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Position Classification Description

Position Class Code / Title: B7022 / Assoc Dir,Financial Aid
Recruitment Tier: Tier 1
FLSA: Exempt
Grade: 15

This is a description of a Staff Position Classification. It is not an announcement of a position opening. To view descriptions of current openings, please go to UNMJobs and Search Postings to view positions that are currently accepting applications.

The following statements are intended to describe, in broad terms, the general functions and responsibility levels characteristic of positions assigned to this classification. They should not be viewed as an exhaustive list of the specific duties and prerequisites applicable to individual positions that have been so classified.

Summary

Manages and administers financial aid programs for students, including staff and resource management, reports and program reviews, compliance with university and funding agency requirements, and student financial aid applications and counseling.

Duties and Responsibilities

  1. Oversees the supervision of personnel, which includes work allocation, training, promotion, enforcement of internal procedures and controls, and problem resolution; evaluates performance and makes recommendations for personnel actions; motivates employees to achieve peak productivity and performance.
  2. Oversees all facets of the daily operations of the organizational unit, ensuring compliance with the University, state, and federal laws, policies, and regulations.
  3. Assists in developing and coordinating the technical aspects of the administration of scholarship and/or non-scholarship student financial aid programs; supervises advisors and may perform financial aid advising.
  4. Participates in development, implementation and maintenance of policies, objectives, short-and long-range planning; develops and implements projects and programs to assist in accomplishment of established goals.
  5. Develops or assists with the development and implementation of policies and procedures consistent with those of the organization to ensure efficient and safe operation of the unit.
  6. Represents the organization at various community and/or business meetings, committees, and task forces; promotes existing and new programs and/or policies.
  7. Participates in the development of annual operating budgets and provides fiscal direction to the unit.
  8. Maintains and enhances the Banner Financial Aid system, including coordination with ITS for the installation and testing of Banner Financial Aid releases and patches. May include oversight, testing and maintenance of Banner Financial Aid modules.
  9. Oversees the Federal Family Education Loan Program (FFELP) Stafford/PLUS Loan program and interfaces with the New Mexico Student Loan Corporation and other guarantors or lenders.
  10. Coordinates financial aid disbursement with the Bursar and Accounts Receivable offices.
  11. May administer accounting, reporting, and funding levels for specific programs; may coordinate audits and program reviews.
  12. May coordinate public information and outreach programs and develop sources of financial aid at the state and national levels.
  13. May manage specialized databases and personal computer networks; may analyze, design, and produce specialized statistical reports for university departments and/or external agencies.
  14. Performs miscellaneous job-related duties as assigned.

Minimum Job Requirements

  • Bachelor's degree; at least 3 years of experience directly related to the duties and responsibilities specified.
  • Completed degree(s) from an accredited institution that are above the minimum education requirement may be substituted for experience on a year for year basis.

Knowledge, Skills and Abilities Required

  • Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.
  • Ability to develop and maintain recordkeeping systems and procedures.
  • Skill in the use of personal computers and related software applications.
  • Ability to communicate effectively, both orally and in writing.
  • Skill in organizing resources and establishing priorities.
  • Skill in examining and re-engineering operations and procedures, formulating policy, and developing and implementing new strategies and procedures.
  • Ability to develop, plan, and implement short- and long-range goals.
  • Knowledge of financial aid policies, procedures, and eligibility requirements.
  • Ability to supervise and train employees, to include organizing, prioritizing, and scheduling work assignments.
  • Knowledge and understanding of all aspects of student financial aid and scholarships.
  • Ability to foster a cooperative work environment.
  • Employee development and performance management skills.
  • Knowledge of budget preparation, cost estimating, monitoring, and fiscal management principles and procedures.
  • Working knowledge and skill in operating in the Banner Financial Aid system and related module components.
  • Knowledge of faculty and/or staff hiring procedures.

Working Conditions and Physical Effort

  • No or very limited physical effort required.
  • No or very limited exposure to physical risk.
  • Work is normally performed in a typical interior/office work environment.

The University of New Mexico provides all training required by OSHA to ensure employee safety.

Revised Date: 03/20/2017