Assistant Director, Financial Assistance at Bentley University in Waltham, Massachusetts

Job Description:

Job Description Summary

Department Overview:
The office of Student Financial Services supports the enrollment goals of the university by providing general information and guidance to students about Student Accounts, Financial Assistance, and Student Employment. Staff members are dedicated to enrolling and retaining successful students and assisting their families through counseling efforts related to navigating student billing and financing options and to understanding financial aid awards, as applicable.

Job Description Summary:
The Assistant Director of Financial Assistance reports to an Associate Director and is a part of a team of counselors who manage the delivery of financial aid to prospective and continuing undergraduate and graduate students. This role is responsible for the effective management of a caseload of approximately 15% of aid applicants/recipients. Duties include review of financial aid applications using both Federal and Institutional Methodology and proactive customer service to students and families throughout their enrollment at Bentley University. The Assistant Director, assists in various enrollment management activities, including traveling to local recruitment events, and represents the Student Financial Services office at various functions for the university.

Essential Functions

• Counsel a caseload of financial assistance applicants/recipients in all aspects of financial aid from the application stage, to the awarding stage, to the appeal stage (if applicable), and through billing cycles.

• Actively evaluate and analyze detailed confidential reports and tax documents to determine eligibility for federal, state, and institutional financial aid.

• Make professional judgment determinations of award and denial within established federal, state, and institutional guidelines and regulations.

• Help the office with various clean up processes applicable to all students throughout the academic year, such as federal verification and resolving overawards.

• Partner with other departments, such as Admissions, Housing, and the Registrar to improve processes and the student experience.

• Manage and lead a program(s) or area of additional responsibility, to be determined.

• Other duties as assigned.

Minimum Qualifications

• Bachelor's degree, with at least one year of experience in a fast-paced office environment.

• Experience in financial aid or higher education preferred.

• Must be able to convey complex information effectively through in-person and written communications.

• Must have strong interpersonal and organizational skills, including excellent attention to detail, and demonstrate a strong commitment to customer services.

• Must be comfortable with computer technology and web-based applications.

Work Environment

• The office functions in a hybrid environment with the ability to work from home on a scheduled basis.

• Typical office setting with extensive sitting and computer work.

• Very little travel is required. However, overtime work is expected during peak periods and to assist with admission work and events.

• Attendance at two annual open house events is also required.

• With respect to the awarding of financial aid, accuracy is extremely important.

• Speed is critical in that students must be served in a timely manner.

Bentley University requires references checks and may conduct other pre-employment screening.

DIVERSITY STATEMENT

Bentley University strives to create a campus community that welcomes the exchange of ideas, and fosters a culture that values differences and views them as a strength in our community.

Bentley University is an Equal Opportunity Employer, building strength through diversity. The University is committed to building a community of talented students, faculty and staff who reflect the diversity of global business. We strongly encourage applications from persons from underrepresented groups, individuals with disabilities, covered veterans and those with diverse experiences and backgrounds.

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