The assistant director for student financial services (SFS) is responsible for managing and leading SFS programs, including financial aid processing; monitoring compliance with federal, state, and institutional policies; and monitoring regulations related to financial aid management.
Essential Job Functions and Performance Indicators
The intent of this job description is to provide a representation of the types of duties and level of responsibility that will be required of positions given this title. This job description shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.
Job Responsibilities and Execution
Oversees timely review and processing of financial aid applications, award letters, needs analyses, and fund disbursements
Verifies students’ academic progress as adequate in relation to federal and state regulations
Oversees staff performing return of Title IV calculations
Assists the SFS director and Office of Institutional Research in the development of all required reports and studies by federal, state, and institutional agencies
Ensures adherence to National Collegiate Athletic Association (NCAA) Division II rules and regulations
Trains staff and implements new policies/procedures related to external and internal regulations/rule changes
Manages human resources reporting, including time keeping and other personnel matters, for the department
Selects new personnel and performs integral role in their training
Sets up and maintains the student information system, Workday, to automate and streamline SFS processes and communications
Utilizes report tools such as Workday, BIRT, and Tableau to generate data for campus use
Supervises SFS operations staff and other colleagues
Reports gainful employment to the Department of Education and prepares data to be posted on website
Assists with the Fiscal Operations Report and Application to Participate (FISAP) and A-133 preparation
Coordinates student communications with Enrollment Management, the Business Office, and other student services offices
Leadership and Strategic Thinking
Supports the mission of the University and serves as an ambassador of the Q2 culture of service excellence
Leads the office in areas of compliance, reporting, and system integrations
Oversees the financial aid staff, ensuring timely and accurate aid awarding, disbursement, and reconciliations
Works with campus leadership to ensure financial strategies are established in order to promote enrollment and maximize tuition revenue
Works with the SFS director to identify areas of improvement and acts as a change agent
Employee Management and Development
Models, supports, and holds others accountable to the University’s values – integrity, dedication, excellence, creativity, and teamwork
Recruits, interviews, recommends, welcomes, observes, and monitors performance of new employees
Sets clear performance expectations and holds employees accountable
Conducts thorough and timely performance evaluations based on evidence, observation, and feedback
Job may require other duties as assigned.
Required Qualifications – An equivalent combination of education, training, and experience will be considered. Additional requirements may be designated by position.
Minimum of 3 years’ experience in financial aid in a leadership role
Master’s degree preferred
Experience with student financial services model preferred
Knowledge, Skills, and Abilities – May be representative, but not all inclusive, of the knowledge, skills, and abilities necessary to perform this job competently.
Demonstrated ability to work effectively with individuals from diverse communities and cultures
Ability to generate and interpret ad hoc data reports related to financial services, financial aid programs, and discount rates, etc., for use by internal and external groups
Working knowledge of enrollment management best practices
Ability to interpret federal, state, and institutional awarding rules and implement them correctly
Familiarity with NCAA Division II financial aid compliance regulations
Ability to coordinate with other departments
Strong interpersonal skills and ability to communicate effectively with staff and students
Highly organized and able to direct multiple projects simultaneously
Strong professional integrity and ability to maintain strict confidentiality
Ability to use good judgment and think critically
Experience with general office software, particularly Microsoft Office Suite and financial aid proprietary applications (Workday, COD, EDExpress, and the National Student Loan Data System [NSLDS])
Work Environment – Environmental or atmospheric conditions commonly associated with the performance of this job’s functions.
General office setting
Physical Abilities – The physical demands described below are representative of those that must be met by an employee to successfully perform this job’s essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Ability to work effectively at a computer for extended time daily
Must be adequately mobile to attend meetings and events throughout campus
Regular attendance is a necessary and essential function
Equal Opportunity Employer
Lindenwood University is an Equal Opportunity employer. The University complies with appropriate federal, state, and local laws and provides equal employment opportunities and access to educational programs without regard to race, color, religion, gender, age, sexual orientation, gender identity, national origin, veteran status, disability, or any other protected status to all qualified applicants and employees. Lindenwood University is committed to a policy of non-discrimination and dedicated to providing a positive discrimination-free educational work environment.
Lindenwood University, often referred to as Lindenwood or LU, is a private, coeducational, liberal arts university located in St. Charles, Missouri. Founded in 1827 by George Sibley and Mary Easton Sibley, it is the second oldest higher-education institution west of the Mississippi River and since 1990 the fastest growing university in the Midwest. The University offers more than 120 undergraduate and graduate degree programs to more than 16,000 students a year through values-centered programs that lead to development of the whole person. Lindenwood is accredited by the Higher Learning Commission of the North Central Association of Colleges and Schools.