Associate Director, SP2 Financial Aid at University of Pennsylvania in Philadelphia, Pennsylvania

Job Description:

Associate Director, SP2 Financial Aid





University Overview



The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide opportunities for undergraduate, graduate and continuing education, all influenced by Penn's distinctive interdisciplinary approach to scholarship and learning. As an employer Penn has been ranked nationally on many occasions with the most recent award from Forbes who named Penn one of America's Best Large Employers in 2023.


Penn offers a unique working environment within the city of Philadelphia. The University is situated on a beautiful urban campus, with easy access to a range of educational, cultural, and recreational activities. With its historical significance and landmarks, lively cultural offerings, and wide variety of atmospheres, Philadelphia is the perfect place to call home for work and play.


The University offers a competitive benefits package that includes excellent healthcare and tuition benefits for employees and their families, generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more.




Posted Job Title

Associate Director, SP2 Financial Aid




Job Profile Title

Associate Director B, Student Services




Job Description Summary

The Associate Director of Financial Aid assists the Director in planning, managing the day-to-day operations of the Financial Aid Office, and ensuring compliance with all applicable regulations, school and office policies and procedures. Building relationships with prospective and current students, alumni, community stakeholders, and programs and departments across the University, the Associate Director ensures the strategic use of financial aid as a key recruitment strategy in increasing enrollment, attracting a diverse and talented student body, and increasing SP2's positive impact on the Philadelphia region and beyond. This individual works closely with the Director of Financial Aid and other senior staff to identify problems and initiate improvements for student service, regulatory compliance, and other goals of the office and school.


* All SP2 staff are required to participate in convocation and graduation ceremonies as needed.




Job Description




Job Responsibilities



Oversee and implement the administration of the SP2 federal work-study program which includes:

• Create and disseminate information/required documentation to prospective, entering and returning students from pre-admission through graduation regarding federal student work-study program.


• Manage work study appointments for all graduate programs (MSW, MSSP, MSSP+DA and NPL) during internships, practicums, and field placements.


• Collaborate with SP2 Office of Community-Engaged Professional Education to identify students that require background checks for their student worker position.


• In conjunction with Central H.R., this position manages the background check process including but not limited to receiving and disseminating access codes to students, track and record the process until completed, arranging for necessary payments and facilitate student workshops.

Manage distribution of all SP2 student aid to student accounts:

• Upload student scholarship/endowed funding into Feeder App and Banner and review for accuracy based on status of enrollment.


• Identify changes in enrollment and make required adjustments to student accounts.


• Utilize exception reports to confirm charges in the student account system to all financial aid awards.


• Work with the Director of Financial Aid to develop specialized reports for budgeting, forecasting, and various data requests.

Counsel prospective, current, and former students on matters of financial aid, personal financial management, and debt management. Interpret and explain financial aid policies and financing options to applicants, students, and others. Provides guidance to students who are requesting re-evaluation of awards. Provide guidance to students regarding the appeal process for scholarship funding utilizing Slate.


Responsible for successful operation of special programs; Coverdell Fellows, CWEL, and City Year at SP2. This work includes, but is not limited to, identifying candidates, notifying selected recipients, posting, and tracking of the awards in Banner. Maintain clear communication and relationship with partner organizations and SP2 stakeholders to ensure smooth and successful program operations.


Maintain website and SharePoint content for the Financial Aid Office. Position is point of contact for SP2 web master and SP2 IT department. Create, update and maintain the office's standard operating procedures.


Develop financial aid presentations and coordinate financial literacy outreach and events. Participate in recruitment events including information sessions, accepted student open houses and new student orientations.


Perform additional duties as assigned, including participation in convocation and graduation ceremonies as needed.



Qualifications

• Bachelor's degree is required and a minimum of 2 - 3 years' experience required; minimum of five years professional financial aid experience preferred. Knowledge of Banner, Microsoft Applications and electronic reporting processes is a plus. Knowledge of financial aid regulations, student budgets, financial aid packaging, professional judgment, debt management, scholarships, direct and alternative loan programs. Experience managing scholarship portfolios (endowed, annual, institutional and alumni scholarship sources), and knowledge of forecasting is a plus. Effective public speaking and interpersonal/counseling skills are required. Ability to handle multiple tasks and complete various projects within designated deadlines. Excellent verbal and written communication skills, and an ability to work collaboratively as part of an administrative team.

