Associate Director, Compliance and Training, Financial Aid Office

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Cover letter required for all positions and optional for facilities, campus services, and hospitality positions unless otherwise specified.

Job Description Summary

The Financial Aid Associate Director of Compliance and Training, working under the general supervision of the Director of Financial Aid, oversees compliance, ensuring integrity and adherence with federal and state regulations, university policy, and departmental procedures through robust comprehension of compliance and delivery of staff training.

The ideal candidate will embody excellent communication and training abilities and effective project management skills. Core competencies include the delivery of high-quality presentation materials, maintaining a strategic compliance vision, problem-solving, FA staff professional development, and regulatory knowledge.

Job Description

Essential Functions :

Compliance and Training

• Develop and monitor the systems necessary to ensure the integrity of Wake Forest financial aid operations and campus-wide Title IV compliance.
• In collaboration with campus partners, develop and supervise maintenance of, policies and procedures required to maintain integrity and compliance of financial aid functions
• In collaboration with other members of financial aid and campus leadership, including Wake Forest's Office of Compliance, develop and implement corrective action in response to audit findings and craft responses to audit findings and recommendations
• Assist campus leadership in the development of department wide training to ensure staff compliance with required competencies in information security, data integrity, FERPA, consumer information disclosures and other areas of administrative capability.
• Participate in campus committees and task forces as needed to address compliance related requirements or concerns.
• Provide project management for implementation of new regulatory requirements that require collaboration and cooperation with campus partners.
• Review, organize, and update existing documentation and training materials, including department policies and procedures.
• Create and coordinate new documentation and training sessions where needed.
• Deliver training to staff members to enhance their understanding of financial aid processes and their roles.
• Serve as department Primary DPA and manage Federal Student Aid online and electronic services access per guidelines established by The Department of Education.

Serves as system access administrator for all other outside agencies.

Administers the University's compliance with Veterans Administration, Department of Defense, and state policies as they relate to military educational benefits;

keeps campus departments and FA staff informed of any pertinent changes to related military education policies. Provides training to University departments and FA staff regarding any update in information that relates to the University's VA / military benefit certification processes.

Assures compliance with applicable academic regulations, rules, laws, policies, and procedures related to Veterans Services functions.

Supervises the Veterans Affairs Specialist.

• Serves as a School Certifying Official for certification of student Veteran education entitlements of the Department of Veterans Affairs (DVA).
• Oversees program compliance audits from the VA Regional Office

Required Education, Knowledge, Skills, Abilities :

• Bachelor's degree from an accredited institution, with at least three years of related experience or an equivalent combination of education and experience.
• Comprehensive knowledge of financial aid compliance
• Ability to communicate complex and specialized technical information in understandable terms to management and staff.
• Proficiency in Microsoft Office and Google applications.
• Ability to analyze data.
• Comfort with public speaking and presentation of complex materials.
• Demonstrated ability and willingness to take initiative.
• Demonstrated problem solving skills.
• Extreme attention to detail.
• Commitment to maintain confidentiality of records.
• Ability to follow through and meet deadlines.
• Ability to work with minimal supervision.
• Ability to manage multiple tasks simultaneously to completion.
• Excellent teamwork, interpersonal, and relationship management skills.
• High degree of professionalism.
• Independent, creative, data-driven approach to problem solving.
• Comfortable with emerging technologies.
• Growth mindset

Preferred Education, Knowledge, Skills, Abilities :

• Knowledge of Title IV Compliance and other regulatory sources including NCAA and VA
• Experience in higher education technology / student information systems.
• Experience working in a Student Financial Aid office.
• Experience writing policy and sharing complex information to campus constituents

Accountabilities :

• Responsible for own work.
• Supervises the Veterans Affairs Specialist.

Physical Requirements :

Sedentary work primarily involves sitting / standing; communicating with others to exchange information; repeating motions that may include the wrists, hands, and / or fingers;

and assessing the accuracy, neatness, and thoroughness of the work assigned.

Environmental Conditions :

No environmental conditions

Disclaimer :

This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform.

Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by the employee's supervisor.

To help provide a safe learning and living community, Wake Forest University conducts background investigations and drug screens for all final candidates being considered for employment.

Wake Forest seeks to recruit and retain a diverse workforce and encourages qualified candidates across all group demographics to apply.

Wake Forest University is committed to providing access and reasonable accommodation in employment for individuals with disabilities.

Additional Job Description

Time Type Requirement

Full time

Note to Applicant :

This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform.

Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his / her supervisor.

In order to provide a safe and productive learning and living community, Wake Forest University conducts background investigations and drug screens for all final staff candidates being considered for employment.

Wa keForest seeks to recruit and retain a diverse workforce while promoting an inclusive work environment committed to excellence in the spirit of Pro Humanitate.

In adherence with applicable laws and as provided by University policies, the University prohibits discrimination in its employment practices on the basis of race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and veteran status and encourages qualified candidates across all group demographics to apply.