Assistant Director Financial Aid Operations

Responsibilities

• Provide data, technology, and financial systems support to the Financial Aid Office, including PeopleSoft processing and reporting.
• Assist with financial aid systems setup, maintenance, enhancement, and project management.
• Manage and troubleshoot the Document Imaging system, including monitoring data uploads and clearing error queues.
• Support weekly and annual packaging processes, resolving ISIR issues and monitoring awarding.
• Document financial aid processes and create training materials for end users.
• Counsel a caseload of students regarding aid applications, determination of need, disbursement, and appeals.
• Maintain auditable records of aid awards and adjustments in accordance with state and federal regulations.
• Collaborate with IT and external agencies to assist with system testing and implementation.

Requirements

• Bachelor’s degree required.
• 3-5 years of progressive experience in an automated financial aid office, preferably in higher education.
• Applied knowledge of Title IV regulations regarding federal verification, student eligibility, and aid applications.
• Proficiency in Microsoft Office (Word, Access, Excel, Outlook).
• Ability to work evenings and weekends as requested.

Preferred Qualifications

• Experience with PeopleSoft software.
• Background or experience in student counseling techniques.
• Experience with or willingness to learn SQL, advanced Excel formulas, query, or Oracle Business Intelligence.
• Strong analytical, problem-solving, and project management skills.

About the Company

UMass Boston is a leading public research university committed to full inclusion and providing a safe, secure environment for students, faculty, and staff to achieve excellence in teaching, research, and public service.