Financial Aid Assistant (OPE VII)

Job description

Financial Aid Assistant (OPE VII)

University of San Francisco

Job Summary:

This position reports to the Associate Director of Financial Aid.

The Financial Aid Assistant is a full time, year round position and is involved in all aspects of financial aid administration including but not limited to counseling of students, determining students' needs, verification and packaging, and loan processing. The Financial Aid Assistant provides financial aid counseling and information to prospective and current students in a fast paced team environment while complying with federal and state regulations as well as institutional policies. Takes appropriate actions to support a diverse workforce and participates in the College's efforts to create a respectful, inclusive, and welcoming work environment.

Job Responsibilities:

Principal Responsibilities:

Financial Aid Application Review:

• Counsels prospective and current students regarding financial aid eligibility, pertinent school policies and available funding.
• Uses judgment and problem solving skills to determine financial need for awarding.
• Follow up on incomplete or missing financial aid information and verifies information for students selected for verification.
• Reports necessary information/changes via Department of Education information systems.
• Communicates effectively and consistently with pertinent internal department members from admissions, business office and registrar etc.
• Review selected files for accuracy based on tax return review and application received
• Modifies packages based on enrollment changes, additional funding etc. while communicating those changes to students.
• Represent the department at special events such as orientations, financial aid workshops, financial literacy workshops etc.
• Assist in compliance with federal requirements for financial aid recipients including assisting in the review and follow up on federal financial aid recipient requirements (e.g, C-code reviews)

Financial Aid Front-Line:

• Receive and respond to phone and email inquiries, and track associated documents
• Meet with students and families in-person to answer questions and advise on the financial aid application process, financing options

Financial Aid Processing:

• Process federal Parent PLUS and Grad PLUS loan requests
• Process intent to enroll forms and enrollment change forms
• Assist Associate Director with awarding and reconciliation of Cal Grants
• Adjust federal loans as requested (e.g. process intent to enroll or enrollment change forms)
• Assist Associate Director with private scholarship verification, awarding and reconciliation
• Assist Associate Director with private loan reconciliation
• Verifying the completion of Nursing Promissory Notes
• Verify the completion of federal direct loan Entrance counseling and Exit counseling
• Coordinates incoming documents via faxes, mail and office front counter
• Hire, train and supervise student assistants

Other duties as assigned

Minimum Requirements:


• High school diploma or equivalent or Associate’s degree
• One to three years of related experience
• One to three years in a customer-focused environment
• Commitment to or experience working with a diverse community
• Demonstrated strong written and verbal communication skills
• Proficiency in MS Office and the ability to learn new software programs
• Excellent interpersonal, time management, organizational and customer service skills
• Ability to take initiative, and work independently and collaboratively


• Bachelor’s degree
• Fluency in a foreign language
• Experience working with and sensitivity to the needs of students from diverse and economically disadvantaged backgrounds
• Familiarity with financial aid management system, student information system and/or document imaging system
• Knowledge of financial aid regulations

Additional Knowledge, Skills, and Abilities:

For information on how to apply, please visit the following link:

EEO Policy
The University of San Francisco is an equal opportunity institution of higher education. As a matter of policy, the University does not discriminate in employment, educational services and academic programs on the basis of an individual’s race, color, religion, religious creed, ancestry, national origin, age (except minors), sex, gender identity, sexual orientation, marital status, medical condition (cancer-related and genetic-related) and disability, and the other bases prohibited by law. The University reasonably accommodates qualified individuals with disabilities under the law.





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Job No:
Posted: 7/12/2018
Application Due: 8/27/2018
Work Type: