Financial Aid Director Resume Sample

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Work Experience

Director of Financial Aid
05/2018 - PRESENT
Los Angeles, CA
  • Maintains University’s financial aid data to assure timely and accuratesubmission of required federal, state and local reports
  • Represent Financial Aid on various campus committees and work with the campus in a collaborative fashion
  • Facilitate a financial aid presence at campus and community recruitment and outreach events
  • Communicate financial aid policy to the campus community
  • Provide relevant financial aid data and data analysis to campus constitutes
  • Anticipate and respond to press inquiries and represent the campus when financial aid is a media topic
  • An understanding of econometric modeling and other relevant statistical tools
  • Direct and oversee the day-to-day financial aid support operations and staff involved in loan and grant processing and recording functions
  • Optimize and manage the use of RISD’s Financial Aid ERP system & tools
Associate Director of Financial Aid
04/2013 - 03/2018
Chicago, IL
  • With an in-depth understanding of financial aid regulations, restrictions, reporting and audit requirements, lead, oversee and manage the federal loan and federal grant programs
  • Proactively stay abreast of all federal, state, and institutional regulations and policies
  • Review current financial aid practices and policies
  • Develop, recommend, present and distribute timely and contemporary communications to students, family and staff
  • Manage planning and operational activities of financial aid programs and services for the institution including oversight for federal, state and institutional funds
  • Develop, implement, review and document policies and procedures to ensure effective, efficient and compliant administration of federal, state and institutional funds across all schools and campuses
  • Prepare or oversees timely preparation and submission of reports required by the institution, accrediting agencies, federal and state agencies
  • Oversee the Satisfactory Academic Progress (SAP) and return of Title IV Funds, coordination of student loan processing between students, federal government and the institution and Title IV refunds and repayments including the U.S. Department of Education and National Student Loan Data System notifications
Associate Director of Financial Aid-operations
04/2009 - 11/2012
Chicago, IL
  • Administer appeals process related to SAP and special circumstances
  • Identify and implement the philosophy of the packaging, scheduling and disbursing of financial aid funds
  • Publicly present financial aid presentations and maintain accuracy of all collateral (website, college catalog, and other media) relating to financial aid
  • Counsel and advise students regarding financial needs and problems and recommend financial aid opportunities and scholarship and loan eligibility and procedures. Maintain knowledge of institutional financial aid policies procedures, and programs
  • Manage personnel resources, performance, and day-to-day operations to support staff development, smooth and efficient workflow, and quality service to students
  • Prepare annual budget and monitor expenditures to support financial stewardship
  • Work closely with the Advancement Department to process merit and need-based scholarships and endowment


University of San Francisco
2005 - 2009
Bachelor's Degree in Related Field

Professional Skills

  • Strong database management and technology skills are also required, including experience with integrated financial aid/student information systems
  • Strong computer skills including but not limited to financial aid computing software and word processing
  • Effectively working with individuals from diverse communities and cultures; possessing cross-cultural communication skills and multi-cultural competency
  • Strong skills using business tools including Microsoft Office products – Excel, Word, Outlook, OneNote, and PowerPoint
  • Excellent communication skills, including the ability to de-escalate difficult communications
  • Strong interpersonal, communication, and conflict-resolution skills
  • Strong database management and technology skills

How to write Financial Aid Director Resume

Financial Aid Director role is responsible for interpersonal, financial, software, database, technology, communications, word, research, analysis, organizational.
To write great resume for financial aid director job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Financial Aid Director Resume

The section contact information is important in your financial aid director resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Financial Aid Director Resume

The section work experience is an essential part of your financial aid director resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous financial aid director responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial aid director position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Financial Aid Director resume experience can include:

