General Information
| Job Description | FINANCIAL AID OFCR 4 | Working Title | Scholarship Manager |
|---|---|---|---|
| Job Code | 004528 | Grade | 22 |
| Department Name | Financial Aid Dept - D01171 | Department Head | Jose Aguilar |
| Supervisor | Stephanie Tusques | Effective Date | 05/01/2024 |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|
Generic Scope
| Technical leader with a high degree of knowledge in the overall field and recognized expertise in specific areas; problem-solving frequently requires analysis of unique issues/problems without precedent and/or structure. May manage programs that include formulating strategies and administering policies, processes, and resources; functions with a high degree of autonomy. |
Custom Scope
| Applying advanced, specialized expertise, has programmatic responsibility for a financial aid program, and/or regularly resolves individual, complex financial aid situations. |
Department Custom Scope
| Participates with other counselors, the Assistant Director, and Associate Director in the ongoing development and enhancement of the UCR Financial Aid Office processing system (Banner) and ScholarshipUniverse; Maintains scholarship records; presents financial aid information both on and off-campus to groups of students, campus partners, and donors, Active contributor to discussions and recommends change when appropriate to better meet the needs to the populations served; Uses an understanding of the special needs and problems experienced by students from disadvantaged backgrounds and address these needs by offering supportive guidance; Composes correspondence to students and other clients relative to aid eligibility and office policy and procedures; performs special assignments and other duties as assigned by the Director of Financial Aid, Associate Director, or Assistant Director. |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Bachelor's degree in related area and/or equivalent experience/training. | Required |
Experience Requirements
| Experience | Requirement |
|---|---|
| 6 - 10 years of related experience. | Required |
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
| Provides training on programs to department staff. | 15 |
Develops new, or makes changes to existing, financial aid forms and work-flow routing. Creates annual processing schedule.
|
10 |
| Coordinates, implements, evaluates, and reports on very complex, specialized government, agency, University, or donor aid programs. | 10 |
Works with internal and external organizations to develop program policies and coordinate procedures. Interprets regulations, and develops or recommends procedures to ensure compliance and accurate aid delivery.
|
10 |
| Provides individual counseling on and recommends resolution of extremely sensitive, specialized and/or complex issues. Exercises professional judgment to authorize exceptions to policies, changes in financial aid awards or additional funding. | 10 |
| Performs needs analysis, assesses eligibility, and exercises professional judgment to determine allocation of aid awards under complex, specialized regulations or for escalated cases. Recommends packaging policies and strategies for allocation of awards to groups of students. | 10 |
Analyzes exception reports to determine necessary changes in programming or procedures to allow automated packaging of aid. Reconciles complex student data from multiple sources. Identifies difficult-to-resolve mismatches and errors from external and internal sources. Identifies programming or procedural changes needed to prevent errors.
|
10 |
| Co-chairs department committees or provides advanced expertise to plan and coordinate policy and procedure changes. | 5 |
Serves as expert resource on specialized programs and related regulations and policies.
|
5 |
Determines goals and objectives. Recommends new or changes to existing program policies.
|
5 |
| Identifies and implements database elements, queries, and reports needed to monitor complex programs. Analyzes reports to resolve programming errors. | 5 |
| Uses knowledge of the applicable rules and standards of the Pacific 10 Conference, the NCAA, and other associations and agencies to avoid any and all violations of these rules and standards. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Project management skills. Advanced written and verbal communication skills. Active listening, persuasion, and negotiation skills. Customer service orientation. | Required |
| Organizational skills and ability to prioritize work and meet deadlines. | Required |
| Advanced knowledge of policies, regulations, and practices for awarding financial aid. Specialized knowledge of particular programs. | Required |
| Ability to interpret complex policies and develop procedures to ensure compliance. | Required |
| Working knowledge of packaging policies and practices. | Required |
| Advanced proficiency with standard office software as well as internet and email applications. Thorough knowledge of common University specific computer application programs. | Required |
| Advanced problem identification, critical thinking, and problem solving skills; judgment and decision-making ability. | Required |
| Advance ability to assess processes and implement improvements. Excellent interpersonal skills. Strong social perceptiveness abilities. | Required |
| Advanced knowledge of advising and counseling techniques. | Required |
| Ability to calculate and reconcile financial aid with attention to detail and accuracy. | Required |
| Experience using complex databases; ability to define specifications for database programming. Proficiency manipulating and analyzing large volumes of data. Advanced knowledge of common University-specific computer application programs. | Preferred |
| Advanced knowledge of University policies, processes, and procedures. | Preferred |
| Ability to maintain the confidentiality of donor files and other information; impeccable integrity and discretion in dealing with funders, donors, alumni, students, administrators, and colleagues. | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|
Other Special Requirements & Conditions
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Level of Supervision Received
| Direction |
Environment
Working Environment
| Hybrid |
Other Requirements
Items Used
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Physical Requirements
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Mental Requirements
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Environmental Requirements
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Critical Position
| Is Critical Position: Yes |