Financial Aid Counselor

Seaside, California
May 11, 2017
Institution Type
Four-Year Institution

Financial Aid Counselor


(Student Services Professional IB,

or Student Services Professional II)


Apply Today!  Open until filled.  The Priority Screening Date is: Monday, May 29, 2017


Under the general direction of the Director of Financial Aid and the daily supervision of the Associate Director of Financial Aid, the Financial Aid (FA) Counselor performs a variety of basic and complex Student Services Work characterized by advising, technical and administrative duties in support of the students applying for Financial Aid.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:

  1. Using appropriate Federal, State and Institutional standards, evaluates information provided by financial aid applicants to determine eligibility for specific types of assistance, reviews eligibility appeals as necessary; explains the financial aid award cycle, answers questions related to the financial aid award process, and communicates to students and parents. Ensures completeness, accuracy and timeliness of all operational functions. Recommends and implements guidelines to support the functions of the overall Financial Aid Office. Determines the importance of each task, and completes functions according to established deadlines and changing priorities.
  2.  Performs the financial aid verification, packages and awards financial aid, monitors satisfactory academic progress and assists in census processing. Provides telephone and front counter reception.
  3. Provides financial aid counseling to prospective, current, and alumni students and families through email, telephone, and in-person appointments. Maintains a positive, effective, working environment between the Financial Aid office and other on-campus departments. Plans, counsels, and uses professional judgment and effective decision-making to ensure that the student population is processed efficiently and effectively.
  4. Develops and conducts financial aid presentations in individual and group settings to on-campus and off-campus constituents.

Other Functions:

Performs other job-related duties and special projects as assigned.


SSP IB: Working knowledge of the methods and problems of organization and program management; research and interviewing techniques; principles of individual and group behavior; the ability to rapidly acquire such knowledge of the organization, procedures and activities of the specific campus to which the position is assigned; and the basic principles, practices and major trends in the Student Services field to which assigned.  SSP II: Advanced knowledge of the principles of individual and group behavior; the principles, practices and trends in financial aid; the policies, procedures and practices of the Financial Aid Program; and individual counseling techniques.  Working knowledge of student services programs outside the Financial Aid Program.

Ability to: SSP IB: rapidly acquire a working knowledge of the specific objectives of the campus Student Services program and its relationship to the total campus operation; interpret and apply program rules and regulations; gather and analyze data; reason logically, draw valid conclusions and make appropriate recommendations; present clear and concise information orally and in written reports; and establish and maintain cooperative working relationships with faculty, CSU administrators, student organizations and other private and public agencies. SSP II: analyze complex situations accurately and adopt effective courses of action; advise students individually and in groups on complex student‑related matters; determine appropriate courses of action and proper techniques to utilize while engaged with individuals in personal interactions of an argumentative or sensitive nature; interpret and evaluate descriptions and explanations of problems brought forward by individuals or student organizations, analyze and define the problem, draw valid conclusions and project consequences of various alternative courses of action; carry out a variety of professionally complex assignments without detailed instructions; and establish and maintain cooperative working relationships with a variety of individuals.


Education: Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration, or a job related field AND

Experience:  SSP IB - (1) one year of experience in professional Student Services work at the entry trainee level.  SSP II -(2) two years of experience performing professional Student Services work. 

A master’s degree in a job-related field may be substituted for one year of professional experience.  Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown above may be substituted for the required education on a year-for-year basis.  A master’s degree in a job-related field may be substituted for one year of the professional experience.


Experience in advising students individually and in groups, and in analysis and resolution of complex student services problems. Experience in a Financial Aid Office in a comparable four-year institution. Second language proficiency.  Technical fluency with Oracle/PeopleSoft, CSU Common Management System or equivalent student information system; Microsoft Office Professional Suite, Hyperion, internet and intranet browsers, and Google mail and calendaring programs. Experience with electronic transfer of data, and other automated systems involved in a financial aid office.  


  • A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with CSUMB.  Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current employees who apply for this 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.
  • This position will have a duty to report to the Campus Title IX Officer information pertaining to victims of sex discrimination, sexual harassment, sexual misconduct, dating/domestic violence, and stalking as required by CSU Executive Order 1095.
  • This position has been designated as a sensitive position with access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards.
  • This position is required to comply with confidentiality requirements outlined in the Department of Education’s Family Educational Rights and Privacy and California’s Educational Code Chapter 13 regrading sensitive student issues.
  • This position much possess and maintain a valid license to drive in the State of California, pass the Defensive Training Class, and be insurable under the University’s liability.
  • May require occasional evenings and/or weekend work.




Office environment with standard equipment and tasks. Position requires working at a computer and desk for extended periods of time.  May require travel between campus offices and off-campus locations.


Anticipated hiring salary in the low to mid $3,000's/month.  For salary range info see:  CSU Salary Schedule.  CSUMB offers an attractive employee benefits package, CSU Benefits R04.  The University Corporation at CSU Monterey Bay also provides access to affordable campus housing, Employee Housing.

TENTATIVE RECRUITMENT TIMELINE:                                                                                                                               

Week of June 12th -  On-Campus Interview         


For full consideration, submit the required documents by 5:00 p.m. on the priority screen date listed above.  For assistance or if you require an accommodation, please call (831) 582-3389.  For computer/online access you may visit the Tanimura and Antle Family Memorial Library (map). 

CSU Monterey Bay is an Affirmative Action/Equal Opportunity Employer.  We consider qualified applicants for employment without regard to:  Age, Disability, Race or Ethnicity, Gender, Gender Identity or Expression, Nationality, Religion, Sexual Orientation, Genetic Information, Veteran or Military Status.

All employees must be eligible for employment in the U.S.

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