Financial Aid Advisor

San Rafael, California
Sep 01, 2017
Institution Type
Four-Year Institution

Position Summary:

Dominican University of California is seeking a candidate for a Financial Aid Advisor position. The Financial Aid Advisor is responsible for managing a caseload of undergraduate, graduate, and credential aid applicants. The Financial Aid Advisor will also provide caseload management including counseling and advisement, needs analysis and packaging of aid resources, customer services. The Financial Aid Advisor will additionally represent the office and university at financial aid-related events.


  1. Counsel students regarding aid application process, aid eligibility, and available aid options and resources.
  2. Counsel and advise students regarding policies and regulations relating to federal and state financial aid, including loan creditworthiness, options and process for obtaining loans, and loan repayment.
  3. Determine eligibility for grants, loans, scholarships, and work study; package aid consistently within federal, state, and university guidelines/regulations.
  4. Perform verification of cases; exercise professional judgment to select cases for further review.
  5. Make adjustments to aid awards due to enrollment changes, unit discrepancies, receipt of other aid, or other causes.
  6. Periodically review student records in caseload for accuracy, status checks, and quality control efforts.
  7. Exercise professional judgment in the review of appeals; determine outcomes.
  8. Manage the Athletic Awards, including the communication between Athletics and Financial Aid, awarding athletic awards consistent with Dominican policies and making sure all proper forms and communication is sent to the appropriate athlete in a timely manner.  This also includes the appeal process for student athlete’s whose athletic awards are not renewed.
  9. Manage study abroad cases.
  10. Provide customer service by answering telephone, in-person, and e-mail inquiries.
  11. Represent the University and the Office of Financial Aid by presenting financial aid information at summer Get Acquainted days, and at local high schools or other community agencies.
  12. Process, monitor, manage, and reconcile assigned federal/state financial aid programs (including, but not limited to Pell Grant, TEACH Grant, Federal Work-Study, and/or Cal Grant).
  13. Provide as back-up for FWS, Outreach, exit counseling and other advisor’s caseload.
  14. Approve payments to be made (if applicable), and process within FA system or external systems (i.e. WebGrants, COD) as appropriate for the program of responsibility.
  15. Manage Office of Financial Aid communications as it relates to the maintenance of the website (making sure the material is up to date and creating new pages when necessary), Net Partner, ELM Select, Credible, Forms and Social media.
  16. Communicate with other offices and/or outside groups as applicable for the program of responsibility.
  17. Perform other duties as assigned.

Required Qualifications:

  • Bachelor’s degree from four-year college or university; or equivalent combination of education and experience
  • Proficient with Microsoft Office Suite
  • Understanding of Internet software – standard internet browsers and specialized financial aid applications such as ELM, WebGrants, NSLDS. Ability to conduct internet-based research on financial aid topics, on sites such as IFAP, NASFAA, EdFUND
  • Understanding of PowerFAIDS (financial aid management software)
  • Understanding of MS PowerPoint
  • Customer Service – Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to request for service and assistance; Meets commitments
  • Interpersonal Skills – Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others’ ideas and tries new things
  • Oral Communication – Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings
  • Written Communication – Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information
  • Teamwork – Balances team and individual responsibilities; Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone’s efforts to succeed

Preferred Qualifications:

  • Continual training on financial aid policies and regulations as changes are implemented frequently
  • As funding permits, attendance at annual conference(s) for ongoing professional development

The impact upon the University if the job is not performed well could be inaccurate packaging which could have fiscal ramifications for both the institution and the student, and in some cases may inadvertently violate federal financial aid regulation. Inaccurate advising can lead student to make decisions about enrollment or withdrawal that can have a detrimental impact on enrollment and revenue, institutional budgeting, retention and graduation rates.

Additional Position Information

  • Priority will be given to applications submitted by October 1, 2017; however additional applications may be considered until the position is filled
  • Must be willing to consent to a background check

Dominican University of California is an independent, international, learner-centered university, offering both undergraduate and graduate programs. Dominican has a 1:10 teacher-to-student ratio, an average class size of 16, with a small-town feeling in a park- like campus. We blend interdisciplinary core courses, real-world studies, and small classes with close and supportive academic advising and mentoring.

Application Procedures

  • Link to apply:
  • A cover letter is required
  • Compile resume/CV and cover letter in one pdf document and upload in the Resume/CV section
  • For further questions on the application process, please contact

Dominican University of California is an Equal Opportunity Employer committed to excellence through diversity, and takes pride in its multicultural environment. We are committed in thought, word, and deed to recruiting and retaining a workforce that values the diversity of its student body. The University actively promotes an institutional culture that practices equity and inclusion. We strongly encourage applications from members of all under-represented groups in higher education.

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