File Review Manager

Overview

The File Review Manager oversees the file review team responsible for second-level reviews of student financial aid files, ensuring compliance with federal, state, and institutional regulations. As the team’s subject matter expert, this role provides training, implements policies, optimizes workflows, and drives individual and team performance. The position also supports audit readiness, mitigates compliance risks, and promotes a culture of accountability and operational excellence.

Responsibilities

• Lead and develop the File Review team, ensuring productivity, accuracy, and achievement of established performance metrics
• Monitor and report on team performance, file review productivity, and campus compliance accuracy trends
• Conduct second-level reviews of financial aid files for all student populations, ensuring compliance with federal, state, institutional, and Title IV regulations
• Review and resolve conflicting information, verification discrepancies, C-Codes, professional judgments, and awarding issues
• Serve as the primary liaison between corporate and campus financial aid teams to ensure consistent application of policies and procedures
• Partner with Compliance, Student Services, Enrollment, and other stakeholders to maintain regulatory compliance and operational effectiveness
• Provide guidance, support, and exceptional service to staff, campuses, and students
• Support internal and external audits by ensuring documentation accuracy, regulatory compliance, and audit readiness
• Identify compliance risks and implement corrective actions to mitigate exposure and maintain regulatory standing
• Track, analyze, and report compliance trends, recurring errors, and opportunities for process improvement
• Develop and deliver targeted training programs to improve quality, compliance, and staff performance
• Serve as the subject matter expert for file review processes, financial aid regulations, and best practices• Establish/maintain a high performance team of professional, motivated and engaged staff utilizing effective training, performance management and career-development activities while leading them to achieve established business results and performance metrics
• Recognizes and rewards employee contributions and achievements
• Other duties as assigned

Qualifications

Education / Experience

• High school diploma or GED (required) Associate degree in Business, Accounting, Finance, or a related field (preferred)
• Minimum seven (7) years of financial aid administration experience, including financial aid packaging (required)
• Experience packaging financial aid in Non-Standard Term, Non-Term, and Clock-to-Credit Hour environments (required)
• Knowledge base and experience should include, reviewing financial aid files in a centralized file review environment, federal and state financial aid regulations
• Experience auditing, reviewing, and correcting financial aid files for compliance
• Proficienct in recordkeeping, document retention, version control, and administrative processes
• Must not be in default on federal student loans and must maintain eligibility throughout employment (required)

Skills

• Apply knowledge and skills to complete tasks with minimal supervision
• dentify straightforward problems and recommend potential solutions
• Communicate clearly and effectively with peers and stakeholders
• Demonstrate active listening and empathy in interactions
• Participate in presentations or facilitate small group discussions
• Manage multiple tasks in a dynamic environment
• Use productivity software and collaboration tools with confidence
• Show initiative and accountability for assigned outcomes
• Perform routine tasks and seek guidance for new situations
• Make timely decisions that keep the organization moving forward
• Apply effective and efficient processes with a focus on continuous improvement
• Build open and comfortable relationships with diverse groups
• Learn actively from both successes and failures while solving new problems

Abilities

• Able and willing to:
  • Communicate, think, learn, and reason
  • Use computers and computer systems (including hardware and software) to process transactions, store documents, enter data, or perform assigned tasks
  • Safely ambulate and/or maneuver when on-site at Company locations
  • Demonstrate and utilize active listening, inductive reasoning, information ordering and category flexibility
• Ability to use good judgment, problem-solving and decision-making skills
• Ability to maintain confidentiality and manage sensitive information with discretion
• Ability to work in a fast-paced environment where deadlines are essential and multiple projects are worked simultaneously
• Ability to gain, understand and apply information and data as it relates essential functions of the position
• Ability to foster long-term relationships with stakeholders

Work Environment

• Work is performed indoors in a climate-controlled environment when on site at assigned company location. Employees must be able to safely ambulate when on company premises.
• This position is designated as Remote. Employees must meet minimum technical standards for eligibility and participation.
• No travel required

Disclaimer

We are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on race (including natural hair style or texture), color, religion (including religious dress or grooming practices), religious creed, national origin, ancestry, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, veteran or military status, citizenship status, marital status, physical or mental disability, medical condition, genetic information, gender, gender identity, gender expression, sexual orientation, or any other legally protected characteristic recognized under applicable federal, state, or local law.

Job descriptions are not intended as, nor should be construed to be, exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job. They are intended to be accurate reflections of those principal job duties and responsibilities essential for making fair pay decisions about the job.