Assistant Director, Undergraduate Financial Aid
Illinois CPA Society, New Haven, CT, United States
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Overview Reporting to the Associate Director, Undergraduate Financial Aid, the Assistant Director will serve as an active member of a dynamic, service oriented, student-centered team. This position will contribute to Yale’s student recruitment and retention efforts by providing outstanding service and educational financing counseling to Yale College students and their families. The Assistant Director will be responsible for a financial aid caseload, with professional judgement decisions being made within established institutional and federal guidelines, and will also provide extensive and timely communications in person, in writing, and on the phone/zoom to students in all aspects of undergraduate financial aid, student employment, and billing.
Provide outstanding service and educational financing counseling to students and families (in-person, on the phone/zoom, and for campus recruitment events). Responsibility for a financial aid caseload. Professional judgment decisions must be made within established institutional, federal, and state guidelines. Review and verify eligibility for all forms of institutional financial assistance and federal financial aid. Explain complex terms and conditions of Federal and College financial aid policies and procedures; provide comprehensive information to students and families regarding aid policies. Provides extensive and timely communication with parents, students (both prospective and current), as well as other campus constituents, in person, email, and on the phone/zoom. Serves as an active member of the Financial Aid Review Committee. May have an assigned specialty area/program of responsibility. Some evening and weekend work will be required, along with other duties as assigned.
Required Skills and Abilities
Demonstrated excellence in interpersonal and communication skills with emphasis on superior customer service in a high-volume environment. Ability to represent the office in a positive and professional demeanor and appearance. Strong verbal and written communication skills.
Demonstrated ability to work independently and proactively as a member of a team. Should be committed to working in a culture of diversity, respect and inclusion. High level of personal responsibility along with a positive and cooperative attitude. Demonstrated initiative and follow through on tasks, taking ownership for responsibilities.
Demonstrated ability to manage multiple tasks and handle time sensitive competing priorities. Ability to quickly identify and respond to wide ranging topics, including taking steps to resolve problems effectively.
Ability to show sensitivity to a diverse group of students and parents during potentially difficult and emotionally challenging financial situations. Proficiency in Microsoft Office Word, Excel, Power Point, Outlook.
Appreciation and respect for principles of diversity, equity, and inclusion. Ability to engage with diverse individuals (age, gender, nationality, race/ethnicity, profession, sexual orientation, etc).
Preferred Education, Experience and Skills
Experience with both Institutional and Federal Aid analysis and policy.
Experience with Banner.
Preferred Skills and Abilities
Master's degree in a relevant field and several years of experience in student advising, program management, or related areas.
Experience with educational financing, financial literacy, and financial aid processes at an institutional and federal level.
Familiarity with student information systems and CRM platforms (such as Banner, Slate, or Qualtrics) and the ability to learn new technologies quickly.
Prior experience working in higher education, with knowledge of academic procedures and course management systems.
Experience managing experiential learning programs and conducting data analysis to support program development and student success initiatives.
Principal Responsibilities
Plans, coordinates, and implements programs for a particular school or college in one or more of the following areas: financial aid, career services, and/or admissions.
Recommends short- and long-term administrative and department goals.
Determines student eligibility in one or more of the following areas: federal loan programs, school grants, job placement opportunities, and/or admissions.
Provides guidance, advice and counseling in one or more of the following areas: academic, admissions, career, and financial matters for students, faculty and prospective students.
Initiates, designs, and implements operational systems to maintain and monitor student records and/or applicant records.
Reviews and approves all written material for publication or press release.
Organizes workshops and on and off campus recruitment events in one or more of the following areas: career services, admissions, and/or financial aid.
Supervises day to day operation of services; determines priorities and maintains workflow.
May perform other duties as assigned.
Required Education and Experience Bachelor’s Degree in a relevant field and four years of experience in a related area or an equivalent combination of education and experience.
Job Posting Date 03/06/2026
Job Category Professional
Bargaining Unit NON
Compensation Grade Academic Administration
Compensation Grade Profile Student Services Officer 3 (23)
Salary Range $65,000.00 - $101,000.00
Time Type Full time
Duration Type Staff
Work Model On-site
Background Check Requirements All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check.
Health Requirements Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.
Posting Disclaimer Salary offers are determined by a candidate’s qualifications, experience, skills, and education in relation to the position requirements, along with the role’s grade profile and current internal and external market conditions.
Employment and hiring by Yale are based on qualifications and abilities and in compliance with federal and Connecticut law. Yale does not discriminate in admissions, educational programs, or employment against any individual on account of sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.
