Office Assistant VI (Financial Aid Assistant)

Mar 22, 2017
Institution Type
Four-Year Institution

Office Assistant VI (Financial Aid Assistant)

University of San Francisco

Job Summary:

This position reports to the Associate Director of Financial Aid. In addition to the general duties associated with the Office Assistant VI, the Financial Aid Assistant supports the Financial Aid Office by performing a variety of complex to difficult tasks within one or more financial aid administrative functions. In addition, the Office Assistant VI provides guidance and interpretation on policies and procedures as they relate to University, state and federal student aid programs. The Office Assistant VI may hire, train and arrange work and time schedules for student employees. Occasional evening and Saturday work hours may be required.

Job Responsibilities:

•Provides financial aid customer service and advising to students and families in person, by phone, and through email
•Retrieves and responds to staff/faculty phone line calls and forwards to appropriate financial aid staff when necessary
•Coordinates immigration, citizenship, and selective service registration verification, contacts applicants regarding submission of requirements, submits documentation to outside agencies for clearance and/or verifies eligibility on own, removes appropriate holds, and processes applicants into group assignments for packaging
•Assists with Cal grant related processing
•Assists with private loan processing
•Assists with outside scholarship
•Responsible for processing Federal Parent, Graduate, and Law PLUS Loan application data and creating loan origination records
•Processes anticipated enrollment, cost of attendance, and loan adjustments in response to student requests
•Responsible for tracking completed Perkins and Nursing Promissory notes
•Responsible for accessing loan entrance and exit counseling completion information and entering into student tracking
•Receives and tracks appropriate documentation of high school graduation requirements.
•Assists with the review of cancellation and leave of absence reports and makes necessary financial aid cancellations.
•Coordinates the review of incoming email, mail, faxes, and in-person form submissions for Financial Aid and any appropriate distribution to other offices.
•Coordinates the timely ordering and maintenance of office supplies
•Assists with the design and implementation of financial aid forms and publications
•Hire, train, and supervise student assistants
•Performs other duties/projects as assigned

Minimum Requirements:

•Must be customer service and team oriented
•Must be able to work in a team/group environment
•Financial Aid office experience highly preferred
•Post high school education preferred
•Ability to delegate, train and motivate students and junior level staff
•Excellent written and oral communication skills
•Must demonstrate familiarity with or ability to learn and interpret policies and procedures
•Advanced experience working with computer database systems, word processing and spreadsheet software.

Additional Knowledge, Skills, and Abilities:

For information on how to apply, please visit the following link:

EEO Policy
The University of San Francisco is an equal opportunity institution of higher education. As a matter of policy, the University does not discriminate in employment, educational services and academic programs on the basis of an individual’s race, color, religion, religious creed, ancestry, national origin, age (except minors), sex, gender identity, sexual orientation, marital status, medical condition (cancer-related and genetic-related) and disability, and the other bases prohibited by law. The University reasonably accommodates qualified individuals with disabilities under the law.


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