Associate Director of Financial Aid, Wharton MBA Program

Associate Director of Financial Aid, Wharton MBA Program

University
Overview

The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in
education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S.
News & World Report survey. Penn has 12 highly-regarded schools that provide opportunities for undergraduate, graduate and continuing
education, all influenced by Penn’s distinctive interdisciplinary approach to scholarship and learning. As an employer Penn has been ranked
nationally on many occasions with the most recent award from Forbes who named Penn one of America’s Best Large Employers in
2023.

Penn offers a unique working environment within the city of Philadelphia. The University is situated on a beautiful urban
campus, with easy access to a range of educational, cultural, and recreational activities. With its historical significance and landmarks,
lively cultural offerings, and wide variety of atmospheres, Philadelphia is the perfect place to call home for work and play.

The
University offers a competitive benefits package that includes excellent healthcare and tuition benefits for employees and their families,
generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of
health and wellness programs and resources, and much more.

Posted Job Title
Associate Director of Financial Aid,
Wharton MBA Program

Job Profile Title
Associate Director B, Student Services, Graduate Programs

Job
Description Summary
Job Description Summary
Founded in 1881 as the world’s first collegiate business school, the Wharton
School of the University of Pennsylvania is shaping the future of business by incubating ideas, driving insights, and creating leaders who
change the world. With campuses in Philadelphia and San Francisco, Wharton has over 850 staff, a faculty population of more than 235
renowned professors, and 5,000 undergraduate, MBA, executive MBA, and doctoral students. Each year, 13,000 professionals worldwide advance
their careers through Wharton Executive Education’s individual, company-customized, and online programs. More than 104,000 Wharton alumni
form a powerful global network of leaders who transform business every day. Wharton is home to a diverse staff population representing a
rich array of backgrounds, expertise, and cultures. To learn more, visit www.wharton.upenn.edu.

The Associate Director reports to the
Director of Student Finances for the MBA Program and is primarily responsible for coordinating with Student Financial Services, the Loan
Office, Third-Party Billing, and the Registrar, with a focus on the financial experience of Wharton MBA and EMBA students.

Job
Description

Job Responsibilities

• Provide loan resources to students and monitors monthly reports related to
  loans, billing, programming, and student resources. This includes analyzing financial aid data and trends to support operational
  decision-making.
• Provide strategic communication and resources to students based on feedback from the student population and changes
  in the lending landscape. The role also leverages technology and AI-assisted tools to enhance communication efficiency and
  consistency.
• Support overall financial aid counseling, including financial planning and loan eligibility, and will present to
  prospective and admitted students during the admissions cycle and Wharton Welcome Weekends.
• This position will have the opportunity
  to work as a part of a cross functional team in an innovative and data-driven environment.

Qualifications

• BA and 2 to
  3 years of experience, or equivalent combination of education and experience is required. 5-7 years of experience strongly
  preferred.
• Strong analytical and problem-solving skills.
• Experience interpreting and analyzing financial aid and
  enrollment-related data to support operational decision-making is preferred.
• Advanced proficiency in Microsoft Excel and experience
  working with financial aid and student information systems such as Banner and Slate strongly preferred.
• Excellent interpersonal,
  communication, presentation, and customer service skills, with the ability to effectively counsel and support diverse student populations in
  a fast-paced environment.

Job Location – City, State
Philadelphia, Pennsylvania

Department /
School
Wharton School

Pay Range
$58,506.00 – $70,000.00 Annual Rate
Salary offers are made based on
the candidate’s qualifications, experience, skills, and education as they directly relate to the requirements of the position, and in
alignment with salary ranges based on external market data for the job’s level. Internal organization and peer data at Penn are also
considered.

Equal Opportunity Statement

The University of Pennsylvania is an equal opportunity employer.
Candidates are considered for employment without regard to race, color, sex, sexual orientation, religion, creed, national origin (including
shared ancestry or ethnic characteristics), citizenship status, age, disability, veteran status or any class protected under applicable
federal, state or local law.

