Job description


San Jose/Evergreen Community College District

Position #: 1800033

Required Documents:
Cover Letter, Resume/CV

Opportunity Type:

Financial Aid

Posting Date:

First Review Date:

Work Location:
San Jose City College

Position Status:

Salary Range:
$46,954 - $57,200 Annual Salary (Range 76: Classified Salary Schedule Fiscal Year 2016-2017). Starting placement is generally at Step 1.

Benefits Available:
Excellent fringe benefit package includes District paid medical, dental, vision, EAP (employee assistance plan) and life insurance for employee and eligible dependents, and income protection. Voluntary plans include supplemental life insurance, Flexible Spending Accounts, 403b and 457 Deferred Compensation Accounts. Classified employees also receive vacation, sick leave and 18 paid holidays.

Position Summary:
The Financial Aid Specialist II reports to the Financial Aid Director at San Jose City College. The work schedule is 12 months per year; Monday - Friday; 8:00 a.m. to 5:00 p.m. This position is represented by the California School Employees Association (CSEA), Chapter 363.

Position Purpose:
Under the direction of a Financial Aid Officer, perform one or more highly specialized functions involving computerized financial aid records or overall coordination of a designated program.

Duties and Responsibilities:
1. Review applications and required documentation to determine financial need and program eligibility for a variety of Federal, State and District programs. 2. Perform technical duties related to departmental computer systems; implement, test and debug program changes; assist in determining packaging parameters; manage electronic data exchange process required for transmission of data; process student files. 3. Participate in the file packaging process and the process involved in one or more assigned specific programs such as work study, grants, scholarships and others as assigned. 4. Prepare Federal and State reports which initiates funding levels for financial aid programs; assist Financial Aid Specialists III as needed. 5. Provide second verification of application information and supporting documentation; make corrections appropriately. 6. Interview and counsel students and parents concerning budget cost of education, applications and eligibility; interpret and explain Federal, State and District regulations, requirements, policies and procedures. 7. Perform needs analysis and assist in packaging students for financial aid programs; enter and revise data in the computer; generate, file and distribute award letters and related documents. 8. Maintain current knowledge of State and Federal financial aid programs; attend meetings, workshops and conferences regarding changes in eligibility requirements, application procedures and other issues. 9. Complete documents/information requested from outside agencies and other institutions. 10. Communicate with various District departments and personnel, governmental and private agencies, other colleges, financial institutions and the public. 11. Prepare and maintain a variety of records, files and reports related to financial aid activities; compile and maintain statistical data for inclusion in State and Federal reports. 12. Operate a variety of office equipment and machines including computers, peripheral equipment, calculators and copiers. 13. Perform other duties reasonably related to the job classification.

Knowledge, Skills, and Abilities:
EMPLOYMENT STANDARDS Knowledge of: 1. Rules, regulations, procedures, policies and function of Federal, State and District financial aid programs. 2. Methods and techniques of financial aid need analysis. 3. Financial aid packaging methods and procedures. 4. Interpersonal skills using tact, patience and courtesy. 5. Interviewing and counseling techniques. 6. Personal and financial problems encountered by college students and parents. 7. Financial and statistical record-keeping techniques. 8. Modern office practices, procedures and equipment. 9. College and community resources for students. 10. Computer software used for financial aid processing. Skills and Ability to: 1. Work with students/parents from a variety of diverse backgrounds and cultures. 2. Determine eligibility for financial aid through needs analysis. 3. Assist in the development of financial aid packages to meet financial need. 4. Read, interpret, apply and explain rules, regulations, policies and procedures. 5. Exercise sound judgment in reviewing and evaluating student financial aid applications. 6. Interpret financial statements, income tax forms and related documents. 7. Utilize computer software for extensive reporting, tracking and analysis. 8. Analyze situations accurately and adopt an effective course of action. 9. Add, subtract, multiply and divide quickly and accurately. 10. Communicate effectively both orally and in writing. 11. Maintain records and prepare reports. 12. Plan and organize work to meet schedules and time lines. 13. Establish and maintain cooperative and effective working relationships with others. 14. Interview and advise students.

