Lead Financial Aid Technician

Job Summary The Lead Financial Aid Technician serves as the senior technical subject matter expert responsible for overseeing complex financial aid processing, mentoring technical staff, and ensuring accuracy, compliance, and timeliness across Title IV, state, and institutional aid programs. This role also performs limited financial aid operational analysis, trend monitoring,

and quality assurance reporting to support continuous improvement, audit readiness, and regulatory compliance.

The position does not hold policy authority, system ownership, or final approval authority for disbursements or regulatory submissions. Analytical responsibilities focus on operational data validation, exception trending, workload forecasting, and internal control monitoring in partnership with leadership.

Knowledge, Skills andAbilities Ability to interpret regulations and apply them effectively in day-to-day operations.

Strong focus on data accuracy and ensuring records are aligned and complete.

Skilled in identifying issues and improving processes to prevent them from recurring.

Clear and professional written communication and documentation skills.

High level of attention to detail with a strong commitment to compliance.

Ability to influence and guide others, even without direct supervisory authority.

Sound judgment and discretion in handling sensitive matters.

Adaptable and comfortable navigating change and evolving priorities.

Demonstrate a commitment to working in an organization that values and promotes humanism.

Required Qualifications Education: Bachelor’s degree required

Experience: Minimum 5–7 years of progressively responsible financial aid processing experience in a

Title IV environment.

Demonstrated expertise in federal aid regulations including:

Verification, SAP, R2T4, Enrollment reporting, Professional judgment, Packaging and recalculation logic

Experience with Banner and/or Ellucian financial aid systems.

Strong data analysis skills using Excel, reporting tools, and