Financial Aid Advisor II

Posting Details

Position Information

Job Title Financial Aid Advisor II
Position Type Classified
Position Code 2CFA19
FTE 1
Pay Rate (or Annual Salary) $4,361.67/month
Job Location Chabot College, 25555 Hesperian Blvd., Hayward, CA 94545
Department Financial Aid
Job Summary

The Chabot-Las Positas Community College District is seeking to fill a Financial Aid Advisor II for Chabot College in Hayward, California.

Under general supervision, perform a variety of complex duties involved in providing financial aid services and recommending available alternatives for students; process and verify student financial aid applications; develop and award student financial aid packages in accordance with prescribed policies, procedures, regulations and guidelines; exercise professional judgment to determine whether adjustments should be made regarding student eligibility; investigate, analyze information, and solve problems with students and campus and external entities; and certify qualified federal and state grant award amounts in accordance with federal, state and District guidelines.

DISTINGUISHING CHARACTERISTICS

Financial Aid Advisor I – Employees at this level are not expected to function with the same amount of program knowledge or skill level as employees allocated to the Financial Aid Advisor II level and exercise less independent discretion and judgment in matters related to work procedures and methods. Work is usually supervised while in progress and fits an established structure or pattern. Exceptions or changes in procedures are explained in detail as they arise.

Financial Aid Advisor II – Work at this level is distinguished from the Financial Aid Advisor I by the level of complexity and the degree of independence and judgment with which the employee is expected to perform. Employees at this level receive only occasional instruction or assistance as new or unusual situations arise, and are fully aware of the operating procedures and policies of the work unit. Positions assigned to this classification perform office-related and people-assisting services that includes complex and varied tasks and requires a high degree of independent judgment.

This is a categorically funded position. Continuation of this position is contingent upon available funding on a year to year basis.

Representative Duties

The following duties are typical for this classification. Incumbents may not perform all of the listed duties and/or may be required to perform additional or different duties from those set forth below to address business needs and changing business practices.

1. Assist and advise students applying for federal, state and institutional financial aid programs; research available options and sources; discuss various eligibility criteria and explain ineligibility as necessary; interpret and explain the District’s financial aid policies and procedures.

2. Provide students with proper applications, documents, forms and reading materials; order brochures, applications and forms as necessary; assist students in filling out and reviewing applications and supporting documentation for completeness and accuracy.

3. Analyze and verify financial data and evaluate student and parent ability to pay for education; evaluate and verify financial aid applications to determine eligibility requirements including parent and student income and assets, household size, untaxed income, investments and business assets and debts.

4. Prepare and award well balanced financial aid packages based upon determined needs; disperse award notification; advise students on terms, conditions, requirements and limitations of awards; resolve data conflicts and over-awards as necessary.

5. Maintain financial aid student records and other records by reviewing and updating pertinent data via remote computer terminal; review and prepare computer inputs under prescribed guidelines.

6. Participate in a full range of reporting duties; assist in compiling, analyzing, and maintaining data for the maintenance of various records and the preparation of various reports.

7. Maintain current knowledge and learn new state and federal laws, rules, and regulations pertaining to financial aid; attend seminars, conferences, workshops, and other training sessions; participate in the development of new/revised procedures to accommodate changes that will positively impact efficiency and quality of services provided.

8. Coordinate and oversee one or more administrative programs and/or service area as assigned.

9. Monitor, review and maintain Cal Grant rosters; determine student eligibility and award grants according to established parameters; report all applicant eligibility and payments.

10. Oversee the Student Loan Program; develop procedures to facilitate the student loan application and disbursement process; prepare and send loan application response letters.

11. Conduct presentations, workshops, and orientations to inform high school students, the community and various groups of financial aid program requirements and deadlines.

12. Interact with federal, state, scholarship, social services and related agencies and financial institutions to facilitate the student eligibility process.

13. Respond to inquiries and research and resolve problems related to transactions handled by the unit; serve as liaison with other constituencies in the resolution of day-to-day administrative and operational issues.

14. Train and serve as an operational resource to other staff and/or students, as appropriate; may supervise student employees or lower-level staff.

15. Utilize professional judgment to adjust a student’s eligibility based on documented mitigating circumstances in accordance with federal statutes; may refer complex eligibility situations to the Director.

