Financial Aid Specialist

Profile

02/14/2022
Application Due:
02/28/2022
Category:
Financial Aid
Financial Aid Specialist
Salary:
$4,652.27 - $5,824.00 Monthly
Location:
San Bernardino, CA
Job Type:
Department:
Financial Aid
Job Number:
00618
Closing:
2/28/2022 4:30 PM Pacific
Mission Statement
San Bernardino Valley College maintains a culture of continuous improvement and a commitment to provide high-quality education, innovative instruction, and services to a diverse community of learners. Its mission is to prepare students for transfer to four-year universities, to enter the workforce by earning applied degrees and certificates, to foster economic growth and global competitiveness through workforce development, and to improve the quality of life in the Inland Empire and beyond.
Summary Description
Class specifications are intended to present a descriptive list of the range of duties performed by employees in the class. Specifications are not intended to reflect all duties performed within the job; however, any additional duties will be reasonably related to this class.
SUMMARY DESCRIPTION
Performs a variety of technical duties in support of the financial aid and scholarship programs.
DISTINGUISHING CHARACTERISTICS
The Financial Aid Specialist position is distinguished from the Financial Aid Technician position additional responsibilities requiring considerable experience that may include the electronic transfer of all student applications to and from the federal government's database and providing assistance to the Assistant Financial Aid Director.
SUPERVISION RECEIVED AND EXERCISED
Receives limited direction from appropriate supervisor; refers only unusual decisions to supervisor. May provide technical and functional direction to assigned student workers.
REPRESENTATIVE DUTIES
The following duties are typical for this classification.
Imports financial aid applications from the federal database for financial aid processing; renames files and forwards applications to appropriate staff for review; enters necessary corrections on applications and redistributes to staff; exports finalized applications into federal government systems.
Verifies eligibility and required student information through a variety of sources, including Financial Aid Administrative Access (FAA), National Student Loan Data System (NSLDS), Common Origination and Disbursements (COD), and Selective Service (SS).
Reviews and processes student files selected for verification; reviews and verifies student tax returns transcripts for accurate information; reviews student grade transcripts for satisfactory progress and dismissal.
Verifies the accuracy of requesting student's Satisfactory Academic Progress (SAP); requests and reviews student transcripts to ensure compliance of SAP and other regulations; reviews student enrollment grades for financial aid approved appeals and for students on probation; verifies SAP components are complete and scanned into student files to receive the disbursement.
Assists students at the counter; responds to questions from students, parents, and staff; provides information regarding financial aid programs including eligibility requirements, types of available assistance, and opportunities for self-help.
Compiles all necessary documentation; prepares folder for each financial aid student; reviews and revises information as necessary during the award process.
Determines student eligibility and financial needs according to clearly established criteria set forth by federal guidelines and District policy; assists in making initial awards, adjustments, and in the distribution of loan funds.
Processes loans/financial aid awards; notifies students of awards or denial of awards; follows up with students with incomplete documentation to complete eligibility; adjusts awards based on student receiving scholarships and other outside assistance.
Prepares periodic reports on accumulated expenditures and balances in preparation for fund disbursements.
Maintains financial aid student records and related documentation; reviews and updates pertinent financial aid data.
Stays current on legislative updates pertaining to financial aid; updates and maintains required licensure required to access federal databases.
Performs other duties related to the primary job duties.
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.
CORE COMPETENCIES:
Analyzing and Interpreting Data
Apply sorting, coding and categorizing rules
Analyze data
Read reports
Draw meaning and conclusions from quantitative and/or qualitative data
Customer Focus
Attending to the needs and expectations of customer
Seeks information about the immediate and longer term needs of the customer
Anticipates what the customer may want or expect in a product or service
Works across organizational boundaries to meet customer needs **
Reading Comprehension
Understanding and using written information
Knows the meaning of printed words; comprehend the literal meaning of text
Make interpretations, applications, deductions, inferences, extrapolations from written information **
Professional and Technical Expertise
Applying technical subject matter to the job **
Knows the rudimentary concepts of performing the essential technical operations
Critical Thinking
Analytically and logically evaluates information to resolve problems
Follow guide, SOP or other step by step procedures for locating the source of a problem and fixing it
May detect ambiguous, incomplete, or conflicting information or instructions**
Attention to Detail
Focusing on the details of work content
Shows care and thoroughness in adhering to process and procedures that assure quality
Applies knowledge and skill in recognizing and evaluating details of work**
Applies skilled final touches on products
Using Technology
Working with electronic hardware and software applications
Using basic features and functions of software and hardware
Experiments and finds novel uses for standard features and functions **
Adds, improves, modifies, or develops features and functionality**
Team Work/Involving Others
Collaborating with others to achieve shared goals
Engages others for suggestions and ideas
Writing
Communicating effectively in writing
Using correct writing mechanics including spelling, vocabulary, grammar, syntax, punctuation, capitalization, sentence structure
Logically orders and structures ideas and progression of thought
Adaptability
Responding positively to change and modifying behavior as the situation requires**
Accept and adjust to changes and the unfamiliar
Innovation
Imagining and devising new and better ways of doing things**
Fix what is broken; find solutions and fixes with resources at hand
Finds new approaches to performing familiar tasks
Create and invent new ideas; envision the unexpected, unexplored, untried**
Listening
Comprehend and verbal instructions and orally presented information
Recalls or retrieves key points in a conversation
Listen actively by rephrasing others' input cogently and accurately**
Legal and Regulatory Navigation
Understanding, interpreting, and ensuring compliance with laws and regulations
Locates, understands, or provides factual regulator information**
Works within the bounds and limits of what is permissible
Professional Integrity and Ethics
Follows a clear-cut set of rules
Understands practical necessity of rules and ethical guidelines
Shows consistency in behavior and judgement over a long term and varied situations
Valuing Diversity
Shows acceptance of individual differences
Welcomes input and inclusion of others who may be different from oneself
Shows understanding and empathy for the challenges of groups seeking inclusion or dealing with perceived discrimination
**Lead, Advanced or Senior Level Positions
Qualifications
Education/Training:
Equivalent to completion of high school supplemented by twelve (12) units of college level course work in business administration, accounting, or a related field.
Experience:
Three (3) years of increasingly responsible financial aid program experience.
Desired Qualifications:
A minimum of two years experience awarding student financial aid files, specifically Pell Grant and Cal Grant.
A minimum of one year experience processing and awarding Federal Direct Student Loans.
Possess a Bachelor's degree in business or related field (must attach transcripts).
A minimum of two years experience working with Colleague software.
A minimum of two years in customer service.
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 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 occasionally lift, carry, push, and/or pull light to moderate amounts of weight up to 25 pounds; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; and to verbally communicate to exchange information.
Vision:
See in the normal visual range with or without correction; vision sufficient to read computer screens and printed documents; and to operate assigned equipment.
Hearing:
Hear in the normal audio range with or without correction.
To apply, visit:
****The **MEMBERS ONLY**SIGN UP NOW***. is an equal opportunity employer. The District encourages applications from underrepresented minorities and the disabled.
jeid-476e0b9d9872e840977ee4d02982327f
**MEMBERS ONLY**SIGN UP NOW***. is an Equal Opportunity Employer
Apply on Institution's Website
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