Associate Director of Financial Aid Systems and Operations

Internal•Bellingham, WA

22d•Onsite

About The Position

The Associate Director of Financial Aid Systems and Operations has high level leadership responsibility for Western Washington University, directing the Systems and Operations enterprises for Financial Aid. The Associate Director reports to the Executive Director of Financial Aid (ED-Fin Aid), providing strategic administration of student financial aid programs through the effective implementation, configuration, and management of financial aid software for the Financial Aid department and by oversight of application processing flow, systems documentation, and staff training. The Associate Director supervises the Assistant Director for Financial Aid Operations, one IT Business Analyst, and one Senior Financial Aid Counselor, and indirectly supervises three classified program coordinators and one program assistant who serve within the Financial Aid Operations Center. Additionally, the Associate Director coordinates with Enterprise and Application Services. The Associate Director completes reports and surveys with significant compliance implications for the institution. This leader oversees administration of a number of financial aid programs, has significant responsibility for managing disbursement of millions of dollars of federal and state aid for the institution, and serves as a member of the Financial Aid Leadership Team.

Requirements

Bachelor’s Degree
Minimum 1 year of experience with support and maintenance of any Student Information System (SIS) Financial Aid Module
Demonstrated experience working within Student Affairs/Services at a college or university
Experience working in a college or university Financial Aid office
Demonstrated experience learning and applying new technology
Proven ability to maintain confidentiality and familiarity with the privacy and protection of sensitive data
Demonstrated relational database experience, writing data queries and reports using query tools such as MS Access and SQL Developer
Minimum 1 year supervisory or lead experience, with demonstrated ability to effectively plan, organize, prioritize, and delegate tasks to meet deadlines
Demonstrated ability to accurately interpret and apply regulatory guidance to systems design
Demonstrated commitment to support a workplace culture in which diversity and differing opinions are honored, respected, and celebrated
Excellent communication, customer service and interpersonal skills

Nice To Haves

Master’s Degree or 5+ years of direct, mission-critical software oversight within student affairs/services office(s)
Proficiency with Ellucian’s Banner Financial Aid module
Working knowledge of OnBase or other imaging software
Proficiency with Evisions Argos Report Writer or other report writers
Project management experience

