Director of Financial Planning, Converse College

DIRECTOR OF FINANCIAL PLANNING

CONVERSE COLLEGE

SUMMARY OF POSITION:

• The Director of Financial Planning has responsibility for administering all Federal Title IV student assistance programs in compliance with current Federal Regulations, for administering all State of South Carolina assistance programs in accordance with the regulations governing those programs, for properly handling scholarships from outside sources, for assisting with administering Converse College endowed scholarships according to institutional policies and donor preferences, and for updating information on programs for the State Approving Agency for Veterans Affairs. The Director works closely with the Director of Admission, the VP for Finance and Administration and the VP for Enrollment and Marketing to package aid to optimize enrollment while controlling the institutional discount according to approved institutional guidelines. The Director supervises a staff of two full-time professionals. The Director will from time to time be expected to make financial aid presentations to various high schools and other constituencies concerning financial aid.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

•  Manage annual financial aid budget consisting of College, State and Federal funds
• Evaluate and determine need of all traditional and Converse II financial aid applicants
• Establish packaging procedures for all students in consultation with VP for Finance and Administration and Dean of Admission
• Provide individual and group counseling regarding financial aid
• Conduct financial aid workshops both on and off campus and in local area high schools
• Interpret and determine applicability of Federal and State regulations and make recommendations for Converse to maintain compliance with these regulations
• Determine and prepare annual College budget request for all financial aid funds
• Formulate and make recommendations for office policies and procedures
• Provide supervision and training for Assoc. and Asst. to the Director
• Prepare and analyze statistical data regarding financial aid applicants
• Prepare and submit annual Fiscal Operations Report and Application for Federal Assistance
• Prepare and submit SC Tuition Grant, LIFE, Palmetto Fellows and HOPE Scholarship reports  and requests for payment
• Monitor all undergraduate students for satisfactory academic progress
• Actively prepare for and participate in annual federal and state audits
• Maintain PowerFaids Computer Software
• Chair Financial Aid Appeals Committee
• Monitor Financial Aid compliance with NCAA Div. II and Carolinas Conference regulations
• Serve as liaison for state financial aid programs
• Keep abreast of state and federal regulations by attending annual/semi-annual workshops and training sessions
• Serve on Admissions, Retention, Converse II, Study Abroad, and other committees as appointed
• Compliance with the College’s Service Expectations

 JOB  SPECIFICATIONS:

·         Bachelor’s degree required; master’s degree preferred.  Five or more years of increasing experience in the financial aid field required. Excellent interpersonal, communication, analytical, management, and organizational skills are required.  Computer proficiency required.  Familiarity with Title IV (required) and State of SC (preferred) financial aid regulations.  Experience and working knowledge of PowerFaids and Jenzabar is highly desirable. 

At Converse College, we believe that diverse faculty and staff populations are essential to achieving academic excellence; thus, we strongly encourage applications from candidates from all racial, ethnic and cultural backgrounds.


Review begins immediately, and continues until position is filled.  Send resume and cover letter to hr@converse.edu or Human Resources, Converse College, 580 E. Main Street, Spartanburg, SC  29302.