Functional Organizational Chart June 22, 2012 Senior Director, Lee Carrillo

Transcription

1 Financial Aid and Scholarship Services Student Services Center, 525 Buena Vista Dr SE Albuquerque, NM (505) Functional Organizational Chart June 22, 2012 Senior Director, Lee Carrillo Assistant Director 1 Monitors Legitimate Delivery of Federal Pell Grant Program Supervises Financial Aid Advisors and Pell Technicians Addresses Student Concerns Disburses Pell and Other Federal Funds into Students Accounts Oversees Letter Generation and Population Selections Oversees Recoup/Repay/Paymore Processes Oversees Transfer Student Monitoring, COD Coordinates Presentations and On-Site Off-Campus Visits Runs Various Programs and Processes, i.e. Validation and Overaward Reports Works with Internal and External Agencies Assistant Director 2 Supervises Front Desk, Student Employment, Resource Center, and Receptionist Processes Packaging Certification on Files Disbursement Processes, Loans, COD Oversees Recoup/Repay/Paymore Processes Coordinates Presentations and On-Site Off-Campus Visits Addresses Student Concerns Oversees Banner Up-grades and Packages Works with Internal and External Agencies Assistant Director 3 Supervises Work-study Program and Satellite Campuses Oversees R2T4/Recoups/Paymore Processes Disbursement Processes Addresses Student Concerns Oversees MMR/COD Processes Works with Internal and External Agencies Process Analyst Runs Tape Loads Process Letter Generation and Creation Batch Corrections Page 1

2 Ed Express Processes Manages On-line Report Data Manages AccuTrack Data and Creates Reports from that Data Administrative Coordinator Schedules Calendar, Appointments, Conference Rooms, etc. Orders Supplies/Forms Files Management Coordinates Incoming and Outgoing Correspondence Timesheets/Payroll Transcribes Minutes of Meetings Inventory Control Agent for CNM Equipment Point of Contact for Facilities, Work Orders, etc. Scholarship Advisor Supervises Technician III, and Student Employees Awards/Declines Scholarships Reviews Applications Disburses, State Funds Advertises Scholarships Works With Internal and External Agencies Loans/Accountant Processes, Certifies, and Transmits Loan Information Weekly Balances all Financial Aid Accounts Monthly Works with Cashiers with Disbursements and Cancellations Processes Return to Title IV Processes Exit and Entrance Interviews Processes Perkins Loans Researches and Resolves Multiple Reporting Records Reports Overpayments to NSLDS Financial Aid Advisors Process all Student Files Process Stafford Loans Awards Students Based on Awarding Criteria Appeals Sees Students by Appointment or as Walk-ins Processes Income Adjustments and Professional Judgments for Students with Exceptions Presentations Page 2

3 Student Employment Technicians Hires, Evaluates, and Terminates Students in Student Employee Program Works with Human Resources and Payroll for Processing Student Employees Receives I9s and W-4s from Students Supervises Student Employees Processes Student Employees Timesheets for Payroll Trains Representatives From Other Campuses Awards Students as per Students Request Supervises Student Employees Processes, Hires, Reviews, Adjust Hours Processes Student Employee Timesheets for Payroll Processes Web Requests from Supervisors Advises Students on Available Jobs Scholarship Technicians Processes Scholarship Paperwork Indirectly Supervises Student Employees Completes Student Employees Timesheets Works With Internal and External Agencies Post Current Scholarships Pell Technicians Processes All Student Files Prepares and Processes Financial Aid Files for Title IV Aid Follows-Up on Student Files Sends Corrections to Department of Education Reviews Verified Files Reviews Files for INS/Social Security/Selective Service/NSLDS On-site Visits Page 3

4 Front Desk Technicians Front Line Information for Students Directs Students to Correct Point of Contact Schedules Appointments Updates Banner Forms Queries Banner to Assist Students Supervises Front-Desk Student Employees VA Program Specialist Supervises VA Technician III and VA Work Studies In Charge of Processing Certification of All VA Students Transmission of e-cert Maintains VA Files Verification of Hours for VA Students on a Daily Basis VA Technicians Processes Certification of All VA Students Transmission of e-cert Maintains VA Files Supervises VA Student Employees Verification of Hours for VA Students on a Daily Basis Resource Center Technician Assists Students Processing Financial Aid Applications (FAFSA, Scholarship Applications, Student Employment Requests, Loan Requests) Supervises Resource Center Student Employees Page 4

5 JMMC JMMC Advisor Process all Student Files Process Stafford Loans Awards Students Based on Awarding Criteria Appeals Sees Students by Appointment or as Walk-ins Processes Income Adjustments and Professional Judgments for Students with Exceptions Presentations Supervisor for JMMC FAO JMMC Front Desk Technician Front Line Information for Students Directs Students to Correct Point of Contact Schedules Appointments Updates Banner Forms Queries Banner to Assist Students Supervise Student Employees Inventory Control Agent for CNM Equipment Manage orders and inventory for ED documents (FAFSAs and Student Guides) Point of Contact for Facilities, Work Orders, etc. Orders Supplies/Forms Tres Manos Coordinator Pell file Processing as Needed JMMC Pell Technician Processes All Student Files Prepares and Processes Financial Aid Files for Title IV Aid Follows-Up on Student Files Sends Corrections to Department of Education Reviews Verified Files Reviews Files for INS/Social Security/Selective Service/NSLDS Payroll contact for JMMC FAO Processes, Hires, Reviews Timesheets for New Employees Audits Payroll Receives I9s and W-4s from Students Advises Students on Available Jobs Works with Human Resources and Payroll for Processing Student Employees Supervises Student Employees Page 5

6 Westside Campus Westside Advisor Process all Student Files Process Stafford Loans Awards Students Based on Awarding Criteria Appeals Sees Students by Appointment or as Walk-ins Processes Income Adjustments and Professional Judgments for Students with Exceptions Presentations Supervisor for JMMC FAO Westside Front Desk Technician Front Line Information for Students Directs Students to Correct Point of Contact Schedules Appointments Updates Banner Forms Queries Banner to Assist Students Supervise Student Employees Inventory Control Agent for CNM Equipment Manage orders and inventory for ED documents (FAFSAs and Student Guides) Point of Contact for Facilities, Work Orders, etc. Orders Supplies/Forms Tres Manos Coordinator Pell file Processing as Needed Page 6