Assistant Regional Director of Financial Services
Full Time • Miami Lakes, FL, 33014, Miami Lakes - OED
OVERVIEW: The Assistant Regional Director of Financial Services is responsible for
assisting with the operations of the institution’s Student Financial Services departments.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
• Providing Consultation on Student Financial Aid Policy and Compliance:
Consults with the regional directors and campus level financial aid directors for the Southeastern College campuses to ensure legal compliance and proper financial aid packaging of students. This includes:
o The implementation of all federal and institutional financial aid policies and procedures
o Training campus level financial aid directors and staff on policy and legal compliance
o Providing technical assistance to all campuses
o Keeping campus level financial aid staff up-to-date on policy and legal changes
• Reviewing Student Financial Aid Packages:
Works with the regional directors and campus level financial aid directors and to ensure approval and processing of all student financial aid packaging. This includes:
o Overseeing the review of student financial aid packages from campuses for accuracy and compliance with federal regulations
o Examining rejected or flagged packages to determine issues and provide resolutions
o Conducing campus audits to assess compliance
o Reviewing account balances and expected cash flow
o Assisting in counseling and advising students and parents applying for financial aid on loans, grants-in-aid, or scholarships, to determine eligibility for assistance
o Troubleshooting financial aid issues
• 3rd party Servicer Integration and Back Office Management:
Oversee day to day institutional processes associated with 3rd party servicer(Global) and other departments (Central Processing Office/Student Financial Office)
o Ensuring timely processing and payment of approved Title IV funds by Global
o Ensuring submission of R2T4 refunds from SFO to Global for COD reporting
o Ensure that Title IV funds on disbursement check registers are posted to student ledger cards in a timely manner by SFO
o Submit all funding requests to Global to have funds deposited into the institutions operating accounts
o Facilitate resolution of any outstanding fiscal and reconciliation items with SFO/Accounting Reconciliation team
o Monitor the transfer of data between Saint Director (Global) and Campus Vue to maintain transparency between the databases and facilitate resolution for any technical issues that arise
o Coordinate training and provide support to the institutional financial aid departments for all software/database applications, and procedural/regulatory compliance changes
• Reporting Functions:
o Prepare weekly debit balance reports for each campus to review and submit with action plans for high balances
o Monitor the status of repacks 30-60-90 days in advance for all campuses
o Monitor the progress of new start and re-entry appointments and file processing for current and future class start dates.
o Track the total amount of Title- IV funds collected by the institution monthly and year to date
o Facilitate bi-weekly meeting with senior management to review all report data, identify opportunities for improvement at the campus level and executive office, and outline action items needed to achieve the desired outcome.
• Facilitate bi-weekly conference call with the institutions 3rd party servicer (Global), Regional Student Finance Directors and all campus Student Finance Directors. This meeting is scheduled to review various productivity metric reports on all files submitted to Global for processing, software updates, regulatory compliance updates& announcements from the DOE and any potential changes to process procedure, and any related questions/concerns.
• Work with other institutional departments and 3rd party entities on projects/tasks pertaining to the institutions.
• Scholarship Process:
• Management of Institution wide scholarship approval process. This includes but is not limited to the receipt of all campus scholarship requests, review, approval and or rejection of all requests.
COMPETENCIES - To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Intellectual
• Synthesizes complex or diverse information.
• Collects and researches data.
• Uses intuition and experience to complement data.
• Designs work flows and procedures.
• Generates creative solutions.
• Identifies and resolves problems in a timely manner.
• Gathers and analyzes information skillfully.
• Develops alternative solutions.
• Works well in group problem solving situations.
• Uses reason even when dealing with emotional topics.
• Develops project plans.
• Coordinates projects.
• Communicates changes and progress.
• Completes projects on time and budget.
• Pursues training and development opportunities.
• Strives to continuously build knowledge and skills.
• Shares expertise with others.
Interpersonal
• Manages difficult or emotional customer situations.
• Responds promptly to customer needs.
• Solicits customer feedback to improve service.
• Responds to requests for service and assistance.
• Meets commitments.
• Focuses on solving conflict, not blaming.
