Assistant Director of Financial Aid

Simpson University

Redding (CA)

On-site

USD 60,000 - 81,000

Full time

4 days ago

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Job summary

The Assistant Director of Financial Aid at Simpson University leads the accurate packaging and awarding of federal, state, and institutional aid, ensuring timely delivery and policy alignment. This role supervises Financial Aid Technicians and collaborates with campus partners to maintain compliance and comprehensive reporting.

Strong knowledge of CSAC, IRS, and DOE regulations, Cal Grant processes, and robust MS Office skills are required.

Qualifications

Bachelor’s degree in accounting or related field required.
Thorough working knowledge of financial aid and accounting regulatory reporting requirements (e.g. CSAC, IRS, DOE).
Minimum of three years’ experience in management of student financial aid programs and student financial aid delivery.
Highly proficient in MS Office applications (Word, Excel, Access).
Strong computer application and relational databases management skills.
Demonstrated self-starter and highly motivated; excellent administrative abilities; strong integrity.

Responsibilities

Oversee awarding of student financial aid and manage aid programs for all federal/state aid.
Coordinate selection of endowed scholarships according to donor criteria.
Ensure regulatory compliance with DOE and CSAC; reconcile loans and grants monthly and year-end.
Manage third party billing and process third party invoices.
Perform federally mandated refund calculations for financial aid funds.
Communicate with students about SAP, aid eligibility, and revisions.

Skills

Financial aid knowledge

MS Office proficiency

Regulatory reporting familiarity

Detail-oriented

Administrative abilities

Project coordination

Education

Bachelor’s degree in accounting or related field

Tools

MS Office (Word, Excel, Access)

Job description

Brief Description

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.

Brief Description

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

Job Title

Assistant Director of Financial Aid

Typical Working Conditions

(Describe environment including exposure to heat, cold, fumes, chemicals, allergens, mold, etc.)

Equipment Used

(List all manual and automated equipment used in the course of performing essential functions.)

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)

Lifting/Carrying

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