Position Title:
Executive Director, University Financial Aid Services
Position Type:
Regular
Hiring Range:
$125,000 - $148,700 annual; Compensation will be based on education, experience, skills relevant to the role and internal equity.
Pay Frequency:
Annual

• POSITION PURPOSE

The Executive Director of Financial Aid, reports to the AVP of Enrollment Management, and oversees the department’s daily operations to ensure high-quality customer service and adherence to regulatory standards. This senior leadership position includes managing staff, coordinating system updates, overseeing financial aid processing, ensuring compliance with federal/state regulations, managing audits, and providing leadership in policy interpretation and communication. Additionally, the Executive Director collaborates with the AVP of Enrollment on financial aid budget oversight (both undergraduate and graduate) and technological advancements, while maintaining university financial aid policies and participating in various leadership duties. This position is to ensure all federal/state/institutional grant programs including Loan Programs, are in compliance with federal/state/intuitional regulations and audit compliance with the University’s Federal Compliance Single Audit A-133.

• ESSENTIAL DUTIES AND RESPONSIBILITIES
• Administrative Oversight & Compliance
• Administer, control, and coordinate federal, state, and institutional financial aid programs.
• Develop, implement, and revise policies and procedures to ensure compliance with federal, state, agency and university rules and regulations.
• Maintain and update office policy, procedures, and standards.
• Create and review reports for compliance and financial aid program assessment.
• Ensure smooth operation of the Financial Aid Office.
• Oversee system integrations with the federal and state financial aid processing systems.
• Strategic Collaboration and Planning
• Collaborate with EM staff and other offices in strategic and operational planning to achieve institutional and enrollment goals.
• Advise the AVP for Enrollment Management and VP of trends and development in Financial Aid.
• Perform policy and data analysis, decision support, and predictive modeling related to financial aid, and enrollment management.
• Develop and maintain effective fiscal controls and proper record-keeping
• Plan and execute strategic financial aid and enrollment projects as required by the AVP and VP for Enrollment Management.
• Serve as a FAO’s official liaison to other university departments, including Admission, Bursar’s Office, the Registrar, and Human Resources, in support of projects and the direction of the AVP and/or Sr. Director of EM Technology, Systems, and Data.
• Represent the VP and AVP for Enrollment Management as needed. Other duties as assigned in support of the distinctive Jesuit, Catholic mission of the University.
• Participate in leadership campus committees for University initiatives.
• Financial Aid Program Management and Outreach
• Process financial aid awards, utilizing federal needs analysis calculations and resolving complex funding issues.
• Oversee phases of the Direct Loan Program, including origination, reconciliation, and adjustments.
• Oversee the coordination of campus student employment (work-study)
• Manage and troubleshoot phases of the Federal Loan Program, including origination, disbursement, and reconciliation.
• Collaborate across campus to increase financial literacy and help maintain students’ financial aid eligibility through education of programs.
• Visit high schools and participate in outreach programs to inform prospective students and families about financial aid. This may include program on and off campus.
• Supervision and Training
• Supervise professional and clerical staff, determining work priorities, delegating tasks, and evaluation staff work efforts.
• Monitor financial aid satisfactory academic progress and program pursuit processes and eligibly adherence.
• Develop training and collaborate with staff to enhance their comprehension of financial aid programs and associated rules and regulations.
• Provide leadership and mentorship to developing direct reports.
• Student Support and Communication
• Manage student satisfaction through quality customer service in financial aid administration.
• Counsel students and parents on financial eligibility, using professional judgement.
• Conduct financial aid presentations and communicate with local high schools and various organizations and venues, locally and nationally.
• Create and maintain effective communication plans with key college office and external agencies.
• Collaborate and manage effective communication deployment including social media, website, E-mails, and print material.
• PROVIDES WORK DIRECTION

Financial aid staff, lead of loans, lead of packaging, lead of operations.

• RECEIVES WORK DIRECTION FROM

AVP of Enrollment Management. Dotted line to Sr. Director of EM Systems, Technology, and Data.

• GENERAL GUIDELINES
• Establishes and improves delivery of financial aid programs (federal, state, university, and private), policies, procedures, practices, office services, and workflows.
• Provides and models outstanding customer service to internal and external constituents and stakeholders in all aspects of financial aid.
• Develops and recommends initiatives and implements changes to improve quality and services.
• Identifies and determines cause of problems; develops and presents recommendations for improvement of established processes and practices.
• Maximizes productivity through use of appropriate tools; planned training and performance initiatives.
• Researches and develops resources that create timely and efficient workflow.
• Prepares progress reports; informs supervisor of project status; and deviation from goals. Ensures completeness, accuracy and timeliness of all operational functions.
• Prepares and submits reports as requested and required.
• Develops and implements guidelines to support the functions of the unit.
• QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The items below are representative of the knowledge, skills, abilities, education, and experience required or preferred.
This position requires the ability to effectively establish and maintain cooperative working relationships within a diverse multicultural environment.
Employee cannot be in default of Title IV loans.

