1 Assistant Director of Financial Planning Job in Louisville, KY

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Assistant Director of Financial Planning

The Sullivan University System

Louisville, KY | Full Time

$97k-127k (estimate)

1 Month Ago

Assistant Director of Financial Planning

$97k-127k (estimate)

Full Time | Wholesale 1 Month Ago

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The Sullivan University System is Hiring an Assistant Director of Financial Planning Near Louisville, KY

Look No Further, Your Career Starts Here!

Sullivan University is an organization that is truly committed to making a difference. We host a wide variety of career opportunities, offer a family-oriented culture, and invest in our employees.

Join us if you want:

Internal Mobility
The Opportunity to Make a Difference in the Lives of our Students
Professional Training and Development
Individual Coaching
A Diverse and Positive Work Environment
To Support Local Charities through the Sullivan Cares Program

What Can We Offer YOU?

90% Tuition Discount through the Master’s degree level for the employee and 40% dependent discount after 1 year of employment (dependent discount increases to 90% after 3 years)
A Generous Benefits Package with Medical, Dental, Vision, Life, AD&D, Long-Term Care, Short Term Care, Auto, and Home Insurance.
401K
Competitive Salary
11 Paid Holidays
Paid Vacation and Sick Time
Employee Referral Bonus
Employee Discounts at Local Restaurants and Venues
Comprehensive Wellness Program

We are currently looking for a full-time Assistant Director of Financial Planning. The Assistant Director of Financial Planning works under the supervision of the Director of Financial Planning & Military Affairs. This position is responsible for conducting financial planning appointments with new students, collecting documentation for all students, and assisting with answering escalations of student complaints if the Director of Financial Planning & Military Affairs is not available. This position must work collaboratively with personnel from other campus departments, including admissions, student services, academic services, student success, compliance, and the Bursar’s office.

Responsibilities of the position include:

Works closely with the Director of Financial Planning & Military Affairs on the coordination and facilitation of continuous training for the campus
Manages and coordinates the delivery of financial aid services to the student including responsibility for an assigned group of students and this may include packaging students
Recommends new or updates to policies and procedures and coordinates the logistics and workflow to ensure the effective delivery of services
Responsible for satisfactory customer service experiences to students and their families
Maintains a current knowledge of state and federal funding programs, policies and regulations, and other requirements by external authorities through reading and reviewing documentation, professional memberships, attending conferences and workshops
Works collaboratively with internal resources across departments and campuses to resolve financial planning issues for students.
Supports and maintains knowledge of institutional policies
Ensures the departments adherence to the policies and processes for the collection of student documentation and the presentation of the financial planning award letters
Prepares and analyzes internal and external financial reports demonstrating receipt and application of funds payable to student accounts in a timely and efficient manner. Reviews and/or consults with the director of Financial Planning & Military Affairs on these reports as necessary
Collaborates with the Director of Financial Planning & Military Affairs on new hire training and further supports that training through efforts at the campus
Successfully completes all new-hire and ongoing training courses in a timely manner
Maintains all files, documentation, and data entry according to the standard operating procedures.
Ensures all graduates have a zero balance.
Actively participates in programs targeted to improve retention, customer satisfaction, and show rates.
Assists with presenting student financial aid awards
Counsels students and families regarding the availability of aid, application procedures, and college policies regarding receipt of Federal and State aid.
Promotes teamwork throughout the campus and utilizes teamwork concepts to achieve overall campus goals
Subscribes to FSA, NASFAA, and other Higher Education newsletters
Performs other duties as assigned.

Requirements of the position include:

Three years related experience; leadership experience a plus
Bachelor’s Degree preferred
An equivalent combination of education and work experience may be considered
Experience preferred with financial aid processing software, such as CampusNexus and federally required software applications, including NSLDS, CPS, COD, and SAIG
Working knowledge of Federal, State, and other agencies policies and procedures regarding the participation of financial in different programs
In good standing with the Department of Education
Excellent written, verbal and interpersonal skills
Ability to communicate effectively and professionally with staff regarding financial aid
Ability to collaborate and work well with other departments
Ability to maintain a flexible work schedule including evenings and weekends
Ability to function efficiently and use good time management skills in a fast paced and demanding work environment
Ability to maintain concentration and attention to detail while working for extended periods of time
Proficient computer skills with specific emphasis on Microsoft Office products and student information systems, such as CampusNexus
Ability to sit for extended periods of time

This job description lists the major responsibilities of the job title listed. By no means is the job limited only to the responsibilities listed. Cooperation between employees is expected during periods of heavier than normal workloads and revisions to these duties on either a temporary or permanent basis is possible.

The Sullivan University System is an Equal Opportunity Employer.