JOB POSTING POSITION TITLE: Student Financial Aid & Student Accounts Officer DEPARTMENT: Associate Dean, Programs REPORTS TO: Dean’s Office PRIMARY OBJECTIVE OF POSITION: To develop and implement an annual financial aid strategy in conjunction with the Program Directors and the Directors of Recruitment and Admissions in order to recruit superior quality candidates to the MBA, MSc, HBA and AEO Programs. To educate, inform and refer all Ivey students to available funding. This funding will be in the form of Ivey Scholarships and Awards, Western bursaries and private and government loans. This is accomplished by building and maintaining effective relationships with Ivey Advancement, Western University, private financial institutions, and partners of the School. KEY RESULTS AREAS: (Functions that make the most positive impact on the success of the School) In conjunction with the Associate Dean Programs and the Program Directors of Recruitment and Admissions, develop and implement a financial aid strategy that will attract superior quality students to Ivey’s MBA, MSC, HBA and AEO programs. Increase the accessibility of student loans to exceptional candidates who are targeted by Ivey and who require financial assistance. This will be accomplished by building and maintaining effective relationships with selected financial institutions and Advancement. Proactively manage available scholarship funds with selected superior students of the MBA, MSC, HBA, AEO, and PhD Programs. Provide greater accessibility for MBA, MSC, HBA and AEO students to loans, scholarships and other financial aid. Track and manage student accounts to ensure all fees are paid on time. Address any unpaid student accounts with appropriate Program Director(s). Work closely with each Program Director (HBA/MBA/MSc) to outline which course material and/or program fees will be applied to the student account throughout the duration of their time in the Program. Track and manage the student accounts to ensure fees have been applied and paid on time. Work with the appropriate Program Coordinator to rectify incorrect course material fees on student accounts. Ensure student accounts are in good standing and address delinquent accounts with appropriate Program Director. Directly follow up with students with outstanding accounts, involving the Program and Faculty Directors where appropriate. The Financial Aid Officer will continue to work with Western regarding delinquent accounts and academic sealing. QUANTITATIVE AREAS OF IMPACT: Manage annual scholarship funds worth approximately $3,000,000. BUDGET: N/A STAFF SUPERVISED: None RELATIONSHIPS Internal Reports to: Associate Dean, Programs Coordinates with: Executive Director, Master’s Program Recruitment & Admissions and Director, HBA Recruitment & Admissions Faculty Directors of the MBA, MSC and HBA Programs Advancement MBA, MSC, HBA and AEO students MBA, MSC and HBA Student Associations Financial Aid Services at UWO External Canadian financial institutions Corporations and foundations offering financial awards to students MAIN ACTIVITIES: Liaise with Programs Directors of Recruitment and Admissions for strategic management and allocation of available scholarship funds. Build and maintain relationships with local financial institutions to facilitate financial aid for superior students requiring assistance to enter Ivey Programs. Counsel students in financial difficulty. Link students with banks, OSAP or other external resources required to assist them. Responsible for all aspects of financial aid for students of the Business School. Administer scholarships. Disburse funds to student accounts. OTHER ACTIVITIES: Match donor agreements with appropriate Ivey students. Communicate scholarship information with the Stewardship function in Advancement. Review new donor agreements. Advise Advancement on new scholarship needs i.e. assist Advancement by providing them with relevant information regarding Ivey students and their specific needs. % Responsibilities in Position: RESPONSIBILITY % OF TIME SPENT Counsel prospective candidates and current students on 45% scholarships, awards, bursaries, private loans and government resources. Manage donor awards and collaborate with Ivey Programs for the 20% strategic use of awards. Liaise with Advancement regarding the matching of student needs with donors. Liaise with Western’s Registrar’s Office and Faculty of Graduate 15% Studies to ensure policies regarding the granting of awards have been met, and compliance with student tuition payment. Activities increase during admissions cycle. Manage student accounts. 10% Work with banking partners to enhance current programs to keep 10% up with tuition levels, provide confirmation of enrolment and maintain relationships with personal banking officers. 100% 1. 2. 3. 4. 5. SKILLS AND KNOWLEDGE & EXPERIENCE REQUIRED: University degree. A minimum of 5 years relevant administrative experience in an educational environment is preferred. Demonstrated knowledge and understanding of the programs and strategic direction of the Ivey Business School. Ability to acquire an excellent understanding of Ivey donor agreements. Thorough understanding of student financial aid and scholarship programs. Professional presence and the ability to interact effectively with Ivey Program Directors, students, financial institutions, corporate sponsors and other external constituents relevant to the student financial aid. Ability to develop and implement financial aid programs that will assist in the achievement of the School’s strategic goals. Demonstrated ability to communicate clearly both orally and in writing. Excellent team skills to work with relevant partners in the School. Maturity and good judgment to handle stressful and occasionally confrontational situations. Ability to work with confidential information. Leadership skills and the ability to make decisions independently. Experience developing and administering budgets; ability to analyze and report on trends. Competent computer skills: Excel, Word, Microsoft Office suite of products, databases, experience with PeopleSoft and Maximizer preferred. This is a two year renewable contract position with competitive salary and comprehensive benefits. Position is located on London, Ontario. Please forward your application in confidence to hrresumes@ivey.ca and include reference DEAN158 in the subject line before January 27, 2015.