Assistant Director for Financial Aid and Admissions

Overview
Manages systems and operational procedures around recruitment, applications, enrollment, student records, loan processing, and financial aid communications, ensuring the highest level of student service engagement for the Yale School of Management (SOM). Reports to the Director of Financial Aid.

Job Duties Assigned

• Coordinates enrollment services across SOM, including liaising with SOM IT, Central IT, Academic Affairs & Student Life, University Financial Aid, Office of International Students & Scholars, and the Business Office; also coordinates with other Yale departments.

• Effectively communicates to and counsels 1000 current and 700 prospective students on financial aid procedures, eligibility requirements, federal and institutional policies and procedures, visa-related funding documentation, veteran education benefits, the coordination of financial aid packages with educational expenses, debt management, etc. Provides timely and accurate responses.

• Primary responsibility for loan processing packaging and verification (approximately $25M/year) for roughly 1000 current students at SOM, including data retention and integration with current systems that manage Title IV compliance.

• Executes most responsibilities associated with the Loan Forgiveness Program, including online application, MS support calculators and student/alumni messaging.

• In collaboration with the Senior Associate Director of Admissions Systems, ensures data integrity in administration systems. Manages CRM/Slate needs, automating and improving processes where possible. Initiates and implements financial aid improvements within this system. Educates team on best practices, enabling easy transition among staff members and easy access to accurate information for all admissions team members. Shares best practices and mentors colleagues in Slate across SOM.

• Ensure accurate and timely data in Banner from the admissions module to student record creation and financial aid modules across all degree programs.

• Pro-actively, independently, and consistently conducts follow-up and problem-solving with applicants to ensure complete applications are available to the admissions committee in a timely fashion.

• Other related responsibilities as assigned.

Required Skills and Abilities
1. Experience with Slate, Banner or similar application databases. Excellent computer skills. Proficiency with software systems and databases that support recruiting, communications, and admissions review. Ability to utilize/ expertise with online financial management systems. Ability to work with a variety of computer applications, especially Microsoft Excel.
2. Ability to administer financial aid services while exercising fair and professional judgment. Ability to counsel students, admitted candidates, and alumni on personal finance matters relating to graduate program attendance.
3. Excellent organizational and project management skills, with emphasis on attention to detail, accuracy and multi-tasking. Ability to present financial aid matters within and across Admissions, Academic Affairs & Student Life, University Financial Aid, the Office of International Students & Scholars, Development & Alumni Relations, the Business Office, and external audiences.
4. Exceptional interpersonal skills. Contributes ideas and consistently contributes to improve all processes for teams to ensure excellent enrollment services to students, prospective candidates, and alumni. Function effectively as part of two teams.

5. Strong analytical skills. High level of proactivity, ability to prioritize pending issues and activities, take appropriate initiative without waiting to be instructed, and to involve and mobilize other team members when warranted is integral to this role.

Preferred Skills and Abilities
1. Working knowledge of Yale SOM admissions and financial aid policies and procedures, particularly as it relates to existing systems in place.

Principal Responsibilities

1. 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. 2. Recommends short- and long-term administrative and department goals. 3. Determines student eligibility in one or more of the following areas: federal loan programs, school grants, job placement opportunities, and/or admissions. 4. 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. 5. Initiates, designs and implements operational systems to maintain and monitors student records and/or applicant records. 6. Reviews and approves all written material for publication or press release. 7. Organizes workshops and on and off campus recruitment events in one or more of the following areas: career services, admissions, and/or financial aid. 8. Supervises day to day operation of services; determines priorities and maintain workflow. 9. 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.