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Student Services Specialist - Financial Aid

Cal Poly Humboldt
California, United States
Salary Not specified
Posted Date
Sep 20, 2023

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

Student Services Specialist - Financial Aid

Job no: 531638
Work type: Staff
Location: Humboldt
Categories: Unit 4 - APC - Academic Professionals of California, Probationary, Full Time, Student Services, On-site (work in-person at business location)

Student Services Specialist

Financial Aid Office
Job #531638

First Review Date: Thursday, October 5, 2023

Open Until Filled

At Cal Poly Humboldt, bold hearts and open minds shape the future.

Founded in 1913, Cal Poly Humboldt began as a small college for teachers. Today Humboldt has grown into a comprehensive university with rigorous science and liberal arts programs. Designated a polytechnic in 2022, Cal Poly Humboldt provides hands-on, impactful educational opportunities that lead to meaningful, measurable outcomes for the individual, for the state, and the world.

Cal Poly Humboldt is proud to have nearly 6,000 students of all backgrounds spread across 61 majors, 13 graduate programs, and 4 credential programs — all of whom contribute passion and creativity within their fields and set the stage for a future grounded in equity and sustainability. Hands-on learning, inspired teaching, ground-breaking research, and thought-provoking creative activity happen daily at Humboldt.

Cal Poly Humboldt is a Hispanic-Serving Institution that strives to foster an inclusive and equitable community to support our students of diverse backgrounds. We are committed to achieving the goals of equal opportunity and endeavors to employ faculty and staff of the highest quality committed to working in a multicultural and multiracial community that reflects the diversity of the state.

Finding a better future is a task for the bold and open, the down-to-earth and visionary. Cal Poly Humboldt strives to cultivate these qualities in leaders, innovators, and scholars in every field.

(Job # 531638) Student Services Professional IA, Student Services Specialist - Financial Aid, Salary Range: $3,764 - $4,604 monthly. Hiring Range: $3,764 - $3,952 monthly. This is a full-time, benefited, non-exempt, 12-month pay plan, permanent position with a one-year probationary period in the Financial Aid Office. This position comes with a premium benefits package that includes outstanding vacation, medical, dental, and vision plans, life insurance, voluntary pre-tax health and dependent care reimbursement accounts, a fee waiver education program, membership in the California Public Employees Retirement System (PERS), and 14 paid holidays per year. Additional benefits information can be found

Position Summary: Under lead oversight of the Coordinator of Student Services, the Student Services Specialist in Financial Aid provides quality customer service, advising and assistance to students, parents, staff, faculty and community members about a wide variety of general University policies and requirements and about complex financial aid programs specifically. Often functions as the first University contact with individuals interested in attending Cal Poly Humboldt, refers for attention and service as appropriate. The Financial Aid Specialist also performs a number of general clerical and administrative duties in support of Financial Aid Office functions, and tracks incoming documents through the use of imaging and workflow technology.

Key Responsibilities:

  • Provides supportive initial in-person and phone services to students and parents and serving as a liaison between clients and Financial aid counselors;
  • Reviews incoming documents for completeness and compliance with requirements;
  • Explains procedures for students and parents appropriately;
  • Screens client questions for referral to counselors
  • Records file notes of contacts to the student's record, thereby leaving a clear and understandable record of these contacts;
  • Provides general information regarding student loan rights and responsibilities, loan entrance counseling and exit counseling obligations, including basic information about repayment, deferment and forbearance options, referring students to applicable websites for information and assistance, and to loan servicers as appropriate;
  • Employs general knowledge of external university functions in assisting students with various activities such as registration, housing payments, degree checks, etc, associated with receipt of financial assistance;
  • Acts as initial contact person to off-campus agencies seeking student information, while adhering to strict confidentiality requirements;
  • Develops an ability to work with students in finding the resources they need to succeed
  • Develops an understanding of office procedures and of the functional and organizational structure of the office.
  • Obtains a thorough understanding of a large volume of complex and changing technical written and verbal instructions, procedures and guidelines regarding financial aid and all aspects of the University and community that relate to financial aid.

