Financial Aid Technician II
Position Summary Information
Under general supervision, this position will support the Assistant
Director in the day-to-day operations of report writing, data
analysis, and document management. This position is also
responsible for Title IV verification and FAFSA review and
correspondence to students and families about financial documents,
including but not limited to, the financial aid offer and missing
Essential Duties and Responsibilities
1. Support report writer for the Financial Aid Office. This
includes maintaining current reports, rebuilding old reports, and
writing new reports for the Office and for other University
2. Assist in annual surveys and reports, and analyze data for
3. Help maintain the office’s file management system, communication
flow and internal software.
4. Process federal verifications and all other missing documents
generated from the federal comment codes on the student’s FAFSA .
This includes performing electronic verification on student records
via our Campus Logic software system. This requires detailed
knowledge of the federal student aid verification process and
requires forms and documentation to comply with the U.S. Department
5. Maintain document integrity between Campus Logic, CX contacts,
and tracking a student’s file complete process. This includes
comprehensive knowledge of the software used, its function and
relationship to our document flow process and file complete
6. Follow up with all correspondence between Campus Logic and its
users, including creating and training new users within our
department and other university departments.
7. Manage all incoming and outgoing correspondence within the
Campus Logic system for students and their families.
8. Mail out electronic notifications to alert prospective freshmen
and continuing students about award offer letters and missing
9. Run periodic reports to facilitate the prompt delivery of
completed files to counselors for review and awarding.
10. Other duties may be assigned.
This position has no supervisory responsibilities.
Other Knowledge Skills and Abilities
To perform this job successfully, an individual must be able to
perform each essential duty satisfactorily. The requirements listed
below are representative of the knowledge, skill, and/or ability
Strong skills in the use of personal computers and related
Demonstrated advanced knowledge of Microsoft Excel and Google
Ability to gather data, compile information, and prepare
Ability to investigate and analyze information to draw
Have a general understanding of report writing, data collection
and program language such as, but not limited to: Cognos Analytics,
Google Script, SQL, Banner, CampusLogic, CampusMetrics and
Ability to make administrative and procedural decisions and
judgments on sensitive, confidential issues.
A thorough knowledge of: Business English and arithmetic; general
office methods, procedures and practices.
Ability to plan, develop, and coordinate multiple projects.
Ability to read and write at a level appropriate to the duties of
Strong interpersonal and communication skills, and the ability to
work effectively with a diverse faculty, staff and student
Strong organizational skills and attention to detail.
Excellent telephone courtesy, knowledge and experience.
Ability to interpret, adapt, and apply guidelines and
Ability to create, compose, and edit written materials.
Ability to resolve customer complaints and concerns.
Education and/or Experience
Bachelor’s degree from four-year College or university; and/or two
to four years’ related experience and/or training; or equivalent
combination of education, experience or training.
Posting Detail Information
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Open Until Filled
Special Instructions to Applicants
State and Federal law permit California Baptist University to
discriminate on the basis of religion in order to fulfill its
purpose. The University does not discriminate contrary to either
State or Federal law.
Quick Link to Posting
Required fields are indicated with an asterisk (*).
Required Documents Optional Documents
- * Are you a Christian?
- * Do you attend church regularly?
- If no, please explain (required):
(Open Ended Question)
- * Are you both familiar with and not in conflict with the
fundamental doctrines and practices of the California Southern
Baptist Convention as stated in the Baptist Faith and Message dated
June 14, 2000? (Please see above link for more information)
- Yes (I am familiar and not in conflict)
- No (I am in conflict or not familiar)
- Cover Letter
- Other Document
- Other Document 2
- Other Document 3
- Other Document 4