Team Lead, Processing I

National University; United States; Remote; USD 60,000 - 75,000; Full time

Job summary

National University is seeking a Team Lead for the financial aid processing team. This role involves providing leadership support, mentoring staff, managing performance, and ensuring quality service delivery to students. The ideal candidate will have a bachelor's degree and experience in financial aid or a similar field. Join us in creating a supportive environment for our team and the students we serve.

Benefits

Comprehensive well-being benefits

Competitive pay and benefits packages

Development and advancement opportunities

Remote-first work perks

Qualifications

• Minimum of four years experience in financial aid or related field required.
• Strong understanding of Title IV regulations and financial aid structures.
• Ability to manage performance and conduct coaching effectively.

Responsibilities

• Provide day-to-day leadership support and mentor team members.
• Analyze team member performance and provide feedback.
• Manage projects and ensure timely completion of tasks.

Skills

Coaching

Communication

Problem-Solving

Time Management

Education

Bachelor's degree

Tools

Microsoft Office

Job description

The Team Lead, Processing serves as a first level leadership support role for the financial aid processing team, giving team members a point of contact when the Associate Director may not be available. Provides day to day leadership support to include mentoring, coaching, regular production observations, and training to team members. Maintains a positive team environment, leading the team when the Associate Director is not present, providing reporting and contact strategy focus for team members, driving to results, conducting regular development and performance 1:1s with team members, providing training support, and coaching to outcomes for the team. In addition, is the first point of contact for students and organizational escalations.

Essential Functions:

• Communicate goals and deadlines to team members and ensure completion.
• Coach team members for prioritization skills on workload and tasks for successful completion.
• Analyze team member performance and provide outcome-based feedback for improvement through coaching.
• Analyze student feedback surveys and create individualized skill development plans to improve.
• Manage projects and deadlines set by the Associate Director to ensure timely progression and completion.
• Provide team member training support.
• Identify current team and individual challenges to provide early intervention for team member improvement.
• Maintain team member coaching log and provide feedback to Associate Director for annual evaluations and regular 1:1s.
• Provide escalation support and first level conflict resolution.
• Collect, maintain, and report team member metric data.
• Hold 1:1s with team members and provide skills coaching.
• Team oversight and coverage support in the absence of the Associate Director.
• Remediation committee team member for performance management.
• Maintain the highest level of integrity and professionalism.
• Manage the creation and maintenance of training materials related to the Processing team.
• Maintain and distribute Processing team metrics to the team and interdepartmental partners.
• Coach and provide feedback for team members on all quality assurance review of processing.
• Review quality assurance audit results and implement process adjustments, as appropriate.
• Track daily, weekly, and monthly metrics to ensure team members are reaching outcome goals aligned with departmental metrics and KPIs.
• Provide support and coverage for the team, as needed.
• Participate in ongoing department projects, or other special projects, as needed.
• Reasonable and consistent attendance to fulfill requirements of the position.
• Other duties as assigned.

Supervisory Responsibilities:

• Indirect oversight of up to 10 front line team members.
• Coaching, performance support and feedback, outcome delivery, process management, and team member training.

Requirements:

Education & Experience:

• Bachelor's degree preferred.
• Minimum of four (4) years of experience in financial aid, finance, student aid processing, advising, or related required.
• Experience in higher education preferred.
• Experience working in a technology-driven enterprise preferred.
• All skills, abilities and education will be considered for minimum qualifications.
• Ability to work with and apply mathematical calculations.
• Ability to effectively and efficiently communicate organizational goals and deadlines to team members.
• Ability to create a positive and productive work environment.
• Ability to provide support in the hiring and training process of new team members.
• Ability to coach to skill improvement and outcome development.
• Strong understanding of Title IV regulations.
• Strong understanding of both term and non-term financial aid structures.
• Ability to stay current via self-study on university policies, including policy updates.
• Knowledge of operating systems utilized by team members, including, but not limited to Internet Explorer and MS Office products (Microsoft Excel, Word, PowerPoint, and SharePoint).
• Remain solution-focused and professional in all interactions with students and team members, keeping in mind all organizational policies.
• Demonstrated strong verbal and written communication skills.
• High-level thinking and problem-solving skills.
• Demonstrated time management skills and ability to multi-task and prioritize.
• Ability to facilitate online communication using email and/or other technology-based communication media, including but not limited to: web chat, internal message system(s), Skype, Spark, MS Outlook email
• Ability to work well in teams, while contributing to positive and productive team atmosphere, working conditions, etc.
• Ability to advocate for students without compromising the integrity of university.
• Strong understanding of organizational mission, vision, values, goals, and strategies that are carried out in the daily tasks and interactions with others.
• Strong ability to provide friendly student service on all calls and written correspondence regardless of message content.
• Effective interpersonal, communication and organizational skills.
• Proficient with Microsoft Word and other applications in the Microsoft Office suite.

Location: Remote USA

Travel: No Travel Required

#LI-JD1

Candidate receiving offers will be offered a salary/pay rate commensurate with experience that vary based on a candidate’s qualifications, skills, and competencies. Absent exceptional circumstances, candidates will be offered a salary within this range for this position. The minimum salary will be offered based on the minimum exemption threshold based on state of residency. Base pay is one component of National University’s total rewards package, as we are dedicated to supporting the needs of the “whole you” with our holistic approach to employee benefits by offering comprehensive well-being benefits for you and your family. For full details about our benefit plan offerings, please visit benefits.nu.edu . For Part-time benefits, please click here .

National University is committed to maintaining a high-quality workforce representative of the populations we serve. National University employs more than 4,500 faculty and staff and serves over 45,000 students. We are united in our mission to meet the global education demands of the 21st Century and are dedicated to creating a supportive academic and work environment that allows students, faculty and staff to develop their interests and talents while experiencing a sense of community. With programs available both online and at our many campus locations, National University is a leader in creating innovative solutions to education and meeting the needs of our student population, including adult learners and working professionals.

National University (NU) is proud to be an equal opportunity employer and does not discriminate against any employee or applicant per applicable federal, state and local laws. At NU, a mix of highly talented, innovative and creative people come together to make the impact of a lifetime for each of our student learners. All qualified applicants will receive equal consideration for employment, education, and admission at National University.

About Us

National University is breaking barriers in education – and in the workplace.

We’re united in our mission to build a better future for our more than 4,500 employees and our 45,000+ students.

National University prioritizes our employee’s well-being and growth by offering competitive pay and benefits packages, development and advancement opportunities, remote-first work perks, and more.

We value and reward the hard work of our faculty and staff.