Director Of Financial Aid

Review and monitor the Expected and Past due Cash flow for the branch campus. Monitor all campus base funds (FWS, SEOG and Perkins). Review and monitor the student account balance. Double-check all refunds on Title IV funds are sent back to lenders for drops and graduates. Review student financing with Bursar to ensure all students are completely and properly packaged. Do student overviews as needed, set appointments with new starts. Data entry of FA schedules, payments, forms, document tracking, etc., in CampusVue. Conduct FA appointments, explaining the FA forms and process to the students. Then package them appropriately. Schedule monthly payments. Send paperwork to processing, file paperwork. Check on fund availability and deal with lenders. Audit student financial aid files.

Daily Responsibilities:

Overviews as needed

_____ Pull NSLDS

_____ Check FASFA on the Web

_____ Send deferments to ALL prior lenders

• Confirm appointments
• FA Appointments

_____ Needs analysis

_____ Explain Financial Aid to student/parent

_____ Schedule Financial Aid

_____ Schedule monthly payments OR Begin Private loan process

_____ Document Track

_____ Review any schedule any excess funds

• Pull ISIR batches

• Review all Status Change form for Academic Interrupt, Drops, Graduates and Leave of Absence (LOA)

• Review FA Packets & Start-up's being send to Central Processing Department

• "Please see me"/"Do not admit slips"

• Contact new starts to return/sign additional paperwork

• Overviews as needed, confirm appointments, conduct appointments

• Schedule Financial Aid in CampusVue and enter documents for tracking

• Explain and assist with Financial Aid paperwork problems

• Schedule monthly payments

• Handle repacks for continuing students

• Contact students about missing documents that are needed

• Alternative loan paperwork - verify eligibility info

• NSLDS - print and investigate info

• Manage other FA officers daily activities

• Run reports for review and meetings

Weekly Responsibilities:

• Review/follow-up on student

• Status Change Report, how does it affect

o F.A. package

• Missing Documents Report, ensure complete file

• Management meeting

• Start date report/meeting with DOA

• FA staff meeting

• Staff meeting

• Retention meeting

• Pull and review LDA Report

• Nteract/SLM pending disbursement reports

• Exits on dropped students, Grad Students

CXL expected disbursements

• Notify lenders/processing, Notify lender of status change

• Filing/Audit file

• Expected/Past due cash flow

• Account balance meeting, review, discuss, follow-up on prom notes in-house

• College Work Study time sheets to processing

• Review/ Follow up on disbursements on funds that are coming in from the following lenders

• Interact with students so they know me and my department

• Exit interviews for drops or graduates as necessary

• Go over the Status Change Report to see how it affects FA

• Run the Missing Documents Report to ensure complete file

• Start Date report/meeting the Vice President and Admissions

• Review LDA report with Academics at weekly meeting

• Participate in weekly cash flow meetings and review accounts to make sure tuition matches up with FA

• FWS time sheet to process for payroll

Monthly Responsibilities:

• Grad exits

CXL any expected F.A.

Notify lender of status change

Audit file

• Month's drop/grad report

• Repacks

• Pull Tuition Billing Report

• To ensure tuition and FA matches schedule

• Review available campus base funds

• Review 3rd party monthly reports- Have Bursar get with students who are.

• Review missing high school/official transcript report

• Discuss SAP with the Academics department to check for potential problems

• FA conference call meetings

• Ensure repacks are completed

• Check on past due Private loans

Quarterly Responsibilities:

• Quarterly visit to the branch campuses

• Update the Institutional Effectiveness campus master plan

• Review campus base funds for the branch campus

• Review FSAG grant

• Drop/Graduate report

• Repacks

• Pre-registration as we get larger

Annually Responsibilities:

• Attend FAPSC workshop

• Attend Region IV workshop

• Attend Management Retreat

• Attend the Institutional Effectiveness workshop

• Attend the financial aid training workshop

• Package all new students prior to start

• Repackage all continuing students

• Run the appropriate reports to check for potential problems

• Build a relationship with lenders

• Default management

• Maintain a high level of student satisfaction