Financial Aid Processor (ASC I)/ Office of Financial Aid and Scholarships (2019-00734)

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

Job Description

Employment Status: Full-time, non -exempt , probationary position. (Up to 4 positions may hired for this recruitment)

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 October 25, 2019.

Under the direct supervision of the Associate Director of Processing and Operations in the Office of Financial Aid & Scholarships. Typical responsibilities included, but not limited to:
Incumbent is responsible for scanning all documents received via mail, fax and the front counter. All documents must be process in accordance with department processing timelines and procedures.
Must ensure completeness and accuracy of the permanent financial aid application and record throughout the application process.
Incumbent must timely post of all appropriate changes to the financial aid record includes, but is not limited to:
Name changes, social security number mismatch changes, citizenship status changes, enrollment status, loan defaults, date of birth corrections.
Must be able to quickly develop a comprehensive understanding of all aspects of the financial aid PeopleSoft module.
Incumbent will interact with students, parents and the general public regarding most aspects of financial aid programs. The Financial Aid processor must be knowledgeable regarding financial aid application process, program policies and procedures the govern the administration of financial aid.
When appropriate, the incumbent must be able to effectively refer student to technicians, advisors and/or to campus-based support services to ensure appropriate guidance and accurate information is provided to students and their parents.
Incumbent must stay abreast of and successfully apply knowledge of the various federal, state, and system-wide regulations.
Must present a positive and professional attitude in all interaction and be sensitive/respectful of the diversity of CSUSB's student population and their behaviors must reflect an awareness and appreciation of individual differences.
Incumbent must have a positive interactions with faculty and staff in reference to details of the application and awarding process and in some cases specific student cases.
Must fully understand the policies and procedures of the Family Educational Rights and Privacy Act (FERPA) when working on special cases in order to abide by the guidelines of the act.
Incumbent will sends and receive requests for information on the behalf of students to various external agencies including but not limited to:
Immigration and Naturalization, IRS, other colleges, and universities.
Responsible for processing financial aid verifications for the purpose of loan deferments, employment, housing and other requests upon request of the student.
Responsible for researching and determining the status of financial aid files not processed in a timely manner through the normal channels of the awarding process.
Responsible for identifying students who have attended and received aid at another institution and placing them on a monitoring schedule with the Department of Education to avoid future funds being awarded.
Responsible for canceling funds that have been awarded to students who are not enrolled. This involves the knowledge and understanding of the Admissions and Records modules in PeopleSoft to verify accuracy of data.
Incumbent will participate in departmental meetings, committees and task groups with the highest standard of professional integrity in a manner that establishes and maintains cooperative working relationships with students, co-workers, staff and faculty.
Incumbent will perform other duties as assigned.

Education & Experience:
High School Diploma or equivalent. Bachelor's Degree in Public Administrations, Business Administration, Higher Education or a related field preferred.
Three (3) years of experience in general office administrative/clerical experience.
Knowledge, Skills & Abilities:
Knowledge of office methods, procedures and practices, and a thorough mastery of English, grammar, spelling and punctuation.
A comprehensive knowledge of applicable University infrastructure, policies and procedures is required.
Active problem solving skills are required along with effective and sensitive interpersonal skills.
Expertise in using standard office software such as MS Office package is required.
The ability to prepare and present reports is required.
The ability to apply independent judgment, discretion, and initiative to address problems and develop practical, thorough and, at times, creative solutions is required.
The ability to identify and troubleshoot office administration problems, recognize and advocate for solutions that yield programmatic progress and improvement, as well as respond to work area-related inquiries and requests is required.
The ability to understand problems from a broader perspective and anticipate the impact of office administration problems and solutions on other areas.
The ability to perform business math, support the analysis of budgetary data, and make accurate projections requiring some inference is required.
The ability to work professionally, collaboratively, and collegially with a diverse group of people, clients and co-workers, is required, as is the ability to use persuasion and negotiation to expedite projects and achieve results.
Typing/keystroke skill is required, a keystroke speed of 50 C.W.P.M. is necessary.

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