Assistant Director of Financial Aid

Exemption Status

Exempt Job 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.