POSITION DESCRIPTION
TITLE:
EXTENDED TITLE:
FLSA STATUS:
Manger
Manager, Financial Aid – Intake and
Processing
Exempt
CATEGORY:
Professional
GRADE:
C
JOB SUMMARY: Responsible for the management and coordination of Student Financial Aid Intake and
Processing. Coordinate all activities through policies and procedures consistent with rules and regulations
established by federal and state agencies and private donors.
ESSENTIAL FUNCTIONS:
YEARLY
PERCENT OF
TIME
30%
1.
Manage and coordinate customer service functions performed by financial
Aid Intake staff. Evaluate training needs and improvements of the Intake
processes. Ensure campus financial aid offices are appropriately staffed and
supplied for efficient and effective operation.
2.
Manage and coordinate Processing staff work assignments. Conduct
workshops and meetings designed to improve overall efficiency. Make
recommendations for improvements and modifications to daily operations.
30%
3.
Assist students in resolution of financial aid problems. Serve as a resource to
other office staff members, college departments and the community.
10%
4.
Monitor program regulatory changes that affect the federal, state and
institutional financial aid. Recommend and implement changes to ensure
compliance.
10%
5.
Provide personnel management direction and guidance to staff, including
orientation, performance appraisal, coaching, and personal/professional
development.
10%
6.
Participate in Financial Aid Outreach activities.
5%
7.
Other duties as assigned.
5%
REPORTING RELATIONSHIP: Assistant Director, Financial Aid Intake Services
SUPERVISORY RESPONSIBILITIES: Direct supervisor of staff assigned to functional area.
Effective: 6/1/11
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ESSENTIAL QUALIFICATIONS:
EDUCATION: Bachelor’s Degree.
EXPERIENCE: Two (2) years related experience.
SPECIAL SKILLS AND ABILITIES:
1.
Skills/Abilities:
Comprehensive knowledge of current financial aid regulations.
Must have t he ability to devise and/or adapt procedures/policies to changing
organizational needs.
Must also be able to anticipate problems and take appropriate action to meet needs or
prevent problems from occurring, as well as organize, direct and coordinate
functions and tasks within a limited time frame.
Must possess excellent customer service skills.
Excellent communications skills both oral and written.
2.
Equipment Used: Personal Computer and other equipment associated with an office
environment.
3.
Software Used: Integrated administrative software (e.g. Banner), and a variety of, word
processing, database, e-mail, and presentation software.
PHYSICAL REQUIREMENTS:
The physical demands described here are representative of those that must be met by an employee
to successfully perform the essential functions of this job.
While performing the duties of this Job, the employee is regularly required to sit; use hands to
handle, or feel and reach with hands and arms. The employee is occasionally required to stand;
walk; climb or balance; stoop, kneel, crouch, or crawl. The employee must regularly lift and/or
move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities
required by this job include close vision, distance vision, color vision, peripheral vision, depth
perception and ability to adjust focus.
INTERPERSONAL SKILLS:
Alternative or combined skills in understanding, counseling, and/or influencing people are
important in achieving job objectives, causing action, understanding others, or changing behavior;
and, skills of persuasiveness or assertiveness, as well as sensitivity to the point of view of others.
WORKING CONDITIONS:
The work environment characteristics described here are representative of those an employee
encounters while performing the essential functions of this job. The noise level in the work
environment is usually moderate.
Effective: 6/1/11
Page 2 of 4
POSITION TITLE:
Manager Financial Aid-Intake and Processing
PHYSICAL REQUIREMENTS & WORKING CONDITIONS: The physical demands and work
environment factors described below are representative of those that must be met by an employee to
successfully perform the essential functions of this job.
PHYSICAL ACTIVITIES:
None
Stand
Walk
Sit
Use hands to finger, handle or feel
Reach with hands and arms
Climb or balance
Stoop, kneel, crouch, or crawl
Talk
Hear
Taste
Smell
WEIGHT and FORCE
DEMANDS:
Up to 10 pounds
Up to 25 pounds
Up to 50 pounds
Up to 100 pounds
More than 100 pounds
WORK ENVIRONMENT:
Wet or humid conditions(non-weather)
Work near moving mechanical parts
Work in high, precarious places
Fumes or airborne particles
Toxic or caustic chemicals
Outdoor weather conditions
Extreme cold(non-weather)
Extreme hot (non-weather)
Risk of electrical shock
Work with explosives
Risk of radiation
Vibration
Over 2/3
X
X
X
X
X
X
X
X
X
None
Amount of Time
Under 1/3
1/3 to 2/3
Over 2/3
X
X
X
X
X
None
X
X
X
X
X
X
X
X
X
X
X
X
VISION DEMANDS:
No special vision requirements
Close vision (clear vision at 20 inches or less)
Distance vision (Clear vision at 20 feet or more)
Color vision (ability to identify and distinguish colors)
Peripheral vision
Depth perception
Ability to adjust focus
Effective: 6/1/11
Amount of Time
Under 1/3
1/3 to 2/3
X
X
Amount of Time
Under 1/3
1/3 to 2/3
Over 2/3
Required
X
X
X
X
X
X
X
Page 3 of 4
NOISE LEVEL:
Very quiet
Quiet
Moderate
Loud
Very Loud
Exposure Level
X
The intent of this job description is to provide a representative and level of the types of duties and
responsibilities that will be required of positions given this title and shall not be construed as a
declaration of the total of the specific duties and responsibilities of any particular position.
Employee may be directed to perform job-related tasks other than those specifically present in this
description.
I certify that I have received a copy of this job description. I have read and understand the duties
and responsibilities of this position.
X
Employee Signature
Effective: 6/1/11
Date
Page 4 of 4