Assistant Director- Financial Aid Counselor jobs in United States
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UMass Boston · 4 months ago

Assistant Director- Financial Aid Counselor

UMass Boston is seeking an Assistant Director, Counselor for their Financial Aid Services. This role involves counseling students and families about financial aid, managing federal and state aid programs, and ensuring compliance with regulations while providing superior customer service.

EducationHigher EducationUniversities
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H1B Sponsor Likelynote

Responsibilities

Responsible for counseling students and families to achieve desired outcomes within the boundaries of financial aid regulations and institutional policies
Counsel a caseload of students in all aspects of financial aid including, but not limited to, applying for aid, determination of need, packaging policies, disbursement, appeals process, changes to aid package, loan borrowing and student employment; This includes supporting specified populations (i.e. graduate students, second degree, accelerated master’s and consortium agreement participants)
Manage federal, state and/or institutional programs, including but not limited to cash receipts and program expenditures
Responsible for all aspects of the federal verification process including but not limited to; organization of documents, recording correct data into PeopleSoft, verifying data items required under federal regulations, processing corrections, monitoring correction files, monitoring aid packages for accuracy relative to verified ISIR applications
Responsible for ensuring written materials accurately reflect the policies of the university and are compliant with federal and state regulations
Work closely with other University departments to ensure accurate information is exchanged between departments regarding policies and procedures
Work as a member of the Financial Aid Services team to coordinate the dissemination of financial aid information to provide superior customer service to students and their families
Keep the Financial Aid Services department abreast of policy and regulatory changes affecting student eligibility and ensures consistency in applying these policies
Responsible for program reconciliations and year end closeout related to financial aid programs assigned
Responsible for keeping abreast of new federal and state initiatives and making recommendations regarding implementation; maintain auditable records of aid awards, aid adjustments, appeals requests and documentation, in accordance with state and federal regulations
Represent the Student Financial Aid Services office on university committees, at recruitment events and other events, as assigned
Participate in meetings, workshops and conferences to keep abreast of local, regional and national financial aid policies
Perform other duties as assigned

Qualification

Financial aid regulationsPeopleSoft softwareCounseling techniquesAnalytical skillsCustomer serviceManagement skillsWork under stressGain confidenceInterpersonal skillsOrganizational skills

Required

Bachelor's degree required with a minimum of three years of progressive experience in financial aid
Applied knowledge of regulatory requirements governing the financial aid programs
Knowledge of all federal and state regulations governing financial aid programs
Ability to deal effectively in high stress situations
Ability to gain the confidence of students and their families
Strong analytical skills
Strong interpersonal, management and organizational skills
Strong commitment to customer service
Ability to work evenings and weekends, as needed, for recruitment events and peak processing

Preferred

Knowledge of and experience with PeopleSoft software or a similar student information system, preferred
Background and/or experience in counseling techniques preferred

Company

UMass Boston

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UMass Boston is the city’s only public research university.

H1B Sponsorship

UMass Boston has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (34)
2024 (24)
2023 (23)
2022 (19)
2021 (16)
2020 (23)

Funding

Current Stage
Late Stage
Total Funding
$3.84M
Key Investors
National Telecommunications and Information AdministrationThe Boston FoundationMassachusetts Clean Energy Center
2023-02-27Grant· $2.97M
2018-12-14Grant· $0.01M
2017-12-07Grant· $0.85M

Leadership Team

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Allyce Najimy
Professor & Co-Founder UMass Boston Sport Leadership & Administration Bachelor Program
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Adán Colón-Carmona
PI of the U54 UMass Boston-Dana Farber/Harvard Cancer Center Partnership
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Company data provided by crunchbase