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Financial Aid Advisor

Cabrillo College
California, United States
Salary Not Specified
Posted Date
Jan 19, 2022

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Position Type
Administrative, Business & Administrative Affairs, Financial Affairs, Student Affairs, Financial Aid
Employment Type
Full Time
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Employment Opportunity

Are you interested in creating an amazing educational environment for students who are part of an equity driven community? Staff at Cabrillo College support quality programs and services to students that promote their diverse and evolving needs as they progress toward their individual educational goals. Come join us in our vision to improve the world, one student at a time!

This full-time, 12-months per year Financial Aid Advisor performs technical duties related to the review, evaluation and processing of student financial aid information; provides financial aid information, assist­ance and advice to students; performs student financial needs analyses, determines eligibility and packages awards in accordance with District policies and federal, state and local requirements; reconciles a variety of funds and imple­ments other operational projects.

The ideal candidate will share Cabrillo's commitment to educating its racially and socioeconomically diverse student population. Cabrillo College serves approximately 11,400 students per term, of which 44% are LatinX, 5% multi-ethnic, 2.75% Asian, 1.25% African-American, 1% Filipino, 0.25% American Indian or Alaskan Native, and 0.18% Pacific Islander as of Fall 2019. In 2006, Cabrillo College was designated a Hispanic-Serving Institution, reflecting the great responsibility that the College has to the educational attainment and economic well-being of the surrounding community.

As a classified staff member at Cabrillo College, you will join a vibrant community of professionals and educators working together to provide a positive educational environment where our students experience diverse academic and cultural perspectives.

Examples of Duties

The duties listed below are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to this class.
  • Reviews, analyzes and verifies financial aid applications for eligibility; evaluates financial aid needs analyses to determine Expected Family Contribution (EFC); determines eligibility and packages financial aid, scholarships, grants and other allocations to ensure all available funds are properly distributed.
  • Verifies student initial and ongoing status; notifies students of continued eligibility or disqualification for financial aid awards; advises students of appeal processes.
  • Evaluates student financial aid appeals on a case-by-case basis; reviews and evaluates special circumstances and makes professional judgment adjustments to the data elements on the Free Application for Federal Student Aid (FAFSA), overrides a student's dependency status and deter­mines and processes any changes in EFC necessary.
  • Coordinates assigned major financial aid programs, including Federal Work Study, Direct Student Loans, Cal Grants, Chafee grants and other grant programs and other targeted population programs; masters the detailed technical knowledge and procedural requirements of each assigned program to serve as the program’s in-house expert.
  • Runs reports and monitors student enrollment status, enrollment changes, courses taken/repeated and progress towards degree; identifies and assists in resolving academic progress issues that may affect aid; places administrative holds on financial aid due to failure to meet academic requirements; determines and processes financial aid overpayments, Return to Title IV funds, post-withdrawal disbursements and adjustments to payments.
  • Participates in financial aid in-reach and outreach events including classroom presentations, work­shops, high school fairs and major events on campus.
  • May participate on a variety of internal and external committees.

Other Duties
  • Interacts with other departments and with state and federal programs on behalf of a student.
  • Performs financial aid customer service at a front desk, via email or over the phone; answers escalated questions and explains service processes, procedures, rules and guidelines.
  • Demonstrates sensitivity to and understanding of diverse academic, socioeconomic, cultural, disabi­lity, gender identity, sexual orientation and ethnic backgrounds of community college students, faculty and staff.
  • Performs related duties as assigned.
Minimum Qualifications


Any combination of experience and training that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:
  • Understanding of, and sensitivity to, the diverse academic, socio-economic, ethnic, religious, and cultural backgrounds, disability, and sexual orientation, of community college students, faculty and staff; AND
  • Graduation from an associate degree program with coursework in finance or accounting, AND
  • At least three years of progressively responsible experience in financial aid; OR
  • An equivalent combination of training and experience.
Bilingual Designation:
  • Bilingual skills in (Spanish/English) are desired.


