Lead - Financial Aid

Essential Functions and Responsibilities 

The following duties are primarily performed and are essential for this position.  Employees are expected to be able to perform each of these job duties satisfactorily to be qualified for the position.  Other duties may be required and assigned. 

Frontline Financial Aid Support: 

Team Support and Training:  

• Serve as a lead resource for the Financial Aid Specialists, offering guidance on policies, procedures, and case resolutions. 
• Lead training and onboarding for new staff and provide ongoing cross-training opportunities to strengthen consistency across the team 
• Maintain and update procedural documentation, training materials, and process guides for staff reference. 

Process and Workflow Coordination: 

• Oversee the flow of frontline financial aid processes, such as verification, SAP, and professional judgment to ensure accuracy, consistency, and a positive student experience. 
• Identify and address workflow issues or barriers that impact students or staff, recommending improvements that enhance efficiency and clarity. 
• Partner with analysts and leadership to align day-to-day operations with system updates and regulatory changes while maintaining a student-centered approach. 

Compliance and Continuous Improvement: 

• Ensure frontline financial aid processes comply with federal, state, and institutional regulations while maintaining a clear and student-friendly experience. 
• Support quality assurance efforts by reviewing completed work for accuracy, consistency, and alignment with established procedures. 
• Collaborate with analysts and leadership to identify opportunities to simplify or improve processes, enhance customer service, and strengthen compliance.  

Non-Essential Functions and Responsibilities  

• Participate in professional development activities to stay informed of financial aid regulations and best practices. 
• Support cross-departmental initiatives related to student success and financial wellness. 

Minimum Qualifications 

Education and/or Experience Requirements: 

• Bachelor’s degree in Business, Finance, Education, Student Services, or a related field required. 
• Minimum of two to three years of progressively responsible experience in financial aid or higher education student services. 
• Strong understanding of federal and state financial aid regulations, including verification, SAP, and professional judgment  
• Demonstrated experience providing staff training, procedural documentation, or process improvement leadership. 

• Experience with Workday Student or similar student information systems preferred. 

In evaluating candidates for this position, Fox Valley Technical College may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position.   

Work Environment  

Work environment may change based upon college needs. 

Physical Requirements 

•  Sitting: This role requires extended periods of sitting while performing tasks and utilizing computer systems.  
• Mobility: While much of the work is desk-based, occasional mobility may be necessary for attending meetings, office tours, or events within the workplace.  
• Repetitive Motions: Capacity to perform repetitive motions, such as typing, without discomfort or injury. 
• Communication: Clear verbal and written communication skills are essential for interacting with employees, students, and stakeholders, both in-person and through electronic means.  

EOE/ADA Statement 

Fox Valley Technical College (FVTC) is an Equal Opportunity Employer (EOE).  In compliance with the Americans with Disabilities Act (ADA), FVTC will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. 

Nothing in this job description limits management’s right to assign or reassign duties and responsibilities to this job at any time.  The duties listed above are intended only as illustrations of the various types of work that may be performed.  The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.  The job description does not constitute an employment agreement or affect the at-will nature of the employment arrangement between the employee and company and is subject to change by the employer as the needs of the employer and requirements of the job change.