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Financial Services Team Lead
Ancora EducationFinancial Services Team Lead overseeing department operations while ensuring compliance with regulations. Assisting in project management, training, and reporting within the financial aid process.
About the role
Key responsibilities & impact- Provides oversight and leadership to the Financial Services department
- Assists the Financial Services Manager with the scheduling, planning, and training of the team
- Ensures all work products, solutions, and recommendations are accurate and compliant
- Assists in the overall project management control of Financial Services’ projects
- Prepares reports for the Financial Services Manager reflecting team activity
- Is a subject matter expert on financial aid policy to ensure compliance
- Responds to inquiries and requests from staff and students
- Handles escalations and complaints from Financial Services Analysts
- Provides individual and/or team training to minimize skill gaps
- Identifies opportunities to involve others in new work assignments
- Resolves individual and group performance issues in a timely manner
Requirements
What you’ll need- Associate’s degree (or equivalent experience and education) in Business, Finance, Accounting or related field
- 1-2 years of progressive financial aid experience
- Experience with student management software (e.g., CampusVue and Broadleaf)
- Solid working knowledge of federal/state government education regulations
- Knowledge of Title IV Compliance
- Knowledge of Microsoft Office programs, CampusVue, and Broadleaf
- High level of integrity
- Strong sense of personal responsibility
- Ability to lead and recommend changes to mitigate exceptions
- Ability to operate in a dynamic & flexible environment with confidence and poise
- Ability to manage internal relationships at all organizations levels effectively
- Superior oral and written communication skills
- Problem-solving and critical thinking skills are a MUST
- Able to manage multiple documents and projects simultaneously
- Attention to detail.
Benefits
Comp & perks- Health insurance
- Professional development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial aid experienceproject managementreport preparationcompliance knowledgeproblem-solvingcritical thinkingattention to detailschedulingtraining
Soft Skills
leadershipintegritypersonal responsibilitycommunicationrelationship managementflexibilitypoise
Certifications
Associate’s degree in BusinessAssociate’s degree in FinanceAssociate’s degree in Accounting