Assistant Director- Financial Aid Counselor

Apply now Job no: 524125
Work type: Staff Full Time
Campus: UMass Boston
Department: Financial Aid Office
Pay Grade: 31
Categories: Financial Aid, Professional Staff Union (PSU)

General Summary: 

The Assistant Director, Counselor is responsible for communicating and disseminating financial aid information, policies and procedures to graduate and undergraduate students and families through in-person interviews, media and phone consultations; and is responsible for keeping staff abreast of policy and regulatory changes affecting student eligibility and ensuring consistency in applying policies throughout the Financial Aid Services organization. The role of counselor requires a thorough knowledge of all federal and state regulations and institutional policies governing the financial aid programs. The Assistant Director, Counselor acts independently in counseling students, awarding aid and adjusting aid packages; and is responsible for the financial aid application verification process. The incumbent uses prof judgement, in accordance with federal regulations to adjust fin aid awards and to determine financial aid eligibility due to unique family situations, student enrollment plans, satisfactory academic progress and incorporating external resources.

Examples of Duties: 

Responsible for counseling students and families to achieve desired outcomes within the boundaries of financial aid regulations and institutional policies. Counsel a caseload of students in all aspects of financial aid including, but not limited to, applying for aid, determination of need, packaging policies, disbursement, appeals process, changes to aid package, loan borrowing
and student employment; This includes supporting specified populations (i.e. graduate students, second degree, accelerated master’s and consortium agreement participants). Manage federal, state and/or institutional programs, including but not limited to cash receipts and program expenditures. Responsible for all aspects of the federal verification process including but not limited to; organization of documents, recording correct data into PeopleSoft, verifying data items required under federal regulations, processing corrections, monitoring correction files, monitoring aid packages for accuracy relative to verified ISIR applications
Responsible for ensuring written materials accurately reflect the policies of the university and are compliant with federal and state regulations. Work closely with other University departments to ensure accurate information is exchanged between departments regarding policies and procedures. Work as a member of the Financial Aid Services team to coordinate the dissemination of financial aid information to provide superior customer service to students and their families; By William Simpler at 9:58 am, Jan 05, 2023.

Keep the Financial Aid Services department abreast of policy and regulatory changes affecting student eligibility and ensures consistency in applying these policies; Responsible for program reconciliations and year end closeout related to financial aid programs assigned. Responsible for keeping abreast of new federal and state initiatives and making recommendations regarding implementation; maintain auditable records of aid awards, aid adjustments, appeals requests and documentation, in accordance with state and federal regulations; Represent the Student Financial Aid Services office on university committees, at recruitment events and other events, as assigned. Participate in meetings, workshops and conferences to keep abreast of local, regional and national financial aid policies.

Perform other duties as assigned.


  • Bachelor's degree required with a minimum of three years of progressive experience in financial aid.

Preferred Qualifications:

  • Knowledge of and experience with PeopleSoft software or a similar student information system, preferred.
  • Background and/or experience in counseling techniques preferred.

Application Instructions: 

Please apply online with your resume, cover letter and list of three professional references.

Review of candidates will begin following the application closing date. 

Only Internal candidates in the Professional Staff Bargaining Unit will be considered during the first 10 business days of the posting.  All other candidates will be considered after that period. 

Salary Ranges for the appropriate Pay Grade can be found at the following link: 

Grade: 31              

Salary Ranges

This is an exempt union position.

All official salary offers must be approved by Human Resources.

UMass Boston is committed to the full inclusion of all qualified individuals. As part of this commitment, we will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact or 617-287-5150.


Advertised: Eastern Daylight Time
Applications close: Eastern Daylight Time

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The University of Massachusetts is an Equal Opportunity/Affirmative Action, Title IX employer. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, national origin, ancestry, age over 40, protected veteran status, disability, sexual orientation, gender identity/expression, marital status, or other protected class.