Special Licenses, Certificates, etc.:

Minimum Qualifications:

1. Graduation from high school supplemented by college course work in business, accounting, social services or related field.

2. Three years of increasingly responsible experience involving financial record-keeping and public contact in a social services related field, including at least two years of financial aid experience.

3. Demonstrated sensitivity, knowledge, and understanding of the diverse academic, socioeconomic, gender, gender identity, cultural, disability, and ethnic backgrounds of the students we serve ;and sensitivity to and knowledge and understanding of groups historically underrepresented, and groups who may have experienced discrimination.

4. Success integrating diversity as appropriate into the major duties outlined in the job description and in the duties listed in the District's hiring policy; or demonstrated equivalent transferable skills to do so.

Desired Qualifications:
1. Bilingual abilities, desirable.

Physical Demands:

1. Typical office environment.
2. Constant interruptions.

Physical Demands:
1. Sitting and operating a keyboard to enter data into a computer terminal for extended periods of time.
2. Hearing and speaking to exchange information in person or on the telephone.
3. Moderate lifting.
4. Bending.
5. Reaching to retrieve and file records.

About San Jose/Evergreen Community College District:
The District is represented by dedicated and talented employees who are passionate about providing our student population with the best educational experience possible. The District recognizes that cultural diversity in the academic environment promotes academic excellence; fosters cultural, racial and human understanding; provides positive roles models for all students, and creates an inclusive and supportive educational and work environment for its employees, students, and the community it serves.

As of fall 2017, with enrollment of approximately 18,500 per semester, and an extremely diverse student population (Hispanic/Latino 44%, Black/African-American 4%, Asian/Pacific Islander 32%, American Indian/Native American 0.5%, White/Caucasian 11%) attaining educational goals reflecting 45% - AA Degree and Transfer to a 4-Year College/ University, the District's emphasis on student success makes it a recognized educational leader in the State.

The District encourages a diverse pool of applicants to serve as colleagues to an existing diverse classified staff consisting of 41% Hispanic/Latino, 26% Asian/Pacific Islander, 5% Black/African American, 1% American Indian/Native American, 22% White/Caucasian, and as well as encouraging applications from all qualified, outstanding applicants.

Equal Opportunity Employer Statement:
San Jose/Evergreen Community College District is an Equal Opportunity Employer committed to nondiscrimination on the basis of ethnic group identification, race, color, language, accent, immigration status, ancestry, national origin, age, gender, gender identity, religion, sexual orientation, transgender, marital status, veteran status, medical condition, and physical or mental disability consistent with applicable federal and state laws.

Human Resources/Employment Services, 40 S. Market Street, San Jose, CA 95113, (408) 270-6414.

Application Procedures, Notes and Contact Info:

Interested applicants MUST SUBMIT ONLINE ALL of the following materials by the closing date to be considered for the position (Posting at: Click "APPLY"):

1. A completed online San Jose/Evergreen Community College District POSITION APPLICATION
2. COVER LETTER (Must state how you meet ALL the minimum qualifications in EDUCATION and EXPERIENCE as described in the job announcement Minimum Qualifications section. Also, state how you meet other qualifications)
3. RESUME, and
4. TRANSCRIPT(S) - NOT DIPLOMAS - (unofficial or official copies) for stated degrees (having confer/award dates) or courses. Official transcripts will be required prior to employment start date should the position be offered. If foreign degrees, must submit Equivalency Certification (See #6 of the Instruction Section below).

If you do not have an electronic version of the transcript, you can get it scanned at Office Max, Office Depot, Staples, etc.; then attach the electronic version of your transcript to this online application at the later part of the application process.

For assistance, contact:
Office of Human Resources, Employment Services
40 S. Market Street, San Jose, CA 95113
Phone: (408) 270-6414 Fax: (408) 239-8818
Email: [email protected]
Web site @ or

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Job No:
Posted: 3/22/2018
Application Due: 7/4/2018
Work Type: