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Assistant Director & Compliance Officer (Administrator I) - Office of Student Financial Aid

San Francisco State University
San Francisco

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Employment Type
Full Time
Institution Type
Four-Year Institution

Job no: 532744
Work type: Management (MPP)
Location: San Francisco
Categories: MPP, Administrative, At-Will, Full Time, Telecommute eligible (work onsite as scheduled and/or as requested and telecommute as scheduled)

Working Title

Assistant Director & Compliance Officer

Administrator Level

This position is an MPP I in the California State University Management Personnel Plan (MPP), reporting to the Director of Financial Aid.

SF State University

San Francisco State is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, National origin, sex, sexual orientation, covered veteran status, or any other protected status. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting the Senior Human Resources Manager.

Applicants may visit for more information on SF State's policy prohibiting discrimination, and how to file an online report using the procedures under Executive Order 1096 Revised. Inquiries can be directed to the campus Title IX Coordinator and Discrimination, Harassment, and Retaliation Administrator by calling (415) 338-2032 or emailing

San Francisco State is a 100% Smoke/Vapor-Free Campus. Smoking or Vaping of any tobacco/plant-based substance is not permitted on any University properties.

The person holding this position may be 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 may be a "designated position" in the California State University's Conflict of Interest Code. The successful candidate accepting this position may be required to file Conflict of Interest forms subject to the regulations of the Fair Political Practices Commission.


Office of Student Financial Aid

Appointment Type

At Will

Time Base

Full time (FTE 1.0)

Work Schedule

Monday-Friday 8:00 am-5:00 pm

Anticipated Hiring Range

$6,509.00 - $7,134.00 Per Month ($78,108.00 - $85,608.00 Annually)

Salary is commensurate with experience.

Position Summary

Reporting directly to the Director of the Office of Student Financial Aid (OSFA), the Assistant Director and Compliance Officer collaborates with the Director and lead staff in OSFA to plan, develop, implement, organize, and oversee all technical aspects of the student financial aid and scholarships processes. The Assistant Director will work collaboratively to use existing technological systems to develop and implement policies and procedures that optimize the efficiency of the staff members within the OSFA. The Assistant Director serves as the expert in all aspects of the United States Department of Education (USDE) networks, regulations, compliance, technical operations, and procedures and is designated as Primary Destination Point Administrator with the federal systems. As part of the Division of Enrollment Management and Student Affairs, the Assistant Director will establish positive working relationships to ensure a smooth flow of information, as well as student data, between the OSFA and other areas within the Division.

Position Information

Expert Direction & Oversight for Business Operations

  • Responsible for the expert direction, problem-solving, troubleshooting of issues, and design specifications for internal systems.
  • Stay up to date on latest updates from the California Student Aid Commission (CSCAC) and help ensure that all State programs are being run and managed in compliance with CSAC policy.
  • Work closely with the State Financial Aid team to be sure State aid is being processed and disbursed to students in a timely manner.
  • Provide oversight for the OSFA business operations, including all electronic interfaces between these networks and the PeopleSoft/Campus Solutions Financial Aid module.
  • Serve as the unit expert on USDE networks: regulations, compliance, technical, operational, and procedures; serve as the Primary Destination Point Administrator for federal systems.
  • Coordinate training for Financial Aid, Fiscal Affairs, Enrollment Management, Student Affairs, and Information Technology Services support staff in the use of federal systems as necessary.

Federal Student Aid Compliance Officer

  • Responsible for administering the Federal Pell Grant, Federal Direct Loan, and Federal TEACH Programs in a manner that is compliant with federal student aid regulations.
  • Coordinate all aspects of federal loan and grant programs, including eligibility determination, originating and reporting of awards and disbursements; and reconciliation of annual payments for over $120M to students enrolled at San Francisco State University.
  • Ensure that at all times Federal programs are properly reconciled throughout the year and for previous award periods.
  • Serve as the Compliance Officer responsible for reviewing all compliance requirements for Federal, State, California State University (CSU) and University regulations affecting financial aid.
  • Collaborate with the OSFA leadership team to ensure that OSFA business operations comply with federal regulations and systems of controls specified on written office procedures are reflected in business operations.
  • Supervise the work performed by student service professionals assigned to all student aid programs.

