Career Center

Financial Aid Advisor / Direct Loan Administrator (SSP III) / Enrollment Management - Financial Aid Administration
California State University, San Bernardino


Job No: 512530
Work type: Staff
Categories: Unit 4 - APC - Academic Professionals of California, Probationary, Full Time, Student Services




About CSUSB

California State University, San Bernardino is a preeminent center of intellectual and cultural activity in Inland Southern California. Opened in 1965 and set at the foothills of the beautiful San Bernardino Mountains, the university serves more than 20,000 students each year and graduates about 4,000 students annually. CSUSB reflects the dynamic diversity of the region and has the most diverse student population of any university in the Inland Empire. Seventy percent of those who graduate are the first in their families to do so.

At CSUSB, you can:

• Build your future
• Work with the best
• Be your authentic self
• Focus on you
• Make a lasting impact
• Work for a purpose that is greater than your own
• Bring everything you are, become everything you want

Department Summary

The Office of Financial Aid and Scholarships at CSUSB provides students and their families with information about financial aid resources and facilitates funding in an accurate and timely manner to assist students in pursuing their educational goals.

Job Summary

Under general supervision of Associate Director of Office of Financial Aid & Scholarships, the Financial Aid Advisor / Direct Loan Administrator is responsible for administration and coordination of a Federal, State, or Institutional aid program to ensure compliance in all areas of the program administration. This position is responsible for highly complex financial aid applicant cases and use of appropriate counseling techniques to service the financial aid applicants, recipients, parents, and campus community in which independent and critical thinking skills may be used. This position will 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 and agencies within established guidelines. Consult with management and other professional level staff regarding interpretation of regulations and procedures. Present and/or train staff, student assistants and other appropriate campus constituents on program rules and information including updates with policies and procedures.

Responsibilities include, but is not limited to:

Program Coordination:

• Under general supervision of Associate Director of Office of Financial Aid & Scholarships (OFAS) responsible for staying abreast of federal, state or institutional regulations pertaining to assigned program(s) and working with Systems staff to ensure regulations are applied in setup and program remains compliant through PeopleSoft processing. Ensuring access and review of updates and changes via program resources such as IFAP, FSA Handbook, NASFAA, NSLDS, Webgrants, etc.
• 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 Financials & OFAS managers, staff and appropriate campus personnel to provide timely policy and regulatory changes.
• Present and/or train OFAS staff, student assistants and other appropriate campus constituents on program rules and information including updating policies and procedures as needed. Communicate program updates and/or changes to rules, policies and procedures affecting processes, web information, front counter and/or telephone services.
• Ensure due diligence of dissemination and posting of program information meets federal compliance laws. Keep OFAS website and Interactive Call Distribution (ICD) 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.

Counseling, Advising and Customer Service:

• Counsel and advise students and parents from diverse backgrounds on Federal, State, and University financial aid policies and procedures. Exercise sound interviewing skills when discussing personal and sensitive issues that may affect student eligibility.
• Advise students and parents with possible options for financial difficulties. Use sound and insightful judgment to evaluate and determine appropriate course of action for highly complex financial aid problem situations.
• Provide financial aid advising during various campus recruitment or outreach events, which may occur weekends or evenings. Provide guidance and clarification to campus colleagues seeking information, clarification, and guidance on general financial aid information and Title IV program policies and procedures.
• Appropriately refer students to other resources on campus such as the Counseling & Psychological Services (CAPS), SAIL, Learning Center, EOP, Services to Students with Disabilities (SSD) or Academic Services. Also provide written, verbal, and/or electronic communications on behalf of a student aid recipient to ensure student receives, to the extent possible, help needed to progress holistically.
• When appropriate consult with management and other professional staff regarding interpretation of regulations and procedures in processing awards and advising.

Financial Aid Processing:

• Under general supervision, the SSPIII is responsible for performing complex financial aid assignments related to an alphabet based caseload percentage of financial aid applications received annually.
• Accept and process applications/reports for a variety of student financial aid programs. The SSPIII will analyze and correct data elements in the automated financial aid delivery system, which includes resolving inconsistencies on financial aid application data used to determine eligibility. Award financial aid to students and perform revisions based on exceptional circumstances or per regulatory requirements, e.g. change of budget, loss of income, changing enrollment (R2T4), over-awards, etc. Work assigned reports to ensure correct data is processed for financial aid applicants. Ensure changes in aid are communicated and explained to student aid recipients.
• Monitor Satisfactory Academic Progress (SAP) of financial aid applicants. Review and analyze SAP appeals and apply federal and institutional policy to assess approval or denial. Notify student of decision and follow-up with 1:1 counseling when needed. Make academic guidance referrals when and where appropriate.

