About this role
Job Family Group: StaffDepartment/Office: Financial AidTime Type: Full timeCompensation: $59,370.27-$74,212.84Please note, starting salaries are based on factors including internal equity, relevant experience, and education. Exemption Status: ExemptJob Description:
The Assistant Director evaluates complex financial aid application materials to determine student eligibility for federal, state, and specialized institutional need-based aid. Reporting to the Director, this position is responsible for managing a dedicated caseload of students through recruitment, awarding, and enrollment. The role also serves as a strategic liaison for high-priority campus initiatives (such as early decision and athletics recruiting) while ensuring compliance with regulatory mandates.
JOB DUTIES Caseload Management
• Provide exceptional financial counseling to prospective and currently enrolled student and their families. • Explain university financial policies, payment systems, loan options, and budget planning via phone, email, and in-person meetings.
Need Analysis and Awarding
• Evaluate aid applications and understand the nuances of federal and institutional methodology and need analysis • Formulate tailored, need-based financial aid packages for an assigned student caseload of Graduate and Undergraduate students. • Utilize professional judgment to review and adjust aid packages in response to family financial appeals or changed circumstances.
Program Management & Liaison Roles
• Serve as the dedicated point person and liaison for specific programs (e.g., endowment reporting). • Support cross-departmental operations with Admissions, the Registrar, and the Bursar to resolve individual student accounts.
Compliance & Systems Quality Assurance
• Ensure strict compliance with all Title IV federal regulations, state laws, and institutional standards during verification and the processing of aid. • Assist in the testing, auditing, and optimization of financial aid management software. .(e.g., PowerFAIDS)
Training & Mentorship
• Assist with the ongoing training, professional development, and mentorship of Financial Aid staff.
ADDITIONAL DUTIES
• Cooperates and collaborates with other employees in the spirit of teamwork and collegiality and interacts with confidence, patience and integrity to provide professional leadership during emergencies. • Complies with all Trinity University policies and guidelines.● • Performs other duties as required.
EDUCATION Required: Bachelor’s Degree
EXPERIENCE Required: Minimum of 2-4 years of progressive financial aid experience. Preferred: KNOWLEDGE, SKILLS, AND ABILITIES Required:
• Proficiency with advanced financial aid management systems-specifically PowerFAIDS -and CRM platforms (e.g., Slate) is highly referred.discretion. • Knowledge of complete tax documents, superior interpersonal skills to handle high-stress, sensitive financial situations with discretion. • Ability to communicate highly complex formulas and legislative policies simply and clearly.
OTHER REQUIREMENTS All jobs require a current Criminal Background Check (CBC). Ability to obtain Department of Education database access.