POSITION DESCRIPTION QUESTIONNAIRE
ADMINISTRATIVE FACULTY
INSTRUCTIONS:
1. Complete form, sign, and submit to immediate supervisor;
2. Supervisor (chair/director/dean)– review, approve, sign, forward to vice president or vice provost;
3. Vice Pres/Vice Prov - approve, sign, forward to Placement Committee (c/o UNR HR, M/S 238);
4. Placement Committee recommends administrative salary range and title & forwards to Provost.
Approval letters are then sent to Vice President, Dean or Director for PAF/Terms preparation.
ALL INFORMATION MUST BE PROVIDED. INCOMPLETE FORMS WILL BE RETURNED TO
DEPARTMENT. QUESTIONS? CALL UNR Human Resources at 784-6082.
Incumbents’ Name (if applicable): Lourdes Gonzales
Position #: 16269
Current Title: Coordinator, Financial Aid, Compliance & Training
Current Range: 3
Department: Student Financial Aid and Scholarships
College/Division: Student Services
Action Proposed: (check all that apply)
Effective Date:
New position, Proposed Range:
Proposed Title:
x Title Change, Proposed Title: Asst Director, Financial Aid, Assessment and Compliance
Proposed Reassignment from Range 3
to Range 4
Revised PDQ only (no range, title change proposed)
Title Approved:
Range Approved:
(Committee Use Only)
I certify that the statements in this description are accurate and complete to the best of my knowledge.
Employee’s Signature
Date
I/we have reviewed the statements in this form and they accurately reflect the job assignments.
Immediate Supervisor’s Signature
Director/Chair/Dean
Sandra Guidry
Associate Director, SFS
Nancee Langley
Director, SFS
Approved for Salary Placement Committee review.
Vice President’s Signature
Date
Shannon Ellis, VP Student Services Date
Action Approved by the President:
Revised: 10/20/04
Date
Position Description–Coordinator, Financial Aid, Assessment & Compliance, Position #16269 Page 2
1.
Summary Statement: State the major function(s) of the position and its role in the university.
Attach an organizational chart with positions, ranges, and names for the division which reflects the
position in it as well as those supervised in the department.
The position of Coordinator, Financial Aid, Assessment, and Compliance:

Manages a strategic financial aid and enrollment management system and program that analyze the
impact of scholarships and financial aid on the enrollment of new undergraduates and the retention of
continuing students

Designs and conducts assessments and research, including analyses and reports.

Ensures proprietary systems and electronic services to students comply with federal and state financial
aid regulations. Oversees the electronic data exchange system with the U.S. Department of Education
and other such systems with lenders.

Prepares documents for annual audits-internal and external, reports for the U.S. Department of
Education, NSHE, national organizations, and data for University surveys and campus and public
information requests concerning financial aid and scholarships for students.

Provides staff training on new and enhanced systems that support aid delivery and services to students.
2.
List the major responsibilities, including percentage of time devoted to each. Provide enough
detail to enable a person outside the department to understand the job.
55% - Financial Aid & Scholarship Management:
25% - Directs the Enrollment Management Program in partnership with other contracted vendors to analyze how
financial aid and scholarships impact the enrollment of targeted entering undergraduates and the retention of
continuing, undergraduate students through the use of data-driven analyses and reporting. Collects and
analyzes data for goal-setting strategies and historical enrollment comparisons using a data analysis research
tool, a database that contains demographic and academic information on admitted students and the financial aid
and scholarships they were offered.
15% - Leads the enrollment management team- representatives from housing, admissions and records,
financial aid, scholarships, prospective students, and the AVP for Enrollment Management to design proactive,
intervention and action plans; monitors on a bi-weekly basis the results of such strategies with updated reports;
identifies targeted student populations where the impact of financial aid and scholarships may influence
enrollment decisions and are congruent with University priorities.
15% - Implements the scholarship award process that creates entering freshmen an academic index level,
offers them an automatic award based the level as they are admitted to the University and monitors progress
toward enrollment goals. Serves as a liaison to Office for Prospective Students to analyze enrollment patterns
and yields.
40% - Data Management and Assessment:
10% - Creates and maintains internal data management, analysis and compliance for federal and state reporting
requirements-NSHE; U.S. Department of Education; institutional requests for information; office operations and
workflow; and audits.
10% - Identifies federal requirements that can be met through the design and implementation of an electronic
service. Works with staff to design and implement award notifications, forms, and other electronic services to
students that reduce paper and create a self-service system.
Position Description–Coordinator, Financial Aid, Assessment & Compliance, Position #16269 Page 3
10% - Analyzes applicant data from the Quality Assurance Program and maintains the database for the ISIR
analysis tool provided by the U.S. Department of Education. Conducts QA assessments and reports to identify
the error-prone filers and set parameters for documentation.
10% - Oversees the electronic data system interfaces with the U.S. Department of Education and ensures
compliance for those and other federal electronic initiatives and systems, including reporting, file and data
reconciliation, and retention and archiving of student and financial records. Ensures priority systems are secure
and in compliance with all federal requirements.
5% - Supervision:
5% - Supervises two classified employees. Is Liaison with Enrollment Services division staff on recruitment
services.
3. Describe how the decisions and judgments made by this position and the results of work performed
impact the department, division and/or the university as a whole.
The enrollment and retention management program for which the position is responsible supports the diversity
and enrollment goals of the University and also the priority for retaining students. The data generated and
analyses impact the strategic decisions the financial aid office and the enrollment management team make on
how funds should be targeted and spent. The historical comparisons and goal-setting are critical underpinnings
to what the University expects to accomplish. Contacts with other middle managers who are also decisionmakers ensure coordination and consistency.
The oversight for the U.S. Department of Education systems for the delivery of applicant data is critical for the
University to ensure compliance and accuracy in operations. The lack thereof could mean loss of participation
and therefore federal financial aid for students.
4. Describe the knowledge, skills and abilities essential to successful performance of this job.
Knowledge:
 Federal and state financial aid and institutional scholarship programs
 Mainframe computer financial aid systems (INFORMS preferred), U.S. Department of Education and
lender proprietary data exchange systems for financial aid data
 Principles of research and evaluation
 Enrollment management
Skills:




Database development and maintenance
Assessment and analysis, using a query language; Focus preferred
Proficient with Microsoft Office and other pertinent software programs
Excellent oral and written communicate skills
Abilities:
 Exercise independent judgment; problem-solve, suggest and implement solutions
 Train, supervise, and evaluate staff
 Establish and maintain effective working relationships with co-workers, IT and SCS, campus contacts,
and publics
 Project management
5. Describe the type of personal contacts encountered in performing the duties of the job. Explain the
nature and purpose of these contacts: i.e., to provide services, to resolve problems, to negotiate.
Contacts with SCS and IT must be clear to establish new services to students and/or creatively problem-solve.
The enrollment management team leadership must be accurate, collegial, and productive. Relationships with
office staff must foster a sense of cooperation; those with auditors, NSHE, and other external agencies must be
collaborative and accomplish requests in a timely manner.
Position Description–Coordinator, Financial Aid, Assessment & Compliance, Position #16269 Page 4
6. Indicate the minimum qualifications which are necessary in filling this position should it become
vacant. Please keep in mind the duties/responsbilities of the position rather than the qualifcations of
the incumbent.
a.
Minimum educational level, including appropriate field, if any.
Masters Degree from a regionally accredited institution
b.
Minimum type and amount of work experience, in addition to the above required
education necessary for a person entering this position.
Three years of recent professional experience to include at least one year in a student financial aid
office at a four-year institution
c. Indicate any license or certificate required for this position.
None