Assistant Director of Financial Aid (Project Management)
The Assistant Director of Financial Aid is responsible for the timely delivery of financial aid consistent with Simpson University policy and regulatory agencies, as well as all related financial reporting and compliance activities. Primary duties include oversight of packaging and awarding student financial aid, reconciliation of Cal Grant and federal grants, management of Simpson University endowed and non-endowed student scholarships and all related compliance areas. This position supervises the Financial Aid Technician positions. Secondary duties include student budget revision, outside scholarship processing, periodic file reviews, reporting and customer service. This position also serves as the certifying financial aid official for Simpson University.
Anticipated Start Date: May 15, 2025
Qualifications:
Bachelor's degree in accounting or related field required
Thorough working knowledge of issues related to financial aid and accounting and their relevant regulatory reporting requirements (e.g. CSAC, IRS, DOE, etc.)
Minimum of three years' experience in management of student financial aid programs and student financial aid delivery
Highly proficient in MS Office applications (e.g. Word, Excel, Access, etc.)
Strong computer application and relational databases management skills
Demonstrated self-starter and highly motivated
Excellent administrative abilities, including demonstrated ability to manage multiple tasks effectively
Highly professional in integrity and demeanor
General Expectations:
Personal relationship with Jesus, a vibrant Christian faith, and a commitment to Christian community; capable of sharing faith and engaging in conversations about Christ
Demonstrate Simpson University Values in the performance of all duties.
Maintain lifestyle in accordance with Simpson University Lifestyle Policy in Staff Handbook
Maintain the confidentiality of information, data and records
Properly exercise tact, diplomacy, discretion, and professional judgment
Demonstrate strong customer service skills in the performance of job duties
Demonstrate good organizational and communication skills in the performance of job duties
Supervises employees in accordance with Simpson University policies and procedures
Support the overflow needs of other departments within the respective university area
Perform other duties in accordance with this position as deemed necessary by the immediate supervisor
Essential Functions:
Oversight of awarding student financial aid and manage financial aid programs for Simpson University and all federal and state aid programs in which Simpson University participates
Facilitate and coordinate the process for selecting students to be awarded endowed scholarships in accordance to donor criteria
Be responsible for regulatory compliance with DOE and CSAC, including reconciling federal loan and grant programs and Cal Grant monthly and at year end
Manage third party billing by accurately tracking benefits on student award letters and processing all third party invoices
Perform all federally mandated refund calculations for financial aid funds
Calculate satisfactory academic progress standing and communicate with students regarding the outcome of the calculation and the financial aid eligibility impact of the calculations
Assist Director of Financial Aid with reporting as needed
Research and maintain current knowledge pertaining to changes and proposed changes within federal and state financial aid programs in order to recommend and develop necessary policies and procedures
Assist the Director of Financial Aid in effectively managing financial aid awarding and ensuring regulatory compliance
Communicate with students as needed regarding complex financial aid situations and award revisions
Related Responsibilities:
Assist with the development of enhanced communication strategies
Support enrollment and retention efforts in the areas of financial aid processing, reporting activities, and related customer service
Physical Requirements:
Job Title:
Assistant Director of Financial Aid
Typical Working Conditions:
(Describe environment including exposure to heat, cold, fumes, chemicals, allergens, mold, etc.)
Indoors in controlled environment
Equipment Used:
(List all manual and automated equipment used in the course of performing essential functions.)
Computer, scanner, copier, mouse, keyboard, stapler, 3-hole punch, letter opener
Essential Physical Tasks:
(List all physical tasks encountered in performing essential functions - i.e. sitting for long periods of time using a computer, standing, climbing ladders, etc.)
Sitting for long periods of time using a computer
Analysis of Physical Demands to Perform Essential Functions:
Key (Based on typical week):
N=Never
R=Rarely (Less than 1 hour per week)
O=Occasional (1%-33% of time)
F=Frequent (34%-66% of time)
C=Constant (over 66% of time)
Activity
Frequency
Activity
Frequency
N
R
O
F
C
N
R
O
F
C
Lifting/Carrying
Twisting/Turning
Under 10 lbs
X
Reach over shoulder
X
11-20 lbs
X
Reach over head
X
21-50 lbs
X
Reach outward
X
51-100 lbs
X
Climb
X
Over 100 lbs
X
Crawl
X
Kneel
X
Pushing/Pulling
Squat
X
Under 10 lbs
X
Sit
X
11-20 lbs
X
Walk-Normal Surfaces
X
21-50 lbs
X
Walk-Uneven Surfaces
X
51-100 lbs
X
Walk-Slippery Surfaces
X
Over 100 lbs
X
Stand
X
Bend
X
Driving
Automatic Trans
X
Standard Trans
X
Other
Keyboard/Ten Key
X
Fingering (fine dexterity)
X
Handling (grasping, holding)
X
Repetitive Motion - Hands
X
Repetitive Motion - Feet
X
Salary: $68,640.00 annum
