Assistant Director, Undergraduate Financial Aid

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Overview

Reporting to the Associate Director, Undergraduate Financial Aid, the Assistant Director will serve as an active member of dynamic, service oriented, and student-centered team. This position will contribute to Yale’s student recruitment and retention efforts by providing outstanding service and educational financing counseling to Yale College students and their families. The Assistant Director will be responsible for a financial aid caseload, with professional judgement decisions being made within established institutional and federal guidelines, and will also provide extensive and timely communications in person, in writing, and on the phone/zoom to students in all aspects of undergraduate financial aid, student employment, and billing. Provide outstanding service and educational financing counseling to students and families (in-person, on the phone/zoom, and for campus recruitment events) Responsibility for a financial aid caseload. Professional Judgment decisions must be made within established institutional, federal, and state guidelines. Review and verify eligibility for all forms of institutional financial assistance and federal financial aid. Explain complex terms and conditions of Federal and College financial aid policies and procedures; Provide comprehensive information to students and families regarding aid policies Provides extensive and timely communication with parents, students (both prospective and current), as well as other campus constituents, in person, email, and on the phone/zoom Serves as an active member of the Financial Aid Review Committee May have an assigned specialty area/program of responsibility Some evening and weekend work will be require, along with other duties as assigned

Required Skills and Abilities

1. Demonstrated excellence in interpersonal and communication skills with emphasis on superior customer service in a high-volume environment. Ability to represent the office in a positive and professional demeanor and appearance. Strong verbal and written communication skills.

2. Demonstrated ability to work independently and proactively as a member of a team. Should be committed to working in a culture of diversity, respect and inclusion. High level of personal responsibility along with a positive and cooperative attitude. Demonstrated initiative and follow through on tasks, taking ownership for as3. signed functions.

3. Demonstrated ability to manage multiple tasks and handle time sensitive competing priorities. Ability to quickly identify and respond to wide-ranging topics, including taking steps to resolve problems effectively.

4. Ability show sensitivity to a diverse group of students and parents during potentially difficult and come times emotional financial situations. Proficiency in Microsoft Office Word, Excel, Power Point, Outlook.

5. Appreciation and respect for principles of diversity, equity, and inclusion. Ability to engage with diverse individuals (age, gender, nationality, race/ethnicity, profession, sexual orientation, etc).

Preferred Education, Experience and Skills

Experience with both Institutional and Federal Aid analysis and policy. Experience with Banner.

Preferred Skills and Abilities

1. Master's degree in a relevant field and several years of experience in student advising, program management, or related areas.

2. Experience with educational financing, financial literacy, and financial aid processes at an institutional and federal level.

3. Familiarity with student information systems and CRM platforms (such as Banner, Slate, or Qualtrics) and the ability to learn new technologies quickly.

4. Prior experience working in higher education, with knowledge of academic procedures and course management systems.

5. Experience managing experiential learning programs and conducting data analysis to support program development and student success initiatives.

Principal Responsibilities

1. Plans, coordinates and implements programs for a particular school or college in one or more of the following areas: financial aid, career services, and/or admissions. 2. Recommends short- and long-term administrative and department goals. 3. Determines student eligibility in one or more of the following areas: federal loan programs, school grants, job placement opportunities, and/or admissions. 4. Provides guidance, advice and counseling in one or more of the following areas: academic, admissions, career, and financial matters for students, faculty and prospective students. 5. Initiates, designs and implements operational systems to maintain and monitors student records and/or applicant records. 6. Reviews and approves all written material for publication or press release. 7. Organizes workshops and on and off campus recruitment events in one or more of the following areas: career services, admissions, and/or financial aid. 8. Supervises day to day operation of services; determines priorities and maintain workflow. 9. May perform other duties as assigned. Required Education and Experience Bachelor’s Degree in a relevant field and four years of experience in a related area or an equivalent combination of education and experience.

Job Posting Date

03/06/2026

Job Category

Professional

Bargaining Unit

NON

Compensation Grade

Academic Administration

Compensation Grade Profile

Student Services Officer 3 (23)

Salary Range

$65,000.00 - $101,000.00

Time Type

Full time

Duration Type

Staff

Work Model

On-site

Background Check Requirements

All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.

Health Requirements

Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.

Posting Disclaimer

Salary offers are determined by a candidate’s qualifications, experience, skills, and education in relation to the position requirements, along with the role’s grade profile and current internal and external market conditions.

The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the position. Employees will be assigned specific job-related duties through their hiring department.

The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual’s sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.

Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).

Note

Yale University is a tobacco-free campus.