  • Oversees monthly federal and internal reconciliation efforts and report to reviewing entities, such as auditors, program reviewers, and the Controller and Senior Accountant in Business Office
  • Working knowledge of Title IV financial aid programs as well as state programs; excellent administrative skills to manage, train and develop staff members
  • Exercise important human relations skills in establishing and maintaining effective working relations with the Point Loma community
  • Excellent interpersonal skills; adept at working with diverse populations
  • Excellent written, oral and interpersonal communication skills, including communications with administrators, staff and the financial aid community
  • Strong analytical, technical and problem-solving skills with the ability to troubleshoot complex issues and develop solutions

Education on a Financial Aid Director Resume

Make sure to make education a priority on your financial aid director resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial aid director experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Financial Aid Director Resume

When listing skills on your financial aid director resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical financial aid director skills:

  • Excellent communication and customer service skills, attention to detail, and strong problem solving skills
  • Excellent organizational skills with the ability to multi-task and successfully prioritize tasks; and
  • Work in a fast paced and changing environment, where multiple priorities need to be effectively managed, while maintaining composure and flexibility
  • Three years progressively responsible relevant experience and two years management experience; Or an equivalent combination of training and experience
  • Three years related work experience including one year supervisory experience. Education cannot be substituted for supervisory experience
  • Demonstrated research, quantitative, analytical and problem solving skills

List of Typical Experience For a Financial Aid Director Resume


Experience For Director of Financial Aid Resume

  • Organizational skills and ability to prioritize work for self and others to meet deadlines; project management skills
  • Demonstrate strong problem solving and critical thinking skills
  • Strong written and verbal communication, active listening, persuasion, and negotiation skills
  • Demonstrated Excellence in customer/student service skills
  • Strong judgment, issues management, and problem analysis skills

Experience For Associate Director of Financial Aid Resume

  • Strong quantitative analysis and resource management skills
  • Proficiency with financial aid databases and strong computer skills in Excel and Word
  • Thorough problem identification, critical thinking, and problem solving skills; judgment and decision-making ability
  • Effective use of data when making decisions and assessing effectiveness of programs and/or services
  • Demonstrated commitment to diversity and successful experience working with diverse populations
  • Demonstrated experience interpreting financial aid regulations to reach complex decisions
  • Excellent oral and written communication including presentations, demonstrated communication style that encourages and motivates staff
  • Interpersonal skills including social perceptiveness

Experience For Director, Financial Aid Resume

  • Effectively present information to senior college leaders, public groups, and/or boards of trustees
  • Work and communicate effectively with a wide variety of business stakeholders
  • Effectively communicate financial aid and scholarship data to a variety of constituencies across the University with a focus on data driven decision-making
  • Experience guiding students through the scholarship process and providing general advice/information to students on budgetary planning and billing statements
  • Strong knowledge of policies, regulations, and practices for awarding financial aid, including needs analysis and packaging
  • Proven analytical ability to interpret statistical data for problem solving and forecasting
  • Demonstrated success building collaborative teams, staff development and working relationships with internal and external groups
  • Strong knowledge of advising and counseling techniques
  • Experience as primary lead in facilitating systems related process changes in a financial aid office

Experience For Associate Director of Financial Aid-operations Resume

  • Experience in project management focusing on process improvement and efficiencies
  • Approximately seven years or more of progressively responsible experience in financial aid administration in a higher educational setting
  • Experience in successfully managing team of direct reports required
  • Experience with federal processing systems and financial aid management systems
  • Demonstrated ability to manage confidential information pertaining to financial aid application review with discretion
  • Demonstrated ability to work with a wide variety of constituent groups including students, parents, staff, faculty, colleagues, and the community
  • Experience working with Banner and other University Systems
  • Experience working in a public post-secondary institution

Experience For Director of Student Financial Aid Resume

  • Demonstrated ability to understand and interpret complex federal and state statutes and regulations
  • Demonstrates commitment to inclusive excellence as an expression of the Benedictine values of the College of St. Scholastica
  • Experience with a Student Information System (SIS) preferably Ellucian’s Banner Financial Aid System
  • Experience with a Student Information System (SIS), preferably Ellucian’s Banner Financial Aid System
  • Define and monitor key metrics and analytics required to ensure efficient and effective debt management, default prevention and financial literacy programs
  • Strategic vision of how to serve students’ financial needs in effective and innovative ways
  • Hire, develop and mentor effective staff