  • 5%
    • Other duties as assigned

    Knowledge, Skills, and Abilities Associated with this Position Include:
  • Excellent interpersonal communication skills and experience in delivering quality customer service
  • Ability to assist students from a diverse range of cultural and economic backgrounds
  • The ability to set goals and priorities, make reasoned and balanced decisions, and meet deadlines
  • Computer proficiency
  • The ability to foster and maintain cooperative working relationships with diverse student, staff, faculty and community members.
  • Ability to understand, interpret and apply policies and regulations in specific situations
  • Ability to participate in and contribute to group meetings, conferences and interviews
  • Ability to clearly express ideas and recommendations orally as well as to write clear and concise reports
  • Establish and maintain cooperative working relationships with a diverse group of students, faculty and staff
  • Must maintain a high degree of confidentiality
  • Ability to learn new technology
  • Thorough knowledge of English grammar, spelling and punctuation
  • Show a commitment to fostering a diverse, equitable and inclusive work and learning environment.

  • Minimum Qualifications:

    • None required.

    • 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:
  • Experience in a financial aid office or other student services
  • Ability to identify and solve standard problems and to refer more complex problems to appropriate resource
  • Demonstrated ability to work independently,
  • Perform detail work with a high degree of accuracy
  • Spanish Bilingual

  • Application Procedure: To apply, qualified candidates must electronically submit the following materials by clicking the Apply Now button:
  • Letter of Interest
  • Resume or Curriculum Vitae
  • Contact information for at least three professional references

  • Application Deadline: The deadline to submit application materials for first review is 11:55 p.m. on Thursday, October 5, 2023. Open until filled.

    Any inquiries about this recruitment can be directed to or Cal Poly Humboldt's Human Resources Office at (707) 826-3626.

    We acknowledge that Cal Poly Humboldt is located on the unceded lands of the Wiyot people, where they have resided from time immemorial. We encourage all to gain a deeper understanding of their history and thriving culture. As an expression of our gratitude we are genuinely committed to developing trusting, reciprocal, and long lasting partnerships with the Wiyot people as well as all of our neighboring tribes. Cal Poly Humboldt was the first campus in the California State University system to offer a stand-alone major in Native American Studies.

    Cal Poly Humboldt is committed to enriching its educational environment and its culture through the diversity of its staff, faculty, and administration. Persons with interest and experience in helping organizations set and achieve goals relative to diversity and inclusion are especially encouraged to apply.

    Working in the state of California is a condition of employment for this position. Even if part or all of an employee's assignment can be performed remotely, the employee must maintain a permanent residence in the state of California. The employee must be able to accept on-campus work assignment, as assigned, and come to campus when needed.

    CSU 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 and questions may be sent to

    Cal Poly Humboldt hires only individuals lawfully authorized to work in the United States. This position may be considered a “Campus Security Authority”, pursuant to the Clery Act, and is required to comply with the requirements set forth in CSU Executive Order 1107 a condition of employment.


    Evidence of required degree(s), certification(s), or license(s) is required prior to the appointment date. Satisfactory completion of a background check (including a criminal records check, employment verification, and education verification) is required for employment. Cal Poly Humboldt will issue a contingent offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or if it is discovered that the candidate knowingly withheld or falsified information. Certain positions may also require a credit check, motor vehicle report, and/or fingerprinting through Live Scan service. Failure to satisfactorily complete or adverse findings from a background check may affect the employment status of candidates or continued employment of current CSU employees who are being considered for the position.

    Cal Poly Humboldt is committed to achieving the goals of equal opportunity and endeavors to employ faculty and staff of the highest quality reflecting the ethnic and cultural diversity of the state. Additional information about Cal Poly Humboldt can be found at

    Cal Poly Humboldt is a Title IX/Affirmative Action/Equal Opportunity employer. We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, protected veteran status, or any other legally protected status. Mandated Reporting: This position may be 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.

    Additionally, all CSU staff and faculty receive training annually on their obligations in responding to and reporting incidents of sexual harassment and sexual violence. You will be notified by email when you are required to take this mandated training.

    Class Code: 3079
    Publication Date: September 19, 2023

    Advertised: 19 Sep 2023 Pacific Daylight Time
    Application Closes: Pacific Daylight Time

    To apply, visit


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