UMA Education

Associate Director, Student Finance Training

Job Locations US-Remote
Job ID 2023-4228

Job Posting

Purpose of the Position:


Responsible for maintaining all Student Finance training materials and ensuring that they are up to date with changes in regulations. Provides ongoing support for the Student Finance Training Team. The Student Finance Training Manager guides, advises and supports UMA Team members as they develop skills and apply those skills in support of the UMA core values. Responsible for managing a team of Student Finance Training Team Leads and all new student facing team members.


UMA is a nonprofit healthcare educational institution with a national presence. Headquartered in Tampa, Florida and founded in 1994, UMA offers content-rich, interactive online programs as well as hands-on training at our Clearwater, Florida campus. 

  • Anticipated starting salary of $69,000; pay rate negotiable based on experience and qualifications.

  • Medical (including prescription), Dental, Vision (UMA subsidized)
  • FSA/HSA (Depending on Medical Plan chosen)
  • $50,000 Life Insurance (UMA paid)
  • Additional Voluntary Life Insurance (Team Member paid)
  • Employee Assistance Program – EAP (UMA paid)
  • Long Term Disability (UMA paid)
  • Short Term Disability (Team Member paid)
  • Supplemental Insurance such as Critical Illness, Accident, and Hospital (Team Member Paid)
  • Paid Time Off – 15 days accrued in year 1, 9 holidays, and 1 day of Volunteering Time Off
  • 401k (eligible upon completion of 90 days of employment and must be at least 21 years of age)
  • Pet Insurance
  • Identity Theft Protection


Key Responsibilities:



  • Creates and communicates a quarterly training plan and schedule.
  • Designs, develops, and delivers training sessions for Student Finance and Registrar regarding process, procedure, systems, and regulatory updates.
  • Creates and maintains all training materials for all new student finance hires.
  • Assists in evaluating all new hires after their 90-day onboarding period.
  • Assesses effectiveness of training classes by gathering feedback from trainers, trainees, and leadership after the completion of each class.
  • Assesses effectiveness of training sessions by gathering feedback from trainers and trainees after each session


  • Ensures all new hires have a login, password, etc for all required systems. They should have all required systems access before they start on the floor.
  • Oversees onboarding requirements such as new team member tickets and office supply orders
  • Selects and utilizes appropriate training methods, software or activities based on the training topic

Support Institutional Initiatives:

  • Keeps current with institutional goals, objectives, and progress.
  • Engages in institutional sponsored activities and initiatives as appropriate.
  • Leads with courage in support of change initiatives that impact organization.
  • Assists in coordinating efforts between departments within UMA.
  • Performs other duties as assigned.


  • Demonstrates knowledge of, and carefully follows all applicable federal and state compliance requirements and regulations including those prescribed by the Department of Education, accrediting agencies, CIE, and internal UMA policies and procedures.
  • Effectively communicates compliance requirements to students and other staff as appropriate and quickly escalates any compliance concerns to the Compliance department.
  • Stays up to date with all changes to Title IV and train on new FSA guidelines (Dear Colleague Letters, Electronic Announcements, NASFAA News, etc.)
  • Provides Title IV training to all new student finance hires. Provides UMA specific policies and procedures training to all new student finance hires


Work Experience, Skills & Abilities:


Minimum Requirements:

  • High School diploma/GED or equivalent experience
  • One year in leadership position
  • Three years’ experience in training.
  • Working knowledge of Title IV regulations required.
  • Must not have a federal student loan appearing on the NSLDS database with an unresolved default status reported.
  • Must be eligible to access the National Student Loan Data Base (NSLDS).
  • Able to professionally communicate fluently in verbal and written English.
  • Proficient in MS Office (Word, Excel, PowerPoint) and other business tools such as Microsoft Teams.
  • Able to support a diverse and inclusive work environment.

Preferred Requirements:

  • Minimum of a bachelor’s degree
  • More than 1 year in leadership position.
  • Strong understanding of Title IV regulations and UMA Policies.
  • Ability to quickly adapt to different situations that may arise.
  • Ability to direct and lead a team virtually.
  • Ability to interact with all levels of the organization and work in a fast-paced environment.
  • Ability to work independently and make sound decisions with minimal supervision and direction.
  • Strong public speaking skills
  • Ability to present information in an engaging and effective manner to a large group
  • Leads and manages with a results focused mentality.
  • Ability to multi-task and handle a high-pressure environment with timeline pressures.
  • Proficiency in the Microsoft Office Suite.
  • Flexibility to work evenings and weekends as needed.
  • Past experience with CampusNexus.

Working Environment:

  • Fully remote role with only occasional, planned onsite or travel requirements.
  • Valid driver’s license required.
  • Flexibility to work evenings and weekends as needed.

Physical Demands:

  • Requires long periods of sitting at a desk working on a computer.
  • Requires ability to travel.
  • Requires occasional bending, stooping, and squatting.
  • Requires occasional lifting of up to 10 lbs.



Our institutional values are shaped and validated by our team members. They describe how we strive to operate and are the standards of behavior we look to embody. 


We operate honestly and ethically in an industry-compliant fashion. We are fair and trustworthy in our interactions with all we serve. Our team members, at all levels, lead by example and strive to do the right thing for our students and for each other. We are disciplined professionals who strive to be straightforward and dependable.


We live by a strong commitment to our students and are passionate about preparing them for meaningful careers. We are deeply dedicated to ensuring students’ educational and career success. We excel at building our students’ confidence and empowering them to reach their full potential.


We are committed to our team members’ success and to each other’s success. We strive to create an environment that attracts and retains the best talent while offering continuous learning, professional development and career growth opportunities. We recognize and reward our team members for their contributions to the organization and to our students.


We pursue results with a sense of urgency and purpose. We take responsibility for achieving ambitious, measurable results and hold each other accountable. We think strategically and critically, greet new ideas and challenges openly, and look for innovative solutions to challenges.


Enjoying what we do is central to achieving our goals. Building energy, having fun, being optimistic and creating a positive working environment are all critical to our success and that of our students. We strive to be inspired and to inspire others. We consistently show appreciation and celebrate our successes, both large and small.


We believe that diverse, inclusive teams produce breakthrough results. We strive to build and maintain positive relationships with colleagues from all types of backgrounds by showing respect and humility when interacting with each other and resolving conflicts in a constructive manner. By working together, we win together - as one - ensuring that the goals of the company are the focal point of our efforts.



This job description is intended to be an accurate reflection of the current position. It may not include every job responsibility. Job duties may fluctuate based on needs of the business. UMA reserves the right to revise the job or require that additional or different tasks be performed.


I have read and understand all the responsibilities and accountabilities in my job description. This job description is a tool used by me and management to help assess, evaluate and provide guidelines and expectations for the position named herein. I understand that it is not a contract and it does not constitute any guarantee of future employment. 


UMA will NEVER ask you to send money or ask you to provide bank account information in order for you to get reimbursed for tools to work. If you have been contacted by someone claiming to be from UMA about a job posting, you can always verify the position at


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