Director of Financial Planning Operations

6 days ago

Sioux City, United States Morningside University Full time

Job Title: Director of Financial Planning Operations

About Morningside University:

Morningside University is a leading educational institution that strives to provide exceptional learning experiences for its students. As a member of our team, you will have the opportunity to contribute to this mission and make a lasting impact on the lives of our students.

Job Summary:

We are seeking an experienced and skilled individual to join our Student Financial Planning team as the Director of Financial Planning Operations. This key role will oversee the administration of financial aid, manage federal and state program funds, and counsel students and families on financial options. The ideal candidate will possess strong interpersonal and communication skills, with the ability to work effectively with students, families, and colleagues.

Responsibilities:

  • Financial Aid Administration: Assist in awarding financial aid packages to prospective and returning students, following federal, state, private, and institutional guidelines.
  • Repackage financial aid: Repackage financial aid for students as needed to reflect changes in eligibility or family financial status.
  • Verify FAFSA information: Verify FAFSA information using required documentation, including tax transcripts and verification forms.
  • Return of Title IV calculations: Oversee and complete Return of Title IV calculations for students based on federal regulations.
  • Federal and state grant program funds: Reconcile federal and state grant program funds on a monthly basis, including Pell, TEACH, Iowa Tuition Grant, Iowa National Guard, Education Training Voucher, All Iowa Opportunity Scholarship, and Future Ready Iowa Grant, in coordination with AIMS, COD, the Financial Aid Module, and the Business Office Module.

Counseling and Student Support:

  • Counsel students and families: Counsel students and families on the financial aid process, eligibility criteria, and available federal, state, and institutional financial aid programs.
  • Billing and payment options: Provide guidance on billing, financial aid, and out-of-pocket payment options.
  • Student resources: Act as a resource for students and families by addressing inquiries, providing financial literacy education, and helping them understand their financial responsibilities.
  • Workshops and informational sessions: Lead workshops, webinars, and informational sessions to enhance financial literacy and awareness of financial aid resources among students and their families.

Operations and Systems Management:

  • FASS system maintenance: Maintain and update the FASS system by ensuring accurate record-keeping, managing missing forms, and creating user accounts as needed.
  • Website updates: Oversee updates to the Student Financial Planning website, coordinating with team members and submitting updates to Public Relations and Tech Services as necessary.
  • Daily operations: Support the daily operations of the Student Financial Planning Office, contributing to workflow improvements and assisting the Director of Financial Planning in training and mentoring new staff.

Qualifications:

  • Education: Bachelor's degree in Business, Finance, Higher Education Administration, or a related field.
  • Experience: Minimum of 1–3 years of experience in financial aid administration or a related area in higher education.
  • Skills: Strong interpersonal and communication skills, with the ability to work effectively with students, families, and colleagues. High degree of computer proficiency, including experience with financial aid management software and databases. Strong organizational skills, attention to detail, and the ability to troubleshoot and resolve issues independently.

Salary: $65,000 - $75,000 per year, depending on qualifications and experience.

Benefits: Comprehensive benefits package, including health insurance, retirement plan, and paid time off.

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