Financial Aid Technician (SSP IB)/Office of Financial Aid and Scholarships) (2019-00927)

  • San Bernardino
  • San Bernardino, California
  • Aug 03, 2020
Full Time Accounting and Finance

Job Description

Employment Status: Full-Time, Probationary, "Non-Exempt" position with the possibility of converting to permanent.

Work Schedule: Monday through Friday, 8:00 am to 5:00 pm. Some evening and weekend hour may be required.

First Review Deadline: This position will remain open until filled. Applications will be reviewed beginning March 10, 2020.

Current employees will be given preferred consideration.

Position Summary:

Student Services Professionals are responsible for providing a wide variety of professional services and activities ranging from preadmission to the university through postgraduation. The purpose of these services and activities is to assist students in making successful progress toward their degree objectives; to provide learning experiences which supplement those in the classroom; and to assist and encourage students to utilize effectively the knowledge, skills and abilities learned during their university careers. Such services and activities may include providing information and guidance to students; assisting students to think through problems and select suitable solutions and courses of action; evaluating student needs and authorizing services; coordinating and administering programs, events, and projects; facilitating student involvement in campus life; advocating the needs of individual students and groups of students to university administrators, faculty and staff; and providing support and assistance to students facing a variety of personal as well as institutional problems, questions and challenges.

In addition, Student Services Professionals may serve as "working supervisors" or lead persons.

Typical duties may include, but are not limited to:
Verifies information students provide on the Free Application for Federal Student Aid (FAFSA).
Using sound judgement, request, review and evaluate data elements to clear discrepancies based on federal guidelines and when required, recalculate the Expected Family Contribution (EFC) to determine student aid eligibility.
Data elements must be corrected and sent to CPS through the electronic corrections process.
Responsible for reviewing a variety of critical and complex data reports that reoccur on a weekly basis. Utilizing these various reports, manually analyze data, resolve inconsistencies in the students' files, adjust student aid as needed, request new ISIR, gather additional information from various sources including CSAC, WebGrants, NSLDS, COD, Department of Education, IFAP & ELM websites.
Counsel and advise students and parents from diverse backgrounds on Federal, State, and University financial aid policies and procedures.
Exercise sound interviewing skills when discussing personal and sensitive issues that may impact student eligibility.
Advise students and parents with possible options with financial difficulties.
Resolve inconsistencies on financial aid application data used to determine financial aid eligibility.
Use sound and insightful judgment to evaluate and determine the appropriate course of action for highly complex financial aid problem situations.
Award financial aid to students and perform revisions based on exceptional circumstances or per regulatory requirements.
Meet with supervisor and team on a recurring basis and contribute recommendations and suggestions as part of the financial aid professional level staff.
Be available to campus counterparts to assist with guidance and support of financial aid students needing assistance from other campus programs and services.
Provide written, verbal and/or electronic communication on behalf of a student aid recipient to ensure student receives, to the extent possible, help needed to progress holistically.
Responsible for an alphabet caseload percentage of financial aid application received annually.
Work assigned system reports to ensure correct data is process for financial aid applicants. This includes but is not limited to federal, state, institutional, and scholarship awards.
Present and/or train FAO staff, student assistants and other appropriate campus constituents on program rules and information including update P&P as needed.
Conduct at a minimum, monthly reconciliation for assigned program(s). Utilize PeopleSoft queries/reports to reconcile program expenditures.
Meet with appropriate agency/office to review and reconcile program expenditure balances. Ensure reconciliation activity details are include in program policies and procedures.
Coordinate information affecting financial eligibility with student accounting and financial aid leadership, staff, and appropriate campus personnel to provide timely policy and regulatory changes.
When appropriate, consult with management and other professional level staff regarding interpretation regulations and procedures.
Stay abreast of and successfully apply knowledge of various federal, state and institutional regulations.
Ensure that program information and guidance is provided to staff and students in the respective area of program administration.
Ensure the awards and updates to award are posted on the student financial aid system and that financial aid is awarded within compliance requirements.
Serve on annual committees both in the Office of Financial Aid and Scholarship and external to the office that support student success.
Present and participate in conducting general and Financial Aid and Scholarship workshops.
Other duties as assigned.

Education and Experience:
Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration, or a job-related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown above may be substituted for the required education on a year-for-year basis.

Equivalent amounts of graduate level job-related education may be substituted for the required experience.

Desirable Qualifications:
Possession of these knowledge and abilities is typically demonstrated through the equivalent of one (1) year of experience in professional Student Services work at the entry trainee level.
Working knowledge of the methods and problems of organization and program management; research and interviewing techniques.
Principles of individual and group behavior.
The ability to rapidly acquire such knowledge of the organization, procedures and activities of the specific campus to which the position is assigned; and the basic principles, practices and major trends in the Student Services field to which assigned.
Ability to rapidly acquire a working knowledge of the specific objectives of the campus Student Services program and its relationship to the total campus operation; interpret and apply program rules and regulations.
Gather and analyze data; reason logically, draw valid conclusions and make appropriate recommendations.
Present clear and concise information orally and in written reports; and establish and maintain cooperative working relationships with faculty, CSU administrators, student organizations and other private and public agencies.

Knowledge, Skills and Abilities:
Ensure changes in financial aid are communicated and explained to student aid recipients.
Provide financial aid advising during various campus recruitment or outreach events which may occur weekends or evenings; participate in committees; attend professional conferences and/or training workshops.
Provide guidance and clarification to campus colleagues seeking information, clarification and guidance on general financial aid information and Title IV program policy and procedures.
Provide telephone and counter coverage when assigned; meet with students and/or parents by scheduled appointment or walk-in.
Respond to financial aid inquiries from constituents needing assistance involving financial aid cases and/or situations where financial aid knowledge and expertise is required to reach resolution and/or support actions on behalf of a student aid recipient or complete a financial aid related process.
Appropriately refer student so other resources on campus such as the Counseling & Psychological Services (CAPS), SAIL, Learning Center, EOP, Services to Student with Disabilities (SSD), or Academic Services.

A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who apply for the position.

The person holding this position is considered a "mandated reporter" under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

California State University, San Bernardino is an Affirmative Action/Equal Opportunity Employer. We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, or protected veteran status.
This position may be "Designated" under California State University's Conflict of Interest Code. This would require the filing of a Statement of Economic Interest on an annual basis and the completion of training within 6 months of assuming office and every 2 years thereafter. Visit the Human Resources Conflict of Interest webpage link for additional information:
This position adheres to CSU policies against Sex Discrimination, Sexual Harassment, and Sexual Violence, including Domestic Violence, Dating Violence, and Stalking. This requires completion of Sexual Violence Prevention Training within 6 months of assuming employment and on a two-year basis thereafter. (Executive Order 1096)
Closing Date/Time: Open until filled

Job Address

San Bernardino, California 92407 United States View Map