Financial Aid Assistant I

San Pablo, CA
Mar 17, 2017
Institution Type
Community College

Position Definition

To perform a variety of activities involving the dissemination of financial aid information to students; and to perform technical and clerical tasks in the maintenance and documentation of financial aid information.

Position Title
Financial Aid Assistant I

Contra Costa College

Posting Number

$17.04 / hr

Distinguishing Characteristics

This is the entry level class in the Financial Aid Assistant series and positions within this class are considered to be in a training status. This class is assigned a wide range of clerical duties relating to various financial aid programs and student applications for financial aid. Work at this level is distinguished from that of the Financial Aid Assistant II in that the duties are of a standard and prescribed nature, with financial aid programs and reporting systems which are less complex than those assigned to the Financial Aid Assistant II classification. Positions assigned to this class may be required to provide general and specific information at a student service counter, as well as to perform financial records documentation. As experience is acquired, the employee performs with increasing responsibility.

Examples of Duties/Essential Functions

Duties may include, but are not limited to, the following: Provide applications, information, and assistance to students regarding available financial aid programs, such as grants, loans, scholarships, and work study jobs. Review financial aid application forms for accuracy and completeness; secure additional information from students as necessary. Process financial aid applications and transcripts; prepare and maintain student folders. Determine student eligibility for financial aid based upon established criteria pertinent to each program. Input data into computer terminal for disbursement of checks and proper accounting procedures. Notarize financial aid documents; process and forward "Offer of Financial Aid;" process clearance forms. Order financial aid and loan applications; maintain office supplies. Forward "mailers" to students concerning units during the semester; answer students questions regarding mailers. Assist in the modification of forms and procedures as regulations change. Tabulate and prepare statistical reports periodically and upon request. May perform EOPS duties; identify EOPS students and determine eligibility; post EOPS grant amounts, units and GPA on EOPS recipients; input EOPS data using computer terminal. Process college work study paperwork; maintain statistical data; process changes in student allocations; review college work study payment register and process "non-college work study" earnings. Assist in the year-end closing of financial aid folders; destroy student folders after five years. Open, date stamp, and route incoming mail. Select, train, and supervise student assistants as assigned. Perform related duties as assigned.

Minimum Qualification-Education/Experience
Equivalent to completion of the twelfth grade, including or supplemented by training in business office skills. Experience: One year of prior office experience including basic bookkeeping and public contact.

Minimum Qualification-Knowledge Of
General methods and procedures of bookkeeping. Office and clerical procedures, equipment, and systems.

Minimum Qualification-Skill To
Provide accurate information to students and other financial aid personnel. Learn and apply relevant federal and state regulations, procedures and policies related to available loans and grants for students. Perform assigned tasks with increasing independence, often under time pressures. Respond to student inquiries in a courteous, tactful manner. Learn to operate a computer terminal as assigned. Type at a speed of not less than 45 net words per minute from clear copy. Perform mathematical calculations with speed and accuracy. Identify pertinent financial information and learn to understand how various financial aid programs operate. Perform a variety of clerical and bookkeeping tasks with speed and accuracy. Establish and maintain effective work relationships with those contacted in the performance of required duties.

Special Instructions to Applicants
This is a part time hourly opportunity for an entry - level position in financial aid.

Open Until Filled

The Contra Costa Community College District does not discriminate against any applicant for employment on the basis of race, religion, color, national origin, ancestry, physical or mental disability, medical condition, marital status, age, sex, or sexual orientation. This prohibition against unlawful discrimination extends to any person who is perceived to have any of the above characteristics or who is associated with someone who has, or who is perceived to have, any of those characteristics.


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