Knowledge of:
  • Financial aid department services, goals, objectives, policies, procedures and practices and associ­ated needs analysis and award packaging processes and procedures.
  • Federal, state and local financial aid programs and regulations.
  • Policies, objectives and technical aspects of financial aid programs and activities.
  • Interviewing and consulting techniques.
  • Basic research and analysis techniques.
  • Basic fund accounting and financial and statistical recordkeeping techniques.
  • Modern office practices, procedures and equipment including advanced knowledge of computers and applicable software programs and specialized financial aid databases and systems.
  • General principles, practices and techniques used in customer service, public relations and commun­ity outreach.
  • Applicable sections of the California Education Code, Title V and other applicable laws.
  • The Family Educational Rights and Privacy Act and other District, state and federal laws, rules, regulations and policies governing student records.

Skills and Abilities to:
  • Perform complex technical duties in support of financial aid programs and services.
  • Interpret, explain and apply complex federal, state and college guidelines, laws, rules, regula­tions, policies, procedures and practices governing financial aid, veterans’ benefits and scholarship programs.
  • Make determinations and apply professional judgment regarding eligibility for financial assistance based on established procedures and guidelines, ensuring consistency and a high degree of accuracy.
  • Understand requests for information or assist­ance; maintain a courteous and tactful manner when under pressure or in an antagonistic situation.
  • Calculate, track and report financial and statistical information utilizing complex spreadsheets and databases.
  • Exercise tact and diplomacy in dealing with sensitive, complex and confidential student issues and situations.
  • Maintain confidentiality of District and student files and records.
  • Compose clear, concise and comprehensive correspondence, reports, studies, agreements, presen­tations and other written materials.
  • Understand and follow written and oral instructions.
  • Operate a computer and use standard business software.
  • Establish and maintain effective working relationships.
  • Uphold the District’s mission, values and objectives including equity and Guided Pathways.
  • Support an inclusive work environment that fosters diversity, respect and engagement.

A valid California driver’s license or ability to access and use alternative transportation.

Additional Information

Starting Salary Range: $4,988 to $5,775 per month; plus 5% annual increases up to step 7.

Note: Maximum initial salary step placement on the classified salary schedule is step 4.

Full-time assignment, 12 months per year. Monday through Friday, 8:00 a.m. – 5:00 p.m. with evenings and weekends as required . Classified employees are required to join the California Public Employees' Retirement System (CalPERS) and as such contribute up to 7% of their monthly salary to CalPERS on a pre-tax basis. Position scheduled to begin as soon as possible, pending continued categorical funding and Governing Board ratification. Salary is subject to proration based on beginning date of assignment.

Benefits: Our comprehensive benefits package includes medical, dental, life, short and long term, and vision (optional) insurance provided at a share of cost on a pretax basis, CalPERS Retirement and an Employee Assistance Program. Please see the Benefits link on the HR webpage for more information.

Application Process:

  1. Completed application
  2. Resume
  3. Attach one of the following:
    • Unofficial transcripts for college coursework completed, if applicable, displaying any degrees conferred (copies, photos, and downloads are acceptable). Foreign transcripts must be evaluated for U.S. equivalency at the applicant's expense - click here for more information OR
    • If applying based on equivalent work experience, your application must provide detailed information to determine the minimum qualification requirements have been met.
  4. Answer Supplemental Questions

Please note : All application materials must be received by 11:59 pm on the closing date indicated above.

Attention Applicants
Only completed applications with the above required documents will be reviewed by the committee. Application materials not required (including reference letters) for this position will not be reviewed. Remove personally identifiable information such as personal photos, social security number, birth date, age, and gender from your application materials. Expenses related to the recruitment process are the responsibility of the applicant. Cabrillo is unable to sponsor work visas. A position eligibility pool may be established in order to fill other full-time, part-time, or substitute assignments as needs arise.

Selection Procedure
A search committee will review and invite applicants for an interview. Meeting the posted requirements does not guarantee an interview. A written performance exercise and/or presentation may be a part of the interview, and finalists may be invited to return for a second interview. All notifications will be via email, and can also be accessed through your application profile.

Conditions of Employment
Selected candidates given a conditional offer of employment are required to submit tuberculosis screening clearance results, proof of eligibility to work in the United States, and present their Social Security card upon hire (for payroll purposes).

EEO Statement
Cabrillo College is an equal opportunity employer and actively seeks a diverse pool of qualified applicants. The policy of the College is to encourage applications from all persons. No person shall be denied employment because of ethnicity or race, color, sex or gender, gender identity, gender expression, age, religion, marital status, disability, sexual orientation, national origin, medical conditions, status or protected veteran status.

Persons with disabilities who require reasonable accommodation to complete the employment process must notify Human Resources at

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