Financial Literacy Coordinator - Student Services Professional II (509503)

  • Cal State University (CSU) East Bay
  • Hayward, California
  • May 08, 2022
Full Time Accounting and Finance Education and Training Public Health

Job Description


Salary and Benefits

Salary Range: $4,304.00/month to $6,120.00/month. PLEASE NOTE: The starting salary placement depends on qualifications and experience and is anticipated to be in the range of $4,304.00/month to $5,212.00/month.

Cal State East Bay offers a broad range of benefits that includes medical, dental, vision, retirement (CalPERS), 401k, 457, 403(b), dependent and health care reimbursement accounts, life insurance, vacation and sick, 13 paid holidays, one personal holiday and tuition fee waiver.

For more information on the benefits program, please visit

About Cal State East Bay

Cal State East Bay's beautiful main campus is located in the Hayward hills with panoramic views of the San Francisco Bay shoreline. Situated above the city of Hayward, the campus offers an ideal setting for teaching and learning and yet easy access to the many cities along the bay. The University has a satellite campus in Concord, a professional development center in Oakland and a significant presence online. Founded in 1957, Cal State East Bay is one of 23 universities of the California State University system (CSU). With an enrollment over 15,800 students, Cal State East Bay is recognized as a regionally engaged and globally oriented university with a strong commitment to academic innovation, student success, engaged and service learning, diversity, and sustainability.

About the Position

The Financial Literacy Coordinator will be responsible for conducting Financial Aid Outreach and Literacy Events for current and prospective students including but not limited to FAFSA/CADAA Workshops, Orientation and On Campus Financial Aid Presentations to colleges, affinity groups and other departments. The Coordinator will review eligibility, advise in awarding of allocated funds, and advise internal and external stakeholders of requirements. Additionally, the Coordinator will assist with the customer service needs of the Financial Aid Office, which can include phone, in-person/virtual counseling, and email shifts.

The Financial Aid Counselor provides excellent service and guidance to prospective, new and current students and their families throughout the financial aid application process; determines eligibility within the parameters of institutional, state and federal requirements. Exercises independent judgement in the management of operational details of the financial aid process. Maintains knowledge of policies of other departments (registrar, student accounts, human resources, athletics, etc) and understands the impact of them on a student's financial aid eligibility. Oversees the administration of both federal and private loans for CPS. This includes certification of all Parent Plus and private education loans, resolving issues between the university's system and the Department of Education. Participates in state, regional and national professional development activities to ensure a complete understanding of federal and state regulations and remain current on changes to the federal and state, regional and national professional development activities to ensure a complete understanding of federal and state regulations and remain current on changes to the federal and state programs. Utilizes conflict resolution skills to help students and parents to understand challenges and identify potential solutions. Maintains student confidentiality in accordance with FERPA regulations. Other duties as assigned.


Financial Literacy Coordinator
  • Works collaboratively with the Outreach Department to present Financial Aid related subject matters during preview events
  • Organize and conducts bi-annual FAFSA/CADAA workshops for incoming, prospective and current students
  • Organize and conducts Financial Literacy Events on campus to increase awareness of the Financial Aid Process
  • In partnership with campus departments and colleges, presents subject matter expertise for current students
  • First line contact to affinity groups organizing financial aid related events
  • Maintains power point presentations with the most updated regulatory material
  • Plan and creates Financial Literacy Material to use during presentations
  • In all situations dealing with students and the general public, knowledge of basic counseling techniques, aid program requirements, resource availability, and methods of assisting emotionally distressed individuals is applied.
  • Collaborates with local high school, community college and promise neighborhood organizations to represent CSU East Bay at Cash for College, or other similar events held on and off campus
  • Collaborates with Scholarship Officer to hold scholarship workshops
  • Meets with Faculty and other campus departments to provide guidance in FA programs such as the Scholarship and campus based Federal Work Study process

Verification/Financial Aid Counseling Responsibilities
  • Accurately perform Need Analysis using PeopleSoft to determine aid eligibility
  • Review and analyze student and parent documents, including Tax Return Transcripts, income certifications, and household size forms, prior to performing data input
  • Correspond with and counsels students and parents in order to resolve conflicting information and resolve conflicting information when clarification of submitted data is required.
  • Review student documents and make determinations on citizenship and Selective Service status using guidelines established by the appropriate agencies.
  • Set appropriate indicators in PeopleSoft and enter individual student comments when necessary
  • Maintain current knowledge of financial aid verification requirements
  • V4 & V5 reporting
  • Unusual Enrollment (UEH) review and resolution
  • Provide advising throughout the financial aid process to prospective, new and current students and their families. Must have a thorough knowledge of available types of financial aid, scholarships, and general student eligibility criteria
  • Exercises independent judgement in the management of operational details of the financial aid process including but not limited to:

