Financial Aid Systems and Data Manager

General Statement of Job

The Financial Aid Systems and Data Manager administers and maintains the Banner Financial Aid Module and related systems supporting financial aid operations. This position analyzes system requirements workflows and technical issues to improve automation data integrity regulatory compliance and operational efficiency. The Systems and Data Manager serves as the primary functional liaison with Information Technology and collaborates on the development testing and validation of reports and system processes supporting Financial Aid Office operations compliance and audit readiness.

Responsibilities

Banner Financial Aid Systems

• Serve as the primary functional administrator for the Banner Financial Aid Module.
• Maintain advanced knowledge of Banner Financial Aid functionality and office business processes.
• Configure test implement and maintain Banner rules parameters processes and jobs for annual setup and daily operations.
• Analyze system issues and user requirements to improve accuracy and efficiency.
• Coordinate Banner upgrades patches and testing with Information Technology.

Systems Integration & Data Management

• Manage Department of Education systems and interfaces including EDConnect EDExpress COD and NSLDS Transfer Monitoring.
• Coordinate electronic processing of FAFSA data COD origination and disbursement records promissory notes and entrance and exit counseling data.
• Monitor system interfaces review error and exception reports and resolve data issues to ensure accuracy timeliness and data integrity across systems.
• Collaborate with Financial Aid Information Technology Admissions and Bursars Office staff to resolve system-related discrepancies affecting aid processing and reconciliation.

Reporting & Compliance Support

• • Serve as functional data steward for Financial Aid systems ensuring consistent definitions appropriate use and accuracy of financial aid data.
  • Develop generate and maintain operational analytical and regulatory reports using Banner population selection job submission and approved reporting tools.
  • Collaborate with Information Technology to design test validate and document standard and ad hoc reports supporting compliance audits and operational decision-making.
  • Prepare and support required institutional state and federal reports including FISAP IPEDS Common Data Set Net Price Calculator and audit-related reporting.
  • Maintain system documentation data extracts and audit trails supporting internal controls and external compliance requirements.
  • Coordinate annual processing cycles regulatory updates and system changes including testing validation documentation and communication to stakeholders.
  • Provide technical support and Banner system expertise during audits program reviews and compliance inquiries.

Financial Aid Processing Support

• Support system configuration and processing for federal state and institutional financial aid programs including Pell SEOG Direct Loans PLUS Loans TEACH Grant Perkins Loans and applicable state aid programs.
• Support disbursement processing and reconciliation activities by reviewing Banner data COD responses and reconciliation reports.
• Identify research and resolve system-driven discrepancies between Banner COD and institutional accounting systems in coordination with Financial Aid and Bursars Office staff.
• Support year-end processing and closeout activities to ensure accurate and timely reporting to the Department of Education.

Process Improvement & Collaboration

• Evaluate office procedures and recommend system-based improvements that enhance efficiency compliance internal controls and audit readiness.
• Develop and maintain documentation for system configurations processes and reporting workflows.
• Assist with staff training related to Banner Financial Aid functionality reporting tools and system-driven processes.
• Serve as the primary liaison between the Financial Aid Office and Information Technology.
• Lead system-related projects enhancements and implementations coordinating timelines testing and stakeholder communication.
• Participate in campus technical or systems-related committees as needed.
• Cross-train with Financial Aid Compliance Counselors to ensure continuity of system-driven operations during peak periods or staff absences.
• Provide functional guidance and oversight to assigned staff in support of Banner Financial Aid operations reporting and system-driven processes.
• Perform other related duties as assigned.

Supervision & Leadership

• Provide day-to-day supervision and functional oversight of one Financial Aid staff member including work prioritization training and performance feedback.
• Ensure assigned work aligns with established financial aid processes system requirements and compliance standards.
• Support cross-training and professional development to maintain continuity of system-driven operations.

Education Experience and Licenses

• Bachelors degree from an accredited four-year institution required; Masters degree preferred.
• Three to five years of experience in financial aid systems higher education administration or a related technical role or an equivalent combination of education and experience.
• Knowledge of federal financial aid regulations preferred.
• Experience with Banner Financial Aid reporting tools and system testing preferred.

Knowledge Skills and Abilities

• Advanced functional knowledge of Banner Financial Aid.
• Ability to create and manage Banner reports population selections job submissions and Crystal Reports.
• Proficiency with SQL/PLSQL Microsoft Office applications Power BI and web-based systems.
• Strong analytical organizational and problem-solving skills.
• Effective verbal and written communication skills.
• Ability to manage multiple priorities in a deadline-driven environment.
• Ability to plan for and support implementation of new or enhanced technology systems.
• Ability to maintain the highest level of confidentiality in accordance with FERPA and institutional policies.

Physical Demands/Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee is regularly required to talk or hear including the use of the telephone. The employee frequently is required to stand. The employee is occasionally required to walk; sit; use hands to finger handle or feel including the use of a computer keyboard; reach with hands and arms; and stoop kneel or crouch. The employee must frequently lift and/or move up to 30 pounds. Specific vision abilities required by this job include close vision distance vision color vision peripheral vision depth perception and ability to adjust focus. The noise level in the work environment is usually moderate.

NOTICE: The above job profile does not include all essential and nonessential duties of this job. All employees with disabilities are encouraged to contact Human Resources to review and discuss the essential and nonessential functions of the job. An employee with a disability can evaluate the job in greater detail to determine if she/he can safely perform the essential function of this job with or without reasonable accommodation.