Description
Roosevelt University Financial Aid Services is seeking an Associate Director of Financial Aid Systems within the Office of Financial Aid Services. The Office of Financial Aid Services administers financial aid for Roosevelt University’s undergraduate, graduate, and doctoral students and plays a critical role in supporting student access, success, and institutional enrollment goals.
The Associate Director provides strategic leadership and functional oversight for the University’s financial aid management system, external system interfaces, reporting, web and portal services, and related technologies. This role ensures efficient workflows, high-quality customer service, data integrity, and compliance with federal, state, and institutional regulations. The Associate Director serves as a key partner to Enrollment Management and Information Technology, advancing a forward-looking financial aid technology strategy that enhances operational effectiveness and the student experience.
Why Join Roosevelt University:
This role offers an opportunity to shape the future of financial aid technology at an institution committed to student access, service excellence, and continuous improvement. The Associate Director will play a central role in modernizing systems, strengthening data-informed decision-making, and enhancing the student experience in a collaborative, enrollment-focused environment.
Requirements
Financial Aid Systems Leadership & Strategy
- Provides oversight and leadership for the financial aid management system, ensuring alignment with institutional priorities and enrollment strategies.
- Serves as Financial Aid Functional Lead, acting as liaison with Roosevelt’s Information Technology team and primary point of contact for financial aid systems processes, data, and reporting for external departments.
- Leads planning for the Ellucian Banner financial aid roadmap, including monitoring, testing, reporting, and coordination of software updates and upgrades.
- Collaborates with enrollment management leadership and systems leads in other enrollment units to align financial aid technology with broader university objectives.
Data, Reporting & Compliance
- Develops datadriven insights and ensures accurate financial aid reporting for federal, state, and institutional compliance.
- Manages creation of reports and survey data by developing queries, producing reports for financial aid staff and administrative offices, and ensuring data integrity for federal, state, institutional, and audit reporting.
- Serves as a key resource for internal and external auditors by ensuring accuracy, consistency, and reliability of reported data.
Technology Optimization, Automation & Process Improvement
- Utilizes technology to enhance packaging, awarding, and student communications, optimizing system capabilities to improve efficiency and the student experience.
- Implements and supports automation strategies that streamline financial aid workflows and reduce manual processing.
- Directs system upgrades and process improvements to ensure seamless integration with campus technology and operational continuity.
New Initiatives & Innovation
- Leads planning and implementation of new technology initiatives that enhance financial aid processing, service delivery, and regulatory compliance.
- Coordinates enhancements to online functionality and evaluates emerging tools to improve service and operational effectiveness.
Minimum of five years of experience administering or supporting Ellucian Banner, including Ellucian BDMS, BCM, and Ellucian Action Line.
Experience with databases, reporting tools, and emerging technologies within higher education.