Experience For Director Financial Aid Resume

  • Multi-task, exhibit excellent customer service, leadership and apply for grants
  • Effective oral and verbal communication with external and internal customers
  • Reviewing and following-up on student packaging
  • Directing, monitoring, and evaluating programs at a College-wide level
  • Monitoring and tracking financial aid packages
  • Coordinating internal and external auditing activities
  • Managing and administering program budgets

Experience For Executive Director of Admissions & Financial Aid Resume

  • Overseeing student financing
  • Conducting initial overview with student
  • Conducting financial aid review with student
  • Administering student financial assistance programs
  • Researching complex financial aid problems
  • Developing academic and/or program assessment tools
  • Working knowledge of techniques for recruitment and retention of students through financial aid

Experience For Associate Director, Financial Aid Resume

  • Supervisory, leading, and delegating tasks and authority
  • Develops staff with training and mentoring opportunities to empower staff to responsibly handle financial aid office’s issues and concerns
  • High level of understanding of administering a comprehensive student financial aid program
  • Collaborative, energetic, and resourceful work style; enjoys strategic thinking as well as rolling up one’s sleeves
  • Evaluate the needs for training on aid year conversion activity including regulatory changes
  • Directly responsible for the technical training of new employees and updating current employees
  • Monitors the award processing of grant programs and Perkins funds, ensuring that institutional allocations of SEOG \ Perkins are awarded, but not overextended
  • Assume primary responsibility for the tracking and processing of summer financial aid
  • Thorough knowledge of University policies, processes, and procedures, including those related to supervising employees

Experience For Director of Admissions & Financial Aid Resume

  • Expert knowledge and understanding of internal control practices and their impact on protecting University resources
  • Manage the federal work study program including fiscal management, operational management, compliance, and reporting
  • Knowledge of accounting, finance and data analytics
  • Regulations governing federal, state and institutional financial assistance programs
  • Federal, state, and institutional financial assistance reporting requirements
  • Basic statistics and accounting principles
  • Oversees the coordination and development of messaging through portals, texts, emails, and web pages
  • Oversees the research and development of the new programs, grants and funding proposals
  • Creates and publicizes counseling resources for students

Experience For Associate Director Financial Aid Resume

  • Responsible for ensuring the institution is in compliance with regulations related to federal and state financial aid programs
  • Provides leadership for ongoing projects and initiatives in SFA
  • Administers and supervises the implementation of all financial aid policies, office procedures and funding programs
  • Counsels students and parents regarding financial aid programs
  • Evaluates employees at scheduled intervals upon reviewing of all relevant information
  • Oversee the supervision of staff which includes work allocation, training, problem resolution; and performance evaluations
  • Oversee all facets of the daily operations of the organizational unit, ensuring compliance with the College, state and federal laws, policies, and regulations

List of Typical Skills For a Financial Aid Director Resume


Skills For Director of Financial Aid Resume

  • Strong research, quantitative, analytical, and problem solving skills
  • Effectively prioritize a variety of projects
  • Excellent interpersonal verbal and written communications skills with the ability to provide vision and motivation to staff
  • Director level experience and demonstrated success working with Federal and State financial aid programs and institutional tuition discounting
  • Deal effectively with a diverse student body
  • Proficient skills with Banner or another relational database, or grant and loan management software
  • Strong financial and personnel management experience

Skills For Associate Director of Financial Aid Resume

  • Organizing work, setting priorities, meeting critical deadlines, and following up with assignments
  • Four years of experience managing staff and/or working with and managing Title IV programs
  • Experience with need analysis, counseling, and packaging aid
  • Experience in a complex higher education environment including management of high performing teams
  • At least five years of supervisory experience demonstrating the ability to provide vision, training, and leadership to a staff of 30
  • Five years’ progressively responsible work experience in a financial aid setting
  • Work cross-functionally and build effective working relationships throughout the College community
  • Demonstrated working knowledge of Ellucian Financial Aid module or a similar student records system (Financial Aid module)

