It’s time to hire a financial aid director. You know finding one is no small task! The financial aid office is the fulcrum of admissions for most students, and you need a solid leader.

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HOW TO HIRE THE RIGHT
FINANCIAL AID DIRECTOR

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It’s time to hire a financial aid director.
You know finding one is no small task!
The financial aid office is the fulcrum of admissions
for most students, and you need a solid leader.

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Step 1: Line up candidates. So far so good…
Step 2: Interview candidates. Hmmm…

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This is where it gets more difficult.
You sit at your desk pondering how to start the
interview and remembering your previous directors.
They always seemed to be doing something different
when you’d pop by the financial aid office, such as...

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• Calming a student, walking through a complex aid
situation with a counselor
• Fielding phone calls from parents of students
• Leading a compliance training
• Reporting data and metrics to you
• Meeting with other department heads and more

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You’re a little winded thinking about all your
directors have handled.

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Of course you want to hire a financial aid director
superstar, but how do you determine that in the
interview?
Obviously the applicant must be a fit for
the school culture.

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Beyond that, how do you know what to ask your
interviewees to determine if they can handle the
rigmarole of compliance, the roller coaster of student
emotions and the race against the verification clock
that takes place every award season?
Take a deep breath.

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CampusLogic to the rescue! To find out, we turned to
the source: current financial aid directors.

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We asked FA directors to weigh in on what they think is
the best interview question to ask to determine
whether an applicant is a fit for the position.

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Before we get to the questions themselves, here are a
few pieces of advice for the overall interview.

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FINANCIAL AID DIRECTOR
INTERVIEW TIPS

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WATCH HOW THE CANDIDATE
ANSWERS QUESTIONS.
Does he seem to have canned responses? Does she
seem to search you for clues as to how to answer?

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An ideal candidate should display problem solving skills
and the ability to break down an issue and analyze the
pros and cons of both sides.
Most problems in financial aid are not cut and dry and
require critical thinking skills to determine the best
possible outcome for all involved parties.

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OBSERVE THE CANDIDATE’S
DEMEANOR.
Is she confident? Does he enjoy puzzling out a tough
question or does he seem frazzled by the unexpected?
When the papers hit the fan, you need a director who
can be collected and creative, not reactive.

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ASK THE TOUGH QUESTIONS.
One director recommended asking questions that force
a choice that reflects a real-life dilemma.

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Most director decisions will not be black and white,
many will have good and bad on each side.
There is a good suggestion below from that
same director.

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AVOID RESCUING.
Though your interview style should not take place
under a bright light in room with a two-way window a la
Law and Order, do not be afraid to ask the tough
questions.

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Let the candidate take time to think, without jumping in
to rescue him.
Don’t forget the weighty nature of the position and the
importance of finding the candidate who can
shoulder it.

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SEE IF THE CANDIDATE
DID ANY HOMEWORK
(school joke – get it?).
Ask questions to see what he knows about your school.

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If she hasn’t taken the time to read the website and
learn some basic facts about your institution, she likely
won’t prepare for other things.

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LET THE CANDIDATE
PAINT YOU A PICTURE.
Does the director speak in terms of
moment-by-moment issues?
Though there are immediate fires to be put out nearly
every day in a financial aid office, you need a director
who can hold a long-term vision.

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Financial aid plays a role in enrollment rates –
and ultimately the success of your institution.
Your ideal candidate will recognize that and will
proactively propel a financial aid department to
support institution-wide goals and initiatives.

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THE BIG QUESTION(S)

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Finally, what you’ve been waiting for.
FA directors’ ideas of the most important
question to ask.

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Though most directors were quick to say that there are
many questions to ask, qualifications to consider and
observations to make, they each passionately
submitted their choice for The Big Question that will
reveal the most about your candidate.
See the following slides:

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“Have you had audit findings where you were a
director, and what were they?”
A related suggestion was made,
“How many findings in the last audit? How did you
correct it for the future?”

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“What is your experience with data metrics?”
“What is your award packaging philosophy?”

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“How do you plan to lead the financial aid office in a
time of changing financial aid regulations and keep
us compliant with computerization for the 21st
century?”
We especially like this one, considering we believe
financial aid technology is the solution to most
problems directors face, such as compliance issues,
limited time and staff resources and
mounting student debt.

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“What specific qualifications do you have that would
allow you to be successful managing people, federal,
state, and institutional aid programs?”

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“Which is more important: Good customer service or
timely delivery of aid?”
Asking a question with no clear wrong or right answer
will allow you to assess the candidate’s critical
thinking skills.

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“Are you nuts?”
This one came from a comedic director who also
admitted,
“I don’t know of any other job quite like Director of
Financial Aid. And I cannot imagine doing
anything else.”

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THANK YOU.
from the team at
campuslogic