1.Oversee GSPS system to ensure students receive stipend checks in a timely manner and to ensure that tuition and health fellowships are posted correctly and on time to student accounts. Review and approve appointments processed by various GSPS users. Ensure users are in compliance of Graduate School policy and federal and non-federal guidelines, when charging grants. Keep abreast of policies regarding student funding in various departments, i.e., funding patterns, combined awards, teaching requirements, and tax withholding issues. Manage a case load in excess of 2,500 students; and direct and indirect responsibility of 60+ GSPS users. Develop a communications plan to inform students, GSPS users, business office managers and registrars of various deadlines as well as new processes and procedures. 2. Plan, develop and execute comprehensive financial services for prospective and current students. Assist students with completing financial aid applications, determine eligibility for funds, communicate the terms and conditions of financial aid awards, analyze student accounts for accuracy, resolve billing errors and discuss financing options. Perform need analysis and determine financial aid awards (using federal, institutional, state and private funds). Perform financial aid verification according to federal and institutional policies. Ensure Title IV funds are returned in compliance with federal regulations when needed. 3. Counsel students by way of telephone, visits to office, written inquiries and email; assist them with complex financial aid and billing issues. Determine appropriate financial aid award adjustments and review with students. When necessary develop personal budgets to help them live within the confines of their awards. 4. Research payroll errors and updates Workday records as needed for each semi-monthly payroll run. Correct errors to ensure students receive paycheck in a timely manner. 5. Prepare written responses to all student, staff, and faculty inquiries. 6. Participate in the design and test system enhancements for GSPS, Workday and the Teaching Fellow System. Research and make recommendations for process improvements. Manage and maintain the governing parameters in GSPS. Train GSPS users and continuously assist them with their data entries and cost transfers. Approve entries once determined grants are properly charged. 7. Counsel students when they are overpaid stipends. Serve as collections point person when students are overpaid stipends. Collect money via payroll deduction or via personal check. 8. Research and develop in accordance with Department of Education guidelines, the single student budget at the Grad School used in the calculation of financial need when determining loan awards for students. Research living costs in the New Haven area via various media for the purpose of developing the cost of living student budget for each academic year. The living budget is used in the calculation of financial need when determining loan awards for students as well as to establish stipend rates. 9. Communicate with other campus offices and outside agencies regarding financial aid and/or billing concerns. Assist Student Financial Services with the collections of delinquent student accounts. 10. Determine and update the governing parameters in Banner to accommodate loan processing each academic year. Find ways to expedite the loan process and stay abreast of banner upgrades. Conduct testing when upgrades to Banner are implemented to ensure system integrity. 11. Develop, write, and update procedures for student loan and GSPS processing. 12. Using Brio Queries and Excel worksheets with pivot tables, research and compile statistical data for quality control purposes as well as to report to the Office of Institutional Research each year. 13. Plan and participate in Graduate School commencement and matriculation.
Required Education and Experience
Bachelor's Degree and four years of related work experience in financial aid, admissions, registrar, placement, student counseling, student services, payroll or an equivalent combination of education and experience.
Background Check Requirements
All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. Please visit www.yale.edu/hronline/careers/screening/faqs.html for additional information on the background check requirements and process.
Under the general direction of the Director Financial Aid, Graduate School of Arts and Sciences, and with latitude for discretion and independent judgment, plan, coordinate and carry out a wide range of student financial services for Graduate School students. Identify administrative, procedural and technical problems requiring program change or correction; and make appropriate recommendations and implement changes.
Develop, implement and administer departmental and University policies, procedures and regulations related to financial aid activities, i.e., loans and disbursement of internal and external fellowships. Counsel students to resolve their financial issues. Perform need analysis to determine student loan eligibility and ensure compliance when authorizing federal and non-federal student loans.
Manage the day-to-day operations of the office to ensure that students receive their semi-monthly stipends and tuition and health fellowships in a timely manner. Train new and existing GSPS users as needed.
Computer experience with emphasis on integrated student information systems. Experience using advanced excel functions including pivot tables and Vlookup.
Experience with Workday and Banner. Familiarity with tax returns and student financial aid systems.
The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the particular position. Employees will be assigned specific job-related duties through their hiring departments.
Affirmative Action Statement:
Yale University considers applicants for employment without regard to, and does not discriminate on the basis of, an individual's sex, race, color, religion, age, disability, status as a veteran, or national or ethnic origin; nor does Yale discriminate on the basis of sexual orientation or gender identity or expression. Title IX of the Education Amendments of 1972 protects people from sex discrimination in educational programs and activities at institutions that receive federal financial assistance.
Questions regarding Title IX may be referred to the University's Title IX Coordinator, at TitleIX@yale.edu, or to the U.S. Department of Education, Office for Civil Rights, 8th Floor, Five Post Office Square, Boston MA 02109-3921. Telephone: 617.289.0111, Fax: 617.289.0150, TDD: 800.877.8339, or Email: email@example.com.