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You are here: The Job Explorer > Job Description > Financial Aid Manager

Financial Aid Manager Duties and Responsibilities

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Purpose of Classification:

Plans, organizes, and controls a function of financial aid such as scholarships, forms processing. Incumbents in this classification report to a manager and supervise subordinate staff supervisors within department.

Distinguishing Characteristics:

This is fourth in a series of four classifications. Incumbents give direction to other professionals in financial aid by keeping them informed of changes in legislation, establishing new procedures and/or policies to deal with changes.

Examples of Duties:

  • Hires, coaches, reviews, supervises and terminates assigned employees, or makes effective suggestions and recommendations that are given particular weight regarding the employment status of assigned employees.
  • Participates in the planning, goal setting, and evaluation of the financial aid process and operation of the areas of the Student Financial Assistance Office.
  • Reviews and recommends changes and/or implementation of departmental policies and procedures to increase efficiency of operations and to meet changing regulations requirements.
  • Serves as liaison between all university departments and the financial aid office to coordinate policies and guidelines pertaining to financial aid.
  • Interprets federal regulations, guidelines and professional literature on financial aid and informs financial aid staff of changes, modifications and interpretations resulting from new or current legislation.
  • Compiles budgetary and statistical reports regarding financial aid to recommend equipment, supplies, staffing and to report on current activities of function.
  • Reviews and analyzes difficult financial aid applications referred by subordinate staff to determine best solution and decide eligibility for award.
  • Prepares information and presents at meetings, discussion groups or workshops for students, parents, staff, community organizations and/or outside agencies.
  • Assists with the development of office publications and correspondence.
  • Assists in the design, testing and implementation of all computer systems applications and quality control procedures.

Knowledge, Skills and Abilities:

  • Knowledge of and skill in automated processing.
  • Knowledge of current federal regulations governing student financial aid.
  • Knowledge of supervisory principles, practices, and techniques.
  • Knowledge and skill in administration and management of financial aid programs.
  • Skill in making simple calculations.

Minimum Qualifications:

Bachelor's degree in Business Administration or a related field AND six years of financial aid or related experience which includes one year supervisory experience; OR, Ten years' financial aid or related experience which includes one year supervisory experience; OR, Any equivalent combination of experience and/or education from which comparable knowledge, skills and abilities have been achieved.


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