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Financial Aid Counselor

Employer
California State University, Monterey Bay
Location
California, United States
Salary
Salary Not specified
Posted Date
Nov 7, 2022

View more

Position Type
Administrative, Student Affairs, Financial Aid
Employment Level
Administrative
Employment Type
Full Time
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Financial Aid Counselor

Job no: 516533
Work type: Staff
Location: Monterey Bay
Categories: Unit 4 - APC - Academic Professionals of California, Probationary, Full Time, Student Services

Classification: Student Services Professional IA
Anticipated Hiring Salary: high $3,000's per month
CSU Salary Schedule
Hours: Full-time / 40 hours per week
FLSA: Non-exempt

Priority Screening Date: Priority Screening Date is extended to August 7, 2022
Recruitment Status: Open Until Filled

ABOUT CSUMB

Powered by an inspiring Founding Vision Statement, California State University, Monterey Bay (CSUMB) is a mid-sized comprehensive baccalaureate and masters granting university whose staff and faculty help transform student lives through a focus on student success and engagement through project-based learning, service learning in its regional community, and the promotion of multicultural and global perspectives on and beyond campus. CSUMB is both a Minority Serving Institution (MSI) and a Hispanic Serving Institution (HSI) and has a vibrant, diverse student body of over 7,400 students. The university's Strategic Plan prioritizes inclusive excellence through recruiting and investing in the development of a diverse body of faculty, staff, and administrators. CSUMB's sustainability initiative is to be carbon neutral by 2030. The university's faculty and staff, many of whom live in the East Campus housing development, appreciate living and working so close to the shores of the beautiful Monterey Bay. As one of the 23 campuses in the California State University (CSU) system, CSUMB offers excellent benefits, including access to below-market-rate campus housing and competitive salaries for faculty and staff.

PURPOSE:

Under the general direction of the Financial Aid Director, Associate Director and the Financial Aid Lead Counselor, 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:
  • Reviews financial aid applications for eligibility, correctness and completeness maintaining a high level of confidentiality. With support, performs verification of reported student and parent data in compliance with federal and state regulations. Reviews and packages student awards as necessary, following federal, state and institutional policies and procedures.
  • In collaboration with the Lead Counselor, advises students regarding the interpretation of the federal, state and institutional rules and regulations surrounding the various financial aid programs. Will conduct workshops on various financial aid topics that involve financial aid eligibility such as SAP, Entrance & Exit Loan counseling while adhering to the university policies and procedures. Will continue to attend different trainings to acquire and maintain knowledge of policies and procedures pertinent to needs analysis, student budgets, packaging, and various state and federal programs.
  • Provides telephone and front counter reception hours as needed to include but not limited to assisting students, parents, and various campus staff and faculty regarding a variety of financial aid inquiries and concerns in person, over the phone and/or via zoom. Will provide support to various Financial Aid Counselors on federal, state and institutional programs as needed.
  • In collaboration with the Lead Counselor, conducts various financial aid outreach events in-house at school orientations, open house, as well as other outreach community events held at the various local high schools, middle schools, colleges and universities as needed

  • 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:

    Experience: None required. Education: 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.

    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 & POSITION DESIGNATIONS:
    • 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.

    PHYSICAL ENVIRONMENT:

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

    The health and safety of our students, faculty, and staff remain our highest priority. While on campus, students, faculty, staff, and the community will be expected to follow all campus safety mandates.

    Per the CSU COVID-19 Vaccination Interim Policy, all students and employees are required to submit their vaccination status to the Otter Vaccination Registry and are encouraged to be vaccinated.

    BENEFITS/PERKS:

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

    APPLICATION PROCEDURE:

    For full consideration, applicants must complete the required online application prior to the priority screen date found at csumb.edu/jobs. 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 or emailuniversitypersonnel@csumb.edu. All employees must be eligible for employment in the U.S.

    GENERAL INFORMATION:

    CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with federal crime awareness and campus security legislation, including the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics, you can view the notice of availability and access the Cal State University, Monterey Bay annual security and fire safety reports at https://csumb.edu/clery/asr-and-fsr-notices-availability/.

    CSUMB requires faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19 or declare a medical or religious exemption from doing so. Any candidates advanced in a currently open search process should be prepared to comply with this requirement. The systemwide policy can be found at https://calstate.policystat.com/policy/9779821/latest/ and questions may be sent to universitypersonnel@csumb.edu.

    CSUMB is a smoke and tobacco-free campus.

    AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER:

    CSUMB is an Equal Opportunity Affirmative Action employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and 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.



    To apply, visit https://careers.csumb.edu/en-us/job/516533/financial-aid-counselor



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