Assistant Director, Student Financial Services Counseling - Office of Student Financial Services

Washington D.C.
Jul 12, 2017
Aug 07, 2017
Executive, Director
Full Time
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Assistant Director, Student Financial Services Counseling - Office of Student Financial Services

The Student Financial Services Counseling unit of the Office of Student Financial Services (OSFS) provides financial aid counseling to diverse student and parent populations and works closely with other University departments to ensure quality service is provided.  The counseling unit is one of five lines of business in OSFS.

The Assistant Director delivers counseling services to current and prospective students and their families regarding the financial aid process, procedures, and program rules, including information about all federal, state, private, and institutional loan, grant and work programs. For students with last names beginning with letters L-Q, this position is responsible for preliminary review and processing of financial aid applications, maintenance of all financial aid records, and for written and verbal communication with students to ensure the highest standards of customer/client services and support established procedures to ensure compliance with applicable laws, regulations, and University policies. Reporting to the OSFS Associate Director, the Assistant Director, in one of six such positions comprising the Student Financial Services Consulting unit, has duties that include but are not limited to:

Quality Assurance in Awarding of Financial Aid

  • Reviews, evaluates, and processes aid applications in the Banner system for financial aid awarding by maintaining accurate manual files and computer records using established office procedures. 
  • Determines which documents are necessary for an individual student's file to be complete; reviews and records documents upon receipt; and tracks missing items. 
  • Verifies application data with supplemental documentation and makes any necessary corrections to the records to ensure that appropriate data are used to calculate eligibility for financial aid. 
  • Communicates and corresponds with students regarding the status of their aid applications to ensure that the correct information is requested and received in a timely manner.  
  • Creates and maintains paper and electronic financial aid files for students in compliance with federal and University requirements. 
  • Monitors and updates files continuously to ensure chronological order of documents and timely action on supplemental information received and changes in enrollment status. 
  • Prepares all inactive files for document imaging process.

Administration of Financial Aid

  • Works closely with students with special circumstances so as to financially enable these students to continue at Georgetown and complete their program of study here. 
  • Counsels and communicates with students and their families and the general public regarding all aspects of student financial assistance, all federal financial aid regulations and University policies, specific aid program characteristics, individual award decisions and revisions, and the role of financial aid awards in the payment of educational expenses. 
  • Provides interpretation of instructions to students and parents on the completion of aid applications; prepares aid applications to be analyzed; and packages most of the awards and flags those with no financial need. 
  • Demonstrates working knowledge of tax returns as it relates to understanding “real” income. 
  • Utilizes knowledge of the federal and institutional need analysis systems to explain to students and their parents the impact of changes in family circumstances on financial aid awards. 
  • Explains the calculation of the student's and/or family's contribution towards their cost of attendance. 
  • Counsels families about the appeal process and explains the documentation requirements and the use of information regarding various special circumstances. 
  • Ensures that accurate information is provided to families in a positive and constructive manner, and supports established procedures to ensure compliance with applicable laws, regulations, and University policies.
  • Attends career development seminars to improve counseling, listening and customer service skills; and recommends implementation of new methods to improve service. 
  • Participates in community outreach programs to provide financial aid information to various constituencies in the DC/MD/VA area. 
  • Responds professionally and with the highest level of customer service to the various needs of each client, demonstrating the ability to understand the requests from all socio-economic income groups, including the “first generation” college constituents as well as the more affluent families.


  • Upholds the university policy of confidentiality of student records and other provisions of the Family Educational Rights and Privacy Act.
  • Communicates with Program Assistant Directors to ensure timely disbursement of federal, institutional, and external funds to students' accounts and to resolve problems that may impede disbursement;
  • Interprets activity on individual students' accounts; answers questions pertaining to billing statements and the monthly payment plan; and consults with Office of Billing and Payment Services staff to ensure that accurate information is reflected on individual students' accounts and is provided to students and their families;
  • Tracks registration status of students receiving financial aid and refer cases to supervisor when enrollment status changes, and supports the registration process by providing information about the status of pending financial aid; and interfaces with the Registrar's Office staff regarding status changes and any negative impact upon the student's financial aid status caused by changes in the student's enrollment status.
  • Supports the undergraduate and graduate admissions processes by providing information to Admissions staff regarding the status of individual aid applications;
  • Communicates with the school deans' offices staff regarding the status of individual aid applications.
  • Consults with other University staff such as the Center for Multicultural Equity and Access (CMEA), and Office of Global Education regarding student's financial aid and student account issues; and prepares and presents financial aid orientation sessions.
  • Prepares and presents financial aid sessions at New Student Orientation and Graduate School information sessions to various academic and support departments throughout the year.
  • Processes work promptly and efficiently, in accordance with the office and the University time requirements to ensure continuity of individual students' university services.


  • Bachelor's degree
  • Full- or part-time work experience with counseling, customer service, and/or administrative support
  • Demonstrated ability to collect and analyze data and to use independent judgment where appropriate
  • Excellent interpersonal and communication skills, a demonstrated ability to work with a diverse client population, and commitment to continuous quality improvement and customer services
  • Experience with and knowledge of PC based administrative software

Preferred qualifications

  • Any combination of experience with the international CSS Profile, Ellucian's Banner, COGNOS, and/or Microsoft Office
  • Knowledge of federal, state, and/or institutional financial aid program rules, regulations, or processes

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Please note that in order to be considered an applicant for any position at Georgetown University you must submit a cover letter and resume  for each position of interest for which you believe you are qualified. These documents are not kept on file for future positions.

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EEO Statement:

Georgetown University is an Equal Opportunity/Affirmative Action Employer fully dedicated to achieving a diverse faculty and staff.  All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, national origin, age, sex, disability status, protected veteran status, or any other characteristic protected by law.

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