• Maintains confidentiality.
• Listens to others without interrupting.
• Keeps emotions under control.
• Remains open to others' ideas and tries new things.
• Speaks clearly and persuasively in positive or negative situations.
• Listens and gets clarification.
• Responds well to questions.
• Participates in meetings.
• Exhibits objectivity and openness to others' views.
• Gives and welcomes feedback.
• Contributes to building a positive team spirit.
• Puts success of team above own interests.
• Supports everyone's efforts to succeed.
• Recognizes accomplishments of other team members.
• Writes clearly and informatively.
• Varies writing style to meet needs.
• Presents numerical data effectively.
• Able to read and interpret written information.
Leadership
• Develops workable implementation plans.
• Communicates changes effectively.
• Builds commitment and overcomes resistance.
• Prepares and supports those affected by change.
• Monitors transition and evaluates results.
• Sets expectations and monitors delegated activities.
• Exhibits confidence in self and others.
• Inspires and motivates others to perform well.
• Effectively influences actions and opinions of others.
• Inspires respect and trust.
• Provides vision and inspiration to peers and subordinates.
• Gives appropriate recognition to others.
• Displays passion and optimism.
• Mobilizes others to fulfill the vision.
• Includes staffing planning, decision-making, facilitating and process improvement.
• Takes responsibility for subordinates' activities.
• Makes self available to staff.
• Develops subordinates' skills and encourages growth.
• Fosters quality focus in others.
• Improves processes, products and services.
• Continually works to improve supervisory skills.
• Looks for ways to improve and promote quality.
• Demonstrates accuracy and thoroughness.
Organization
• Understands business implications of decisions.
• Displays orientation to profitability.
• Demonstrates knowledge of market and competition.
• Aligns work with strategic goals.
• Works within approved budget.
• Develops and implements cost saving measures.
• Contributes to profits and revenue.
• Conserves organizational resources.
• Demonstrates knowledge of EEO policy.
• Shows respect and sensitivity for cultural differences.
• Treats people with respect.
• Keeps commitments.
• Inspires the trust of others.
• Works with integrity and ethically.
• Upholds organizational values.
• Follows policies and procedures.
• Completes administrative tasks correctly and on time.
• Supports organization's goals and values.
• Develops strategies to achieve organizational goals.
• Understands organization's strengths & weaknesses.
• Identifies external threats and opportunities.
• Adapts strategy to changing conditions.
Self Management
• Adapts to changes in the work environment.
• Manages competing demands.
• Changes approach or method to best fit the situation.
• Able to deal with frequent change, delays, or unexpected events.
• Is consistently at work and on time.
• Ensures work responsibilities are covered when absent.
• Arrives at meetings and appointments on time.
• Follows instructions, responds to management direction.
• Takes responsibility for own actions.
• Keeps commitments; commits to long hours of work when necessary to reach goals.
• Completes tasks on time or notifies appropriate person with an alternate plan.
• Volunteers readily.
• Undertakes self-development activities.
• Seeks increased responsibilities.
• Takes independent actions and calculated risks.
• Looks for and takes advantage of opportunities.
• Asks for and offers help when needed.
• Displays original thinking and creativity.
• Meets challenges with resourcefulness.
• Generates suggestions for improving work.
• Develops innovative approaches and ideas.
• Presents ideas and information in a manner that gets others' attention.
• Displays willingness to make decisions.
• Exhibits sound and accurate judgment.
• Supports and explains reasoning for decisions.
• Includes appropriate people in decision-making process.
• Makes timely decisions.
• Demonstrates persistence and overcomes obstacles.
• Measures self against standard of excellence.
• Prioritizes and plans work activities.
• Uses time efficiently.
• Plans for additional resources.
• Sets goals and objectives.
• Develops realistic action plans.
• Approaches others in a tactful manner.
• Reacts well under pressure.
• Treats others with respect and consideration regardless of their status or position.
• Accepts responsibility for own actions.
• Follows through on commitments.
• Demonstrates accuracy and thoroughness.
• Looks for ways to improve and promote quality.
• Applies feedback to improve performance.
• Monitors own work to ensure quality.
• Meets productivity standards.
• Completes work in timely manner.
• Strives to increase productivity.
• Works quickly.
Language, Math and Reasoning
• Ability to read, analyze and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and or boards of directors.
• Ability to apply advanced mathematical concepts such as exponents, logarithms, quadratic equations and permutations. Ability to apply mathematical operations to such tasks as frequency distributions, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory and factor analysis.
• Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems. Ability to deal with non-verbal symbolism (formulas, scientific equations, graphs, musical notes, etc.) in its most difficult phases. Ability to deal with a variety of abstract and concrete variables.
EDUCATION, EXPERIENCE, and TRAINING:
• Bachelor's degree (B.A.) or equivalent; and three to five years related experience and/ or training; or equivalent combination of education and experience.
CERTIFICATES, LICENSES, REGISTRATIONS:
• There are no specific requirements for this position.
COMPUTER SKILLS:
• Windows - Ability to navigate through and maintaining network drive folders and basic troubleshooting skills.
• PowerPoint- Creating presentations for projects, training, meetings
• Microsoft Word- Creating/updating documents and templates using header manipulation, managing page layout and formatting
• Microsoft Excel- Creating and managing spreadsheets using various formulas (LOOKUP, Logical functions, Aggregation functions, Formula Nesting), charts, Pivot tables, Array formulas
• Internet Explorer, Firefox- Basic web navigation and web based applications
• Campus Nexus, SAINT director
PHYSICAL DEMANDS - The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• The employee must occasionally lift and /or move up to 25 pounds.
• While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or fee, and talk or hear.
• While performing the duties of this job, the employee is occasionally required to stand, walk, reach with hands and arms, and stoop, kneel, crouch, or crawl.
VISION REQUIREMENTS
• There are no special vision requirements.
WORK ENVIRONMENT - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
• This position works in an environment with moderate noise level. (Examples: business office with computers and printers, light traffic.)
Note: Nothing in this job specification restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Critical features of this job are described under various headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. The above statements are strictly intended to describe the general nature and level of the work being performed. They are not intended to be construed as a complete list of all responsibilities, duties, and skills required of employees in this position.
assisting with the operations of the institution’s Student Financial Services departments.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
• Providing Consultation on Student Financial Aid Policy and Compliance:
Consults with the regional directors and campus level financial aid directors for the Southeastern College campuses to ensure legal compliance and proper financial aid packaging of students. This includes:
o The implementation of all federal and institutional financial aid policies and procedures
o Training campus level financial aid directors and staff on policy and legal compliance
o Providing technical assistance to all campuses
o Keeping campus level financial aid staff up-to-date on policy and legal changes
• Reviewing Student Financial Aid Packages:
Works with the regional directors and campus level financial aid directors and to ensure approval and processing of all student financial aid packaging. This includes:
o Overseeing the review of student financial aid packages from campuses for accuracy and compliance with federal regulations
o Examining rejected or flagged packages to determine issues and provide resolutions
o Conducing campus audits to assess compliance
o Reviewing account balances and expected cash flow
o Assisting in counseling and advising students and parents applying for financial aid on loans, grants-in-aid, or scholarships, to determine eligibility for assistance
o Troubleshooting financial aid issues
• 3rd party Servicer Integration and Back Office Management:
Oversee day to day institutional processes associated with 3rd party servicer(Global) and other departments (Central Processing Office/Student Financial Office)
o Ensuring timely processing and payment of approved Title IV funds by Global
o Ensuring submission of R2T4 refunds from SFO to Global for COD reporting
o Ensure that Title IV funds on disbursement check registers are posted to student ledger cards in a timely manner by SFO
o Submit all funding requests to Global to have funds deposited into the institutions operating accounts
o Facilitate resolution of any outstanding fiscal and reconciliation items with SFO/Accounting Reconciliation team
o Monitor the transfer of data between Saint Director (Global) and Campus Vue to maintain transparency between the databases and facilitate resolution for any technical issues that arise
o Coordinate training and provide support to the institutional financial aid departments for all software/database applications, and procedural/regulatory compliance changes
• Reporting Functions:
o Prepare weekly debit balance reports for each campus to review and submit with action plans for high balances
o Monitor the status of repacks 30-60-90 days in advance for all campuses
o Monitor the progress of new start and re-entry appointments and file processing for current and future class start dates.
o Track the total amount of Title- IV funds collected by the institution monthly and year to date
o Facilitate bi-weekly meeting with senior management to review all report data, identify opportunities for improvement at the campus level and executive office, and outline action items needed to achieve the desired outcome.
• Facilitate bi-weekly conference call with the institutions 3rd party servicer (Global), Regional Student Finance Directors and all campus Student Finance Directors. This meeting is scheduled to review various productivity metric reports on all files submitted to Global for processing, software updates, regulatory compliance updates& announcements from the DOE and any potential changes to process procedure, and any related questions/concerns.
• Work with other institutional departments and 3rd party entities on projects/tasks pertaining to the institutions.
• Scholarship Process:
• Management of Institution wide scholarship approval process. This includes but is not limited to the receipt of all campus scholarship requests, review, approval and or rejection of all requests.
COMPETENCIES - To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Intellectual
• Synthesizes complex or diverse information.
• Collects and researches data.
• Uses intuition and experience to complement data.
• Designs work flows and procedures.
• Generates creative solutions.
• Identifies and resolves problems in a timely manner.
• Gathers and analyzes information skillfully.
• Develops alternative solutions.
• Works well in group problem solving situations.
• Uses reason even when dealing with emotional topics.
• Develops project plans.
• Coordinates projects.
• Communicates changes and progress.
• Completes projects on time and budget.
• Pursues training and development opportunities.
• Strives to continuously build knowledge and skills.
• Shares expertise with others.
Interpersonal
• Manages difficult or emotional customer situations.
• Responds promptly to customer needs.
• Solicits customer feedback to improve service.
• Responds to requests for service and assistance.
• Meets commitments.
• Focuses on solving conflict, not blaming.
• Maintains confidentiality.
• Listens to others without interrupting.
• Keeps emotions under control.
• Remains open to others' ideas and tries new things.
• Speaks clearly and persuasively in positive or negative situations.
• Listens and gets clarification.
• Responds well to questions.
• Participates in meetings.
• Exhibits objectivity and openness to others' views.
• Gives and welcomes feedback.
• Contributes to building a positive team spirit.
• Puts success of team above own interests.
• Supports everyone's efforts to succeed.
• Recognizes accomplishments of other team members.
• Writes clearly and informatively.
• Varies writing style to meet needs.
• Presents numerical data effectively.
• Able to read and interpret written information.
Leadership
• Develops workable implementation plans.
• Communicates changes effectively.
• Builds commitment and overcomes resistance.
• Prepares and supports those affected by change.
• Monitors transition and evaluates results.
• Sets expectations and monitors delegated activities.
• Exhibits confidence in self and others.
• Inspires and motivates others to perform well.
• Effectively influences actions and opinions of others.
• Inspires respect and trust.
• Provides vision and inspiration to peers and subordinates.
• Gives appropriate recognition to others.
• Displays passion and optimism.
• Mobilizes others to fulfill the vision.
• Includes staffing planning, decision-making, facilitating and process improvement.
• Takes responsibility for subordinates' activities.
• Makes self available to staff.
• Develops subordinates' skills and encourages growth.
• Fosters quality focus in others.
• Improves processes, products and services.
• Continually works to improve supervisory skills.
• Looks for ways to improve and promote quality.
• Demonstrates accuracy and thoroughness.
Organization
• Understands business implications of decisions.
• Displays orientation to profitability.
• Demonstrates knowledge of market and competition.
• Aligns work with strategic goals.
• Works within approved budget.
• Develops and implements cost saving measures.
• Contributes to profits and revenue.
• Conserves organizational resources.
• Demonstrates knowledge of EEO policy.
• Shows respect and sensitivity for cultural differences.
• Treats people with respect.
• Keeps commitments.
• Inspires the trust of others.
• Works with integrity and ethically.
• Upholds organizational values.
• Follows policies and procedures.
