Senior Financial Aid Officer

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  • Full Time
  • New York, NY

Senior Financial Aid Officer – New York, NY

Hybrid | On Campus 3 Days per Week

Excelon Associates is partnering with a higher education institution to recruit a Senior Financial Aid Officer to support the delivery of timely, accurate, and compliant financial aid services. This role plays a key part in student counseling, aid administration, regulatory compliance, and internal team support, with a strong emphasis on Title IV expertise and student service.

The Senior Financial Aid Officer is responsible for advising students and families on financial aid options while overseeing aid processing, eligibility, and compliance. This individual will also support junior staff, contribute to process improvements, and help ensure a positive, student-first experience throughout the financial aid lifecycle.

Key Responsibilities:

  • Student & Family Counseling:
    Advise students and families on financial aid programs, FAFSA completion, award letters, and eligibility requirements.
  • Financial Aid Administration:
    Oversee aid packaging, eligibility determination, and disbursement across federal, state, and institutional programs.
  • Eligibility & Compliance Monitoring:
    Monitor Satisfactory Academic Progress (SAP), assist with Return to Title IV (R2T4) calculations, and ensure ongoing compliance with federal and state regulations.
  • Regulatory Compliance:
    Maintain adherence to Title IV requirements, audit standards, and institutional policies under the Higher Education Act.
  • Systems & Technology:
    Utilize financial aid systems such as Anthology, COD, NSLDS, and Campus Ivy’s CORE platform.
  • Team Support & Mentorship:
    Mentor junior staff members, assist with workflow management, and support consistent service delivery.
  • Outreach & Events:
    Participate in FAFSA workshops and student-facing financial aid events.
  • Process Improvement:
    Recommend enhancements to financial aid policies, procedures, and operational practices.
  • Issue Resolution:
    Handle escalated student concerns with professionalism, accuracy, and discretion.

Qualifications:

  • Bachelor’s degree preferred in Finance, Accounting, Business Administration, or a related field
  • Minimum of 5 years of experience in financial aid administration, including at least 2 years in a senior-level role
  • Strong working knowledge of Title IV regulations, R2T4, verification, SAP, and the Higher Education Act
  • Proficiency with financial aid systems and Microsoft Excel (CORE training available)
  • Excellent communication, analytical, organizational, and problem-solving skills

Schedule & Compensation:

  • Employment Type: Full-Time
  • Schedule: Monday through Friday; hybrid model with three days on campus per week
  • Additional Hours: Occasional evenings or weekends during peak processing periods
  • Compensation: Competitive salary, commensurate with experience
  • Benefits: Health insurance, retirement plan, paid time off, and tuition assistance

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Excelon does not discriminate on the basis of race, religion, sex, gender, sexual orientation, national origin, marital or veteran status, disability, age, or any other characteristic protected by law.

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