Assistant Director of Financial Aid Services

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    "description": "<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">WHITMAN COLLEGE</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\"><span style=\"color: rgb(34, 34, 34)\"><span style=\"color: rgb(0, 0, 0)\">Located in the historic community of</span> </span><a href=\"http://www.wallawalla.org/\" target=\"_blank\" rel=\"noopener noreferrer\">Walla Walla</a><span style=\"color: rgb(34, 34, 34)\"><span style=\"color: rgb(0, 0, 0)\">, Whitman’s vibrant and beautiful tree-lined campus is home to an intellectually diverse, dynamic, welcoming and supportive community of some 500 staff and faculty serving approximately 1,500 students from the local region and across the globe. With exceptional students, accomplished faculty and staff, and a fiercely loyal and growing number of engaged alumni, Whitman College continues to build on its national reputation for academic excellence as one of the top liberal arts colleges in the country. </span> </span></span></p>\n<p><span style=\"color: rgb(34, 34, 34); font-family: Inter, sans-serif; font-size: 12pt\"> </span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\"><a href=\"http://whitman.edu/\" target=\"_blank\" rel=\"noopener noreferrer\">Whitman College</a><span style=\"color: rgb(0, 0, 0)\"> is cultivating a community built on inclusion and belonging. We recognize the value of those who can offer historically underrepresented perspectives and encourage applications from those whose background, knowledge, and insights from lived experience can add to the college’s working and learning environment. Whitman College is an Equal Employment Opportunity employer (EEO).</span></span></p>\n<p><br></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">POSITION PURPOSE</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\"><br><span style=\"color: rgb(0, 0, 0)\">The Assistant Director of Financial Aid Services is a key member of Whitman College’s Financial Aid team, supporting the administration and delivery of institutional, state, and federal financial aid programs for incoming and returning students. Reporting to the Director of Financial Aid Services, the Assistant Director works closely with students, families, and campus partners to ensure accurate aid processing, regulatory compliance, and high‑quality service. This position plays a critical role in managing and utilizing financial aid technology systems, serving as a liaison between the Financial Aid Office and multiple campus departments.  </span></span></p>\n<p><br></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">PRINCIPAL ACCOUNTABILITIES</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">Student &amp; Family Engagement (30%)</span></p>\n<ul>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Work collaboratively with students and families by greeting visitors and responding to phone calls and emails.</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Maintain a welcoming, inclusive, and professional approach in all student‑ and family‑facing interactions.</span></li>\n</ul>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">Financial Aid Administration &amp; Compliance (30%)</span></p>\n<ul>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Process and administer institutional, state, and federal financial aid programs for incoming and returning students.</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Perform federal verification, including requesting documentation and making required adjustments based on verified data.</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Remain current on all applicable state and federal financial aid regulations and ensure compliance.</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Conduct FAFSA/CSS Profile file review for need analysis used to determine eligibility for institutional and federal financial aid.</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Package financial aid based on annual award charts, while conducting holistic reviews of individual student eligibility.</span></li>\n</ul>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">Systems, Data &amp; Technical Operations (30%)</span></p>\n<ul>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Utilize and manage multiple financial aid and student information systems, including Colleague, PowerFAIDS, IDOC, and Slate, FSA Partner portal, NSLDS, and COD.</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Complete data uploads and processing related to fee waivers, award adjustments, private loan processing, and over‑award reporting.</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Prepare and review loan documentation, verify eligibility, and adjust student aid as needed.</span></li>\n</ul>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">Collaboration &amp; Office Support (5%)</span></p>\n<ul>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Serve as a primary liaison with campus partners that interact with Financial Aid Services, including Residence Life and the Career and Community Engagement Center.</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Provide operational back‑up to the Financial Aid Counselor on key office functions.</span></li>\n</ul>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\"><span style=\"font-weight: bold; text-decoration: underline\"> </span><span style=\"font-weight: bold\">Evolving Responsibilities (5%)</span></span></p>\n<ul>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Center diversity, equity, inclusion and antiracism as guiding principles when approaching financial aid work.</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Contribute to additional initiatives as needed, adapting to evolving priorities and organizational needs.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">REQUIRED KNOWLEDGE, SKILLS &amp; ABILITIES</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Must be able to explain and/or demonstrate possession of the knowledge, skills, and abilities to safely perform the essential functions of the job, with or without reasonable accommodation. Specifically,</span></p>\n<ul>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Ability to work with a high degree of flexibility, accuracy and attention to detail in a dynamic environment.</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Proficiency with common office and web‑based technologies, including Microsoft and Google productivity tools, databases, and customer relationship management (CRM) and student information systems (SIS).</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Ability to maintain positive and effective working relationships with diverse internal and external constituencies while managing competing demands in a fast‑paced environment.</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Ability to navigate complicated financial aid cases in alignment with institutional policies and enrollment goals</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Proven ability to handle confidential and sensitive information with discretion and sound judgment.</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Strong communication and customer service skills, including the ability to articulate processes and ideas effectively both orally and in writing.