Financial Aid Counselor I

Job description

Posting Details

Position Information

Job TitleFinancial Aid Counselor IUnion LevelDepartmentFinancial Aid CampusStocktonPosting Number201301705PFull or Part TimeFull TimeNumber of Months12Work Schedule

Work performed during standard business hours.

Position End DateOpen Date05/30/2019Close DateOpen Until FilledYesSpecial Instructions to Applicants

For first consideration please apply before June 20, 2019.

Position Summary Information

Primary Purpose

Financial Aid Counselor I position is responsible for analyzing student/parent financial aid documents, determining eligibility for financial assistance, recommending or determining appropriate financial aid for special programs while working in conjunction with their supervisor. Provides counseling and advising to students and parents regarding financial aid eligibility, procedures, and college financing options for the purpose of retention and recruitment.

Essential Functions

1. Analyzes complex student/parent applications and financial documents.

2. Resolves student/parent information discrepancies and reassess aid packages to determine any impact on student’s eligibility.

3. Determines student’s eligibility for financial assistance through analysis and interpretations of data obtained from financial aid applications in accordance with state, federal and University polices governing financial aid.

4. Recommends appropriate aid package based on student’s circumstances and/or appeal, in many instances using their Professional Judgment as defined by Federal Regulations.
• Perform Professional Judgment in individual cases regarding cost of attendance, family contribution, dependency status and other allowable data elements.
• Reviews and evaluates supplemental documentation or information provided in appeals for adjustment or exception to financial aid awards and decides validity of appeals.

5. Manages and recommends appropriate aid packages for special programs as assigned which may include Study Abroad, Engineering Co-Op, MAIR, Tuition Remission, etc. with oversight of their supervisor.
• Participates and assists in development and strategizing on program development to meet federal regulations for aid delivery.
• Coordinates delivery of student award notifications.
• Collects, interprets and disseminates current technical information regarding specific program responsibilities.

6. Coordinates private student loan processing, certification and disbursement of over $3.6 million.
• Interfaces with lenders resolving problems/issues for students.
• Serves as a liaison with a variety of private lenders.

7. Reviews awards to ensure compliance to government rules and regulations looking for over-awards as well as under-awards.

8. Corresponds individually to student/parent regarding financial aid eligibility, procedures, costs, indebtedness, and college financing options and individualizes information to the particular needs and situations of the students.

9. Participates in outreach activities regarding federal financial aid, scholarship or work-study as assigned or requested.

10. Performs other duties as assigned.

Minimum Qualifications

• Bachelor’s degree or equivalent combination of education and experience;
• Two (2) years experience in financial aid student counseling, financial aid awarding or managing financial aid programs, or the equivalent combination of education, training and experience.

Skills/Knowledge and Expertise:
• Financial aid experience analyzing and evaluating complex financial aid applications and documents in a higher education environment
• Ability to rapidly acquire a general knowledge of federal, state and University financial aid regulations, policies, and procedures gained through research.
• Ability to collect appropriate documentation to support additional financial aid.
• Excellent oral, written and customer service communication skills.
• Skills needed to coordinate and organize multiple complex projects and tasks and the ability to manage competing deadlines.
• Experience in a highly automated office environment with knowledge of financial aid systems.
• Functional use of computers and use of standard office software programs, including Word, Excel and Power Point.

Preferred Qualifications

• Banner knowledge and experience highly preferred.
• Positive attitude and ability to work successfully with diverse populations and a commitment to promote and enhance diversity and inclusion.

Physical Requirements

The physical demands described here are representative but not definitive of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requires extended periods of sitting and repetitive hand/wrist motion while using computer keyboard and phone. Occasional standing, walking across campus, climbing stairs, bending, stooping and reaching. Occasional lifting up to 25 pounds.

Work Environment/Work Week/Travel:
Work performed during standard business hours.

Hiring RangeCommensurate with experience, non-exemptBackground Check Statement

Applicants who are selected as final possible candidates must pass a criminal background check.

AA/EEO Policy Statement

University of the Pacific is an affirmative action and equal opportunity employer dedicated to workforce diversity. In compliance with applicable law and its own policy, Pacific is committed to recruiting and retaining a diverse faculty and staff and does not discriminate in its hiring of faculty and staff, or in the provision of its employment benefits to its faculty and staff on the basis of race, color, religion, national origin, ancestry, age, genetic information, sex/gender, marital status, military and veteran status, sexual orientation, medical condition, pregnancy, gender identity, gender expression, or mental or physical disability.

Posting Specific Questions

Required fields are indicated with an asterisk (*).

  1. * Do you have a Bachelor's degree?
    • Yes
    • No
  2. * Do you have two (2) years experience in financial aid student counseling, financial aid awarding or managing financial aid programs?
    • Yes
    • No
  3. * How did you first learn about this employment opportunity?
    • University of the Pacific Website
    • Craigslist
    • LinkedIn
    • Association of American Colleges and Universities (AAC&U)
    • Chronicle of HIgher Education
    • Diverse Issues in Higher Education
    • Higher Education Recruitment Consortium (HERC)
    • Higher Education Recruitment Consortium - Northern California (NorCal HERC)
    • Modesto Bee
    • Pacific Employee
    • Personal Referral
    • Professional or Association Listserv
    • Publication or website from a professional organization
    • Sacramento Bee
    • San Francisco Chronicle
    • Stockton Record
    • Agency Referral
    • Other Online Job Board
Applicant DocumentsRequired Documents
  1. Resume
  2. Cover Letter/Letter of Application
Optional Documents
  1. Other Document




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Job No:
Posted: 5/31/2019
Application Due: 8/10/2019
Work Type: