Associate Director – Financial Aid

Payroll Title: UCP IX
Class Code: 0904-9089
Job Family: STU
FLSA Code: E
Score: 657


Under the general direction of the Director, is responsible for supervising a major program in the Financial Aid Office and assists the Director in planning, developing and administering the overall financial aid operations.


Incumbents in this position will function as second-in-command to the Director in assigned area of responsibility. A major program is normally taken to mean either the financial aid operation or the student employment operation.


  1. Plans, develops, evaluates, interprets and enforces policies, procedures, goals and objectives for the program and operation in assigned area of responsibility; serves as a authoritative source of information regarding same.
  2. Assumes responsibility for assigned program in the absence of the Director.
  3. Serves as the last level of policy exception appeals before the Director.
  4. Performs statistical forecasting and fiscal planning for federal, state and institutional funds.
  5. Prepares budget recommendations and fiscal management reports, including federal fiscal operations report and application to participate in the NDSL, SEOG, and CWS programs.
  6. Serves as an authoritative resource with regard to interpretations of federal and state laws and regulations and institutional policy.
  7. Supervises professional and clerical staff in assigned area of responsibility, and establishes work assignment priorities; assists Director with staff selection and evaluation.
  8. Supervises the planning of policies and procedures and implementation strategies for the financial aid computerized data system.
  9. Develops and conducts training workshops for professional and clerical staff at the main and branch campuses and professional schools.
  10. Prepares consumer information and promotional materials, forms and public relations presentations.
  11. Counsels students and parents, as needed, in assigned area of responsibility.
  12. Performs special assignments as needed.
  13. Performs related duties as required.


  1. Bachelor’s degree
  2. At least five years experience in financial aid administration with a demonstrated progression of managerial responsibility.
  3. Thorough knowledge of Federal and State regulations pertaining to financial aid and/or student employment
  4. Demonstrated ability in leadership and organizational skills.
  5. Excellent written and oral communication skills and decision-making ability
  6. Demonstrated ability to deal effectively with the public, University community and external constituencies.
  7. Familiarity with on-line data processing systems and statistical software packages.
  8. Willingness to work irregular and flexible hours.


  1. Master’s degree in student personnel, counseling, business or related field

Date Revised: 7/10/87