College Aid Services, LLC

Systems Engineer

• Advise colleges and universities on the effective implementation, configuration, and optimization of financial aid management systems.
• Ensure compliance with federal and state regulations, streamline operations, and enhance the student financial aid experience through technology-driven solutions.
• Lead or assist with implementing and/or configuring financial aid management systems (e.g., Ellucian Banner, Oracle PeopleSoft, etc.).
• Configure system parameters to align with institutional policies and Title IV regulations.
• Manage data conversions, integrations, and testing between the financial aid system and related platforms (e.g., SLATE, Account Receivables).
• Conduct needs assessments to identify process gaps and opportunities for automation.
• Advise on best practices for packaging, disbursement, verification, and reconciliation workflows.
• Develop documentation, process maps, and configuration guides to support consistency and efficiency.
• Train institutional staff on system use, reporting, and regulatory compliance.
• Create user guides, training materials, and reference documentation.
• Provide ongoing functional and technical support, troubleshooting, and optimization.
• Ensure institutional financial aid operations meet Department of Education and state agency regulations.
• Interpret new regulatory requirements and advise clients on necessary system adjustments.
• Assist institutions with audit preparation, reconciliations, and compliance reviews.
• Develop custom reports and dashboards for financial aid tracking, compliance, and performance analysis.
• Support clients in leveraging data for strategic decision-making.

Financial Aid Technology Consultant – Systems Analyst

Financial Planning and Analysis

• Execute assigned project scopes to meet client goals, including interviews with staff and leadership, file/documentation review, and process analysis.
• Assess institutions’ adherence to federal, state, and institutional regulations and requirements.
• Conduct a comprehensive evaluation of financial aid processes, policies, and financial controls.
• Assess how student information systems are utilized, identify gaps, and recommend strategies to optimize efficiency and accuracy.
• Ensure compliance and recommend improvements in student communications, enrollment management, and service delivery.
• Evaluate office structure, interdepartmental collaboration, and workflow efficiencies.
• Analyze institutional financial aid processing setups—including annual configurations, packaging rules, ISIR imports/exports, loan setup, Pell and Direct Loan reconciliation, and SAP processes.
• Prepare comprehensive reports and debriefs summarizing findings and recommendations for institutional leadership.
• Work as part of a team of specialists to deliver high-quality, consistent CAP assessments.

Financial Aid Technology Consultant – Systems Analyst

CAP Assessment Consultant – Financial Aid