Assistant Director of Financial Aid Compliance & Quality Assurance

at  California State University Long Beach

Job no: 542998
Work type: Staff
Location: Long Beach
Categories: Unit 9 - CSUEU - Technical Support Services, Administrative, Temporary, Full Time

JOB SUMMARY

This role is pivotal in ensuring the seamless integration and operation of our financial aid systems, aligning with current federal and state regulations and institutional goals. The ideal candidate will have a strong background in financial aid processes, project management, and staff training. This is an internal customer-facing role, and requires excellent prioritization, responsiveness, highly technical skills, and customer service, along with excellent verbal communication skills. In keeping with the Enrollment Services values and competencies, the incumbent develops and maintains positive working relationships with internal and external contacts. Furthermore, the incumbent provides services that are equitable, inclusive, and culturally sensitive to enhance the quality of campus life. This position uses a student-centered and equity-minded approach in all communication and service efforts.

KNOWLEDGE SKILLS AND ABILITIES

The ideal candidate possesses extensive knowledge of state, federal, and institutional financial aid regulations, and is proficient in using financial aid and scholarship management software such as Peoplesoft Campus Solutions and Blackbaud. They demonstrate strong project management skills, effectively prioritizing and managing multiple tasks simultaneously. Excellent communication and training abilities, along with strong people management skills, are also essential. Core competencies include delivering high-quality customer service, strategic thinking and planning, problem-solving and decision-making, team building and development, and maintaining professional knowledge. Additionally, they ensure operational integrity by documenting roles and responsibilities and uphold data integrity by adhering to approved processes and testing procedures.
Ability to communicate with an ethnically and culturally diverse campus community. Ability to follow all university policies, procedures, and guidelines including but not limited to safety, civility, information security, and non-discrimination policies and procedures. Ability to contribute to a positive university experience for each and every student and assist in achieving the university’s commitment to a “vision of excellence.”

EDUCATION AND EXPERIENCE

• Equivalent to a bachelor’s degree in a related field (Education, Business, Social Sciences) and three years of Financial Aid experience required.
• Master’s degree preferred.

PHYSICAL SUMMARY

• Sedentary work - Involves mainly sitting. Walking and standing are minimal. Lifting is limited to lightweight objects. (10 pounds or less).

• Analyze and Reconcile Current Financial Aid Regulations with Automated System Setup in accordance with federal & state regulations (Compliance/Q&A) - Ensure compliance with federal, state, and institutional regulations in accordance with 2025-26 FAFSA. Monitor ISIR/CalISIR loading, application comment codes, verification processes, automated COA budgeting, checklisting, communications, packaging plans, disbursement, and adjustments.
• Project & Process Management - Develop a comprehensive project plan in collaboration with the Associate Director of Systems and the Module Lead Team.
• Staff Training & Documentation - Review, organize, and update existing documentation and training materials. Create and coordinate new documentation and training sessions where needed. Deliver training to staff members to enhance their understanding of automated processes and their roles.