Senior Assistant Director, Financial Assistance job in Waltham

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Waltham, Massachusetts - MA Bentley University

Employer:  Bentley University
Job Ref:  Ref_149072
Country:  United States
State:  Massachusetts - MA
City:  Waltham
Zip Code:  02452

Senior Assistant Director, Financial Assistance

locations
Waltham, MA
time type
Full time

job requisition id
R0004391
Job Description Summary

The office of Student Financial Services supports the enrollment goals of the university by providing general information and guidance to students about Student Accounts, Financial Assistance, and Student Employment. Staff members are dedicated to enrolling and retaining successful students and assisting their families through counseling efforts related to navigating student billing and financing options and to understanding financial aid awards, as applicable.
Job Description Summary

The Senior Assistant Director, Financial Assistance reports to an Associate Director and is a part of a team of counselors who manage the delivery of financial aid to prospective and continuing undergraduate and graduate students. This role is responsible for the effective management of a caseload of approximately 13% of aid applicants/recipients. Duties include review of financial aid applications using both Federal and Institutional Methodology and proactive customer service to students and families throughout their enrollment at Bentley University. The Senior Assistant Director trains and mentors newer staff on the complexities of federal and institutional awarding methodology and the use of professional judgment. Due to high-level proficiency in file review, this position often supports other counselors in application review, in order to keep the office on track with review goals, and performs quality assurance on completed student aid files. The Senior Assistant Director, assists in various enrollment management activities, including traveling to local recruitment events, and represents the Student Financial Services office at various functions for the university.

Essential Functions

Counsel a caseload of financial assistance applicants/recipients in all aspects of financial aid from the application stage, to the awarding stage, to the appeal stage (if applicable), and through billing cycles.

Evaluate and analyze detailed confidential reports and tax documents to determine eligibility for federal, state, and institutional financial aid.

Make professional judgment determinations of award and denial within established federal, state, and institutional guidelines and regulations.

Support the office with various clean up processes applicable to all students throughout the academic year, such as federal verification and resolving overawards.

Oversees all aspects of Bentley University’s $6 million Federal Pell Grant Program, ensuring compliance with federal regulations, including timely disbursement of funds and reconciliation.

Manages the Undergraduate the Satisfactory Academic Progress process.

Serves as the liaison to the Housing office and manages Resident Assistant awarding and housing adjustments throughout the year.

Other duties as assigned.

Minimum Qualifications

Bachelor’s degree required and three to five years of experience in the administration of financial aid in a higher education environment.

Must have strong interpersonal and organizational skills, a focus on exceptional customer service, and excellent attention to detail.

Must be adept at using technology and web-based applications.

Experience with PowerFAIDs and/or Workday is desirable, but not required.

Work Environment

The office functions in a hybrid environment with the ability to work from home on a scheduled basis.

Typical office setting with extensive sitting and computer work.

Very little travel is required. However, overtime work is expected during peak periods and to assist with admission work and events.

Attendance at two annual open house events is also required.

With respect to the awarding of financial aid, accuracy is extremely important. Speed is critical in that students must be served in a timely manner.

Bentley University requires references checks and may conduct other pre-employment screening.

DIVERSITY STATEMENT

Bentley University strives to create a campus community that welcomes the exchange of ideas, and fosters a culture that values differences and views them as a strength in our community.

Bentley University is an Equal Opportunity Employer, building strength through diversity. The University is committed to building a community of talented students, faculty and staff who reflect the diversity of global business. We strongly encourage applications from persons from underrepresented groups, individuals with disabilities, covered veterans and those with diverse experiences and backgrounds.

Area of Interest:  Operations/Field Service
Job Category:  Higher-Ed/Education
Position type:  Full-Time
02/29/24
ref: (Ref_149072)
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