Note Yale University is a tobacco-free campus.
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Overview Reporting to the Associate Director, Undergraduate Financial Aid, the Assistant Director will serve as an active member of a dynamic, service oriented, student-centered team. This position will contribute to Yale’s student recruitment and retention efforts by providing outstanding service and educational financing counseling to Yale College students and their families. The Assistant Director will be responsible for a financial aid caseload, with professional judgement decisions being made within established institutional and federal guidelines, and will also provide extensive and timely communications in person, in writing, and on the phone/zoom to students in all aspects of undergraduate financial aid, student employment, and billing.
Provide outstanding service and educational financing counseling to students and families (in-person, on the phone/zoom, and for campus recruitment events). Responsibility for a financial aid caseload. Professional judgment decisions must be made within established institutional, federal, and state guidelines. Review and verify eligibility for all forms of institutional financial assistance and federal financial aid. Explain complex terms and conditions of Federal and College financial aid policies and procedures; provide comprehensive information to students and families regarding aid policies. Provides extensive and timely communication with parents, students (both prospective and current), as well as other campus constituents, in person, email, and on the phone/zoom. Serves as an active member of the Financial Aid Review Committee. May have an assigned specialty area/program of responsibility. Some evening and weekend work will be required, along with other duties as assigned.
Required Skills and Abilities
Demonstrated excellence in interpersonal and communication skills with emphasis on superior customer service in a high-volume environment. Ability to represent the office in a positive and professional demeanor and appearance. Strong verbal and written communication skills.
Demonstrated ability to work independently and proactively as a member of a team. Should be committed to working in a culture of diversity, respect and inclusion. High level of personal responsibility along with a positive and cooperative attitude. Demonstrated initiative and follow through on tasks, taking ownership for responsibilities.
Demonstrated ability to manage multiple tasks and handle time sensitive competing priorities. Ability to quickly identify and respond to wide ranging topics, including taking steps to resolve problems effectively.
Ability to show sensitivity to a diverse group of students and parents during potentially difficult and emotionally challenging financial situations. Proficiency in Microsoft Office Word, Excel, Power Point, Outlook.
Appreciation and respect for principles of diversity, equity, and inclusion. Ability to engage with diverse individuals (age, gender, nationality, race/ethnicity, profession, sexual orientation, etc).
Preferred Education, Experience and Skills
Experience with both Institutional and Federal Aid analysis and policy.
Experience with Banner.
Preferred Skills and Abilities
Master's degree in a relevant field and several years of experience in student advising, program management, or related areas.
Experience with educational financing, financial literacy, and financial aid processes at an institutional and federal level.
Familiarity with student information systems and CRM platforms (such as Banner, Slate, or Qualtrics) and the ability to learn new technologies quickly.
Prior experience working in higher education, with knowledge of academic procedures and course management systems.
Experience managing experiential learning programs and conducting data analysis to support program development and student success initiatives.
Principal Responsibilities
Plans, coordinates, and implements programs for a particular school or college in one or more of the following areas: financial aid, career services, and/or admissions.
Recommends short- and long-term administrative and department goals.
Determines student eligibility in one or more of the following areas: federal loan programs, school grants, job placement opportunities, and/or admissions.
Provides guidance, advice and counseling in one or more of the following areas: academic, admissions, career, and financial matters for students, faculty and prospective students.
Initiates, designs, and implements operational systems to maintain and monitor student records and/or applicant records.
Reviews and approves all written material for publication or press release.
Organizes workshops and on and off campus recruitment events in one or more of the following areas: career services, admissions, and/or financial aid.
Supervises day to day operation of services; determines priorities and maintains workflow.
May perform other duties as assigned.
Required Education and Experience Bachelor’s Degree in a relevant field and four years of experience in a related area or an equivalent combination of education and experience.
Job Posting Date 03/06/2026
Job Category Professional
Bargaining Unit NON
Compensation Grade Academic Administration
Compensation Grade Profile Student Services Officer 3 (23)
Salary Range $65,000.00 - $101,000.00
Time Type Full time
Duration Type Staff
Work Model On-site
Background Check Requirements All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check.
Health Requirements Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.
Posting Disclaimer Salary offers are determined by a candidate’s qualifications, experience, skills, and education in relation to the position requirements, along with the role’s grade profile and current internal and external market conditions.
Employment and hiring by Yale are based on qualifications and abilities and in compliance with federal and Connecticut law. Yale does not discriminate in admissions, educational programs, or employment against any individual on account of sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.
Note Yale University is a tobacco-free campus.
#J-18808-Ljbffr