Skills For Director, Financial Aid Resume

  • Five years of progressively responsible professional experience working in a financial aid office in higher education,
  • Experience using Banner, COD, NSLDS, CPS
  • Experience implementing a software package
  • Five years related experience including
  • Experience working successfully with people of diverse cultural and ethnic backgrounds
  • Experience working in Microsoft Excel, Word, Access, and Outlook
  • Commitment to providing information-rich and excellent student services

Skills For Associate Director of Financial Aid-operations Resume

  • Build strong working relationships throughout the campus, outside, and university community is necessary
  • Experience working with SQL, HTML, Oracle databases, MS Office Suite
  • Experience writing programs that utilize data from relational databases (Oracle and/or SQL Server)
  • Experience providing data for required Financial Aid reports and regulatory compliance
  • Experience testing Financial Aid software
  • Four years of experience administering Title IV aid programs
  • Experience with the strategic use of aid and aid leveraging to achieve institutional enrollment goals
  • Extensive experience in managing institutional based scholarship programs
  • Computer applications related to the work, with a preference for previous experience in Banner Ellucian

Skills For Director of Student Financial Aid Resume

  • Experience with financial aid modules of Banner student information system
  • Demonstrated ability to complete return of Title IV calculations
  • Demonstrated ability to develop and deliver financial aid presentations
  • Demonstrated ability to identify problems and propose and implement solutions
  • Three years experience with financial aid programs
  • More than three years experience with financial aid programs
  • Experience at a management level within a financial aid department
  • Fiver years’ managerial experience in a college or university financial aid office, with supervisory qualifications
  • Three to Five years progressively responsible experience in Financial Aid office

Skills For Director Financial Aid Resume

  • Provide excellent customer service and answers to student inquiries
  • Proven track record of project completion
  • Experience with financial aid and other relevant database systems
  • Effective communicator and presenter with the ability to lead, influence, and inspire colleagues and cross-functional teams
  • Efficiently prioritize projects and tasks

Skills For Executive Director of Admissions & Financial Aid Resume

  • Experience with project management and software implementation
  • Experience with document management software and systems, such as ImageNow and MailMerge Solutions
  • Understanding of Federal financial aid processing software (such as COD, EDE, PowerFAIDS)
  • Understanding of Student loan processing software (such as ELM, COD)
  • Understanding of Noel Levitz Enrollment Management Reporting System software
  • Understanding of Report writing software (such as SQL)
  • Working knowledge of PeopleSoft Campus Solutions, particularly the Financial Aid Module
  • Interpret qualitative and statistical data for problem solving, decision-making, and forecasting

Skills For Associate Director, Financial Aid Resume

  • Knowledge of and ability to apply current best practices in student development theory when developing/modifying policies and practices
  • Knowledge of individual appraisal, including interviewing and advisement techniques
  • Coordinate activities with other department staff engaged in issuing or collecting student payments
  • A thorough understanding of federal and state financial aid programs
  • Frequently required to stand, bend and/or kneel for varying lengths of time and walk moderate distances to perform work
  • Oversees implementation and ongoing assessment of the Candler Admissions Client Relationship Management (CRM) software
  • Responsible for keeping web content current on Candler's website related to financial aid
  • Knowledge of finance, accounting and management policies and procedures

Skills For Director of Admissions & Financial Aid Resume

  • Commit to a team-building approach
  • Technologically nimble and clear understanding of data, research, and information systems and how they are best used in a financial aid office environment
  • Knowledge of federal and state funding programs
  • Successful interview and 3 background checks: Act 34; Act 151 (Child Abuse History Clearance); and Act 114 (FBI Federal Criminal History-Fingerprinting)
  • Extensive knowledge of financial aid and scholarship awarding practices
  • Commitment to excellence and innovation, and an appreciation for the role of technology in achieving those standards
  • Implement successful training programs and service delivery models
  • Knowledge of FISAP/ FISCOP reporting requirements

