Cal Poly, San Luis Obispo
Financial Aid Advisor
Department: Admissions, Recruitment & Financial Aid (120800)
College/Division: Academic Affairs
Salary Range: $3,115 - $5,161 per month.
Position Description:
***THIS POSITION IS OPEN UNTIL FILLED***
The Financial Aid Office is responsible for the determination of eligibility for and awarding of federal, state, institutional and private grants, scholarships, and work and loan programs in excess of $90M annually to over 10,000 students. The office is responsible for adhering to the regulatory requirements as outlined in federal and state regulations as well as donor and institutional policies and for assuring compliance by the University. The Financial Aid Office serves the University by assisting students in obtaining financial aid and scholarships to attend Cal Poly. The Office's primary function is to provide appropriate financial aid based on federal and state parameters and in keeping with CSU and Cal Poly institutional policies.
The purpose of this position is to perform a full range of clerical and administrative functions in support of the Financial Aid Office including communicating with and providing a wide variety of financial aid information to prospective students and their parents, current students, school counselors, the general public, and faculty and staff by phone, in person and via email and other electronic means. This position is responsible for the day-to-day evaluations and processing of financial aid documents as well as coordinating and preparing student financial aid documents for scanning. The incumbent will serve as a liaison between students and financial aid counselors and other staff across campus.
The following examples illustrate typical work activities and are not meant to be all inclusive or restrictive:
Student and Parent Support and Communication:
Serves as initial contact for student questions. Provides information and guidance by answering questions via in-person, phone, email and other electronic means regarding both general and specific financial aid concerns. Determines when it is appropriate for students to be referred to other Financial Aid staff or other offices. Maintain strict confidentiality of all student specific information in compliance with FERPA regulations.
Provide information on federal, state, local and institutional aid programs; explain criteria and eligibility requirements for each program.
Communicate to students how to view and accept/decline awards, complete to do list items, and assist with other financial aid requirements.
Communicate with parents how to apply for PLUS loans.
Responsible for intake of all student related financial aid documents. Review documents for accuracy and acceptability for federal, state and institutional compliance standards. Return or notify families and students of incomplete forms and prepare finalized documents for scanning. Work closely with Financial Aid Counselors regarding any additional documents required.
Review and finalize eligibility documents such as selective service, citizenship. Consult with appropriate Financial Aid staff regarding complex citizenship and permanent resident issues that could involve legal immigration status.
Apply knowledge of financial aid regulations and policies when reviewing for accuracy and completeness submitted financial aid forms, applications, loan requests and dependency or other appeals.
Process Direct Loan PLUS applications into the PeopleSoft system. Communicate with parents regarding credit issues. Award additional unsubsidized loan in cases of credit denial.
Complete forms required by other institutions/agencies including Department of Social Services reports, GRE Fee Waivers and enrollment verification for scholarship donors.
NOTE: To view the full position description including all the Duties and Responsibilities click here
The Financial Aid Office is responsible for the determination of eligibility for and awarding of federal, state, institutional and private grants, scholarships, and work and loan programs in excess of $90M annually to over 10,000 students. The office is responsible for adhering to the regulatory requirements as outlined in federal and state regulations as well as donor and institutional policies and for assuring compliance by the University. The Financial Aid Office serves the University by assisting students in obtaining financial aid and scholarships to attend Cal Poly. The Office's primary function is to provide appropriate financial aid based on federal and state parameters and in keeping with CSU and Cal Poly institutional policies.
The purpose of this position is to perform a full range of clerical and administrative functions in support of the Financial Aid Office including communicating with and providing a wide variety of financial aid information to prospective students and their parents, current students, school counselors, the general public, and faculty and staff by phone, in person and via email and other electronic means. This position is responsible for the day-to-day evaluations and processing of financial aid documents as well as coordinating and preparing student financial aid documents for scanning. The incumbent will serve as a liaison between students and financial aid counselors and other staff across campus.
The following examples illustrate typical work activities and are not meant to be all inclusive or restrictive:
Student and Parent Support and Communication:
Minimum Qualifications (Staff Only):
High school diploma or its equivalent. Type 45 wpm. Five years of general office support or technical experience. (Training at a vocational school or full-time college education may be substituted for two years of the required experience on the basis of one year of college education for 6 months of experience)
Required Qualifications:
Preferred Qualifications:
Special Conditions:
***THIS POSITION IS OPEN UNTIL FILLED***
Must be able to work overtime, occasional holidays and various hours and schedules to provide coverage for the needs of the department. May be called back periodically to perform work as needed on an emergency basis.
Must be able to successfully pass a pre-employment background/fingerprint check.
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.
This position classification has been defined as non-exempt and is subject to overtime provisions of the Fair Labor Standards Act (FLSA).
May be required to complete a Supplemental Employment Application Questionnaire, which contains questions pertaining to conviction history, and submit it when requested by Cal Poly. This disclosure is confidential and will not necessarily preclude applicants from employment.
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.
Retired CalPERS members selected for this vacancy must request and be approved for reinstatement from retirement prior to the start date. Employment of retired CalPERS members will typically be for 90 days or less and must be for work requiring specialized skills or for a bona fide emergency to prevent stoppage of business.
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.
Please note: Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive. Sensitive positions are those requiring heightened scrutiny of individuals holding the position based on potential for harm to children, concerns for the safety and security of people, animals, or property, or heightened risk of financial loss to Cal Poly or individuals in the university community.
For health and wellbeing, Cal Poly is a smoke & tobacco-free campus. The university is committed to promoting a healthy environment for all members of our community.
May be required to complete a Supplemental Employment Application Questionnaire, which contains questions pertaining to conviction history, and submit it when requested by Cal Poly. This disclosure is confidential and will not necessarily preclude applicants from employment.
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.
Retired CalPERS members selected for this vacancy must request and be approved for reinstatement from retirement prior to the start date. Employment of retired CalPERS members will typically be for 90 days or less and must be for work requiring specialized skills or for a bona fide emergency to prevent stoppage of business.
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.
Please note: Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive. Sensitive positions are those requiring heightened scrutiny of individuals holding the position based on potential for harm to children, concerns for the safety and security of people, animals, or property, or heightened risk of financial loss to Cal Poly or individuals in the university community.
For health and wellbeing, Cal Poly is a smoke & tobacco-free campus. The university is committed to promoting a healthy environment for all members of our community.
Review Begin Date: 08-09-2017
Requisition Number: 104563
To Apply: All applicants must apply online at: https://www.calpolyjobs.org.
About Us
Cal Poly is a nationally ranked, four-year, comprehensive public university. Founded in 1901, the 6,000-acre campus is nestled in the foothills of San Luis Obispo, along California's scenic central coast and midway between Los Angeles and San Francisco. With a budget of $168.5 million, the university has a student enrollment exceeding 17,000 students and employs more than 2,000 faculty and staff members. Cal Poly is part of the 23-campus California State University system.
At California Polytechnic State University, San Luis Obispo, we believe that cultivating an environment that embraces and promotes diversity is fundamental to the success of our students, our employees and our community. Bringing people together from different backgrounds, experiences and value systems fosters the innovative and creative thinking that exemplifies Cal Poly's values of free inquiry, cultural and intellectual diversity, mutual respect, civic engagement, and social and environmental responsibility.
Cal Poly's commitment to diversity informs our efforts in recruitment, hiring and retention. California Polytechnic State University is an affirmative action/equal opportunity employer.
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