Financial Aid Counselor (4527U), Haas School of Business 13160

San Francisco
Nov 24, 2020
Employment Type
Full Time
Institution Type
Four-Year Institution

Financial Aid Counselor (4527U), Haas School of Business 13160 About Berkeley

At the University of California, Berkeley, we are committed to creating a community that fosters equity of experience and opportunity, and ensures that students, faculty, and staff of all backgrounds feel safe, welcome and included. Our culture of openness, freedom and belonging make it a special place for students, faculty and staff.

The University of California, Berkeley, is one of the world's leading institutions of higher education, distinguished by its combination of internationally recognized academic and research excellence; the transformative opportunity it provides to a large and diverse student body; its public mission and commitment to equity and social justice; and its roots in the California experience, animated by such values as innovation, questioning the status quo, and respect for the environment and nature. Since its founding in 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world.

We are looking for equity-minded applicants who represent the full diversity of California and who demonstrate a sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds present in our community. When you join the team at Berkeley, you can expect to be part of an inclusive, innovative and equity-focused community that approaches higher education as a matter of social justice that requires broad collaboration among faculty, staff, students and community partners. In deciding whether to apply for a position at Berkeley, you are strongly encouraged to consider whether your values align with our Guiding Values and Principles, our Principles of Community, and our Strategic Plan.

Application Review Date

The First Review Date for this job is: December 7, 2020

Departmental Overview

UC Berkeley's Haas School of Business offers a unique opportunity to champion new ideas, collaborate across boundaries, and continually learn in a workplace committed to increasing diversity and creating a welcoming environment for all.

Our distinctive culture is captured within our four Defining Leadership Principles: Question the Status Quo, Confidence Without Attitude, Students Always, and Beyond Yourself. These principles distinguish Berkeley Haas as a unique environment, conducive to teamwork, collaboration, and career growth.

For more information about the Haas School of Business visit:

The Haas Financial Aid Office administers approximately $16 million dollars in private loan funds, $14 million dollars in Federal Loan funds, and $14 million dollars in institutional scholarships. The Financial Aid Counselor works closely with the Assistant Director of Financial Aid and UC Berkeley Financial Aid and Scholarships Office in the design, planning, and administration of financial aid programs and the delivery of financial services to students enrolled in the Haas School of Business degree programs.

