Position TitleTechnical Analyst, Financial Aid
Internal Position TitleTechnical Analyst
The Financial Aid Technical Analyst, under the supervision of the Director, Financial Aid, strategically utilizes resources to provide functional, technical, and organizational support to the college. These responsibilities include fostering innovative process redesign and improvement, supporting tech projects and upgrades, and cultivating collaborative relationships with internal and external stakeholders. The Financial Aid Technical Analyst is also responsible for managing PeopleSoft processes, including the troubleshooting and resolution of technical issues. The Analyst serves as a primary contact to resolve incoming inquiries, problems, and requests and coordinates service to support access and success for students. The Financial Aid Technical Analyst directly supports the technology processes and functions within the Financial Aid Office. This position serves to enhance, support, and test the work done by the Business Analyst and the Director of Financial Aid.
1. Bachelor’s degree required.
2. Two years experience in higher education, preferably in Financial Aid.
3. Knowledge of technology systems in a Financial Aid office.
4. Organized and detail-oriented team player with the ability to prioritize, multi-task and work independently while handling confidential information and exercising sound judgement.
Ability to utilize computer technology to access data, maintain records, generate reports and communicate with others. Proficient in Microsoft 365 programs. Solid analytical and critical thinking skills, strong attention to detail, and excellent organizational skills. Ability to work independently, manage multiple workloads, and meet deadlines. Ability to work in a highly collaborative environment. Proven ability to work effectively with individuals and teams from diverse backgrounds and professional responsibilities. Excellent oral and written communication skills and strong interpersonal skills. Ability to handle all situations with tact, persuasiveness, and diplomacy. Commitment to providing excellent customer service.
1. Familiarity with Student Information Systems.
2. Knowledge of higher education policies and procedures related to Financial Aid.
3. Previous experience using PeopleSoft Campus Solutions and Perceptive Content preferred.
4. Higher education experience in a community college setting.
5. Bilingual Spanish/English.
Special Instructions Summary
This position is pending Board approval.
Pay Rate$50,837 - $54,000 commensurate with experience
Total Hours per week40
Monday – Friday 8:00am – 4:30pm. May vary based on the needs of the division and may include evenings and weekends. It may regularly coincide or compliment the department office hours.
Software Testing RequiredExcel, MS Word
Interview Process RequirementsNone
The College of Lake County is an equal opportunity employer and has a strong commitment to diversity. In that spirit, it seeks a broad spectrum of candidates including minorities, women and people with disabilities. EOE/AA/M/F/D/V
Summary of Essential Functions
Product/Data Management & Use (50%)
1. Provides direct technology, analyst, and testing support to FA leadership and BA in the College’s reporting, com gen communications, patch/fix/system upgrades, and all other technology and business processes in the FA department.
2. Acts as the primary support of the functional technical partners for Financial Aid (FA) leaders, users and IT staff for the area’s products/applications, including but not limited to, PeopleSoft Campus Solutions, Image Now Perceptive Content, COD, EdConnect, NSLDS, etc.
a. Assists with FA efforts in data support, configuration, implementation, testing & maintenance
b. Sends and receives files from Department of Education, load into PeopleSoft application and FTP ISIR files to third party vendor.
c. Submits identify reporting files to FAA Access.
3. Assists with the testing of product patches and upgrades and schedules department application software upgrades to ensure seamless transition to new products and versions.
a. Troubleshoots, reports and works with Business Analyst to resolve testing issues
4. Provides accurate and timely data in the appropriate format for internal and external reporting.
5. Assists and supports end users in the use of technology to perform desired functions and procedures.
6. Develop and maintain the department manual and update materials as needed. Develop operating procedures and process maps for newly assigned tasks.
7. Draft, communicate, and provide internal and external training on Financial Aid processes and implement new procedures.
8. Research, analyze, and propose strategic opportunities for Financial Aid processes and policies. Provide information and guidance to internal and external departments and divisions to coordinate strategic use of resources to support student access and success.
9. Manage assigned special projects related to new technology developments; troubleshoot issues and suggest solutions in partnership with the Business Analyst and Information Technology (IT) department.
10. Coordinate ICCB reporting with Institutional Effectiveness, Planning & Research (IEPR) department and FA Director.
11. Coordinate and develop content for the Financial Aid webpages and website. Collaborate with Public Relations (PR) on special updates and projects.
Project Management and Business Process Analysis Support (35%)
1. Serves as Project Manager support role on assigned FA projects and assists BA on department projects
a. Identifies and compiles user requirements, recommends best practices, defines project scope, assesses and recommends vendors when appropriate, completes detailed project design specifications to be used as the guide for implementation.
b. Supports project plans and executes according to direction from FA leadership and Business Analyst.
c. Supports and adheres to a communication strategy to keep all stakeholders and project partners abreast of project progress, schedules and leads regular meetings with FA leadership and BA, setting and reviewing project progress, and gathering user feedback along the way.
d. Coordinates user acceptance testing of all new functionality and works directly with FA leadership, the BA, and vendor/IT to resolve issues that arise.
e. Documents use of new functionality and corresponding business practices; coordinates training for key stakeholders under the direction of FA leadership, including students; develops and maintains internal and public-facing reference guides and videos.
f. Regularly supports the testing of newly implemented technology solutions, serving as secondary point of contact for newly encountered issues and regularly checking in with key users for feedback and potential enhancements.
2. Configure setups and manage Financial Aid processes to maintain data integrity and functional operations, such as batch service indicators/holds assignment and release, PeopleSoft email communications, packaging process and disbursement processing.
3. Query and analyze data to validate, make updates, resolve issues, and maintain data integrity related to Financial Aid, including reconciliation of grants and loans.
4. Investigate and resolve PeopleSoft issues that arise related to Financial Aid and batch processes. Identify and troubleshoot functional issues affecting day-to-day operations and data integrity. Examine and analyze the broad context for specific problems and suggest alternative solutions.
5. Utilize test environments to investigate and resolve issues and to support scheduled updates and new implementations.
6. Develop and maintain functional operating procedures for assigned tasks. Develop and maintain process schedule for the department, adding new processes as needed.
7. Assist Business Analyst and Director of Financial Aid in data setups and changes, testing, and future technology implementations
8. Verify that requests are valid and meet college policy and security requirements.
Other duties (15%)
1. Develop and maintain positive, professional relationships with students, community members, staff, and faculty.
2. Answer questions and resolve issues for Academic Success Advisors (ASA), College and Career Navigators (CCN), and Welcome and One Stop (WOSC) Generalists regarding Financial Aid specific questions and issues supporting student access and success.
3. Coordinate with Financial Aid (FA) and Finance departments in reviewing and resolving unapplied aid.
4. Maintain confidentiality and compliance with FERPA when handling confidential student information.