Assistant Director, Undergraduate Financial Aid

Position Focus :

Reporting to the Senior Associate Director, Undergraduate Financial Aid, the Assistant Director will serve as an active member of a dynamic, service-oriented, and student-centered team. This position will contribute to Yale’s student recruitment and retention efforts by providing outstanding service and educational financing counseling to Yale College students and their families. The Assistant Director will be responsible for a financial aid caseload, with professional judgement decisions being made within established institutional and federal guidelines, and will also provide extensive and timely communications in person, in writing, and on the phone / zoom to students in all aspects of undergraduate financial aid, student employment, and billing. More specifically, the Assistant Director will :

Review and verify eligibility for all forms of institutional financial assistance and federal financial aid.

Explain complex terms and conditions of Federal and College financial aid policies and procedures.

Provide comprehensive information to students and families regarding aid policies.

Provide extensive and timely communication with parents, students (both prospective and current), as well as other campus constituents, in person, email, and on the phone / zoom.

Serve as an active member of the Financial Aid Review Committee.

Have an assigned specialty area / program of responsibility.

Some evening and weekend work will be required, along with other duties as assigned.

Essential Duties

1. Plans, coordinates and implements programs for a particular school or college in one or more of the following areas : financial aid, career services, and / or admissions. 2. Recommends short- and long-term administrative and department goals. 3. Determines student eligibility in one or more of the following areas : federal loan programs, school grants, job placement opportunities, and / or admissions. 4. Provides guidance, advice and counseling in one or more of the following areas : academic, admissions, career, and financial matters for students, faculty and prospective students. 5. Initiates, designs and implements operational systems to maintain and monitors student records and / or applicant records. 6. Reviews and approves all written material for publication or press release. 7. Organizes workshops and on and off campus recruitment events in one or more of the following areas : career services, admissions, and / or financial aid. 8. Supervises day to day operation of services; determines priorities and maintain workflow. 9. May perform other duties as assigned.

Required Education and Experience

Bachelor’s Degree in a relevant field and four years of experience in a related area or an equivalent combination of education and experience.

Required Skill / Ability 1 :

Demonstrated excellence in interpersonal and communication skills with emphasis on superior customer service in a high-volume environment. Ability to represent the office in a positive and professional demeanor and appearance. Strong verbal and written communication skills.

Required Skill / Ability 2 :

Demonstrated ability to work independently and proactively as a member of a team. Should be committed to working in a culture of diversity, respect and inclusion. High level of personal responsibility along with a positive and cooperative attitude. Demonstrated initiative and follow through on tasks, taking ownership for assigned functions.

Required Skill / Ability 3 :

Demonstrated ability to manage multiple tasks and handle time sensitive competing priorities. Ability to quickly identify and respond to wide-ranging topics, including taking steps to resolve problems effectively.

Required Skill / Ability 4 :

Ability to show sensitivity to a diverse group of students and parents during potentially difficult and come times emotional financial situations. Proficiency in Microsoft Office Word, Excel, Power Point, Outlook.

Required Skill / Ability 5 :

Appreciation and respect for principles of diversity, equity, and inclusion. Ability to engage with diverse individuals (age, gender, nationality, race / ethnicity, profession, sexual orientation, etc.).

Preferred Education, Experience and Skills :

Proven experience with both Institutional and Federal Aid analysis and policy. Proven experience with Banner.

Weekend Hours Required?

Occasional

Evening Hours Required?

Occasional

Drug Screen

Health Screening

Background Check Requirements

All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.

Posting Disclaimer

The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the particular position. Employees will be assigned specific job-related duties through their hiring departments.