Administrative Skills, Analysis Skills, Automation, Best Practices, Communication Skills, Continuous Improvement, Copying Machines, Customer Support/Service, Data Processing, Data Quality, Database Report Tools, Database Technology, Desktop PC, Emerging Technology, Enterprise Application Integration (EAI), External Audit, Family Educational Rights and Privacy Act (FERPA), Federal Laws and Regulations, Finance Software, Financial Administration, Financial Aid, Financial Reporting, Financial Services, Financial Systems, Higher Education, Information Technology & Information Systems, Internal Audit, Internet/Online Service, Laptop PC, Leadership, Microsoft Outlook, Office Equipment, Operational Improvement, Operational Strategy, Operations Processes, Organizational Skills, Presentation/Verbal Skills, Printers, Process Improvement, Project/Program Management, Regulatory Compliance, Regulatory Requirements, Reporting Skills, Service Delivery, Software Administration, Software Upgrades, State Laws and Regulations, Student Services, System Validation, Systems Administration/Management, Team Player, Technical Strategy, Time Management, Training/Teaching, Website Management, Work From Home, Writing Skills
Posting Details
Position Information
Position Title Associate Director, Financial Aid Systems Category Administrative Position Number A99794 Posting Number S0001362 Location Hybrid - Chicago/Schaumburg Open Date 02/18/2026 Close Date Open Until Filled? Yes Job Type Full-Time Working Hours Position Summary
Roosevelt University Financial Aid Services is seeking an Associate Director of Financial Aid Systems within the Office of Financial Aid Services. The Office of Financial Aid Services administers financial aid for Roosevelt University's undergraduate, graduate, and doctoral students and plays a critical role in supporting student access, success, and institutional enrollment goals.
The Associate Director provides strategic leadership and functional oversight for the University's financial aid management system, external system interfaces, reporting, web and portal services, and related technologies. This role ensures efficient workflows, high-quality customer service, data integrity, and compliance with federal, state, and institutional regulations. The Associate Director serves as a key partner to Enrollment Management and Information Technology, advancing a forward-looking financial aid technology strategy that enhances operational effectiveness and the student experience.
Why Join Roosevelt University:
This role offers an opportunity to shape the future of financial aid technology at an institution committed to student access, service excellence, and continuous improvement. The Associate Director will play a central role in modernizing systems, strengthening data-informed decision-making, and enhancing the student experience in a collaborative, enrollment-focused environment.
This position may be based at either Roosevelt University's Chicago or Schaumburg campus. It is a hybrid position, requiring on-campus presence a minimum of three days per week.
Please note that remote work is possible in the following states:
- AZ
- CA
- IL
- IN
- FL
- MN
- NC
- NE
- NY
- SC
- SD
- WA
- WI
Roosevelt University offers many great benefits. Please review our benefits in further detail by clicking this link: https://rooseveltu.touchpointsonline.com/
The salary range for this position is $75,000-$78,000
Title IX Contact Information: Federal Title IX policy requires that all colleges and universities make known the contact information for the person responsible for coordinating its efforts to comply with Title IX regulations. At Roosevelt University, the Title IX Coordinator is Natasha Robinson. Her office is located in the Auditorium Building of the Chicago campus, 430 S. Michigan Avenue, AUD 476B. She can be reached at 312-281-3245 or TitleIX@roosevelt.edu.
Do not contact this email address for inquiries about your job application; if you have questions, you may email hrquestions@roosevelt.edu.
Knowledge, Skills and Abilities Required
- Bachelor's degree.
- Minimum of five years of experience administering or supporting Ellucian Banner, including Ellucian BDMS, BCM, and Ellucian Action Line.
- Experience with databases, reporting tools, and emerging technologies within higher education
Years of Experience Required 5 Required Education Bachelor's Degree Certification/Licensure Required Minimum Qualifications
Please see Knowledge, Skills and Abilities Required section.
Preferred Qualifications
- Understanding of data governance, data definitions, classifications, and sensitivity of information.
