The Associate Director of Financial Aid provides leadership and operational support for the administration of federal, state, and institutional financial aid programs. This position plays a key role in maintaining the accuracy, efficiency, and regulatory compliance of financial aid operations. The Associate Director will also counsel students and families, and assist the Director with training staff, policy development, reporting, reconciliation, and compliance.
Essential Functions (other non-essential duties may be assigned)
- Serve as the functional expert for the Banner Financial Aid module, managing core processes including tracking, packaging, awarding, disbursement, SAP, and Title IV returns.
- Collaborate with ITS and the Director to maintain Banner rules, execute batch processes and reports, and test system upgrades, regulatory releases, and annual processing updates.
- Identify system and workflow improvements to increase accuracy, efficiency, and consistency.
- Support federal reporting and processing through COD, NSLDS, FPS, and other Department of Education systems.
- Review financial aid files and resolve complex eligibility, verification, conflicting information, and professional judgment cases.
- Ensure compliance with federal, state, institutional, and NCAA regulations, as applicable and assist with reconciliation of federal and state aid programs.
- Develop, document, and maintain policies, procedures, processing calendars, and internal controls.
- Provide guidance to staff on complex student cases, regulatory requirements, and Banner processing.
- Counsel students and families regarding financial aid eligibility, costs, financing options, and account concerns.
- Assist the Director with audits, program reviews, annual reporting, staff development ,training and strategic planning.
- Serve as acting director when requested.
Required Qualifications (knowledge, skills, abilities, and certifications needed upon entry into the position)
- Knowledge of Ellucian Banner Financial Aid functionality and data flow at an advanced level, gained through significant hands-on experience.
- Knowledge of federal financial aid regulations and Title IV program requirements.
- Knowledge of the full financial aid lifecycle, from FAFSA receipt through reconciliation and year-end closeout.
- Skill in administering and reconciling federal, state, and institutional aid programs.
- Skill in analyzing data, identifying discrepancies, and implementing corrective action, with strong organizational and problem-solving abilities.
- Skill in written, verbal, and interpersonal communication, including explaining complex financial aid information clearly and compassionately.
- Skill in leadership and staff development.
- Ability to independently diagnose and resolve complex Banner processing issues.
- Ability to interpret complex regulations and translate them into effective policies and procedures.
- Ability to manage multiple priorities and meet critical deadlines in a high-volume environment while collaborating across departments and maintaining accountability for compliance.
- Ability to exercise sound professional judgment and attention to detail while upholding accuracy, confidentiality, and excellent student service.
Physical Requirements/Working Conditions (include travel and after-hours work requirements)
- Prolonged stationary periods of using a computer and communicating with others in person or via email, video conferencing, chat applications, and/or telephone.
- Occasionally required to move around campus and present to groups of students and families.
- Occasionally required to perform after-hours work during high-volume periods.