Financial Aid Counselor II
The financial aid team includes multiple counselor positions at
various levels. The current openings are located on the Stockton
campus and may include program management across the three campus
locations of the university. The counselor duties and focus both
overlap and are distinct depending upon the business needs of the
university and the experience of the individuals. The counselor is
expected to understand and support the mission and goals of the
department, division and institution. The counselor is responsible
for effective and compliant administrative support of various
federal, state and institutional financial aid scholarship, grant,
loan and employment programs.
The Counselor II is expected to interact in a positive, collegial
manner and to effectively work with all members of the financial
aid team. The Counselor II is also expected to work effectively
with and to appropriately represent the office when interacting
with the university's cross-functional teams with which the
financial aid operation administers its programs.
As an essential member of the financial aid team the Counselor II
is responsible for supporting a professional service-oriented
operation that administers a full range of financial aid programs
and is entrusted with ensuring that excellent customer service is
provided to students, parents, colleagues and other
- Deliver exceptional service to students, parents and
- Continue to develop a current working knowledge of Title IV,
state and institutional regulations and policies as needed to
fulfill position responsibilities.
- Understand and implement policies and procedures when working
with student files and program processing.
- Ability to make sound independent decisions that determine
financial aid eligibility for students.
- Multi-task and smoothly pivot focus as needed with the
deadlines and the service needs of the department.
- Coordinate work with colleagues in the department and across
the university as necessary.
- Maintain an at times high volume of work in which errors are
- Provides skilled advising for students and parents via all
communication channels including email, text, telephone, website
and platforms such as Teams and Zoom.
- Processes financial aid documents utilizing discretion and
independent judgment pertaining to verification and eligibility
confirmation for federal, state and institutional programs.
- Provides support and guidance in the areas of regulatory
compliance, funds management, and reconciliation.
- Responsible for the training and mentoring of Financial Aid
Counselor I positions.
- Collaborates with student accounts and other offices to confirm
financial aid data.
- Assists with the processing of California state grants, Federal
Pell Grants and Federal Direct Loans for undergraduate, graduate
and professional students and parents of dependent undergraduate
students, including loan creation and loan origination.
- Assists with administering the university’s merit scholarship
- Manages review of reports, analyzing enrollment status and
identifying necessary aid adjustments.
- Responsible for oversight of one or more financial aid
- Performs other duties as assigned or requested.
University of the Pacific recognizes that diversity, equity, and
inclusion is foundational to the success of our valued students and
employees. We prioritize policy and decision-making that
demonstrates awareness of, and responsiveness to, the ways
socio-cultural forces related to race, gender, ability, sexuality,
socio-economic status, etc. impede or propel students, faculty, and
- Bachelor’s Degree (Two (2) years of full time experience in the
same/similar position is equal to one (1) year of completed post
high school education coursework).
- One (1) year of relevant financial aid work experience.
- Ability to learn rules and regulations as they pertain to
administration of federal, state and institutional financial aid
- Expertise and experience to utilize professional judgement to
independently calculate appropriate financial aid offers for
- Ability to identify and refer conflict/complexity to manager in
- Excellent oral, written and customer service communication
- Ability to establish and maintain effective working
relationships with the financial aid team, cross-functional
colleagues and external partners.
- Ability to multi-task and prioritize within concurrent
- Ability to work both independently and as a member of the
financial aid team.
- Ability to organize work for efficiency and to minimize
- Positive attitude.
- Experience and sensitivity in working with people of diverse
backgrounds and cultures.
- Demonstrated experience in advancing social justice, equity,
and inclusion in a university setting.
- Ability to engage and integrate culturally responsive practices
and knowledge in their work.
The physical demands described here are representative but not
definitive 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 functions.
Requires extended periods of sitting and repetitive hand/wrist
motion while using computer keyboard and phone. Occasional
standing, walking across campus, climbing stairs, bending, stooping
and reaching. Occasional lifting up to twenty-five (25)
Work Environment/Work Week/Travel:
Work is generally performed during standard business hours but may
occasionally include evenings and weekends. May be required to work
at other campus locations. Local and national travel may be
$20.35 - $26.96 per hour. We consider factors
such as, but not limited to, scope and responsibilities of the
position, candidate’s qualifications, internal equity, as well as
market and organizational considerations when extending an
Background Check Statement:
All applicants who receive a conditional offer of employment are
required to execute a release and authorization for a background
To apply, visit https://pacific.peopleadmin.com/postings/27155
University of the Pacific is an affirmative action and equal
opportunity employer dedicated to workforce diversity. In
compliance with applicable law and its own policy, Pacific is
committed to recruiting and retaining a diverse faculty and staff
and does not discriminate in its hiring of faculty and staff, or in
the provision of its employment benefits to its faculty and staff
on the basis of race, color, religion, national origin, ancestry,
age, genetic information, sex/gender, marital status, military and
veteran status, sexual orientation, medical condition, pregnancy,
gender identity, gender expression, or mental or physical