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Assistant Director of Financial Planning

  • Enrollment Management
  • Dubuque, IA, USA
  • To be discussed at interview
  • Full Time

Full Time Salary benefits

Loras College is an equal opportunity employer committed to creating an educational and work environment that is inclusive, rich in diversity, and supportive of all students, faculty and staff. Individuals from diverse racial, ethnic, and cultural backgrounds, women, veterans, and persons with disabilities are strongly encouraged to apply.


As a member of the Enrollment Management Division, the assistant director of financial planning coordinates financial aid information and processing. The assistant director is knowledgeable and current in their understanding of federal, state and institutional aid. The assistant director administers various forms of student financial aid, assists with award processing, disbursement, compliance monitoring and reporting. The assistant director works directly with students and families to understand and support their unique financial circumstances.

Responsible for auditing and reconciling financial aid accounts and packaging financial aid awards.


Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions Statement(s)

  • Continually develops knowledge of federal and state financial regulations.
  • Assists students and parents with completing financial aid applications.
  • Packages incoming and returning student awards.
  • Monitors returning students for satisfactory academic progress
  • Communicates complex information effectively - to groups and one on one.
  • Manages annual review of Loras College Financial Aid website and net price calculator.
  • Participates in student orientation sessions.
  • Assists in implementing financial aid self-service module.
  • Assists with annual audit preparations.
  • Handles confidential work with tact and discretion.
  • Attends state and federal meetings and workshops as necessary for professional development.
  • Works effectively with multiple campus offices to serve students, including admission, advancement, business office, registrar and academic affairs.
  • Supports the mission and vison of the College and respects the College's Catholic tradition,
  • Performs related duties as assigned.


Competency Statement(s)

  • Accountability - Ability to accept responsibility and account for his/her actions.
  • Accuracy - Ability to perform work accurately and thoroughly.
  • Autonomy - Ability to work independently with minimal supervision.
  • Communication, Oral - Ability to communicate effectively with others using the spoken word.
  • Communication, Written - Ability to communicate in writing clearly and concisely.
  • Conflict Resolution - Ability to deal with others in an antagonistic situation.
  • Customer Oriented - Ability to take care of the customers' needs while following company procedures.
  • Decision Making - Ability to make critical decisions while following company procedures.
  • Detail Oriented - Ability to pay attention to the minute details of a project or task.
  • Energetic - Ability to work at a sustained pace and produce quality work.
  • Friendly - Ability to exhibit a cheerful demeanor toward others.
  • Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace.
  • Judgment - The ability to formulate a sound decision using the available information.
  • Organized - Possessing the trait of being organized or following a systematic method of performing a task.
  • Problem Solving - Ability to find a solution for or to deal proactively with work-related problems.
  • Self Motivated - Ability to be internally inspired to perform a task to the best of one's ability using his or her own drive or initiative.
  • Time Management - Ability to utilize the available time to organize and complete work within given deadlines.


Education: Bachelor's Degree required.

Experience: Previous work experience in a financial setting, preferably in a college/university environment.

Computer Skills: Skilled in the use of a personal computer and Microsoft Office Suite. Competency with complex software applications, specifically database and web-based tools.

Other Requirements: Ability to prioritize work and meet multiple deadlines. Ability to establish and maintain cooperative working relationships with supervisors, co-workers, students, parents and other college employees, using a teamwork approach. Ability to think creatively to improve processes as it relates to our students and families' experience. Fluent in Spanish preferred.

APPLICATION PROCEDURE. Applicants must go to: to apply. Please upload: your letter of application and resume. The finalist will need to pass a background check before receiving a written employment offer.

Loras College
Salary Range
$38,000.00 - $69,000.00
per Year
Salary range estimated by
salary estimation provided by zippia
Dubuque, IA, 52001, US