Financial Aid Counselor

California State University, Monterey Bay
California, United States
Salary Not specified
Jan 14, 2021
Employment Level
Employment Type
Full Time

Financial Aid Counselor

Classification: Student Services Professional IA
Department Name: Financial Aid
Job Number: MB2021-PA2661
Status: INTERNAL CSUMB APPLICANTS ONLY Apply Today! Application Screening Begins: Monday, January 25, 2021
Priority Screening Date: 01/24/2021
Recruitment Status: Apply Today! Application Screening Begins: Monday, January 25, 2021

Position Description:
Powered by an inspiring Founding Vision Statement, California State University, Monterey Bay (WWW.CSUMB.EDU) is a comprehensive, mid-sized four-year university whose staff and faculty help transform student lives by emphasizing project-based learning, requiring service learning, and promoting multicultural and global perspectives on and beyond the campus community. CSUMB is both an MSI and HSI and has a vibrant, diverse student body of nearly 7000 students and growing. Our faculty and staff, many of whom live in campus housing, appreciate living and working about one mile from the shores of the beautiful Monterey Bay. As one of the 23 campuses in the California State University (CSU) system, we offer excellent benefits, including housing, and competitive salaries for our faculty and staff. During our 25th Silver Anniversary Celebration in 2019-20, we will complete two major building projects: the College of Arts, Humanities and Social Sciences and the Student Union. By 2030, CSUMB's sustainability initiative is to be carbon neutral.


Under the general direction of the Director of Financial Aid and supervision of the Associate Director of Financial Aid, the Financial Aid Counselor performs a variety of basic and complex Student Services work characterized by advising, technical and administrative duties in support of the students applying for Financial Aid.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:
  1. Under the direct supervision of the Associate Director of Financial Aid, performs professional student service work in the areas of university wide review of confidential financial aid applications for eligibility, correctness and completeness; reviews and packages student's awards as necessary; provides information and interpretation of the federal and state rules and regulations surrounding the various financial aid programs to students and parents, high school counselors and other interested individuals.
  2. Under the direct supervision of the Associate Director of Financial Aid, advises students individually and in groups on financial aid issues; maintains current knowledge of policies and procedures pertinent to needs analysis, student budgets, and packaging under direct supervision from FA lead counselor.
  3. Under the direct supervision of the Associate Director of Financial Aid, provides telephone and counter receptions, answers inquiries from students, parents, and other campus staff and faculty covering a variety of financial aid concerns; performs verification of reported student and parent data in compliance with federal and state regulations.
  4. Under the direct supervision of the Associate Director of Financial Aid, awards financial aid to students following established federal, state, and institutional procedures; completes the certification process for the Direct student loans and private loans, determines loan periods and student eligibility process.

Other Functions:

Performs other job-related duties and special projects as assigned.

Knowledge, Skills and Abilities:
Working knowledge of the basic principles of individual and group behavior; research and observation techniques for the purpose of recording, classifying, and interpreting factual information; and the techniques and methods of interviewing.

Ability to gather and analyze data; reason logically, draw valid conclusions and make appropriate recommendations; participate in and contribute to group meetings, conferences and interviews; clearly express ideas and recommendations orally; write clear and concise reports; and establish and maintain cooperative working relationships with students, staff and faculty.

Minimum Qualifications:
Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or a job‑related field. Specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown above may be substituted for the required education on a year‑for‑year basis.

Specialized Skills:

Preferred Qualifications:
Counselor Experience in a Financial Aid Office in a comparable four-year institution. Second language proficiency. Technical fluency with Oracle/PeopleSoft, CSU Common Management System, or equivalent student information system; Microsoft Office Professional Suite, Hyperion, internet and intranet browsers, and Google mail and calendaring programs. Experience with electronic transfer of data, and other automated systems involved in a financial aid office.

Special Conditions of Employment:
  • All offers of employment are contingent upon the successful completion of a background check (including a criminal records 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 will have a duty to report to the Campus Title IX Officer information pertaining to victims of sex discrimination, sexual harassment, sexual misconduct, dating/domestic violence, and stalking as required by CSU Executive Order 1095.
  • This position has been designated as a sensitive position with access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards.
  • This position is required to maintain confidentiality as outlined in the Department of Education’s Family Educational Rights and Privacy Act (FERPA) and California’s Educational Code Chapter 13 regarding sensitive student issues.
  • This position is designated as a Campus Security Authority (CSA) and will be required to participate in annual training and to immediately forward to the Clery Director all reports of crimes brought to their attention pursuant to the Clery Act and California State Education Code, Chapter 15.5, of the Donahue Higher Education Act, Section 67380.


Office environment with standard equipment and tasks. Position requires working at a computer and desk for extended periods of time. May require OR Requires travel between campus offices and off-campus locations.

Compensation and Benefits:
  • Type of Appointment: Full-Time, Probationary
  • Collective Bargaining Unit: R04 - Academic Support Unit
  • Anticipated Campus Hiring Salary: mid to high $3,000’s/month
  • CSU Salary Range
  • FLSA Status: Non Exempt

CSUMB offers a premium benefit package that includes outstanding vacation, health, dental & vision plans; a fee waiver education program; membership in the California Public Employees Retirement System (CalPERS); and 14 paid holidays a year. For more information, visit: CSU Benefits. Additionally, University Corporation at CSU Monterey Bay provides access to affordable campus housing based on availability, visit: Employee Housing.

How to Apply:
To apply, visit


For full consideration, applicants must complete the required online application prior to the priority screen date found at Application submissions received after the application screening date will be reviewed at the discretion of the University. Materials submitted become the property of CSUMB and will not be returned.
CSUMB is not a sponsoring agency for staff or management positions.
Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting University Personnel at (831) 582-3389. All employees must be eligible for employment in the U.S.


CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), the Cal State University, Monterey Bay Annual Security and Fire Safety Report is available at:

CSUMB is a smoke and tobacco-free campus.


CSUMB is an Equal Opportunity Affirmative Action employer. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, gender, gender identity or expression, sexual orientation, genetic information, medical condition, pregnancy, marital status, veteran status, or disability.