Job Summary The Financial Aid Technician performs a variety of complex and technical duties involved in providing financial assistance for students, including the verification of eligibility and the awarding of aid. The Technician also serves as a comprehensive point of contact in Financial Aid - providing accurate direction and guidance to students, their families and staff in all aspects of the financial aid process - identifying those who need to meet with a financial aid counselor or administrator to resolve more complex issues.
Furthermore, the incumbent provides services that are equitable, inclusive, and culturally sensitive to enhance the quality of campus life. This position uses a student-centered and equity-minded approach in all communication and service efforts.
Key Responsibilities - Provide advising and general customer service to prospective, newly admitted, and current students and parents regarding various aspects of the financial aid process, including application steps, student eligibility, educational costs, types of financial aid available, and loan activities, while tailoring the information to the needs, situation, and level of background of each customer.
- Assist in determining and evaluating student financial aid eligibility by performing verification of individual student application data, reviewing and confirming general student eligibility criteria (i.e., citizenship, selective service, NSLDS, etc. database matches), and performing/calculating need analysis.
- Provide specialized processing and customer support specific to assigned financial aid program(s), assist with information dissemination and training of students and staff on various aspects of assigned program - under direction of the program lead.
- Provide processing and technical assistance to support the administration of general financial aid programs and functions, which includes monitoring and re-evaluating continued student eligibility, making and revising financial aid awards, processing reports, and other activities during various stages of the financial aid cycle.
Knowledge Skills and Abilities The Financial Aid Technician role demands a high level of technical proficiency, analytical ability, and attention to detail. Technicians must be adept with various technologies, including student information systems and Microsoft Office, and be capable of learning and implementing new software tools. Their responsibilities include processing large volumes of financial aid records, analyzing complex documentation for accuracy and compliance, and maintaining precise records. These tasks require strong numerical skills, sound judgment, and a commitment to confidentiality. The role also involves staying current with frequently changing federal, state, and institutional regulations, necessitating ongoing training and adaptability.
In addition to technical and analytical skills, the Technician must excel in customer service and communication. They serve as the first point of contact for students navigating the financial aid process, often handling sensitive or emotionally charged situations with professionalism and empathy. Effective time management and organizational skills are essential, as the role involves juggling multiple priorities under tight deadlines. Technicians must also collaborate well within a team, contribute to a supportive service culture, and ensure data integrity through meticulous documentation and adherence to established procedures. Their ability to clearly explain policies and decisions, even when delivering unfavorable news, is crucial to maintaining trust and supporting student success.
Ability to communicate with an ethnically and culturally diverse campus community. Ability to follow all university policies, procedures, and guidelines including but not limited to safety, civility, information security, and non-discrimination policies and procedures. Ability to contribute to a positive university experience for each and every student and assist in achieving the university's commitment to a "vision of excellence."
Education and Experience • Equivalent to two years of responsible general clerical experience in a college or university financial aid office required.
• Bachelor's Degree preferred.
Physical Summary - Sedentary work - Involves mainly sitting. Walking and standing are minimal. Lifting is limited to lightweight objects. (10 pounds or less).
Department ES Financial Aid
Classification Student Personnel Technician, Financial Aid
Compensation Salary placement is determined by the education, experience, and qualifications the candidate brings to the position, internal equity, and the hiring department’s fiscal resources.
Hiring Range: The hiring rate for this position is $2,131 per month.
CSU Classification Salary Range: The CSU Classification Salary Range for this position is $2,131 - $2,999 per month.
Benefits Excellent benefits through CalPERS (health, vision, dental), tuition fee waiver, generous vacation and sick leave, and 14 paid holidays each year.
Time Base 0.50 time-base, part-time.
Duration of Appointment This is a temporary position for 1 year with no permanent status granted. Temporary assignments may expire prior to the ending date.
Application Procedures Click Apply Now to complete the CSULB Online Employment Application.
PLEASE FILL OUT THE APPLICATION COMPLETELY. It is important that all sections of the on-line application are filled out completely and accurately. Please include all relevant education and experience. Your application will be used to determine whether you meet the minimum qualifications for this position.
Additional Information A background check (including a criminal records check) must be completed satisfactorily and is required for employment. CSULB will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.
CSULB is not a sponsoring agency for staff and management positions (i.e. H-1B Visas).
California State University Long Beach expects respectful, professional behavior from its employees in all situations. Acts of harassment or abusive conduct are prohibited. Demonstrated appropriate professional behavior, treating others with civility and respect, and refusing to tolerate abusive conduct is expected of all employees.
Equal Employment Statement Consistent with California law and federal civil rights laws, CSULB provides equal opportunity in employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, national origin, or other protected status. CSULB complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California’s Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU’s Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices.
Accommodations We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact StaffHR-Accommodations@csulb.edu .
Out of State Employment Policy California State University, Long Beach, as part of the CSU system, is a State of California Employer. As such, the University requires all employees upon date of hire to reside in the State of California.
As of January 1, 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California.
Advertised: Jun 10 2025 Pacific Daylight Time
Applications close: Jun 24 2025 Pacific Daylight Time