Financial Aid Advising Manager

November 23

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501 - 1000

Description

• Work from Home (WFH) - Remote work must be performed while residing in California or New Mexico • Lead and oversee a dedicated team of Financial Aid Advisors to support prospective students through the enrollment and financial aid application processes. • Ensure prospective and returning students have a seamless, transparent, and supportive financial aid consultation and enrollment experience. • Recruit, coach, motivate, and supervise our growing team of Financial Aid Advisors • Monitor and improve critical KPIs and performance metrics for each Financial Aid Advisor • Support termly recruitment goals by ensuring Financial Aid Advisors provide expert guidance, communication, and motivation to students evaluating their education and financing options • Coach Financial Aid Advisors on effective processes in helping students navigate the Free Application for Federal Student Aid (FAFSA) process and interpret their financial aid awards • Oversee the administration of financial aid programs, including federal, state, institutional, and private aid • Support student escalations by handling student inquiries and complaints with care and a customer service approach • Coach Financial Aid Advisors to effectively provide counseling on financial aid applications, deadlines, and award processes • Assist students and families in understanding available financial aid and other funding options • Ensure compliance with relevant regulations such as Title IV, state-specific rules, and institutional policies • Monitor and track financial aid enrollment and clearance • Maintain current knowledge of all funding sources offered by the institution • Provide ongoing training to team members on policy and process changes • Collaborate with internal stakeholders, including Admissions, Student Services, and Career Services, to support student recruitment and retention goals • Prepare for and manage financial aid audits and reviews • Submit necessary reports required for various governing bodies, such as the Department of Education, and annual audits to the Financial Aid Director for final review and approval • Adhere to compliance deadlines and perform periodic reviews to determine compliance status • Work with the Financial Aid Director to develop and revise department policies and procedures • Communicate policy updates to students and staff as needed • Coach, and counsel employees, in partnership with HR • Provide professional growth opportunities for employees • Manage and enforce timekeeping policies to ensure accuracy and timely process of employee’s timecards • Contribute to team effort by accomplishing results as needed • Process timely, accurate, fair, without bias, performance reviews • Embody CIAT’s mission, vision, purpose and values

Requirements

• Bachelor’s degree preferred, or equivalent work experience • Minimum of 2 years in a Financial Aid management position is required • Minimum 5 years of experience in higher education financial aid positions required, including administering Title IV, VA, private education financing, scholarships, and employer-sponsored funding • Minimum 2 years of experience using enterprise CRM systems such as Salesforce, HubSpot, or Microsoft Dynamics • Experience recommending financing options to students to help them meet their career goals • Strong communication skills, both verbal and written, with the ability to effectively convey information and interact with students, colleagues, and others • Strong organizational skills to manage multiple and rapidly changing priorities to meet the needs and expectations of employees • Self-motivated with a strong work ethic; dedicated to quality, quantity, and timeliness of results • Able to handle sensitive information with a high degree of confidentiality • Possess high ethical standards, being an example of professionalism to others • Demonstrated ability to anticipate needs and exercise independent judgment • Excellent analytical skills, problem-resolution skills, and general business acumen • Proficient skills in MS Office software products, including Outlook, Word, Excel, PowerPoint, and MS Project, and ability to learn additional software products • Proficient in data analysis, reporting, and Microsoft Excel skills to present forecasting models, conversion rate analysis, benchmark performance metrics, and goal setting • Exhibits a high degree of flexibility in adapting to a rapidly changing environment • Position may require work responsibilities outside of normal business hours to accommodate business needs and deadlines • A computer savvy and technical mindset willing to learn new systems that are deployed and build automated processes to streamline manual activities • Strong presentation, public speaking, and writing skills • Possess a sincere interest in helping others achieve life goals • Takes a customer-service-oriented approach in collaboration with internal departments to support student recruitment and student retention goals • Self-motivated, goal-oriented, assertive, results-driven, high energy, and highly ethical • Team player with a positive, can-do attitude • Possess high ethical standards, being an example of professionalism to others • Must be able to embody CIAT’s mission, vision, purpose and values • Ability to work collaboratively with colleagues, academic departments, and administration to support student success, achieve institutional goals and contribute to a positive and inclusive culture