Financial Aid Counselor

Seaside, California
Sep 01, 2017
Institution Type
Four-Year Institution

Financial Aid Counselor

(Student Services Professional 1A)


Apply Today!  Open until filled.  The Priority Screening Date is: September 17, 2017


Under the general direction of the Director of Financial Aid and the daily supervision of the Lead Counselor 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.  Under the direct supervision of the Financial Aid Lead Counselor, performs professional student service work in the areas of university wide review of confidential financial aid applications for eligibility, correctness and completeness; reviews and packages student’s awards as necessary; provides information and interpretation of the federal and state rules and regulations surrounding the various financial aid programs to students and parents, high school counselors and other interested individuals.
  2. Under the direct supervision of the Financial Aid Lead Counselor, advises students individually and in groups on financial aid issues; maintains current knowledge of policies and procedures pertinent to needs analysis, student budgets, and packaging .
  3. Under the direct supervision of the Financial Aid Lead Counselor, provides telephone and counter receptions, answers inquiries from students, parents, and other campus staff and faculty covering a variety of financial aid concerns; performs verification of reported student and parent data in compliance with federal and state regulations.
  4. Under the direct supervision of the Financial Aid Lead Counselor, awards financial aid to students following established federal, state, and institutional procedures; completes the certification process for the Direct student loans and private loans, determines loan periods and student eligibility process.

Other Functions:

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


Working knowledge of the basic principles of individual and group behavior; research and observation techniques for the purpose of recording, classifying, and interpreting factual information; and the techniques and methods of interviewing.

Ability to gather and analyze data; reason logically, draw valid conclusions and make appropriate recommendations; participate in and contribute to group meetings, conferences and interviews; clearly express ideas and recommendations orally; write clear and concise reports; and establish and maintain cooperative working relationships with students, staff and faculty.


Experience: None required.

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. 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.


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 maintain confidentiality as outlined in the Department of Education’s Family Educational Rights and Privacy Act (FERPA) and California’s Educational Code Chapter 13 regarding 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.


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.


Zoom Interviews              September 25-29

On-campus Interviews    October 2-5     


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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