Skills For Associate Director Financial Aid Resume

  • Knowledge of personal computer software applications including Word, Excel, and Access
  • Create cost estimates and explain funding options to the students and parents
  • Oversee the annual awarding of all campus-based scholarships as well as the coordination of all outside scholarships
  • Maintain statistics, KPI’s, and historical data to analyze trends for data-driven decision-making
  • Organize and oversee student financial counseling activities
  • An illustrated commitment of working with racially and socioeconomically diverse students

List of Typical Responsibilities For a Financial Aid Director Resume


Responsibilities For Director of Financial Aid Resume

  • Upholding the university’s commitment to connecting students with resources and collaborating with schools, colleges and other key campus entities at both the Denver and the Anschutz Medical Campuses
  • Establish and monitor fund limits for all campus-based funds including State University Grant, Federal Work Study, Supplemental Educational Opportunity Grant, and Perkins Loan
  • Providing additional training to staff members and continuously develop skillsets
  • Financial aid experience with demonstrated knowledge and understanding of TIV regulations
  • Knowledge of financial aid packaging policy with technical skills to assess and apply to new system upgrades within financial aid systems
  • Experience with counseling and student programming

Responsibilities For Associate Director of Financial Aid Resume

  • Experience working collaboratively across departments within the college to implement change and solve problems
  • Review content such as training materials, SOP, job-aids and communications etc. for accuracy prior to distribution to business units
  • Coordinating training schedules for new and continuing staff
  • Monitoring workflow and reassigning staff to minimize backlogs and overloads within various areas
  • Managing staffing issues that arise
  • Reporting status of team's workload to the Director of Financial Aid
  • Overseeing the operational implementation of project and initiatives within the KHE Student Finance division across all campuses
  • Monitoring compliance with Title IV regulations

Responsibilities For Director, Financial Aid Resume

  • Understanding of Compliance and Consumer Information
  • Oversees and coordinates Financial Aid Office’s strategic planning
  • Selects, trains, supervises and evaluate all staff, with responsibility of meeting all communication and compliance goals
  • Assists with University’s retention efforts through strategic assessment of student financing
  • Ensure completion of all surveys and required data reporting in coordination with the Institutional Research Office
  • Review, award and verify graduate student aid eligibility; recommend changes to award policy, procedure and funding
  • Comprehensive understanding of such things as Title IV regulations, cash management rules, Military and non-military student eligibility requirements
  • Expert knowledge of federal legislation and regulations governing student assistance and need analysis

Responsibilities For Associate Director of Financial Aid-operations Resume

  • Knowledge of financial aid award modeling
  • Cross-training of colleagues
  • Thorough understanding of financial aid need analysis, student budgets, and federal, state, and private aid management
  • Oversee reconciliation of funds in compliance with the specifications of each program
  • Direct the completion of year-end close out of the Direct Loan program
  • Manage the completion of the annual Data Base report to the CSU Chancellor's Office
  • Supervise the completion of the annual federal Fiscal Operations Report and Application to Participate (FISAP) report
  • Compute annual administrative cost allowance

Responsibilities For Director of Student Financial Aid Resume

  • Determine and execute appropriate levels of match, carry forward, and carry back funds for all campus-based programs
  • Define the annual Cost of Attendance for all financial aid recipients
  • In collaboration with the Dean, develop plans and implement strategies to promote the JD program at the College of Law while promoting the schools’ visibility and educational offerings
  • Responsible for Financial Aid Service’s outreach programs and public relations campaigns
  • Analyze students’ need and consult with and train staff to resolve need analysis problems
  • Collaborates with Student Services Offices, Business Office, faculty, and College and District administration to ensure the Financial Aid Office’s complete alignment with institutional goals and participates in annual planning and budgeting for the Financial Aid Office
  • Oversees and coordinates the operations of Financial Aid Office (budget, personnel, information, policies, reports, and procedures)
  • Serves as liaison between Financial Aid Office and other associated offices or entitles within/outside the university

