Financial Aid Advising Manager
California Institute of Applied TechnologyAbout the role
Description
Work from Home (WFH) - Remote work must be performed while residing in California or New Mexico
CIAT Location: San Diego, CA and Albuquerque, NM
Reports to: Director of Financial Aid
Status: Exempt
Employment Type: Full-time
Summary
The Financial Aid Advising Manager at CIAT will lead and oversee a dedicated team of Financial Aid Advisors to support prospective students through the enrollment and financial aid application processes. This role ensures prospective and returning students have a seamless, transparent, and supportive financial aid consultation and enrollment experience. The ideal candidate will bring a passion for education, a strong understanding of federal, state, and institutional financial aid regulations, and proven experience managing and motivating teams in a vocational or technical school environment.
Responsibilities
- Recruit, coach, motivate, and supervise our growing team of Financial Aid Advisors
- Monitor and improve critical KPIs and performance metrics for each Financial Aid Advisor
- Support termly recruitment goals by ensuring Financial Aid Advisors provide expert guidance, communication, and motivation to students evaluating their education and financing options
- Coach Financial Aid Advisors on effective processes in helping students navigate the Free Application for Federal Student Aid (FAFSA) process and interpret their financial aid awards
- Oversee the administration of financial aid programs, including federal, state, institutional, and private aid
- Support student escalations by handling student inquiries and complaints with care and a customer service approach
- Coach Financial Aid Advisors to effectively provide counseling on financial aid applications, deadlines, and award processes
- Assist students and families in understanding available financial aid and other funding options
- Ensure compliance with relevant regulations such as Title IV, state-specific rules, and institutional policies
- Monitor and track financial aid enrollment and clearance
- Maintain current knowledge of all funding sources offered by the institution
- Provide ongoing training to team members on policy and process changes
- Collaborate with internal stakeholders, including Admissions, Student Services, and Career Services, to support student recruitment and retention goals
- Ensure that the institution follows federal, state, and institutional regulations
- Prepare for and manage financial aid audits and reviews
- Submit necessary reports required for various governing bodies, such as the Department of Education, and annual audits to the Financial Aid Director for final review and approval
- Adhere to compliance deadlines and perform periodic reviews to determine compliance status
- Work with the Financial Aid Director to develop and revise department policies and procedures
- Communicate policy updates to students and staff as needed
- Coach, and counsel employees, in partnership with HR
- Provide professional growth opportunities for employees
- Manage and enforce timekeeping policies to ensure accuracy and timely process of employee’s timecards
- Contribute to team effort by accomplishing results as needed
- Process timely, accurate, fair, without bias, performance reviews
- Embody CIAT’s mission, vision, purpose and values
Requirements
- Bachelor’s degree preferred, or equivalent work experience
- Minimum of 2 years in a Financial Aid management position is required
- Minimum 5 years of experience in higher education financial aid positions required, including administering Title IV, VA, private education financing, scholarships, and employer-sponsored funding
- Minimum 2 years of experience using enterprise CRM systems such as Salesforce, HubSpot, or Microsoft Dynamics
- Experience recommending financing options to students to help them meet their career goals
- Strong communication skills, both verbal and written, with the ability to effectively convey information and interact with students, colleagues, and others
- Strong organizational skills to manage multiple and rapidly changing priorities to meet the needs and expectations of employees
- Self-motivated with a strong work ethic; dedicated to quality, quantity, and timeliness of results
- Able to handle sensitive information with a high degree of confidentiality
- Possess high ethical standards, being an example of professionalism to others
- Demonstrated ability to anticipate needs and exercise independent judgment
- Excellent analytical skills, problem-resolution ski
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