St - Saint Michael's College
Saint Michael’s College
Job Description
Job Title: Assistant/Associate Director of Student Financial Services
Department: Student Financial Services
Supervisor or Manager: Senior Director of Student Financial Services
Date Created: 2/28/05 Last Revised: 4/12/2020 FLSA Status: E
Approved by (print name): ________________________ Signature: ___________________________
Our Mission: It is the mission of Saint Michael’s College to contribute through higher education to the enhancement of the human person and to the advancement of human culture in the light of the Catholic faith.
Major Objectives of the Position:
• Serve as primary point of contact on matters related to student accounts and billing, payment options, and student health insurance, and as a liaison to the College’s servicers and collection agencies.
• Guide students and families through all aspects of applying for financial aid and financing a St. Mike’s education, from financial aid application through bill settlement.
• Ensure that financial aid processes and policies align with accounts receivable processes to provide a seamless experience for students and families.
• Ensure that federal funds are awarded, disbursed, reported and reconciled in a timely manner and in full compliance with all applicable Title IV regulations.
• Assist with development of policies and procedures which ensure Title IV compliance, are consistent with policies of the College and provide for the efficient operation of the office and meet the needs of students and families.
• Complete federal verification, review financial aid files and award federal and institutional financial aid.
• Represent the Student Financial Services office at Admissions events and deliver presentations to prospective students and families on the financial aid process.
• Supervise and coordinate the efforts of two to five student employees.
• Represent the College at various community and business meetings.
Essential Duties and Responsibilities:
• Maintain student accounts by processing tuition, fee and housing charges, including for special programs, in collaboration with offices across campus.
• Serve as a liaison to the College’s Perkins Loan servicer and other vendors, and collection agenc(ies).
• Counsel students and parents on all aspects of college financing, bill settlement and financial aid processes.
• Review financial aid files to complete federal verification, address ISIR rejects and C-flags and resolve conflicting information.
• Package financial aid in accordance with federal guidelines and institutional policies and procedures.
• Attend admission events including fall and spring open houses. Deliver presentations on the financial aid process to prospective students and families.
• Participate in training sessions and stay current on federal regulations and guidelines.
• Attend meetings to stay current on administrative and student issues on campus.
• Maintain a positive and cooperative working relationship with members of the office and the campus community and frequently engages with colleagues to problem-solve.
• Perform other miscellaneous job-related duties as assigned.
Positions Supervised:
• Student employees
Position’s Major Contacts:
• Leaders and office staff within Student Financial Services
• Other offices across campus, including Finance, Housing, Student Life, and Admission
• Students
• Parents
• Lenders
• Servicers and vendors
• Vermont and other state higher education agencies
Demonstrates Excellence in this Position:
• Provides exceptional customer services to students, families and internal constituents.
• Demonstrates broad knowledge of federal Title IV regulations and remains abreast of any regulatory changes impacting Title IV administration.
• Understands current practices in enrollment management, financial aid and accounts receivable, as well as the College’s goals and objectives as they pertain to these areas.
• Demonstrates a high level of proficiency in Ellucian’s Colleague software as well as Excel, Word, and other computer software. Identifies opportunities to leverage technology to streamline processes, enhance compliance and improve the student experience.
• Learns new information, regulations and software quickly as needed.
• Collaborates with other offices on campus, and external organizations, to implement new programs effectively, policies or regulatory changes in a way that ensures compliance with Title IV regulations, meets the needs of students and families, and provides for the efficient administration of financial aid programs.
• Is well organized, self-motivated, and a problem solver who can think outside and around established parameters.
Education and Work Experience Required:
• Bachelor’s degree, or equivalent combination of education and experience.
• 2-5 years progressive experience in financial aid, student accounts, and/or a related area.
• Based on the level of expertise and years of relevant experience, the position title will reflect Assistant Director or Associate Director.
Analytic Skills Required:
• The ability to recognize several likely causes of events, analyze relationships among several parts of a problem or situation, and then formulate a multi-step response.
Language and Literacy Skills Required:
• Reads and interprets documents such as operating instructions, procedure manuals, and College policies. May need to spend substantial time on the telephone or in meetings to gather necessary information and plan projects. Has the demonstrated ability to prepare or revise written reports or other documents.
Computer/Technology Skills Required:
Microsoft Word ___ None ___ working knowledge _X_ intermediate ___ highly proficient
Microsoft Excel ___ None ___ working knowledge ___ intermediate _X_ highly proficient
Microsoft Publisher _X_ None ___ working knowledge ___ intermediate ___ highly proficient
Microsoft Powerpoint ___ None _ _ working knowledge _X intermediate ___ highly proficient
Microsoft Outlook ___ None __ working knowledge ___ intermediate _X_ highly proficient
Adobe Photoshop _X_ None ___ working knowledge ___ intermediate ___ highly proficient
Adobe Acrobat ___ None _X_ working knowledge ___ intermediate ___ highly proficient
Quark _X_ None ___ working knowledge ___ intermediate ___ highly proficient
Colleague ___ None ___ working knowledge _X_ intermediate ___ highly proficient
Internet Research ___ None ___ working knowledge ___ intermediate _X_ highly proficient
Licenses, Certifications and Other Requirements:
• None required
Physical Demands:
Work is often performed in a typical office environment requiring:
• Sitting in a normal seated position for extended periods of time
• Reaching by extending hand(s) or arm(s) in any direction
• Dexterity sufficient to manipulate objects with fingers, for example, operating a computer keyboard
• Hearing sufficient to hear within normal range
• No or very limited physical effort
• No or very limited exposure to physical risk
While performing the duties of Assistant/Associate Director of Student Financial Services, the employee is occasionally required to lift and/or move 10-25 pounds.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with a disability to perform the essential functions.
Additional Requirements for the Job:
• Ability to do some occasional travel as needed
The above job description in no way states or implies that these duties are the only duties performed by this employee. The incumbent is expected to perform other related duties necessary for the effective operation of the College.
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