Associate Director, Compliance & Reporting

Location: Worcester, United Kingdom

Job Category: Other - EU work permit required: Yes

Job Description Summary: The primary responsibility of this role is to ensure the Office of Financial Aid complies with all federal, state, and institutional policies. The position also involves maintaining communication with departments both on and off campus, participating in professional organizations, and counseling students and families. Additional duties include managing all federal, state, institutional, and private financial aid surveys by running reports, submitting results, and sharing information with the Director (e.g., FISAP, U.S. News & World Report, Common Data Set, IPEDS). This role also oversees compliance and training for the office and financial aid programs and supervises two front-line financial aid counselors.

Compensation depends on experience and ranges from $54,400 to $67,900 annually. The role includes a generous benefits package: 4 weeks of paid time off, an extra week off at the end of December, 13 paid holidays, comprehensive health, dental, and vision insurance, a 9.5% retirement match after one year, disability and life insurance, tuition assistance (including full WPI tuition for dependents after 3 years), free access to the fitness center, wellness resources, flexible summer hours, employee discounts, and more.

Responsibilities:

• Supervise and manage the front-line aid counselor team members (2) by delivering timely and relevant feedback to employees regarding their performance.
• Maintain the weekly schedule for the walk-in office and other frontline duties.
• Review time-off requests for all employees and timesheets for all financial aid counselors.
• Provide or coordinate appropriate training and professional development opportunities for all staff.
• Work with individual employees to set annual goals through the performance review process.
• Ensure excellence in customer service to all internal and external constituents.
• Be primarily responsible for Title IV Compliance oversight and management.
• Provide management oversight for major projects including, but not limited to: COD Reconciliation, Satisfactory Academic Progress, and Return to Title IV.
• Monitor communications from the Department of Education and professional agencies to stay abreast of current regulations, policy guidance, and best practices, as well as identifying and reporting related impacts.
• Regularly review system functionality, regulatory compliance, and consistency of regulatory applications using internal audits; assist with the A-133 and state audits.
• Regularly conduct internal reviews and effectively communicate findings and TIV compliant recommendations to the Executive Director and relevant points of contact.
• Serve as liaison and contact person for providing data to all internal and external survey partners.
• Manage all federal, state, institutional, and private financial aid surveys by running reports, submitting results, and communicating information to the Director.
• Create year-end reports for all awarded federal, state, institutional, and private financial aid funds during the fiscal year.
• Assist in the preparation of necessary reports to the institution, agencies of state and federal government, and donors and sponsors of funds.
• Manage and oversee the reconciliation process of auditing awards by running and disseminating reports to awarding directors on a weekly basis.
• Prepare informational literature indicating sources of aid, application dates, procedures, and policies of the institution.
• Assist in training new team members and be available to answer questions; promote effective communication and change management while making recommendations for compliance excellence, training, and efficiency.
• Manage and maintain the Standard Operating Procedures and provide regulatory updates to internal staff.
• Provide direct operational support to the Executive Director; ensuring that all financial aid functions are performed efficiently, effectively, and in accordance with all State and Federal regulations.
• Collaborate with the Admissions Office on financial aid awards to freshmen and transfer students; assist with financial aid packaging as needed.
• Interact with the Bursar’s Office, students, and parents to assist in reconciling students’ charges and credits.
• Develop and deliver training materials on Federal Student Aid processes, rules, and regulations in order to fill knowledge or compliance gaps across campus and internally within the department.
• Establish and maintain partnerships with peer offices and critical stakeholders in order to achieve compliance goals.
• Partner with the Office of the General Counsel to ensure legal, policy, and regulatory compliance.
• Perform all other duties and responsibilities as assigned or directed by the supervisor.

Minimum Qualifications:

• Minimum 4 Year / Bachelor’s Degree.
• Minimum 3 to 6 Years of Financial Aid experience.
• Must be able and willing to work overtime during peak times, especially during file review periods.
• Willing to work at WPI events during non-business hours.

WPI is an Equal Opportunity Employer. All qualified candidates will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability. It seeks individuals from all backgrounds and experiences who will contribute to a culture of creativity, collaboration, inclusion, problem solving, innovation, high performance, and change making. It is committed to maintaining a campus environment free of harassment and discrimination.