- Reviews incoming financial aid application and any supporting documentation needed to determine the accuracy of the financial and household information reported on the FAFSA. This requires knowledge of not only federal and financial aid regulations but IRS tax laws and how they relate to federal financial aid.

- Reviews and conducts recalculation or override in FAFSA/CADAA application as needed through professional judgement and financial aid appeal process

- Complete assigned duties with a high degree of accuracy to ensure compliance while experiencing multiple interruptions

- Exercise great attention to detail when completing assignments as error in judgement or calculations could result in unintended consequences for the student and/or the institution such as under or over funding of a student, loss of student eligibility, audit findings, fines, damage to school's reputation or loss of institutional eligibility

- Has the authority to recalculate and makes changes to financial aid awards when student's eligibility changes
  • Maintain knowledge of policies of other departments (registrar, student accounts, human resources, athletics, etc) and understand the impact of them on a student's financial aid eligibility
  • Utilize conflict resolution skill set to assist students and parents, helping them to understand the situation and identify potential solutions to challenges
  • Maintain student confidentiality in accordance with FERPA regulations
  • Perform need assessment and examine verification documents to ensure compliance with Federal and State awarding regulations
  • Maintain knowledge base and understanding of all regulations and policies to the administration of Federal, State, and institutional aid programs
  • Attend conferences and seminars to keep abreast of changing financial aid regulations

Required Qualifications
  • Ability to quickly grasp Federal, State, and institutional regulations
  • Customer service experience with the ability to provide advice and guidance on difficult issues/ regulations
  • Understand FERPA and maintain confidentiality
  • Excellent oral and written communication skills
  • Ability to conduct financial aid workshops/presentations as needed
  • Maintain a professional demeanor and empathize with students
  • Ability to work independently in scheduling opportunities continuing training
  • Attends workshops sponsored by the Department of Education and State affiliates
  • Proficient in MS Excel, MS Word, MS Powerpoint

Minimum Qualifications


Possession of these knowledge and abilities is typically demonstrated through the equivalent of two years of professional experience in one of the student services program areas or in a related field; experience should give evidence of competence and indicate the potential for further growth. A master's degree in a job-related field may be substituted for one year of the professional 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.

Preferred Skills and Knowledge
  • Experience with PeopleSoft
  • Familiar with WebGrants and Campus Logic
  • Two years of Financial Aid or higher education experience

Condition(s) of Employment

Satisfactory completion of a background check (including LiveScan, as appropriate), that may include, but is not limited to: criminal records check, verification of academic credentials, licenses, certificates, credit history, professional references and/or verification of work history is required for employment. Cal State East Bay will issue a conditional offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Unsatisfactory results may also affect the continued employment of current Cal State East Bay employees who were conditionally offered the position.

All background checks are conducted through the university's third party vendor, Accurate. LiveScan is conducted through the University Police Department.

EEO Statement

As an Equal Opportunity Employer, Cal State East Bay does not discriminate on the basis of any protected categories: age, ancestry, citizenship, color, disability, gender, immigration status, marital status, national origin, race, religion, sexual orientation, or veteran's status. The University is committed to the principles of diversity in employment and to creating a stimulating learning environment for its diverse student body.

Other Information

All California State University campuses, including Cal State East Bay, are smoke and tobacco-free. For more information, please visit our website at

In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, the Cal State East Bay Annual Campus Security Report is available at:


Cal State East Bay is not a sponsoring agency for Staff or Management positions and we are not an E-Verify employer.

Mandated Reporter

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

CSU Vaccination Policy

CSU requires faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19 or declare a medical or religious exemption from doing so. Any candidates advanced in a currently open search process should be prepared to comply with this requirement. The systemwide policy can be found at https://calstate.policystat. com/policy/9779821/latest/ and questions may be sent to

Closing Date/Time: Open until filled

Job Address

Hayward, California 94542 United States View Map