Job Location - City, State

Philadelphia, Pennsylvania




Department / School

School of Social Policy and Practice




Pay Range

$43,919.00 - $75,000.00 Annual Rate
Salary offers are made based on the candidate's qualifications, experience, skills, and education as they directly relate to the requirements of the position, as well as internal and market factors and grade profile.




Affirmative Action Statement

Penn adheres to a policy that prohibits discrimination on the basis of race, color, sex, sexual orientation, gender identity, religion, creed, national or ethnic origin, citizenship status, age, disability, veteran status, or any other legally protected class.




Special Requirements

Background check required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job.




University Benefits

• 
  Health, Life, and Flexible Spending Accounts: Penn offers comprehensive medical, prescription, behavioral health, dental, vision, and life insurance benefits to protect you and your family's health and welfare. You can also use flexible spending accounts to pay for eligible health care and dependent care expenses with pre-tax dollars.
  
  


• 
  Tuition: Take advantage of Penn's exceptional tuition benefits. You, your spouse, and your dependent children can get tuition assistance here at Penn. Your dependent children are also eligible for tuition assistance at other institutions.
  
  


• 
  Retirement: Penn offers generous retirement plans to help you save for your future. Penn's Basic, Matching, and Supplemental retirement plans allow you to save for retirement on a pre-tax or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard.
  
  


• 
  Time Away from Work: Penn provides you with a substantial amount of time away from work during the course of the year. This allows you to relax, take vacations, attend to personal affairs, recover from illness or injury, spend time with family—whatever your personal needs may be.
  
  


• 
  Long-Term Care Insurance: In partnership with Genworth Financial, Penn offers faculty and staff (and your eligible family members) long-term care insurance to help you cover some of the costs of long-term care services received at home, in the community or in a nursing facility. If you apply when you're newly hired, you won't have to provide proof of good health or be subject to underwriting requirements. Eligible family members must always provide proof of good health and are subject to underwriting.
  
  


• 
  Wellness and Work-life Resources: Penn is committed to supporting our faculty and staff as they balance the competing demands of work and personal life. That's why we offer a wide variety of programs and resources to help you care for your health, your family, and your work-life balance.
  
  


• 
  Professional and Personal Development: Penn provides an array of resources to help you advance yourself personally and professionally.
  
  


• 
  University Resources: As a member of the Penn community, you have access to a wide range of University resources as well as cultural and recreational activities. Take advantage of the University's libraries and athletic facilities, or visit our arboretum and art galleries. There's always something going on at Penn, whether it's a new exhibit at the Penn Museum, the latest music or theater presentation at the Annenberg Center, or the Penn Relays at Franklin Field to name just a few examples. As a member of the Penn community, you're right in the middle of the excitement—and you and your family can enjoy many of these activities for free.
  
  


• 
  Discounts and Special Services: From arts and entertainment to transportation and mortgages, you'll find great deals for University faculty and staff. Not only do Penn arts and cultural centers and museums offer free and discounted admission and memberships to faculty and staff. You can also enjoy substantial savings on other goods and services such as new cars from Ford and General Motors, cellular phone service plans, movie tickets, and admission to theme parks.
  
  


• 
  Flexible Work Hours: Flexible work options offer creative approaches for completing work while promoting balance between work and personal commitments. These approaches involve use of non-traditional work hours, locations, and/or job structures.
  
  


• 
  Penn Home Ownership Services: Penn offers a forgivable loan for eligible employees interested in buying a home or currently residing in West Philadelphia, which can be used for closing costs or home improvements.
  
  


• 
  Adoption Assistance: Penn will reimburse eligible employees on qualified expenses in connection with the legal adoption of an eligible child, such as travel or court fees, for up to two adoptions in your household.
  
  

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To learn more, please visit: https://www.hr.upenn.edu/PennHR/benefits-pay





To apply, visit https://wd1.myworkdaysite.com/en-US/recruiting/upenn/careers-at-penn/job/McNeil-Building---5th-Floor/Associate-Director--SP2-Financial-Aid_JR00087168

















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