• Completes administrative tasks correctly and on time.
• Supports organization's goals and values.
• Develops strategies to achieve organizational goals.
• Understands organization's strengths & weaknesses.
• Identifies external threats and opportunities.
• Adapts strategy to changing conditions.
Self Management
• Adapts to changes in the work environment.
• Manages competing demands.
• Changes approach or method to best fit the situation.
• Able to deal with frequent change, delays, or unexpected events.
• Is consistently at work and on time.
• Ensures work responsibilities are covered when absent.
• Arrives at meetings and appointments on time.
• Follows instructions, responds to management direction.
• Takes responsibility for own actions.
• Keeps commitments; commits to long hours of work when necessary to reach goals.
• Completes tasks on time or notifies appropriate person with an alternate plan.
• Volunteers readily.
• Undertakes self-development activities.
• Seeks increased responsibilities.
• Takes independent actions and calculated risks.
• Looks for and takes advantage of opportunities.
• Asks for and offers help when needed.
• Displays original thinking and creativity.
• Meets challenges with resourcefulness.
• Generates suggestions for improving work.
• Develops innovative approaches and ideas.
• Presents ideas and information in a manner that gets others' attention.
• Displays willingness to make decisions.
• Exhibits sound and accurate judgment.
• Supports and explains reasoning for decisions.
• Includes appropriate people in decision-making process.
• Makes timely decisions.
• Demonstrates persistence and overcomes obstacles.
• Measures self against standard of excellence.
• Prioritizes and plans work activities.
• Uses time efficiently.
• Plans for additional resources.
• Sets goals and objectives.
• Develops realistic action plans.
• Approaches others in a tactful manner.
• Reacts well under pressure.
• Treats others with respect and consideration regardless of their status or position.
• Accepts responsibility for own actions.
• Follows through on commitments.
• Demonstrates accuracy and thoroughness.
• Looks for ways to improve and promote quality.
• Applies feedback to improve performance.
• Monitors own work to ensure quality.
• Meets productivity standards.
• Completes work in timely manner.
• Strives to increase productivity.
• Works quickly.
Language, Math and Reasoning
• Ability to read, analyze and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and or boards of directors.
• Ability to apply advanced mathematical concepts such as exponents, logarithms, quadratic equations and permutations. Ability to apply mathematical operations to such tasks as frequency distributions, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory and factor analysis.
• Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems. Ability to deal with non-verbal symbolism (formulas, scientific equations, graphs, musical notes, etc.) in its most difficult phases. Ability to deal with a variety of abstract and concrete variables.
EDUCATION, EXPERIENCE, and TRAINING:
• Bachelor's degree (B.A.) or equivalent; and three to five years related experience and/ or training; or equivalent combination of education and experience.
CERTIFICATES, LICENSES, REGISTRATIONS:
• There are no specific requirements for this position.
COMPUTER SKILLS:
• Windows - Ability to navigate through and maintaining network drive folders and basic troubleshooting skills.
• PowerPoint- Creating presentations for projects, training, meetings
• Microsoft Word- Creating/updating documents and templates using header manipulation, managing page layout and formatting
• Microsoft Excel- Creating and managing spreadsheets using various formulas (LOOKUP, Logical functions, Aggregation functions, Formula Nesting), charts, Pivot tables, Array formulas
• Internet Explorer, Firefox- Basic web navigation and web based applications
• Campus Nexus, SAINT director
PHYSICAL DEMANDS - The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• The employee must occasionally lift and /or move up to 25 pounds.
• While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or fee, and talk or hear.
• While performing the duties of this job, the employee is occasionally required to stand, walk, reach with hands and arms, and stoop, kneel, crouch, or crawl.
VISION REQUIREMENTS
• There are no special vision requirements.
WORK ENVIRONMENT - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
• This position works in an environment with moderate noise level. (Examples: business office with computers and printers, light traffic.)
Note: Nothing in this job specification restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Critical features of this job are described under various headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. The above statements are strictly intended to describe the general nature and level of the work being performed. They are not intended to be construed as a complete list of all responsibilities, duties, and skills required of employees in this position.
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