Assistant Director of Financial Aid Services

Position Purpose

The Assistant Director of Financial Aid Services is a key member of Whitman College's Financial Aid team, supporting the administration and delivery of institutional, state, and federal financial aid programs for incoming and returning students.

Principal Accountabilities

• Student & Family Engagement (30%): Work collaboratively with students and families by greeting visitors and responding to phone calls and emails. Maintain a welcoming, inclusive, and professional approach in all student- and family-facing interactions.

• Financial Aid Administration & Compliance (30%): Process and administer institutional, state, and federal financial aid programs for incoming and returning students. Perform federal verification, including requesting documentation and making required adjustments based on verified data. Remain current on all applicable state and federal financial aid regulations and ensure compliance.

• Systems, Data & Technical Operations (30%): Utilize and manage multiple financial aid and student information systems, including Colleague, PowerFAIDS, IDOC, and Slate, FSA Partner portal, NSLDS, and COD. Complete data uploads and processing related to fee waivers, award adjustments, private loan processing, and over-award reporting. Prepare and review loan documentation, verify eligibility, and adjust student aid as needed.

• Collaboration & Office Support (5%): Serve as a primary liaison with campus partners that interact with Financial Aid Services, including Residence Life and the Career and Community Engagement Center. Provide operational back-up to the Financial Aid Counselor on key office tasks.