Responsibilities

Ensures the compliant, efficient processing of federal, state, and institutional aid and manages the department's technology strategy and systems integration.
Maintains an up-to-date understanding of the functions that financial aid software can provide through training and self-initiated research.
Coordinates Ellucian Banner financial aid upgrade activities with Enterprise Application Services, Financial Aid staff members and others.
Performs extensive yearly financial aid systems configuration functions and process flow evaluation and implementation.
Writes detailed programming specifications for required financial aid forms and reports not provided by the Ellucian Banner or OnBase imaging systems.
Serves as a liaison with Enterprise Application Services to test and implement desired programming.
Determines whether the financial aid software systems meet federal and state aid regulations, with the assistance of relevant staff.
Informs the Executive Director of major inconsistencies between regulatory requirements and what the systems provide.
Recommends proposals for systems resolution to the ED-Fin Aid with rationale (pros/cons) for such recommendations.
Serves as primary representative/liaison for the Financial Aid office on institution-wide and state-wide technology initiatives.
Prepares and conducts systems training sessions for departmental staff.
Coordinates timely documentation of policies and procedures related to using the financial aid software system, largely by departmental staff.
Participates on relevant interdepartmental committees that address technical and data integrity issues affecting administrative and academic departments at WWU and provides input for scheduling system down time and purchase of relevant software.
Writes database queries using several report writing tools to retrieve data from the financial aid system, as well as from other modules within the Western Student System, to support awarding of aid, problem solving, and statistical reporting.
Oversees other statistical reporting such as: Common Data Set, national college surveys, Washington Student Achievement Council requests, and requests from constituents within the WWU community.
Works with the Financial Aid staff to identify and resolve system and process flow problems.
Responsible for security administration for Financial Aid, including maintenance of access and security levels for all Ellucian Banner financial aid forms, OnBase financial aid access, the Washington Student Achievement Council secure website and portal and Federal Title IV web access (COD, CPS and NSLDS).
Leads the Operations enterprise for Financial Aid. The Operations Team conducts the processing of 19,000+ active student financial aid applications, including student FAFSA retrieval, loading data to the Ellucian Banner financial aid system, grouping and batch processing, intake and upload of documentation to the electronic student files in the OnBase imaging system, student notifications and systems tracking of student documentation requirements, batch packaging of financial aid awards, cancellation of funding, transmittal and receipt of Federal Direct Loan, Pell Grant and Teach Grant records, processing PLUS Loan application matches and revisions, monitoring intersession activities and providing Satisfactory Academic Progress monitoring support.
Leads the Systems and Operations Center, which includes the Assistant Director for Financial Aid Operations, one Senior Financial Aid Counselor, and one IT Business Analyst, to provide a team approach to systems cross training, process flow analysis, and systems documentation.
Directly Supervises one IT Business Analyst, who is responsible for serving as systems backup in the absence of the Associate Director, oversees financial aid data transmissions between Financial Aid and the Department of Education servicer, Argos report writing, and data security for the Financial Aid Department.
Directly supervises the Assistant Director for Financial Aid Operations.
Indirectly maintains oversight of the Operations Team, which includes three Program Coordinators, one Program Assistant and several student employees.
The Assistant Director for Financial Aid Operations is a key member of the Systems Team and a leader in the Financial Aid Department, responsible for application process flow and systems configuration.
Directly supervises one Senior Financial Aid Counselor position. This position's responsibilities include the regulatory oversight and reconciliation for the $17 million Federal Pell Grant program, $6 million private alternative loan program, $100,000 Alaska Loan program and time-sensitive financial aid withdrawal calculations and processing for federal, state, and institutional aid programs.
In collaboration of Student and Faculty Systems in Enterprise Application Systems, helps coordinate the work of one IT Business Analyst.
Assists with hiring authority for Systems and Operations Center and has significant responsibility in advising the Executive Director for Financial Aid as to the hiring, firing, advancement, promotion, or any other change of status of other Financial Aid employees.
Responsible for meeting high-stakes, high-risk reporting requirements on behalf of Western Washington University, defending and justifying our continued use of millions of dollars of federal and state aid.
Oversees the production and filing of the annual State Unit Record report, which summarizes all aid received by Western Washington University students who received any funding during the year and the Federal IPEDS report.
Oversees the accurate and timely compilation and filing of the FISAP, as well as quarterly and annual reports for funds including the Washington College Grant/College Bound Scholarship/Passport to College/Washington State Bridge Grant.
Creates, runs, resolves and/or oversees discrepancy reports that ensure accurate delivery of aid, for example: Class level vs. Loan limits, Repeat Coursework Report, Late Starting Classes Report, Offered not Accepted Aid by Fund, and Accepted not Paid Aid by Fund.
Oversees fund re-awarding projects and fund switching for reconciliation.
Completes surveys including but not limited to IPEDS, the Common Data Set, U.S. News and World Report, Peterson's College Board-Big Future College, and Princeton Review.
Serves as a member of the departmental Leadership Team, which plans and organizes department-wide work to ensure the accurate and timely delivery of financial aid to Western students.
Collaborates with the Counseling Team and provides input for changes to review processes.
Responsible for non-Title IV Federal emergency funding policy analysis, awarding, communications, and reporting.
Maintains an up-to-date knowledge of awarding criteria associated with non-Title IV federal emergency funding and identifies students who are eligible for such funding via collaboration and systems retrievals among multiple areas, including but not limited to Financial Aid, the Registrar's Office, and Student Business Office.
Provides clear communications to students that outline eligibility requirements and notifies students of their awards.
Responsible for policy analysis, awarding and communications associated with administration of Washington State Bridge Grants, disbursed to approximately 2000 low-income students annually totaling an estimated $900,000.
Serves as a representative on inter-office committees and meetings not listed above, attends office and division meetings, monitors list-serve postings including but not limited to BFINAID, BPOST, BGENERAL, Ellucian E-Communities IFAP, and NASFAA, reads regulatory postings, attends trainings, conferences, and webinars, and completes other special projects as assigned by the Executive Director and/or ESS leadership.
Performs other duties as assigned.