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Senior Financial Aid Officer

Company: Brandman University
Location: Irvine
Posted on: May 3, 2021

Job Description:

Please Note: Internal Employees, please use the Workday Dashboard career section to apply for the position.

Why join Brandman?

Competitive compensation and benefits promote your health and well-being. Brandman embraces inclusion, promotes corporate responsibility, and applies sustainable practices on the job and in the office.

Exceptional Benefits

At Brandman University, we value the personal health and financial well-being of our employees. Our affordable and flexible benefits packages truly encompass our mission and values by giving our employees peace of mind to allow them to focus on their professional development and other important aspects in their lives. Our benefits include:

  • Variety of Medical, Dental, and Vision coverage
  • Health Savings Account (HSA)
  • Flexible Spending Accounts (FSA)
  • Employee Assistance Program (EAP)
  • Wellness Programs (Physical and Mental Health Challenges, Campus Events)
  • Robust and comprehensive Retirement Plan (Basic, Supplemental, Roth options)
  • Employer matching and mandatory contribution by Brandman University
  • Tuition Remission (Brandman and Chapman)
  • Professional development through online learning and training tools
  • Service/Recognition awards
  • Paid time off

The primary responsibilities of this position involve accomplishing administrative tasks to assure compliance with federal financial aid laws and regulations involving: calculating the amount of federal and state funds that must be returned when students withdraw and ensuring the funds are returned within government deadlines; revising awards when students change their academic programs, enrollment status and degree requirements; making initial financial aid awards and notifying students; verifying accuracy of applicant data of students in special circumstances; and advising members of the Brandman community about financial aid rules and policies.

This position will be working remotely at least until June 25th if not longer but will eventually be based out of the Main Irvine Campus.


Receive general supervision from the Manager, Financial Aid Systems.

  • General Supervision - indicates that the incumbent performs a variety of duties; some of which may be complex duties within established policy guidelines; and receives occasional supervision.




  • Calculate the amount of funds that must be returned to government and institutional financial aid accounts when a student withdraws from school, modifies enrollment status (full time to three quarter time, etc.), changes academic programs, or has revised degree requirements.
  • Ensure communications to students regarding return of federal funds and changes to their awards are timely and accurate.
  • Process routine program changes and refer all others to the Manager, Financial Aid Systems.
  • Maintain documentation of procedures for Return to Title IV Funds and program change processing.
  • Inform faculty, staff, financial aid office colleagues, and all other interested parties of laws, policies, and procedures relative to financial aid.
  • In accordance with all applicable laws, regulations, and policies, determine student eligibility for federal, state, and university programs. Adjust financial aid awards for withdrawn students, students who change their enrollment statuses, and students who experience changes to their degree requirements. On occasion as needed, make initial financial aid awards to students.
  • Make the Director and/or the Assistant Vice Chancellor aware of any issues that may compromise compliance with laws, regulations, and policies. Should such issues remain unresolved, inform the Executive Vice Chancellor of Enrollment Services.
  • Maintain up-to-date knowledge of federal regulations. Assist the Director in the development and implementation of policies and procedures to comply with changes in governmental laws and regulations.
  • Assist with verification processing during peak periods.
  • Serve as an office resource on need analysis and verification (demonstrate expertise in complicated tax returns, non-traditional family relationships, hidden income and assets, etc.).
  • Participate in audits of financial aid operations especially as they relate to changes in enrollment, academic programs, and degree requirements.
  • Exercise independent judgment in interpreting and applying policies and procedures and develop solutions to difficult situations where precedent may not exist.
  • Foster high morale within the financial aid office to assure staff job satisfaction and cohesiveness of effort in meeting university and office goals.
  • Assist with developing the University's student loan default prevention program including monitoring of exit counseling completion.


  • Perform other duties, as assigned






  • Bachelor's degree or the equivalent in experience.
  • At least three years of experience in the student financial aid field and comprehensive knowledge of governmental laws and regulations especially as they pertain to return to Title IV funds for withdrawn students in programs with a modular academic calendar.


  • Thorough understanding of need analysis, student budgets, and Federal financial aid packaging regulations
  • Ability to communicate clearly and accurately complex procedures and eligibility rules to the Brandman community.
  • Ability to utilize knowledge of laws, regulations, and University policy into effective, efficient, and compliant financial aid awards to students.
  • Writing skills to enable clear, concise correspondence using proper English.
  • Sound interpersonal skills to relate sympathetically and sensitively with others yet with sufficient detachment to communicate understanding of rules, procedures, and policy. Ability to establish and maintain effective, cooperative and harmonious relationships with students, parents, staff, co-workers, and the general public.
  • Ability to incorporate changing rules, procedures, and policy into job.
  • Ability to organize tasks and prioritize duties when faced with interruptions, distractions, and fluctuating work load
  • Ability to exercise sound independent judgment and personal initiative.
  • Knowledge of general accounting principles and practices as they relate to student financial aid programs and reporting.

Machines, Tools, Equipment, Electronic Devices and Software:

  • Demonstrated ability to learn and utilize computer software systems. Knowledge of computer software systems including Microsoft Office, NSLDS, COD, Banner, and Regent Award is preferred
  • Ability to use standard office equipment: telephone, copier, fax, PC, computer printers, etc.

Contact with Students: Occasional

Contact with Faculty and/or Staff: Frequent

Contact with Community and Vendors: Occasional


Working conditions are normal for an office environment. Position may be required to work flexible hours particularly given campuses' extended hours of operation and may require occasional weekend and/or evening work. Applicants for this position are subject to a background check and a criminal history review. Incumbents in this position are subject to a credit review. A US Department of Education check is required; the applicant must not be in default on a student loan or owe an over-payment on a federal grant

Please Note: Internal Employees, please use the Workday Dashboard career section to apply for the position.

Equal Employment Opportunity -Brandman University is committed to providing an educational and work environment free of unlawful discrimination and harassment in any form. Brandman prohibits all forms of discrimination and harassment on the basis of age, ancestry, color, religious creed (including religious dress and grooming practices), disability (mental and physical), marital status, medical condition, genetic information, military and veteran status, national origin (including language use restrictions), race, sex (including pregnancy, childbirth, breastfeeding, and/ related medical conditions), gender, gender identity, gender expression, sexual orientation, or any other characteristic protected by local, state or federal law.

Reasonable Accommodation - Brandman University provides reasonable accommodations to applicants with disabilities. If you need a reasonable accommodation for any part of the application and hiring process, please notify the recruitment department at

Keywords: Brandman University, Irvine , Senior Financial Aid Officer, Other , Irvine, California

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