Financial Aid Specialist
Financial Aid Specialist
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
TITLE: Financial Aid Specialist
REPORTS TO: Assistant Director of Financial Aid
STATUS/HOURS: Full-Time 40 hours/week. Schedule may vary according to departmental and Academy needs.
DATE: July 1 2025
Pay Group
Type
Status
Fiscal Year Weeks
Class
Department
Location
Exempt
Regular
Full-Time
52 Weeks/12 Months
STAFF
Admissions
On-campus/Hybrid
Position Purpose
The Financial Aid Assistant supports the Assistant Director of Financial Aid in all aspects of the financial aid process. As the primary liaison for prospective and current students and their families this role delivers timely accurate and student-centered communication throughout the financial aid process. Responsibilities include managing student travel and related expenses performing high-volume and detail-oriented data entry and supporting daily office operations. This position plays a vital role in ensuring a responsive and supportive financial aid experience that reflects the Academys commitment to student success.
Job Responsibilities
- Serves as the primary liaison for applicants students and families providing timely professional and accurate guidance about financial aid policies and procedures via phone and email
- Maintain and manage data entry and import/export across financial aid systems to maintain accurate records and ensure effective communication with families
- Review verify and ensure compliance of financial aid documents with Academy requirements contributing to accurate award decisions and regulatory requirements
- Respond with sound judgment to complex urgent or sensitive inquiries delivering supportive solution-oriented guidance and maintaining trust with all students and families
- Coordinate student requests related to purchasing reimbursements and stipends ensuring alignment with financial aid guidelines and timely disbursement of funds
- Collaborate with the Assistant Director of Financial Aid to develop and implement tools that streamline processes enhance the students experience and improve office efficiency
- Manage timely completion of financial aid application by proactively following up with families to complete documentation requirements and ensure timely processing of financial aid applications
- Manage and reconcile student-related expense reports ensuring accurate information is communicated with other departments
- Oversee logistics for student travel to and from campus throughout the academic year coordinating with offices on campus and external organizations to ensure smooth execution
- Identify and implement operational enhancements including workflow improvements and effective communication strategies to support departmental goals
- Generate and deliver custom reports and statistical data to offices on campus supporting cross-campus collaboration and decision-making
- Draft proofread and revise correspondence and communication for applicants students families and alumni/ae in written and electronic formats ensuring clarity and professionalism
- Support strategic projects and departmental initiatives as needed contributing to the continuous evolution and effectiveness of financial aid operations
Position Requirements
Education
- Bachelors degree or equivalent combination of education and experience
Experience
- Financial aid experience is preferred
- 3-5 years of experience in customer service or financial aid setting is required
- Experience working with adolescents in an educational setting is preferred
Knowledge Skills & Competencies
- Respect for diversity of identities and experiences an orientation toward equity and inclusion and cultural competency in all aspects of Academy life.
- Strong interpersonal skills with ability to develop and maintain collegial relationships
- Excellent communication (written and verbal) skills
- High degree of organizational skills with the ability to be flexible and multi-task with accuracy
- Ability to follow verbal and written directions maintain a professional demeanor and restraint at all times including stressful situations
- Ability and desire to collaborate across departments and manage external communications
- Strong judgment analytical and problem-solving skills as well as a strong customer focus
- A strict adherence to confidential policies is required
- Ability to work independently and handle multiple priorities and deadlines simultaneously
- Proficient in Microsoft Office especially in Excel and Slate preferred
- Willingness and ability to learn additional applications as needed
Additional Requirements
Successfully complete a criminal background check (reviewed every 5 years).
Required Experience:
Unclear Seniority
Employment Type
Full-Time
