples of Duties:

Assist with financial aid systems setup, maintenance, enhancement, project management, financial aid data retrieval query), report writing, and analysis;
Assist the Senior Associate Director with weekly and annual packaging processes, resolving c-flag/ISIR issues,
packaging set-up and monitoring, and awarding on an individual/population level basis;
Assist with documenting financial aid processes and creating training materials for end users, including maintaining an up to date financial aid operations manual;
Work collaborative as part of an office’s operation team; adapt to competing priorities; and help develop solutions to streamline office processes;
Manage and troubleshoot the Document Imaging system, including the preparation of documents for daily shipment to the third party vendor, monitoring nightly data uploads, clearing error queues, answering staff questions, intermittent manual document scanning, completing system updates, and helping plan long term strategic direction;
Process documents through Image-Now Printer for staff members on an as-needed basis, including during peak business periods;
Provide back-up to other members of the operational staff responsible for pre- and post- packaging quality control, including c-flags, federal eligibility, ISIR suspense, grade level changes, and data entry;
Complete projects as assigned by the Senior Associate Director and other senior staff on an ongoing basis
Counsel a caseload of students in all aspects of financial aid including, but not limited to, applying for aid, determination of need, packaging policies, disbursement, appeals process, changes to aid package, loan borrowing and student employment
Responsible for keeping abreast of new federal and state initiatives and making recommendations regarding implementation; maintain auditable records of aid awards, aid adjustments, appeals requests and documentation, in accordance with state and federal regulations
Responsible for counseling students and families to achieve desired outcomes within the boundaries of financial aid regulations and institutional policies;
Collaborate with Information Technology, UITS, and other external agencies to assist with testing, implementation, and enhancements on a regular basis;
Attend and present at conferences and events on and off campus;
Represent the Student Financial Aid Services office on university committees, at recruitment events, and other events, as assigned;
Perform other duties as assigned

Qualifications:

Preferred Qualifications:

Knowledge of and experience with PeopleSoft software preferred;
Background and/or experience in counseling techniques preferred;
Experience with, or willingness to learn SQL, advanced excel formula, query, Oracle Business Intelligence, or similar
report writing application preferred.
Knowledge, Skills and Abilities:
Knowledge and proficiency with Microsoft Office (Word, Access, Excel, Outlook) applications;
Ability to deal effectively in high stress situations;
Demonstrated skill in planning and project management;
Strong oral and written communication skills;
Strong interpersonal skills;
Strong analytical and problem solving skills;
Strong organizational skills, with the ability to prioritize and complete simultaneous projects with minimal
supervision;
Strong commitment to student and customer service

Application Instructions:

Please apply online with your resume, cover letter and list of three professional references.

Review of candidates will begin following the application closing date.

Salary Ranges for the appropriate Pay Grade can be found at the following link:

Grade: 31

Salary Ranges

This is an exempt union position.

All official salary offers must be approved by Human Resources.

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Assistant Director Financial Aid Operations

Edtech.com's Summary

Assistant Director Financial Aid Operations Full Description

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