  • Analyzes a variety of factors (financial data, family circumstances, social background, academic status, educational goals) and applies knowledge of federal, state, University, and outside agency laws, regulations, and policies to determine students' eligibility for various types of financial aid.
    • Primarily focuses on determining eligibility for Federal Unsubsidized, Grad PLUS, and Private Loans.
    • Assists students with verification and Cost of Attendance Adjustment Requests.
    • Supports the administration of Haas' need-based grant program.
  • Identifies available resources and unmet needs to determine appropriate allocation of aid awards for individual students.
    • Monitors the awards of fall graduates enrolled in only one term.
    • Monitors the awards of those in the concurrent degree program with the School of Public Health, as health professional students are eligible for a greater amount in Federal Unsubsidized Loans.
  • Coordinates with other UC departments to implement and evaluate student-focused programs, and services.
    • Coordinates with the Financial Aid and Scholarships Office in the administration of new aid programs.
    • Works with Billing & Student Services to troubleshoot student billing issues. Works with Third Party Contracts to support students who have fees covered by sponsoring agencies.
  • Advises departments on existing financial aid procedures, resources, and options available. Recommends changes in financial aid policy or procedures to benefit specific student groups, e.g., students with disabilities.
    • Works with the MBA and MFE admissions offices to ensure that they have up-to-date information before they begin recruiting.
    • Supports the MBA and MFE program offices when they identify a student in need of financial assistance.
  • Coordinates and evaluates yield and retention activities for targeted student groups. Recommends changes or development of new activities.
    • Uses queries to access information from the admissions platform to analyze yield throughout the Full-Time MBA admissions cycle.
  • Analyzes exception reports of students whose aid packages could not be handled by automated programming and determines action needed to resolve issues and complete aid allocations for these students.
    • Routine issues that arise for the office are over awards and unpaid aid. Consults Financial Aid and Scholarships Office when the method to resolve is unknown.
    • Communicates with students when action is required of them to resolve the issue.
  • Participates on standing department committees to provide advice on procedural issues.
    • Bi-monthly meeting with the Financial Aid and Scholarships Office.
  • Coordinates, implements, evaluates, and reports on government, agency, or donor aid programs. Consults with external agencies on procedural issues or individual student's eligibility. Interprets regulations and develops or recommends procedures to ensure compliance and accurate aid delivery.
    • Tracks total debt across programs for both federal and private loans.
    • Tracks donor fund recipients to share with the Department of Alumni Relations in an effort to support donor stewardship.
    • In the case that there are issues with accessing queries to successfully provide the necessary reports, we coordinate with the Student Informations team or the Haas Technology Support team.
  • Reconciles large volumes of student data from multiple sources.
    • Queries are used to obtain information from three sources: the admissions platform, student information system, and Haas' homegrown system.
    • Scholarship administration, updated grad dates, and residency status are a few of the data points that require the reference of multiple systems.
  • Identifies and resolves mismatches and errors.
    • Coordinates with the Financial Aid and Scholarships Office when ISIR mismatches are identified.
  • Identifies and implements database elements, queries, and reports needed to monitor aid programs. Analyzes reports to resolve ID allocation problems.
    • Pulls a weekly query from the student information system to identify and resolve over awards and unpaid aid. Also used to track loan volume.
    • Other queries may be run to track outstanding balances, unapplied aid, and Satisfactory Academic Progress (SAP).
  • Provides individual counseling on non-routine, sensitive aid issues. Exercises professional judgment to authorize changes in financial aid award.
    • Counseling may be done in-person, via phone, or video chat.
    • Sensitive issues often include credit issues, dependent/spouse expenses, and economic decline in their home country.
    • Issues concerning award decisions and policies should be escalated to the Director.
  • Coordinates and creates content for outreach services to prospective students, parents, and the general public.
    • Supports in the administration of communication sent to prospective students and admits via email through the admissions platform.
    • Shares new resources and upcoming deadlines for various financial aid opportunities via the office newsletter as well as other MBA program newsletters to support current students.
    • Creates content for the alumni newsletter to support alumni in repayment.

Required Qualifications
  • Working knowledge of or the ability to quickly learn policies, regulations, and practices for awarding financial aid; specialized knowledge of or the ability to quickly learn student information systems.
  • Working knowledge of advising and counseling techniques.
  • Demonstrates skill in learning and interpreting policies to ensure compliance.
  • Excellent analytical skills, demonstrating critical thinking skills in problem identification and reasoning.
  • Ability to calculate financial aid with attention to detail and accuracy.
  • Strong organizational & multi-tasking skills, demonstrating expertise in establishing priorities and meeting deadlines.
  • Excellent written and verbal communication skills.
  • Demonstrates active listening and displays a finesse in delivering excellent customer service.

  • Bachelor's degree in related area and / or equivalent experience / training.

Preferred Qualifications
  • Experience using complex databases.
  • Working knowledge of or the ability to learn quickly University policies, processes, and procedures.
  • Can assess processes and implement improvements. Thorough interpersonal skills.
  • Strong proficiency with standard office software as well as internet and email applications. Working knowledge of or the ability to learn quickly common University-specific computer application programs.

Salary & Benefits

This is an exempt, monthly paid position. Annual salary will be commensurate with experience up to $80,400.00.

For information on the comprehensive benefits package offered by the University visit:

How to Apply

Please submit your cover letter and resume as a single attachment when applying.

Other Information

This is a full-time, 40-hr per week (100% time), 6-month Contract position. This position is eligible for the Mid-level benefits package, which includes, but not limited to medical benefits, vacation and sick leave accrual.

Conviction History Background

This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.

Equal Employment Opportunity

The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. For more information about your rights as an applicant see:
For the complete University of California nondiscrimination and affirmative action policy see:

To apply, visit

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