Responsibilities For Director Financial Aid Resume

  • Coordinates the preparation of technical reports on Financial Aid Office’s goals, outcomes, compliance and results
  • Lead Financial Aid Office meetings
  • Provides leadership to the Advising and Eligibility (A&E) unit and financial wellness to develop and maintain high quality services for all clients that are consistent with the mission of the department, Office of Enrollment Management and the University
  • Directs planning, coordination, implementation and review of office activities that support university recruiting efforts; partners with staff to develop, implement, and review targeted population scholarship programs and recruitment activities; facilitates annual review of related activities to assure effective and efficient support
  • Provides leadership to the designated units to develop and maintain high quality services for all customers that are consistent with the mission of the department, Office of Enrollment Management and the University

Responsibilities For Executive Director of Admissions & Financial Aid Resume

  • Manages and supports the Banner Financial Aid production processing on a daily basis while providing quality assurance, processing financial aid, and troubleshooting and resolving errors. Responsible for maintaining upgrades and address issues or problems with Banner System
  • Direct all functions of the Financial Aid office; Supervise and manage staff in Financial Aid to include: interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance
  • Direct the setting of goals and hold teams responsible for the completion of goals
  • Develop and review policy; Provide and coordinate internal and external financial aid training
  • Coordinate audit and review by outside agency

Responsibilities For Associate Director, Financial Aid Resume

  • Develop budget and scholarships
  • Oversee the counsel for students and families concerning financial aid application procedures and availability; Conduct informational workshops about all aspects of student financial aid; Evaluate and select financial aid candidates and determine types and amounts of aid
  • Meet with students to discuss specific financial aid issues; Manage outreach to students and families
  • Develop and direct financial aid strategies within the framework of federal and state regulations that are consistent with the enrollment management objectives of the College and by administering financial aid, scholarships and student employment programs that support student recruitment and retention
  • Responsible for overall administration of financial aid for campuses in Washington, DC, Bologna, Italy and Nanjing China

Responsibilities For Director of Admissions & Financial Aid Resume

  • Strategize with other directors in the student development area to support recruitment and retention through Financial Aid programs
  • Interpret and apply federal laws and regulations; college policies and regulations; and state regulations relating to the delivery of student financial assistance
  • Identify research needs and initiate research projects for programs, which include: college funding utilization, aid by income categories, new funding considerations, and regional/national kinds of aid administration
  • Comply with state, federal, and district financial aid regulations and policies; Report data, as needed
  • Knowledge of current federal and state laws and regulations that govern financial aid programs
  • Network within the financial aid community, on the local, regional, and national basis
  • Read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or concerns from students, regulatory agencies, or members of the business community
  • Manage campus student processes to ensure financial aid processes to insure financial compliance with university objectives and federal, state and NCAA, and institutional regulations
  • Experience with and the ability to communicate effectively with students from various social, economic, racial and ethnic backgrounds

Responsibilities For Associate Director Financial Aid Resume

  • Facilitates a work environment that encourages knowledge of, respect for, and development of skills to engage with those of other cultures and backgrounds
  • Prior experience as a financial aid director in a community college
  • Experience with and strong knowledge of PeopleSoft student information system is highly desirable
  • Manage and prioritize tasks, meet deadlines, and oversee major projects from development to implementation
  • Develop, implement, and coordinate federal and state financial aid policies and procedures
  • Manage the financial aid process to ensure student files are processed in a high-quality manner and funds are processed accurately and in accordance with federal regulations
  • Supervise and evaluate financial aid staff to include hiring and training of Assistant Director of Financial Aid, Financial Aid counselors, classified personnel, and student workers
  • Provide oversight to institutional scholarship and grant programs
  • Monitor the management of Satisfactory Academic Progress of aid recipients

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