Saint Mary's College of California seeks a dynamic and collaborative executive director of financial aid (EDFA). Reporting to the vice president for enrollment management, the new executive director will develop, implement, and advance comprehensive financial aid services. The EDFA oversees and leads the implementation of financial aid leveraging strategies, financial aid policies, and awarding practices to assist undergraduate and graduate students enroll and persist to graduation. The executive director will join an enrollment management leadership team consisting of key partners in the admissions, registrar, and enrollment management offices. Saint Mary's College of California's Financial Aid Office staff is optimistic, engaged, and eager to attract and support a seasoned leader who will provide exemplary customer service; manage, mentor, and train staff for optimal professional performance; and collaborate fully within a caring and supportive community.
Designated as a Hispanic-Serving Institution, Saint Mary's College of California boasts a highly diverse student population. Additionally, the College enjoys a large community of first-generation students. The executive director of financial aid must exhibit a deep appreciation and commitment to diversity, first-generation college students, and access programs integral to student persistence and retention.
The Position
The executive director of financial aid is responsible for the integrity of all financial aid programs and will create and update policies on compliance, ensuring accuracy and complete regulatory compliance. All federal and state reporting and reconciliation falls under the purview of the EDFA and financial aid staff. Additionally the executive director will establish and execute policies that support the objectives, goals, and priorities of the enrollment management division and of the institution. The EDFA will ensure staff knowledge and professional training fostering the continuity and clarity of office duties as well as consistency, empathy, support, and follow through for best practices in customer care. The new executive director will facilitate effective financial aid packaging, including timely notification and delivery of financial aid funds from all sources. Serving in an instrumental role in working with the vice president for enrollment management and Human Capital (HCRC) on enrollment projections and financial aid optimization efforts, the EDFA will help Saint Mary's reach institutional targets for enrollment, including diversity, discount rate, and net tuition revenue. The EDFA is responsible for all awarding processes and disbursement of approximately $70 million in financial aid. The EDFA will implement best practices and practical delivery of funded and unfunded institutional gift assistance for students and also supports the efforts of the advancement office on endowed scholarship awarding and distribution, and appropriate donor stewardship. The new executive director will maintain a level of service excellence regarding financial aid policies and best practices for financial aid processes, communications, and delivery. To instill trust and confidence in the Financial Aid Office, the executive director must be a prominent leader and an effective communicator. Recognizing the value, professionalism, and strong work ethics of the current staff of six, the EDFA will guide, mentor, teach, and work alongside staff to instill the value of team effort in a best practices environment. With a proven track record in systems optimizations, the EDFA will have primary responsibility in Ellucian Colleague. The EDFA should be nimble with data and comfortable with the technology to support best practices in all aspects of financial aid distribution, fiscal management, and enrollment activities. The EDFA will produce the rules and write algorithms that allow for annual updates to the new student and continuing student auto-packaging module in Colleague, as well as ensure data integrity and regulatory compliance throughout the Colleague system in conjunction with key administrative partners. The EDFA will collaborate and develop strong working relationships with the Registrar's Office, Admissions, Student Accounts, the Student Success Office, Student Life departments, Athletics, and other key partners across the College. On a regular basis, the EDFA will meet with partners to resolve issues and proactively work towards greater inter-departmental efficiencies to ensure full compliance and greater customer care.
Additional responsibilities of the executive director of financial aid include the following:
- Provide leadership to the College community in relating the impact of
federal, state, and institutional financial aid budgeting decisions toward
achieving College enrollment objectives;
- Encourage innovation and inclusive excellence within the Financial Aid
Office to provide student-centered services for graduate and
- Ensure that the Financial Aid Office's practices are guided by, and
comply with, ethical standards;
- Possess knowledge of the regional and national dialogue regarding
financial aid best practices;
- Develop, analyze, and interpret statistical financial data for enrollment
and financial reporting, including, but not limited to: Integrated
Postsecondary Education Data System (IPEDS); Common Data Set;
California SB70 enrollment; Federal Fiscal Operations Report and
Application to Participate (FISAP); Federal A-133 audit for Campus-
Based Aid; federal and state (i.e., Cal Grant) Program Participation
Agreement; state Institutional Participation Agreement;
- Develop workshops and programming focused on financial literacy and
college affordability (for graduate and undergraduate students);
- Develop and implement electronic communication flows for financial aid
awarding to new and continuing graduate and undergraduate
students; and
- Serve on key institutional committees including the Budget
Committee and Enrollment Group.