• Knowledge
• Knowledge of financial aid policies, procedures, eligibility requirements, and applicable federal and state regulations and/or experience working in highly regulated industry.
• PC proficiency required, including experience with data base management. Knowledge of Microsoft Office, spreadsheets, and Google mail applications preferred.
• Individuals with knowledge of the CSS IM calculation are especially encouraged to apply.
• Knowledge and experience with automated systems (Workday preferred) and data processing.
• Knowledge of data management and optimization principles.
• Skills
• Exceptional organizational skills, strong interpersonal skills, attention to detail, and the ability to work independently and effectively with changing priorities in a high stress, fast paced environment is required.
• Must have excellent and effective communication skills and the ability to resolve a wide range of issues from inquiring students, parents and other staff. Spanish speaking skills is preferred.
• Strong computer skills required and other related equipment.
• Knowledge of regulatory compliance principles and practices
• Knowledge of administrative procedures and practices
• Skill in people leadership and supervision
• Skill in independent decision making
• Skill in positive productive, and flexible customer service
• Skill in budget/resource management
• Strong skills in using Microsoft Excel, Word, and PowerPoint, Workday, and other systems and software.
• Abilities
• Ability to develop and maintain effective and positive working relationships
• Ability to apply analytical and critical thinking skills as well as draw conclusions and prepare accurate reports or results
• Must have ability to work effectively with changing priorities in a high stress, fast paced environment, and a demonstrated ability to manage multiple tasks.
• Ability to interpret complex institutional, state, and federal regulations; exercise independent judgment in making decisions.
• Must have the ability to work effectively with faculty, staff, and students and parents from a variety of diverse backgrounds.
• Ability to manage confidential information.
• Understanding and support of Jesuit tradition of education and commitment to the fundamental values of service to others, community, and diversity.
• Education and/or Experience
• Master’s degree
• Minimum of 12 years’ experience that demonstrates increasing responsibility in a service environment.
• Minimum five (5) years of multi-tiered staff supervision in a service environment.
• Demonstrated experience working in financial aid or a highly regulated industry/environment.
• Demonstrated experience with independently coordinating long-term projects from implementation to completion.
• PHYSICAL DEMANDS

The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. In accordance with the Americans with Disabilities Act, as amended, the California Fair Employment & Housing Act, and all other applicable laws, SCU provides reasonable accommodations for qualified persons with disabilities. A qualified individual is a person who meets skill, experience, education, or other requirements of the position, and who can perform the essential functions of the position with or without reasonable accommodation.

• Considerable time is spent at a desk using a computer terminal.
• May be required to travel to other buildings on the campus.
• May be required to attend conference and training sessions within Bay Area or in- or out-of-state locations.
• May be required to occasionally travel to outside customers, venders or suppliers.
• WORK ENVIRONMENT The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job.
• Typical office and computer lab environment.
• Mostly indoor office environment with windows.
• Offices with equipment noise.
• Offices with frequent interruptions.

EEO StatementEqual Opportunity/Notice of NondiscriminationSanta Clara University is an equal opportunity/equal access/affirmative action employer fully committed to achieving a diverse workforce and complies with all Federal and California State laws, regulations, and executive orders regarding non-discrimination and affirmative action. Applications from members of historically underrepresented groups are especially encouraged. For a complete copy of Santa Clara University’s equal opportunity and nondiscrimination policies, see https://www.scu.edu/title-ix/policies-reports/
COVID-19 StatementThe health and safety of the University community is a top priority. The University strongly recommends that all employees are fully vaccinated for COVID-19 as the vaccination and boosters are safe, effective tools that significantly minimize the chances of serious illness and hospitalization. Please contact Human Resources if you have any questions.
TelecommuteSanta Clara University is registered to do business in the following states: California, Nevada, Oregon, Washington, Arizona, and Illinois. Employees approved to telecommute are required to perform their work within one of these states.
Title IX of the Education Amendments of 1972Santa Clara University does not discriminate in its employment practices or in its educational programs or activities on the basis of sex/gender, and prohibits retaliation against any person opposing discrimination or participating in any discrimination investigation or complaint process internally or externally. Information about Title IX can be found at www.scu.edu/title-ix. Information about Section 504 and the ADA Coordinator can be found at https://www.scu.edu/oae/, (408) 554-4109, oae@scu.edu. Inquiries can also be made to the Assistant Secretary of Education within the Office for Civil Rights (OCR).
Clery Notice of AvailabilitySanta Clara University annually collects information about campus crimes and other reportable incidents in accordance with the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. To view the Santa Clara University report, please go to the Campus Safety Services website . To request a paper copy please call Campus Safety at (408) 554-4441. The report includes the type of crime, venue, and number of occurrences.
Americans With Disabilities ActSanta Clara University affirms its commitment to employ qualified individuals with disabilities within the workplace and to comply with the Americans with Disability Act. All applicants desiring an accommodation should contact the Department of Human Resources, and 408-554-5750 and request to speak to Indu Ahluwalia by phone at 408-554-5750 or by email at iahluwalia@scu.edu.