| Position Summary The Assistant/Associate Director of Financial Aid works collaboratively with the Director of Financial Aid and other staff members with the administration of all aspects of the student financial aid function, which involves the development, administration and interpretation of financial aid policies and procedures in accordance with established federal, state and institutional guidelines. The Assistant/Associate Director works independently and is expected to exercise discretion and independent judgment in carrying out responsibilities. About Harvey Mudd College: Located in the heart of Claremont, California, 35 miles east of Los Angeles, Harvey Mudd College is a highly selective undergraduate liberal arts college offering degrees in science, technology, engineering and mathematics. HMC enrolls about 800 students and is a member of The Claremont Colleges, which comprises five undergraduate colleges and two graduate institutions. According to students, professors, and alumni, what makes Harvey Mudd distinctive is its collaborative, cross-disciplinary nature. The working environment is built on collaborative relationships between and among all members of the campus community and a deep commitment to the College’s mission to educate students “so that they may assume leadership in their fields with a clear understanding of the impact of their work on society.” Summary of Job Responsibilities: - Develop financial aid strategies for all college funds.
- Supervise staff in absence of the Director of Financial Aid.
- Direct the daily workflow and office projects.
- Conduct the annual NASFAA self-evaluation report.
- Prepare, analyze and develop statistical reports.
- Manage Federal Direct, institutional and private loans and Federal Work Study, Pell and Cal Grants, which includes evaluating and managing relationships with private loan lenders as well as Federal Direct loan and private loan servicers and making recommendations on Federal Direct Loan and private loans processing.
- Conduct file audit for compliance with federal, state and institutional policies.
- Ensure proper compliance and administration of all student aid programs.
- Review financial aid applications to determine applicant’s eligibility for federal, state and institutional aid using federal and institutional methodologies.
- Package financial aid for qualified students.
- Counsel aid applicants.
- Advise prospective students and parents regarding financial aid opportunities, alternative funding sources and the financial aid application process.
- Maintain knowledge of regulations, laws and trends in student financial aid and federal and state legislation to interpret applicability to Harvey Mudd College.
- Monitor Satisfactory Academic Progress.
- Originate loan applications.
- Ensure College website is up-to-date and meets all financial aid compliance requirements.
- Assist with on-going training with staff as needed.
- Download on a daily basis electronic versions of the CSS/Profile and FAFSA applications.
- Download IDOC data files on a daily basis.
- Coordinate periodic software upgrades to PowerFAIDS and EDE.
- Responsible for Return of Title IV (R2T4) funds withdrawal calculations.
- Coordinate, run and upload daily data feed from Slate.
- Coordinate and update financial aid forms and publications.
- Ensures accurate and timely communications to students and potential students regarding financial aid awards, application deadlines, etc.
- Coordinates accurate and timely preparation and filing of required state, federal, institutional and other external reports.
- Run and upload weekly data feed from PowerFAIDS to Jenzabar CX.
- Perform other duties as assigned by Director of Financial Aid.
Summary of Qualifications: Education and Experience: - Bachelor’s degree.
- Minimum of five years of progressive administrative responsibility in student financial aid, including at least two years of experience in a leadership role; experience in packaging and need analysis procedures, extensive experience utilizing automated financial aid software, including PowerFAIDS, Slate, EDE and experience in analysis and research using financial aid data; extensive knowledge of Title IV regulations governing federal student aid including verification, need analysis, conflicting information, federal reporting requirements, and return of Title IV aid (R2T4).
Required Knowledge, Skills, and Abilities: - Demonstrated competency in EDE, COD, NSLDS, FAA Access, ELM, FISAP, Microsoft Office Suite, Excel/Lotus software, WebGrants, etc.
- Thorough knowledge of state and federal financial aid programs and regulations and the ability to interpret and apply complex federal and state regulations in awarding student aid in a selective school environment.
- Thorough knowledge of PowerFAIDS, Common Origination and Disbursement (COD) records, and laws affecting the awarding and disbursement of Federal Direct Loan funds.
- Demonstrated success in regulatory compliance and a strong understanding of tax law as it relates to the awarding of all financial aid programs.
- Must be detail oriented with excellent time management, strong customer service, and technical skills required.
- High level of proficiency in MS Excel and Word.
- Excellent presentation skills in disseminating financial aid information cohesively to large and small audiences.
- Excellent interpersonal communication, organizational, analytical/problem-solving, public speaking and writing skills.
- Ability to:
- Conduct research, analyze and interpret data
- Reconcile program expenditures such as Federal Direct, Pell Grants, SEOG, Cal Grants, Federal Work Study and private loan programs
- Work independently and exercise sound judgment in confidential or sensitive situations
- Supervise others and resources, and supervise staff in the absence of the Director of Financial Aid
- Package student financial aid ensuring compliance with all sources and types of aid
- Understand Federal, State and institutional need analysis policies and philosophy and apply institutional, state and federal financial aid analysis methodologies to financial aid applications
- Understand federal loan programs, including the roles of federal loan servicers and private loan lenders
- Communicate effectively and discuss sensitive, confidential financial information and complex processes with diverse on- and off-campus constituencies, including students, families and groups of diverse ethnic, socioeconomic, cultural and philosophical beliefs
- Use and understand loan processing software systems, including familiarity with common financial aid software management systems (i.e. PowerFAIDS and Jenzabar)
- Develop budget forecasts for areas of responsibility
- Evaluate effectiveness of programs and make recommendations for improvement
- Be flexible and work as team member
- Resolve complex financial aid cases
Physical Experience: - Normal physical job functions performed within a standard office environment and include reaching, fingering, grasping, talking, hearing, seeing and repetitive motions. May occasionally lift/push/pull items up to 15 lbs.
Application Procedures: Please visit www.hmc.edu/employment to view a complete job description for this position and obtain information about how to submit an application. Information about HMC’s competitive benefits package is available at www.hmc.edu/hrbenefits. Deadline to apply: Position will remain open until filled. Harvey Mudd College is an Affirmative Action/Equal Opportunity Employer. Qualified applicants will be given consideration for employment without regard to age, race, gender, national origin, sexual orientation, protected veteran’s status, disability, or any other characteristics protected by applicable law. |