- Demonstrated project management skills, including experience supporting system implementations, conversions, or major upgrades.
- Strong analytical skills with a demonstrated commitment to data integrity and validation in complex systems.
- Excellent verbal and written communication skills, with a strong customer service orientation and experience working with diverse stakeholders.
- Programming and data integration experience.
- Experience providing administrative or programmatic support within an enrollment, financial aid, or student services context
Equipment Operated
Office equipment (desktop computer, laptop, office copier/printer
Working Conditions
Normal climate-controlled office environment is provided. Job is largely sedentary, but there is a need to move about the office and buildings frequently.
Priority Application Instructions Departmental Contact Information
Essential Job Functions
Duty and Responsibility
Student and Family Content and Communication:
- Plan, draft, and distribute email communications to students regarding financial aid application steps, requirements, awards, and deadlines using Ellucian Banner, Outlook, and other tools.
- Develop and maintain targeted financial aid content for the Roosevelt parent portal, providing clear, supportive messaging to guide families through the financial aid process.
- Maintain and update Financial Aid web pages to ensure content is accurate, student-centered, and aligned with Roosevelt's brand and values.
- Serve as a key contact for students and families seeking clarification on financial aid communications, delivering high-quality customer service.
Percentage Of Time 50 Duty and Responsibility
Financial Aid Systems Leadership & Strategy:
- Provides oversight and leadership for the financial aid management system, ensuring alignment with institutional priorities and enrollment strategies.
- Serves as Financial Aid Functional Lead, acting as liaison with Roosevelt's Information Technology team and primary point of contact for financial aid systems processes, data, and reporting for external departments.
- Leads planning for the Ellucian Banner financial aid roadmap, including monitoring, testing, reporting, and coordination of software updates and upgrades.
- Collaborates with enrollment management leadership and systems leads in other enrollment units to align financial aid technology with broader university objectives.
Percentage Of Time 35 Duty and Responsibility
Data, Reporting & Compliance:
- Develops data-driven insights and ensures accurate financial aid reporting for federal, state, and institutional compliance.
- Manages creation of reports and survey data by developing queries, producing reports for financial aid staff and administrative offices, and ensuring data integrity for federal, state, institutional, and audit reporting.
- Serves as a key resource for internal and external auditors by ensuring accuracy, consistency, and reliability of reported data.
Percentage Of Time 25 Duty and Responsibility
Technology Optimization, Automation & Process Improvement:
- Utilizes technology to enhance packaging, awarding, and student communications, optimizing system capabilities to improve efficiency and the student experience.
- Implements and supports automation strategies that streamline financial aid workflows and reduce manual processing.
- Directs system upgrades and process improvements to ensure seamless integration with campus technology and operational continuity.
Percentage Of Time 20 Duty and Responsibility
New Initiatives & Innovation:
- Leads planning and implementation of new technology initiatives that enhance financial aid processing, service delivery, and regulatory compliance.
- Coordinates enhancements to online functionality and evaluates emerging tools to improve service and operational effectiveness.
Percentage Of Time 10 Duty and Responsibility
Training, Support & Cross-Campus Collaboration:
- Provides training and guidance to financial aid staff on system usage and best practices.
- Proactively builds and maintains strong working relationships across the University to support continuous improvement of financial aid systems and programs.
- All responsibilities are carried out in accordance with the Family Educational Rights and Privacy Act (FERPA), other applicable regulatory requirements, and professional standards. This description is not intended to be an exhaustive list of duties; other responsibilities logically associated with the position may be assigned
Percentage Of Time 10
Posting Specific Questions
Required fields are indicated with an asterisk (*).
- Do you have an earned Bachelors degree?
Yes
No
Do you have a minimum of five years of experience administering or supporting Ellucian Banner, including Ellucian BDMS, BCM, and Ellucian Action Line?
Yes
No
Will you now or at any point in the future require employment visa sponsorship (e.g., H-1B) to legally work in the United States?
Yes
No
Applicant Documents
Required Documents
- Resume
- Cover Letter
- List of References
Optional Documents