FINANCIAL AID SPECIALIST III
FINANCIAL AID SPECIALIST III
San Jose/Evergreen Community College District
Close/First Review Date: 02/07/2021
Campus Location: San Jose City College
The Financial Aid Specialist III reports to the Associate Director of Financial Aid at San Jose City College. The work schedule is 12 months per year; 40 hours per week; Monday - Thursday; 9:00 a.m. - 6:00 p.m. and Friday; 8:00 a.m. - 5:00 p.m.
This position is represented by CSEA (California School Employees Association), Chapter 363.
Under the direction of a Financial Aid Officer, assign and review financial aid packages prior to their submittal, serve as a technical resource in the financial aid office for other Specialists and oversee the office in the absence of the Financial Aid Officer; perform specialized financial aid functions on an on-going basis in support of the overall program including loan packaging, and awarding, and Veterans' Program activities.
DUTIES AND RESPONSIBILITIES
1. Oversee the Financial Aid Office in the absence of the Financial Aid Officer.
2. Provide work direction and guidance to other Financial Aid Specialists; respond to technical questions and assist in training of new personnel; provide direction to student workers.
3. Assist students in applying for various types of Federal, State and other financial aid programs and Veterans benefits.
4. Provide final review of applications and required documentation to determine financial need and program eligibility for a variety of Federal, State and District programs and award/package aid including loans.
5. Interview veterans for benefit eligibility; prepare and maintain all documentation and files for program audits.
6. Recalculate financial need as required; evaluate special circumstances to override need analysis results and increase or decrease awards.
7. Refer students to other District or community resources as appropriate.
8. Provide information and assistance to students and parents regarding financial aid programs, applications and eligibility; interpret and explain Federal, State and District regulations, requirements, policies and procedures.
9. Participate in the student petition process and in evaluating cases requiring professional judgment.
10. Monitor continued eligibility of students; evaluate and monitor satisfactory academic progress; amend student awards according to changes; coordinate outside sources of assistance.
11. Interview and counsel students and parents concerning cost of education, program requirements and recommend resources and courses of action as appropriate.
12. Perform technical duties related to departmental computer systems; implement, test and debug program changes; assist in determining packaging parameters.
13. Perform needs analysis and package students for financial aid programs; enter and revise data in the computer; generate, file and distribute award letters.
14. Communicate with various District departments and personnel, governmental and private agencies, other colleges, financial institutions and the public.
15. Maintain current knowledge of State and Federal financial aid programs; attend meetings, workshops and conferences regarding changes in eligibility requirements, application procedures and other issues.
16. Prepare and maintain a variety of records, files and reports related to financial aid activities; compile and maintain statistical data for inclusion in State and Federal reports.
17. Perform other duties reasonably related to the job classification.
KNOWLEDGE, SKILLS AND ABILITIES Knowledge of:
1. Rules, regulations, procedures, policies and function of Federal, State and District financial aid programs.
2. Methods and techniques of financial aid need analysis.
3. Financial aid packaging methods and procedures.
4. Interpersonal skills using tact, patience and courtesy.
5. Interviewing and counseling techniques.
6. Personal and financial problems encountered by college students and parents.
7. Financial and statistical record-keeping techniques.
8. Modern office practices, procedures and equipment.
9. College and community resources for students.
10. Computer software used for financial aid processing.
Skills and Ability to:
1. Work with students/parents from a variety of diverse backgrounds and cultures.
2. Direct Department activities in the absence of the supervisor.
3. Determine eligibility for financial aid through needs analysis.
4. Develop financial aid packages to meet financial need.
5. Read, interpret, apply and explain rules, regulations, policies and procedures.
6. Exercise sound judgment in reviewing and evaluating student financial aid applications.
7. Interpret financial statements, income tax forms and related documents.
8. Utilize computer software for extensive reporting, tracking and analysis.
9. Analyze situations accurately and adopt an effective course of action.
10. Add, subtract, multiply and divide quickly and accurately.
11. Communicate effectively both orally and in writing.
12. Maintain records and prepare reports.
13. Provide work direction and guidance.
14. Plan and organize work to meet schedules and time lines.
15. Work independently with little direction.
16. Establish and maintain cooperative and effective working relationships with others.
17. Relate effectively to economically disadvantaged students.
18. Interview and advise students.
19. Handle difficult situations with tact and diplomacy.
EDUCATION AND EXPERIENCE
1. An Associate’s degree supplemented by college course work in business, accounting, social services or related field.
2. Four years of increasingly responsible experience involving statistical and financial record-keeping and public contact in a social services related field, including at least three years of financial aid experience.
1. Bilingual abilities, desirable.
District’s Diversity Requirements
- Demonstrated sensitivity, knowledge and understanding of the
diverse academic, socioeconomic, gender identity, sexual
orientation, cultural, disability, and ethnic background of groups
historically underrepresented, and groups who may have experienced
- Success integrating diversity as appropriate into the major
duties outlined in the job description and in the duties listed in
the District’s hiring policy; or demonstrated equivalent
transferable skills to do so.
$58,596 - $71,434 Annual Salary (Range 86: Classified Salary Schedule Fiscal Year 2019-2020). Starting placement is generally at Step 1.
Excellent fringe benefit package includes a pension, medical, dental, vision, EAP (employee assistance plan) and life insurance for employee and eligible dependents, and income protection. Voluntary plans include supplemental life insurance, Flexible Spending Accounts, 403b and 457 Deferred Compensation Accounts. Classified employees also receive vacation, 12 sick leave days and 18 paid holidays.
To be considered for this position please visit our web site and apply on line at the following link: https://sjeccd.peopleadmin.com/
About San Jose/Evergreen Community College District
The District is represented by dedicated and talented employees who are passionate about providing our student population with the best educational experience possible. The District recognizes that cultural diversity in the academic environment promotes academic excellence; fosters cultural, racial and human understanding; provides positive roles models for all students, and creates an inclusive and supportive educational and work environment for its employees, students, and the community it serves.
As of fall 2017, with enrollment of approximately 18,500 per semester, and an extremely diverse student population (Hispanic/Latino 44%, Black/African-American 4%, Asian/Pacific Islander 32%, American Indian/Native American 0.5%, White/Caucasian 11%) attaining educational goals reflecting 45% - AA Degree and Transfer to a 4-Year College/ University, the District’s emphasis on student success makes it a recognized educational leader in the State.
The District encourages a diverse pool of applicants to serve as colleagues to an existing diverse group of managers, supervisors and confidential staff consisting of 29 % Hispanic/Latino, 13% Asian/Pacific Islander, 7% Black/African American, 23% White/Caucasian, and as well as encouraging applications from all qualified, outstanding applicants.