undergraduate students;
Experience and Qualifications
Knowledge, Skills and Attributes of the Successful Candidate
The ideal candidate will be a collaborative and proactive problem solver who works well under pressure; remains at all times current on national financial aid policies, regulations, and trends; demonstrates skill in the appropriate use of technology to support efficient systems and a positive student experience; and has the capacity to lead and manage a complex financial aid effort. The successful candidate will thrive in this highly relational institution as someone who appreciates and respects the strength of a smaller community of learners and colleagues. A bachelor's degree is required with an advanced degree strongly preferred. Eight years of progressive leadership and management experience in financial aid administration is required.
In addition, the following job-related qualifications represent the knowledge, skills, and attributes an individual needs to possess:
- Ability to meet deadlines and maintain a high level of accuracy and
professionalism;
- Demonstrated evidence of customer service orientation with the ability to
serve all individuals well in a highly diverse student population;
- Ability to work individually and collaboratively in a dynamic organization;
- Experience in training, managing, mentoring, and professionally developing a
financial aid team capable of extraordinary customer service and accuracy in
compliance - with positive strength and energy;
- Experience working with Ellucian Colleague and financial aid modules is
preferred; proficiency in financial aid related technology is required;
- Ability to use tact, diplomacy and judgment in dealing with all customers and
has a comfort level and positive demeanor working under pressure; and
- Demonstrating an executive presence, self-reliance, proactive and
enthusiastic approach, with an ability to make a positive impression on others.
Supplemental Information
Mission and Values
The College's mission statement celebrates its three traditions, the classical tradition of liberal arts education, the intellectual and spiritual legacy of the Catholic Church, and the vision of education enunciated by Saint John Baptist de La Salle and developed by the Brothers of the Christian Schools and their educational institutions for more than 300 years. The identity of Saint Mary's College of California is built on three core commitments and The Saint Mary's College experience is guided by five Lasallian Core Principles:
- Concern For the Poor and Social Justice
- Faith in the Presence of God
- Quality Education
- Respect for all Persons
- Inclusive Community
Values:
- Promoting global perspectives and inclusive excellence
- Preparing students for meaningful personal and professional lives
- Integrating the intellectual, spiritual, and social lives of our community
- Creating a more just and sustainable world
- Addressing the conditions and effects of poverty
'All Together More' Leadership and Strategic Planning. Saint Mary's education centers on respect and personal relationships, emphasizing academic excellence, faith, inclusion, service and social justice. We meet students where they are and push them to what they can be. The outcome of Saint Mary's transformative education and experience stretches far into the future, for a lifetime of accomplishments, connection and meaningful difference. As we embrace diversity and practice inclusion, the college community is greater than the sum of its members. That's what we mean when we say All Together More.