Special Requirements
Background checks may be required after a conditional job offer
is made. Consideration of the background check will be tailored to the requirements of the job.

University
Benefits

• Health, Life, and Flexible Spending Accounts: Penn offers comprehensive medical, prescription, behavioral
  health, dental, vision, and life insurance benefits to protect you and your family’s health and welfare. You can also use flexible spending
  accounts to pay for eligible health care and dependent care expenses with pre-tax dollars.
• Tuition: Take advantage of
  Penn’s exceptional tuition benefits. You, your spouse, and your dependent children can get tuition assistance here at Penn. Your dependent
  children are also eligible for tuition assistance at other institutions.
• Retirement: Penn offers generous retirement
  plans to help you save for your future. Penn’s Basic, Matching, and Supplemental retirement plans allow you to save for retirement on a
  pre-tax or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard.
• Time Away from Work:
  Penn provides you with a substantial amount of time away from work during the course of the year. This allows you to relax, take vacations,
  attend to personal affairs, recover from illness or injury, spend time with family-whatever your personal needs may
  be.
• Long-Term Care Insurance: In partnership with Genworth Financial, Penn offers faculty and staff (and your eligible
  family members) long-term care insurance to help you cover some of the costs of long-term care services received at home, in the community
  or in a nursing facility. If you apply when you’re newly hired, you won’t have to provide proof of good health or be subject to underwriting
  requirements. Eligible family members must always provide proof of good health and are subject to underwriting.
• Wellness and
  Work-life Resources: Penn is committed to supporting our faculty and staff as they balance the competing demands of work and personal
  life. That’s why we offer a wide variety of programs and resources to help you care for your health, your family, and your work-life
  balance.
• Professional and Personal Development: Penn provides an array of resources to help you advance yourself
  personally and professionally.
• University Resources: As a member of the Penn community, you have access to a wide range
  of University resources as well as cultural and recreational activities. Take advantage of the University’s libraries and athletic
  facilities, or visit our arboretum and art galleries. There’s always something going on at Penn, whether it’s a new exhibit at the Penn
  Museum, the latest music or theater presentation at the Annenberg Center, or the Penn Relays at Franklin Field to name just a few examples.
  As a member of the Penn community, you’re right in the middle of the excitement-and you and your family can enjoy many of these activities
  for free.
• Discounts and Special Services: From arts and entertainment to transportation and mortgages, you’ll find great
  deals for University faculty and staff. Not only do Penn arts and cultural centers and museums offer free and discounted admission and
  memberships to faculty and staff. You can also enjoy substantial savings on other goods and services such as new cars from Ford and General
  Motors, cellular phone service plans, movie tickets, and admission to theme parks.
• Flexible Work Hours: Flexible work
  options offer creative approaches for completing work while promoting balance between work and personal commitments. These approaches
  involve use of non-traditional work hours, locations, and/or job structures.
• Penn Home Ownership Services: Penn offers a
  forgivable loan for eligible employees interested in buying a home or currently residing in West Philadelphia, which can be used for closing
  costs or home improvements.
• Adoption Assistance: Penn will reimburse eligible employees on qualified expenses in
  connection with the legal adoption of an eligible child, such as travel or court fees, for up to two adoptions in your
  household.

To learn more, please visit: https://www.hr.upenn.edu/PennHR/benefits-pay

Equal Employment Opportunity Statement

The University
of Pennsylvania is an equal opportunity employer. Candidates are considered for employment without regard to race, color, sex, sexual
orientation, religion, creed, national origin (including shared ancestry or ethnic characteristics), citizenship status, age, disability,
veteran status or any class protected under applicable federal, state, or local law.

To apply, visit https://wd1.myworkdaysite.com/en-US/recruiting/upenn/careers-at-penn/job/Dinan-Hall/Associate-Director-of
-Financial-Aid–Wharton-MBA-Program_JR00120403-1

jeid-705c12198a6ca444917c7edd919c8c8e

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