Assistant Director of Financial Aid

Job Family Group: Staff Department/Office: Financial Aid Time Type: Full time Compensation: $59,370.27-$74,212.84 Please note, starting salaries are based on factors including internal equity, relevant experience, and education. 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

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.