Financial Aid Advisor (SSP III)/ Office of Financial Aid and Scholarships (2019-00928)

  • San Bernardino
  • San Bernardino, California
  • Apr 23, 2020
Full Time Accounting and Finance

Job Description

Employment Status: Permanent / Probationary " exempt" position.

Work Schedule: Monday through Friday 8:00 am - 5:00 pm, some weekend work may be necessary.

First Review Deadline: This position will remain open until filled. Applications will be reviewed beginning January 2, 2020.

There are two vacancies for this recruitment.

Under general direction form Associate Director of Financial Aid and Scholarships, the Student Services Professional III performs complex financial aid professional assignments, provides independent financial aid advisement and guidance in individual and group settings utilizing basic counseling techniques involving financial aid and/or related issues. Typical responsibilities include, but are not limited to:
Initiate and modify program policies and procedures as needed and/or required by federal and/or state regulations. Ensure processing of assigned programs are reconciled between appropriate offices. When appropriate, consult with management and other professional level staff regarding interpretation regulations and procedures. Stay abreast of and successfully apply knowledge of various ever changing federal, state and institutional regulations.
Administer one or more of the aid programs provided to students. Conduct at minimum, monthly reconciliation for assigned program(s).
Utilize PeopleSoft queries/reports to reconcile program expenditures.
Meet or discuss at meetings with appropriate agency/office to review and reconcile program expenditure balances. Ensure reconciliation activity details are included in program policies and procedures.
Coordinate information affecting financial aid eligibility with Student Accounting Office & Office of Financial Aid and Scholarships managers, staff and appropriate campus personnel to provide timely policy and regulatory changes.
Present and/or train Office of Financial Aid and Scholarships staff, student assistants and other appropriate campus constituents on program rules and information including update Policies &Procedures as needed.
Communicate program updates and/or changes to rules, policies and/or procedures affecting processes, Office of Financial Aid and Scholarships Web information, front counter and telephone services.
Ensure due diligence of dissemination and posting of program information meets federal, state, and /or institutional compliance laws. Keep Office of Financial Aid and Scholarships website and Interactive Call Distribution (ICD) phone system current regarding program updates.
Ensure that email and/or written communications regarding program awarding, disbursements, and program changes are distributed to recipients as needed or when appropriate.
Accept and process applications/reports for a variety of student financial aid programs including federal, state, and institutional aid. On the basis of a thorough knowledge of the policies, procedures, and regulations pertaining to the financial aid programs, the incumbent will provide information to students on application procedures, availability of funds, eligibility requirements and repayment schedules.
The incumbent will analyze and correct data elements in the automated financial aid delivery system. The incumbent will meet with students and parents to review financial aid eligibility, and special circumstances.
The SSP III interacts with students and parents and general public regarding all aspects of financial aid such as the application process; federal, state and institutional policies and procedures. Interactions take place on a daily basis in a variety of settings including: front counter, telephone, and one-on-one sessions. Stays abreast of and successfully apply knowledge of the various changing federal, state, and system-wide regulations.
Serve on Office of Financial Aid and Scholarships annual committees and participate in conducting Financial Aid workshops and general aid information workshops and presentations both at on and off-campus sites.
As needed, work front counter and provide Customer Service for students answering financial aid questions/concerns via telephone as directed by supervisor or his/her designee.

Education and Experience:

Applicants must possess the equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or job-related field AND the equivalent of three (3 years of professional experience in a student services program or a related field. A Master's degree in Counseling, Clinical Psychology, Social Work or directly related field may be substituted for one year of experience.

Knowledge, Skills and Abilities:
Thorough knowledge of the principles of individual and group behavior. General knowledge of the principles, practices and trends of the Student Services field as well as general knowledge of the policies, procedures and practices of the program area to which assigned; general knowledge of individual counseling techniques; general knowledge, or the ability to rapidly acquire such knowledge, of the organizational procedures and activities of the specific campus to which the position is assigned.
Working knowledge of student services programs outside the program to which immediately assigned.
Ability to analyze complex situations accurately and adopt effective courses of action; advise students individually and in groups on complex student related matters; determine appropriate courses of action and proper techniques to utilize while engaged with individuals in personal interactions of an argumentative or sensitive nature;
Interpret and evaluate descriptions and explanations of problems brought forward by individuals or student organizations, analyze and define the problem, draw valid conclusions and project consequences of various alternative courses of action;
Carry out a variety of professionally complex assignments without detailed instructions;
Establish and maintain cooperative working relationships with a variety of individuals.

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