Financial Aid Compliance & Training Coordinator (SSP IV) / Financial Aid Office

San Bernardino, California
Apr 20, 2017
Institution Type
Four-Year Institution


Employment Status: Full-time, probationary "exempt" position.

Work Schedule: Monday through Friday, 8:00 am – 5:00 pm, occasional evening and weekend hours.

First Review Deadline: This position will remain open until filled. Applications will be reviewed beginning May 5, 2017.

About the University: 

CSUSB is a preeminent center of intellectual and cultural activity in Inland Southern California. Set at the foothills of the beautiful San Bernardino Mountains, the university serves more than 20,000 students each year and graduates about 4,000 students annually. CSUSB reflects the dynamic diversity of the region and has the most diverse student population of any university in the Inland Empire, and it has the second highest African American and Hispanic enrollments of all public universities in California. Seventy percent of those who graduate are the first in their families to do so. For more information on the campus, please visit the CSUSB website

Typical Activities

Under general supervision of the Associate Director of Financial Aid Office, the Financial Aid Compliance & Training Coordinator (SSP IV) will perform highly complex professional Student Services work in auditing, training and serving as the subject matter expert for financial aid programs and procedures. Typical activities include, but are not limited to:

Compliance Advisory & Research

  • Incumbent will serve as compliance officer and will conduct internal quality control review and analysis of work load for each financial aid (FA) technician and advisor. Incumbent will work on items related to Title IV reports, verifications, Return of Title IV (R2T4) processing, Satisfactory Academic Progress (SAP), financial aid budget (COA) adjustments, aid revisions and awards. 
  • In consultation with management, incumbent will establish operational policy and procedures for internal audit controls and develop and/or recommend appropriate training to insure improvement in accuracy of staff work and in support of professional development needs of financial aid technicians and advisors.
  • Incumbent will be responsible for disseminating and posting financial aid related program information so that it meets federal, state and institutional compliance.
  • Incumbent will serve as liaison between program coordinators, technicians, advisors and systems to ensure requests for automation, reports, queries, system updates and other needs are being clearly communicated implemented effectively.


  • Under general supervision of management, incumbent will recommend and/or coordinate technician & advisor training sessions/workshops/seminars/webinars for the purpose of reducing workload processing errors and improving accuracy of work output. 
  • Incumbent will develop and prepare training sessions and tools within scope of capabilities, experience and knowledge based on findings of auditing review and analysis.  When incumbent will collaborate with external constituents and/or agency representatives to provide training sessions to financial aid staff. 
  • Incumbent will draft and distribute email and/or written communications regarding program auditing and training are distributed to staff when appropriate.  
  • Incumbent will Meet with financial aid advisors and technicians during team meetings to contribute recommendations and suggestions that affect the improvement in the quality of their workloads and/or to outline training for financial aid staff.  


  • Incumbent will attend professional conferences (California Association of Student Financial Aid Administrators (CASFAA) and Federal Student Aid (FSA) and/or training workshops to enhance professional and personal growth and experience.
  • Incumbent will provide guidance abd clarification to work with on and off campus constituents seeking information on general financial aid and Title IV program  policies/procedures. 
  • Incumbent will respond to financial aid inquiries from constituents needing assistance involving financial aid cases and/or situations where financial aid knowledge and expertise is required to reach resolution and/or support actions on behalf of a student aid recipient or complete a financial aid related process.
  • Complete other duties as assigned.

Minimum Qualifications


  • Equivalent to graduation from a four-year college or university in related field, plus upper division ro graduate course work in counseling techniques, interviewing and conflict resolution where such are job related.
  • A master's degree in Counseling, Clinical Psychology, Social Work or a job related field may be substituted for one year of professional experience. A doctorate degree and the appropriate internship or clinical training in counseling, guidance or a job?related field may be substituted for two years of the required professional experience for positions with a major responsibility for professional, personal or career counseling.


  • Applicant must posses the equivalent of four years of progressively responsible professional financial aid related student services work experience which includes experience in advising students individually and in groups, and in analysis and resolution of complex student services problems. 
  • Applicants must be familiar with Financial Aid policies, procedures, and program implementation. (Participating/receiving financial aid does not equate to professional experience)
  • Applicants must have presentation experience in both a small and large group setting. 
  • Applicants must have quality writing skills
  • Applicants must have the ability to learn, interpret, and apply a wide variety of policies and procedures relating to and impacting the applicable program, organizational unit, and/or area specialty.
  • Applicants must have well developed organizational skills, communication skills and computer skills.
  • Applicant mus have experience created reports/quires. 
  • Applicants must have the ability to establish and maintain a cooperative working relationship with a culturally diverse university community. 

Preferred Qualifications: 

  • Ability to organize and plan work and projects including handling multiple priorities.
  • Demonstrated ability to effectively interpret, organize, and present information and ideas in written or presentation form.
  • Experience creating and conducting training.
  • Master's degree in a related field preferred. 
  • Experience with PeopleSoft is preferred. 

Supplemental Information

A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who apply for the position.

The person holding this position is considered a "mandated reporter" under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

California State University, San Bernardino is an Affirmative Action/Equal Opportunity Employer.  We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, or protected veteran status.
This position may be "Designated" under California State University's Conflict of Interest Code. This would require the filing of a Statement of Economic Interest on an annual basis and the completion of training within 6 months of assuming office and every 2 years thereafter.  Visit the Human Resources Conflict of Interest webpage link for additional information:
This position adheres to CSU policies against Sex Discrimination, Sexual Harassment, and Sexual Violence, including Domestic Violence, Dating Violence, and Stalking. This requires completion of Sexual Violence Prevention Training within 6 months of assuming employment and on a two-year basis thereafter. (Executive Order 1096)

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