Associate Director of Financial Aid, Wharton MBA Program at The University of Pennsylvania

Job description

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