Financial Aid Coordinator Manager

Overview

Join to apply for the Financial Aid Coordinator Manager role at California Institute of Applied Technology

Full-time Description. Work from Home (WFH) - Remote work must be performed while residing in California or New Mexico or Florida.

CIAT Campus Locations:
San Diego, CA and Albuquerque, NM.

Reports to:

Director of Financial Aid. Status:
Exempt.

Employment Type:

Full-time.

• Recruit, coach, motivate, and supervise our growing team of Financial Aid Coordinators
• Monitor and improve critical KPIs and performance metrics for each Financial Aid Coordinator
• Support termly financial processing goals by ensuring Financial Aid Coordinators provide accurate student financial statements, forecasts, and financial guidance
• Coach Financial Aid Coordinators on effective processes in helping students navigate the 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 Coordinators to effectively provide counseling on financial aid applications, deadlines, and award processes
• Assist students and families with renewing financial aid and other funding options
• Adhere to SAP policies and guidelines, coaching Financial Aid Coordinators on effective strategies in motivating and educating students on the funding impacts of SAP
• Ensure compliance with relevant regulations such as Title IV, state-specific rules, and institutional policies
• Monitor and track financial processing 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
• Ensure that the institution follows federal, state, and institutional regulations
• 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, values, and support the goals of the department
• Ensure a safe, secure, and ethical work environment

• Bachelor’s degree preferred, or equivalent work experience
• Previous Financial Aid management experience preferred
• Minimum 5 years of experience in higher education financial aid positions, 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, Hub Spot, or Microsoft Dynamics
• Experience recommending financing options to students to help them meet their career goals
• Strong communication skills, both verbal and written
• Strong organizational skills to manage multiple priorities
• 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
• Demonstrated ability to anticipate needs and exercise independent judgment
• Excellent analytical skills, problem-resolution skills, and general business acumen
• Proficient in MS Office (Outlook, Word, Excel, PowerPoint, MS Project) and ability to learn additional software
• Proficient in data analysis, reporting, and Microsoft Excel to present forecasting models and metrics
• Flexibility in adapting to a rapidly changing environment
• Willingness to work outside of normal business hours as needed
• Technical mindset willing to learn new systems and build automated processes
• Strong presentation, public speaking, and writing skills
• Sincere interest in helping others achieve life goals
• Customer-service-oriented approach in collaboration with internal departments
• Self-motivated, goal-oriented, assertive, results-driven
• Team player with a positive, can-do attitude
• Must embody CIAT’s mission, vision, values
• Ability to work collaboratively with colleagues, academic departments, and administration to support student success

• Position Type:
  Full-time
• Expected
  
  Hours:
  
  Monday through Friday; occasional weekend and evening hours may be required

Remote position; home office…