16. Provide support to students experiencing family, personal or economic crises which may impact school performance; work with special needs populations to identify unique needs and coordinate appropriate services.

17. Monitor and evaluate satisfactory academic progress, or academic eligibility, of students. Review and approve / deny student appeals relating to academic progress.

18. Perform related duties as required.

Minimum Education and Experience

Any combination of the following would provide a typical way to obtain the required knowledge and abilities.

Education/Training:

Equivalent to completion of the twelfth grade supplemented by college level course work in business administration, accounting, or a related field.

Experience:

Two years of experience including one year of experience performing duties at a level comparable to a Financial Aid Advisor I with the Chabot-Las Positas Community College District.

Minimum Qualifications

The following generally describes the knowledge and ability required to enter the job and/or be learned within a short period of time in order to successfully perform the assigned duties.

Knowledge of:

1. Student financial aid processes and procedures including federal, state, and local laws, policies, procedures, rules and regulations pertaining to student financial aid, grants and loans.

2. Methods and techniques of advising students regarding financial aid options and programs.

3. Methods and techniques of public relations.

4. Office procedures, methods, and equipment including computers and applicable software applications such as word processing, spreadsheets, and databases.

5. Principles of business letter writing and basic report preparation.

6. Principles and procedures of record keeping.

7. Effective oral and written communication skills.

8. English usage, spelling, grammar and punctuation.

Ability to:

1. Interpret, explain and apply District procedures and policies pertaining to financial aid.

2. Analyze and verify a variety of financial data and evaluate student ability to pay for education.

3. Determine eligibility of students for financial assistance through analysis and interpretation of data and guidelines.

4. Prepare and award well balanced financial aid packages based upon determined needs.

5. Identify student needs and assist students in locating financial alternatives.

6. Research regulatory information and resolve complex financial aid questions, to investigate, analyze information and draw conclusions.

7. Exercise good judgment and maintain confidentiality regarding critical and sensitive information, records, and reports.

8. Diffuse difficult, angry, or emotional situations with students and/or parents.

9. Prepare a variety of comprehensive and statistical reports.

10. Plan, organize and prioritize work in order to meet schedules and timelines.

11. Operate office equipment including computers and supporting word processing, spreadsheet, and database applications.

12. Respond to difficult inquiries and requests from students regarding financial aid options and programs.

13. Communicate clearly and concisely, both orally and in writing.

14. Establish and maintain effective working relationships with those contacted in the course of work.

15. Work with and exhibit sensitivity to and understanding of the varied racial, ethnic, cultural, sexual orientation, academic, socio-economic, and disabled populations of community college students.

Desirable Qualifications

1. Experience with financial aid advisement, verification and awarding strongly desired.

2. Experience working with Banner.

3. Bilingual in Spanish.

Job Work Schedule

40 hours/week, Monday – Friday, 8:00 a.m. – 5:00 p.m., hours may vary depending on department needs, occasional evening and weekends required as needed, 12 months/year.

Physical Demands and Working Environment

The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Environment:

Work is performed primarily in a standard office setting with frequent student and public contact.

Physical:

Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; and to verbally communicate to exchange information.

Posting Detail Information

Posting Number AS116P
Open Date 11/06/2017
Close Date 12/04/2017
Open Until Filled No
Special Instructions to Applicants

The successful applicant should demonstrate sensitivity to and an understanding of the diverse academic, socioeconomic, cultural and ethnic backgrounds of community college students, including those with physical and/or learning disabilities.

Please provide how you demonstrate this and in ways that are directly relevant to position for which you are applying.

Your response should be uploaded as a document for “Response to Supplemental Question 1”.

Notification to Applicants

The Chabot-Las Positas Community College District reserves the right to close or not fill any advertised position

Instructions for Personal Qualifications Statement

The purpose of the personal qualifications statement is for you to provide information on how your education and experience relate to the requirements and duties of the position. There is no form to complete. Applicants are requested to provide their personal qualifications statement by uploading a document, the same way as you do for your cover letter.

Supplemental Questions

Required fields are indicated with an asterisk (*).

Documents Needed To Apply

Required Documents
  1. Resume
  2. Cover Letter
  3. Personal Qualifications Statement
  4. Response to Supplemental Question 1
Optional Documents
  1. Other Document
  2. Transcripts/Credentials