Assistant Director,Undergraduate Financial Aid Job New Haven area,Connecticut USA,Education / Teaching

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Overview

Reporting to the Associate Director, Undergraduate Financial Aid, the Assistant Director will serve as an active member of a dynamic, service oriented, student-centered team. This position will contribute to Yale’s student recruitment and retention efforts by providing outstanding service and educational financing counseling to Yale College students and their families. The Assistant Director will be responsible for a financial aid caseload, with professional judgement decisions being made within established institutional and federal guidelines, and will also provide extensive and timely communications in person, in writing, and on the phone/zoom to students in all aspects of undergraduate financial aid, student employment, and billing.

Provide outstanding service and educational financing counseling to students and families (in-person, on the phone/zoom, and for campus recruitment events). Responsibility for a financial aid caseload. Professional judgment decisions must be made within established institutional, federal, and state guidelines. Review and verify eligibility for all forms of institutional financial assistance and federal financial aid. Explain complex terms and conditions of Federal and College financial aid policies and procedures;

provide comprehensive information to students and families regarding aid policies. Provides extensive and timely communication with parents, students (both prospective and current), as well as other campus constituents, in person, email, and on the phone/zoom. Serves as an active member of the Financial Aid Review Committee. May have an assigned specialty area/program of responsibility. Some evening and weekend work will be required, along with other duties as assigned.

Required

Skills and Abilities

Demonstrated excellence in interpersonal and communication skills with emphasis on superior customer service in a high-volume environment. Ability to represent the office in a positive and professional demeanor and appearance. Strong verbal and written communication skills.

Demonstrated ability to work independently and proactively as a member of a team. Should be committed to working in a culture of diversity, respect and inclusion. High level of personal responsibility along with a positive and cooperative attitude. Demonstrated initiative and follow through on tasks, taking ownership for responsibilities.

Demonstrated ability to manage multiple tasks and handle time sensitive competing priorities. Ability to quickly identify and respond to wide ranging topics, including taking steps to resolve problems effectively.

Ability to show sensitivity to a diverse group of students and parents during potentially difficult and emotionally challenging financial situations. Proficiency in Microsoft Office Word, Excel, Power Point, Outlook.

Appreciation and respect for principles of diversity, equity, and inclusion. Ability to engage with diverse individuals (age, gender, nationality, race/ethnicity, profession, sexual orientation, etc).

Preferred Education, Experience and Skills

Experience with both Institutional and Federal Aid analysis and policy.
Experience with Banner.

Preferred

Skills and Abilities

Master's degree in a relevant field and several years of experience in student advising, program management, or related areas.

Experience with educational financing, financial literacy, and financial aid processes at an institutional and federal level.

Familiarity with student information systems and CRM platforms (such as Banner, Slate, or Qualtrics) and the ability to learn new technologies quickly.

Prior experience working in higher education, with knowledge of academic procedures and course management systems.

Experience managing experiential learning programs and conducting data analysis to support program development and student…


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Assistant Director, Undergraduate Financial Aid