Richard Plumb, PhD
President
To Apply
NES is assisting Saint Mary's College with this search for a Executive Director of Financial Aid. If you wish to have a confidential conversation about this opportunity or submit nominations, please contact: Laura Robinson, laura.robinson@nessearches.com,
The foundation for everything we do at Saint Mary's is our mission: To probe deeply the mystery of existence by cultivating the ways of knowing and the arts of thinking. Recognizing that the paths to knowledge are many, Saint Mary's College of California offers a diverse curriculum that includes the humanities, arts, sciences, social sciences, education, business administration and nursing, serving traditional students and adult learners in both undergraduate and graduate programs. As an institution where the liberal arts inform and enrich all areas of learning, it places special importance on fostering the intellectual skills and habits of mind, which liberate persons to probe deeply the mystery of existence and live authentically in response to the truths they discover. This liberation is achieved as faculty and students, led by wonder about the nature of reality, look twice, ask why, seek not merely facts but fundamental principles, strive for an integration of all knowledge and express themselves precisely and eloquently. To affirm and foster the Christian understanding of the human person which animates the educational mission of the Catholic Church. Saint Mary's College holds... that the mystery which inspires wonder about the nature of existence is revealed in the person of Jesus Christ giving a transcendent meaning to creation and human existence. Nourished by its Christian faith, the College understands the intellectual and spiritual journeys of the human person to be inextricably connected. It promotes the dialogue of faith and reason: it builds community among its members through the celebration of the church's sacramental life; it defends the goodness, dignity and freedom of each person, and fosters sensitivity to social and ethical concerns. Recognizing that all those who sincerely quest for truth contribute to and enhance its stature as a Catholic institution of higher learning, Saint Mary's welcomes members from its own and other traditions, inviting them to collaborate in fulfilling the spiritual mission of the College. To create a student-centered educational community whose members support one another with mutual understanding and respect. As a Lasallian college, Saint Mary's holds that students are given to its care by God and that teachers grow spiritually and personally when their work is motivated by faith and zeal. The College seeks students, faculty, administrators and staff from different social, economic and cultural backgrounds who come together to grow in knowledge, wisdom and love. A distinctive mark of a Lasallian school is its awareness of the consequences of economic and social injustice and its commitment to the poor. Its members learn to live "their responsibility to share their goods and their service with those who are in need, a responsibility based on the union of all men and women in the world today and on a clear understanding of the meaning of Christianity." (From: The Brothers of the Christian Schools in the World Today: A Declaration).The foundation for everything we do at Saint Mary's is our mission: To probe deeply the mystery of existence by cultivating the ways of knowing and the arts of thinking. Recognizing that the paths to knowledge are many, Saint Mary's College of California offers a diverse curriculum that includes the humanities, arts, sciences, social sciences, education, business administration and nursing, serving traditional students and adult learners in both undergraduate and graduate programs. As an institution where the liberal arts inform and enrich all areas of learning, it places special importance on fostering the intellectual skills and habits of mind, which liberate persons to probe deeply the mystery of existence and live authentically in response to the truths they discover. This liberation is achieved as faculty and students, led by wonder about the nature of reality, look twice, ask why, seek not merely facts but fundamental principles, strive for an integration of all knowledge and express themselves precisely and eloquently. To affirm and foster the Christian understanding of the human person which animates the educational mission of the Catholic Church. Saint Mary's College holds that the mystery which inspires wonder about the nature of existence is revealed in the person of Jesus Christ giving a transcendent meaning to creation and human existence. Nourished by its Christian faith, the College understands the intellectual and spiritual journeys of the human person to be inextricably connected. It promotes the dialogue of faith and reason: it builds community among its members through the celebration of the church's sacramental life; it defends the goodness, dignity and freedom of each person, and fosters sensitivity to social and ethical concerns. Recognizing that all those who sincerely quest for truth contribute to and enhance its stature as a Catholic institution of higher learning, Saint Mary's welcomes members from its own and other traditions, inviting them to collaborate in fulfilling the spiritual mission of the College. To create a student-centered educational community whose members support one another with mutual understanding and respect. As a Lasallian college, Saint Mary's holds that students are given to its care by God and that teachers grow spiritually and personally when their work is motivated by faith and zeal. The College seeks students, faculty, administrators and staff from different social, economic and cultural backgrounds who come together to grow in knowledge, wisdom and love. A distinctive mark of a Lasallian school is its awareness of the consequences of economic and social injustice and its commitment to the poor. Its members learn to live "their responsibility to share their goods and their service with those who are in need, a responsibility based on the union of all men and women in the world today and on a clear understanding of the meaning of Christianity." (From: The Brothers of the Christian Schools in the World Today: A Declaration).