</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Ability to actively and positively contribute to the College’s core values of diversity, equity, inclusion, antiracism, and access.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">MINIMUM QUALIFICATIONS</span></p>\n<ul>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Associate’s degree. </span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">5+ years of experience in financial aid administration.</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">OR a combination of relevant education, training and experience.</span></li>\n</ul>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\"><br>Whitman College values diverse pathways to acquiring skills and knowledge and encourages applicants to demonstrate how their background aligns with the role.</span><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt; font-style: italic\"><br></span><br></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">PREFERRED QUALIFICATIONS</span></p>\n<ul>\n<li><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Bachelor’s degree.</span></li>\n</ul>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\"><br>Please note that while the description details both required and preferred qualifications, we want applicants to be aware that they do not need to have all of the preferred qualifications to be considered for this position. If you meet the minimum qualifications and have passion for the work, you are encouraged to apply. </span></p>\n<p><br></p>\n<p><span style=\"font-weight: bold\">WO<span style=\"color: rgb(0, 0, 0); font-size: 12pt\">RKING CONDITIONS</span></span></p>\n<ul>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Work is primarily performed in a private office, with the option of hybrid work some weeks with supervisor approval. Regular hybrid work scheduling is not available for this role.</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">The nature of financial aid is deadline-driven, public facing, requires a high level of responsiveness, and involves making difficult decisions.</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Occasional evening and weekend work is required, primarily related to student recruitment and community outreach events.</span></li>\n</ul>\n<p><span style=\"font-size: 10pt\"><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"><br>Whitman College is committed to cultivating a diverse and inclusive community. We encourage applications from individuals of all backgrounds and experiences, particularly those historically underrepresented in higher education.</span></span><span style=\"font-size: 10pt; font-style: italic\"><br></span><br></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">BENEFITS </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Whitman College offers a competitive benefits program that is designed to attract qualified candidates and retain talented employees. Benefit offerings and eligibility described reflect current offerings and may be subject to change in accordance with College policies and plan documents. Full-time employees enjoy the following benefits:</span></p>\n<p><br></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\"><a href=\"https://www.whitman.edu/human-resources/faculty-and-staff/staff-handbook/benefits\" target=\"_blank\" rel=\"noopener noreferrer\">Medical/Dental/Vision</a> <span style=\"color: rgb(0, 0, 0)\">Insurances.</span></span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Basic <a href=\"https://www.whitman.edu/human-resources/faculty-and-staff/staff-handbook/benefits#life\" target=\"_blank\" rel=\"noopener noreferrer\">life</a>, <a href=\"https://www.whitman.edu/human-resources/faculty-and-staff/staff-handbook/benefits#accidental\" target=\"_blank\" rel=\"noopener noreferrer\">accidental death and dismemberment</a> <span style=\"color: rgb(0, 0, 0)\">and </span><a href=\"https://www.whitman.edu/human-resources/faculty-and-staff/staff-handbook/benefits#long\" target=\"_blank\" rel=\"noopener noreferrer\">long term disability</a> <span style=\"color: rgb(0, 0, 0)\">insurances with the capability to elect additional voluntary coverage.</span></span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\"><a href=\"https://www.whitman.edu/human-resources/benefits/retirement\" target=\"_blank\" rel=\"noopener noreferrer\">403(b) Defined Contribution Retirement Plan</a> <span style=\"color: rgb(0, 0, 0)\">with a matching contribution after</span> <a href=\"https://www.whitman.edu/human-resources/benefits/retirement\" target=\"_blank\" rel=\"noopener noreferrer\">eligibility requirements</a> ar<span style=\"color: rgb(0, 0, 0)\">e met.</span></span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\"><span style=\"color: rgb(0, 0, 0)\">Paid Time Off:</span> <a href=\"https://www.whitman.edu/human-resources/faculty-and-staff/staff-handbook/benefits#vacation\" target=\"_blank\" rel=\"noopener noreferrer\">20 accrued vacation days</a>, <a href=\"https://www.whitman.edu/human-resources/faculty-and-staff/staff-handbook/benefits#sick\" target=\"_blank\" rel=\"noopener noreferrer\">12 accrued sick days</a>, <a href=\"https://www.whitman.edu/human-resources/faculty-and-staff/staff-handbook/benefits#holidays\" target=\"_blank\" rel=\"noopener noreferrer\">13 paid holidays</a>.</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\"><a href=\"https://www.whitman.edu/human-resources/faculty-and-staff/staff-handbook/benefits#tuition\" target=\"_blank\" rel=\"noopener noreferrer\">Tuition Remission – Dependent Children</a></span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\"><span style=\"color: rgb(0, 0, 0)\">Employee</span><a href=\"https://www.whitman.edu/human-resources/faculty-and-staff/staff-handbook/benefits#tuition\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"color: rgb(0, 0, 0)\"> </span>tuition waiver</a> <span style=\"color: rgb(0, 0, 0)\">for two Whitman courses per semester.</span></span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\"><a href=\"https://www.whitman.edu/human-resources/benefits/eap\" target=\"_blank\" rel=\"noopener noreferrer\">Employee Assistance Program</a></span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Relocation assistance for eligible employees. </span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\"> </span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\"><span style=\"color: rgb(0, 0, 0)\">Learn more about benefits eligibility </span><a href=\"https://www.whitman.edu/human-resources/benefits\" target=\"_blank\" rel=\"noopener noreferrer\">here</a>. </span></p>\n<p><br></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">DISABILITY ACCOMMODATION FOR JOB CANDIDATES</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Contact Human Resources regarding requests for disability accommodation in the employment application process.</span></p>\n<p><br></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">APPLICATION REVIEW</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Application review will begin on ASAP and continue until the position is filled. </span></p>\n<p><br></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">START DATE</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">July 2026</span><br></p>",
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