Other Duties as Assigned:

• Chair and/or participate in OFAS committees on an annual basis.
• Work on projects assigned by immediate supervisor or another member of leadership team. Keep leadership team updated on project assignment status providing results in a timely manner.
• Participate in conducting financial aid workshops and general aid information presentations both at on and off-campus sites.
• Perform other job related duties as assigned.

Employment Status: Full-time, Exempt, Probationary with the possibility of converting to permanent.

Application Review Deadline: This position will remain open until filled. Applications will be reviewed beginning April 20, 2022.

Work Schedule

• Typically, Monday through Friday from 8:00 am to 5:00 pm. Some evenings and weekend hours may be required.

Key Qualifications

• Three years of progressively responsible professional financial aid experience.
• Thorough knowledge of the rules and regulations that govern the processing and awarding of financial aid.
• General knowledge of individual and group counseling techniques.
• 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.
• Ability to advise students individually and in groups on complex student-related matters.
• Ability to determine appropriate courses of action and proper techniques to utilize while engaged with individuals in personal interactions of an argumentative or sensitive nature.
• Ability to interpret and evaluate descriptions and explanations of problems brought forward by individuals or student organizations.
• Ability to analyze and define the problem.
• Ability to draw valid conclusions and project consequences of various alternative courses of action.
• Ability to carry out a variety of professionally complex assignments without detailed instructions.
• Ability to establish and maintain cooperative working relationships with a variety of individuals.

Preferred Qualifications

• Minimum of three years financial aid experience particularly with the administration of the Direct Loan program, knowledge of the rules and regulations that govern the Direct Loan program, experience working in a fast-paced office environment, ability to interpret and apply federal, state, institutional regulations and policies to complex cases, strong analytical skills, ability to work independently with minimal direction in drafting and developing policy and procedures where limited guidance and precedent exists.

Education and Experience

• Education: Equivalent to graduation from a four-year college or university in a related field, including or supplemented by upper division or graduate course work in counseling work in counseling techniques, interviewing and conflict resolution where such are job-related.
• Experience: Equivalent of three years of progressively responsible professional student services work experience. (A master's degree in Counseling, Clinical Psychology, Social Work, or a directly related field may be substituted for one year of experience. A doctorate degree and the appropriate internship or clinical training in counseling or guidance may be substituted for the three years of experience for positions with a major responsibility for professional career or personal counseling.)

Salary:

Anticipated Hiring Range: $4,691 per month

Classification Salary Range: $4,691 - $6,683 per month

Statement of Commitment to Diversity

In our commitment to the furthering of knowledge and fulfilling our educational mission, California State University, San Bernardino seeks a campus climate that welcomes, celebrates, and promotes respect for the entire variety of human experience. In our commitment to diversity, we welcome people from all backgrounds, and we seek to include knowledge and values from many cultures in the curriculum and extra-curricular life of the campus community. Our commitment to work toward an environment that values diversity requires that we create, promote, and maintain activities and programs which further our understanding of individual and group diversity. We will also develop and communicate policies and promote values which discourage intolerance and discrimination.

The concept and dimensions of diversity are to be advanced and incorporated into every aspect of university activity, including student life, the curriculum, teaching, programs, staffing, personnel training practices, research, community services, events, and all other areas of university endeavor.

Dimensions of diversity shall include, but are not limited to, the following: race, ethnicity, religious belief, sexual orientation, sex, gender identity, gender expression, ability, socioeconomic status, cultural orientation, national origin, and age.

The implementation of the Commitment to Diversity will rest with the university as a whole. The president, in addition to a personal commitment and involvement, may use the University Diversity Committee, campus administrators, faculty, staff, and students as well as other members of the campus community to implement effectively the philosophy and intent of this statement.

Supplemental Information

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: http://hrd.csusb.edu/conflictInterest.html

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)


To view full description and to apply, visit: https://www.csusb.edu








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