Assistant Director - Undergraduate Financial Aid

Posting Details

Position Information

Position Title

Assistant Director - Undergraduate Financial Aid

Position Type

Regular

Job Number

SA97224

Full or Part Time

full-time 40 hours weekly

Fair Labor Standard Act Classification

Exempt

Anticipated Pay Range

$79,000-$82,000

Pay Range Information

Chapman University is required to provide a reasonable estimate of the compensation range for this position. This range takes into account a variety of factors that are considered in making compensation decisions, including experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. Salary offers are determined based on the final candidate’s qualifications and experience, as well as internal equity and other internal factors. The anticipated pay range is not a promise of a particular wage.

Position Summary Information

Job Description Summary

As a critical part of the Undergraduate Financial Aid management team, the Assistant/Associate Director provides leadership, mentorship, support, and direction to the counseling team while providing valuable insight and innovation about policies, procedures, programs, and regulations. This position helps to ensure data integrity and compliance with university, state, and federal laws, internal controls and quality standards of service.

This position resolves problems outside the scope of the counseling team, including working directly with students and parents and researching and resolving complex issues. The Assistant or

Associate Director prepares materials and presents to large and small groups during orientation, financial aid nights, and as requested by community partners. Performs other duties as assigned or requested.

Responsibilities

Management and Leadership

• Serve as a member of the Undergraduate Financial Aid Office

management team.

• Provide leadership, mentorship, support, and direction to the

counseling team within the office, directly supervising 4 to 6 team members.

• Create and maintain cohesive training materials for new team

members.

• Provide a platform for the team to maintain continuous

proficiency in federal and state regulations as well as institutional policies.

• Participate in setting goals and objectives for the area and

measure performance against those goals and objectives.

• Provide policy and regulation interpretation; determine

exception requests as deemed appropriate for the position level.

Evaluate internal practices, procedures, and policies and recommend changes or enhancements.

• Promote a positive image of the Financial Aid Office and

Enrollment Division ensuring accurate, consistent, and timely information is disseminated in accordance with policies and procedures.

• Maintain professional currency through active participation and

leadership in associations and committees both internal and external to the university.

• Create and maintain a master calendar that includes regular

meetings with the team as well as individual team members.

Communication and Outreach

• Regularly meet with students and families as needed.
• Handle student, parent, and other issues requiring escalation

in a diplomatic and tactful manner.

• Present at on- and off-campus financial aid events including

financial aid nights, conferences, and enrollment events that may include overnight travel.

• Act as a primary liaison for campus partners including

Disability Services, Global Education, Student Business Services,

Office of the Registrar, as well as the Dean of Students Office to answer questions, provide guidance, and resolving complex problems.

• Annually lead the effort to update all forms, communications,

and web-based materials.

Data Management and Reporting

• Monitor weekly, monthly, and annual reports to ensure

compliance with federal and state regulations. Reports may include transfer monitoring, over-award reporting, housing changes, study abroad changes, as well as withdrawal reports.

• Provide consistent data and analysis related to the

effectiveness of the work being done in order to identify trends, successes, and areas of improvement.

• Provide insight during regularly scheduled leverage planning

meetings and assist with any yearly setup or changes as needed.

• Provide quality assurance and testing of financial aid

packages.

Required Qualifications

• Bachelor’s degree or equivalent combination of education and

experience.

• A minimum of 4 years undergraduate financial aid experience in

a public or private non-profit university

• Strong and current knowledge of federal and state financial aid

programs

• Proven ability to communicate clearly and accurately with

internal and external partners as well as students and their families

• Strong interpersonal skills with the ability to listen, remain

calm, and empathize with students and parents from diverse backgrounds

• Ability to demonstrate tact and diplomacy and maintain a high

level of confidentiality with a strict adherence to FERPA standards

• Demonstrated ability to make appropriate decisions and sound

judgments on routine to critical matters

• Ability to maintain and present data in a clear and concise

manner

• Ability to work successfully both independently and as part of

a team

• Strong organizational skills to prioritize projects and

deadlines and assist the team to do the same

• Comfort with public speaking and presentations including the

creation of presentations and outreach materials

Desired Qualifications

• Master’s degree
• Multiple NASFAA professional credentials
• Significant experience with PeopleSoft/Campus Solutions,

ImageNow/Perceptive Content, as well as Microsoft Office Suite

• At least one year experience managing a small team or

professional employees

• Billingual Spanish and English

Special Instructions to Applicants

At Chapman University, we believe collaboration thrives through in-person engagement. This position is fully on campus, and employees work alongside colleagues, faculty, students, and staff each day to support our vibrant university community.

Chapman University is an equal opportunity employer that provides equal employment opportunities to all individuals, regardless of their protected characteristics. All qualified applicants and employees are encouraged to apply and will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, citizenship status, physical disability, mental disability, medical condition, military and veteran status, marital status, pregnancy, genetic information or any other characteristic protected by state or federal law.

Applicants for Staff and Administrator positions must be currently authorized to work in the United States on a full-time basis.

The offer of employment is contingent upon satisfactory completion and outcomes of a criminal background screening and returning to the Office of Human Resources a signed original acceptance of the

Chapman University Agreement to Arbitrate

Minimum Number of References

3

Maximum Number of References

4

Pre-screening Questions

Required fields are indicated with an asterisk (*).

Applicant Documents

Required Documents

• Resume
• Cover Letter
• 3 References Listed on One Page

Optional Documents

• Letter of Recommendation 1
• Letter of Recommendation 2