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Compliance and Funding Information Coordinator (PRN34480B)

University of Utah
Salt Lake City, Utah
$45,000 to $53,000
Posted Date
Apr 10, 2023

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Position Type
Administrative, Student Affairs, Financial Aid
Employment Type
Full Time

The position maintains policies, procedures, and communications affecting financial aid and scholarship programs, particularly in ensuring and monitoring compliance with relevant laws, regulations, policies, and best practices. This position also coordinates management of program funding accounts to ensure timely and accurate budgeting, expenditure, and reporting; includes recording, compiling, and analyzing data and information to maintain historical and audit records/reports, as well as promote quality service and compliance for the office and the students and other constituents we serve.
University of Utah Job ID# PRN34480B 00294 - Financial Aid
COMPENSATION: $45,000 - $53,000
WORK SCHEDULE: Monday thru Friday; 8:00 – 5:00 with some weekend and evening work as necessary

1. Supporting Fund Management and Compliance
a. Creates and maintains program fund account descriptions and narratives detailing historical record of creation and evolution of program/fund, eligibility criteria, funding source(s), funding levels, dependencies, and accounting details, among others
b. Assists in monitoring and evaluating financial aid and scholarship program budgets and activity, as well as developing and maintaining projections and narratives of historical budget levels and expenditures
c. Monitors and shepherds process(es) to create/maintain fund expenditure codes (Item Types) to ensure accurate and thorough coding, as well as any crosswalks/reconciliations across and among offers, disbursements, general ledger entries, and data reporting
d. Assists in monitoring office operational budgets as well as developing and maintaining projections and narratives of historical budget levels and expenditures.
e. Reviews office policies, procedures, and communications for accuracy, currency, and relevancy
f. Ensures clear and accurate documentation of transactions, conversations, and interactions affecting student eligibility and/or compliance with applicable policies
g. Adheres to all statutory, regulatory, and policy guidance, including office policies and procedures
h. Maintains privacy and confidentiality of student and family data and information
i. Maintains security of student records and related information
j. Actively participates in and contributes to overall office effectiveness

2. Collection, Compilation, and Input of Data
a. Routinely monitors, reviews, and records relevant data (application, processing, awarding, compliance, expenditures, etc.) to support trend analysis, benchmark targets, and historical records
b. Initiates ad-hoc queries and reports to assist management in assessing service, processing, and compliance benchmarks
c. Assists in collecting, recording, verifying, and organizing operational data (service, processing, awards, outreach, etc.) for use in routine and annual reports

3. Data Analysis and Report Preparation
a. Conducts descriptive analyses of data and prepares charts and narratives for reports related to programs, operations, and budgets
b. As needed, conducts more advanced data analysis to aid in evaluation of programs, services, and compliance
c. Understands data sources and definitions applicable to financial aid and scholarship administration
d. Analyzes data for trends and changes
e. Collaboratively ensures all data collection, analyses, and reporting efforts are accomplished timely, and with accuracy and integrity
f. Prepares routine reports and profiles for management review documenting status of financial aid and scholarship programs, including national, state, and institutional changes in regulations and policy
g. Assists with collection, completion, and submission of data reporting requirements, and helps ensure data and resulting analyses support laws and guidelines governing privacy, confidentiality, security, and authorized access
h. Assists in maintaining repository of statutory, regulatory, and policy guidelines affecting administration of financial aid and scholarships
i. Collaborates with supervisor in identifying, planning, and preparing training and professional development needs/opportunities based on compliance outcomes

a. Maintains access to and a working knowledge of relevant internal and external systems
b. Actively participates in professional meetings, conferences, and workshops; meets and communicates regularly with colleagues in similar positions/roles; researches industry practices; shares resulting knowledge and research with management and staff in order to serve well the students and the institution
c. Provides clear and accurate documentation of transactions, conversations, interactions, and edits to records affecting student eligibility and/or compliance with applicable regulations, statutes, and/or policies.
d. Maintains current knowledge of policies, rules, regulations, technical standards, and high-impact practices associated with administering and delivering federal, state, institutional, and private financial aid programs, and associated systems and emerging technology, including external systems with which we communicate and interact
e. Maintains professional appearance and demeanor, including when engaging students, families, colleagues, and members of the public
f. As needed, serves on various office committees, which may include such functions as communications plan, appeals processes, outreach, personnel, forms and publications, etc.; position may also be asked to serve on Enrollment Management and/or University committees
g. Collaborates with other employees on office committees regarding policy, procedures, and training opportunities
h. Handles special projects and performs other duties as necessary.

This job description is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.
Work Environment and Level of Frequency typically required
Nearly Continuously: Office environment.
Physical Requirements and Level of Frequency that may be required
Nearly Continuously: Sitting, hearing, listening, talking.
Often: Repetitive hand motion (such as typing), walking.
Seldom: Bending, reaching overhead.

Bachelor’s degree in a related field or equivalency (2 years related work experience may be substituted for 1 year of education). Two years experience in collecting, organizing analyzing, and presenting data; and demonstrated human relations and effective communication skills required.
Applicants must demonstrate the potential ability to perform the essential functions of the job as outlined in the position description.

Prefer previous work experience in higher education.


The University of Utah values candidates who have experience working in settings with students from diverse backgrounds and possess a strong commitment to improving access to higher education for historically underrepresented students.
Individuals from historically underrepresented groups, such as minorities, women, qualified persons with disabilities and protected veterans are encouraged to apply. Veterans’ preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.
The University of Utah is an Affirmative Action/Equal Opportunity employer and does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy-related conditions, genetic information, or protected veteran’s status. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34 CFR part 106. The requirement not to discriminate in education programs or activities extends to admission and employment. Inquiries about the application of Title IX and its regulations may be referred to the Title IX Coordinator, to the Department of Education, Office for Civil Rights, or both.

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