Student Service Provision

  • Provide direct service and information to students and parents, including counseling around Federal, State, and University financial aid policies and procedures in-person, online, or using social media.
  • Review student and parent documents with financial aid applications to determine eligibility for financial aid; award financial aid to qualified students.
  • Help to prepare and present information to students and families at various on and off-campus events.
  • Review student/parent appeals and administer professional judgment on a case-by-case basis.
  • Collaborate with leadership teams in other units on campus to ensure that fiscal integrity and compliance with regulation are maintained.
Coordinate Strategic Enrollment Management Planning
  • Develop automated solutions that are strategic and ensure the mission and goals of the OSFA and University are achieved.
  • Collaborate with administrators and designated staff members in the Division of Enrollment Management and Student Affair to ensure a smooth flow of information regarding services for new and continuing students at SF State.
  • Collaborate with leadership teams in other units on campus to ensure that fiscal integrity and compliance with regulations are maintained.
5% - Other duties as assigned At All Times• Demonstrate behaviors that are in line with the User-Friendly Principles (P530C) and Principles of Conduct for a Multi-Cultural University (P30D)• Demonstrate safe work practices for oneself, others, and the office environment.

Minimum Qualifications

Management Skills:

Possesses enthusiasm and ideas for managing staff that will result in a team that is cohesive, professional, and committed to providing consistent and high-quality service. Experience evaluating and coaching staff in ways that build employee skills and productivity. Knowledge of strategic budgeting principles.

Technical Skills:Possesses excellent analytical and technical skills. Ability to effectively use these skills when communicating with the various on and off-campus programs. Financial Aid ExperiencePossesses at least 5 (?) years of Financial Aid or equivalent Higher Education experience. EducationBachelor’s degree in counseling, education, management, public administration, or a related degree.

Preferred Qualifications

  • Candidates with a Master’s degree or currently seeking a Master’s degree are preferred.
  • Five years of progressively responsible professional/managerial student services experience in a university setting which includes mentoring or advising students, analysis, and resolution of complex student services issues, and organizing staff to accomplish unit objectives.
  • Knowledge of local, State, and Federal laws and regulations that impact students and the University.
  • Report writing experience is also highly desired.
  • Experience in higher education setting.
  • Experience providing excellent customer service.
  • Experience assisting and advocating for students and parents, helping them navigate through the Financial Aid processes.
  • Demonstrated experience working in student services.
  • Excellent writing, oral communication, interviewing, and counseling skills.
  • Detail oriented.
  • Ability to learn and interpret regulations and policies.
  • Ability to work in a highly automated environment.
  • Experience with Financial Aid programs.
  • Familiarity with Oracle Campus Solutions (CS), United States Department of Education electronic access: National Student Loan Data System (NSLDS) and Common Origination & Disbursement System (COD) websites.
  • Core Competencies – embody the following competencies:
    • Bias toward collaboration and teamwork.
    • Effective oral, written, and nonverbal communication skills.
    • Customer/Client Focus with an emphasis on problem-solving and resolution.
    • Personal effectiveness and credibility as demonstrated by interpersonal and professional confidence.
    • Diversity and inclusion.


  • Repetitive wrist/finger motions with the use of a computer. Computer usage for extended periods of time.
  • Sustained computer use.
  • Must be able to work in a customer services environment and travel off-campus to facilitate and/or attend workshops or events.

Pre-Employment Requirements

This position requires the successful completion of a background check.

Eligibility to Work

Applicants must be able to provide proof of US Citizenship or authorization to work in the United States, within three business days from their date of hire.


Threaded through our Total Compensation package is a commitment to Bridging Life's Transitions. SF State is committed to providing our employees with a comprehensive program that rewards efforts that are appreciated by your colleagues, students and the customers we serve.

We offer a competitive compensation package that includes Medical, Dental, Vision, Pension, 401k, Healthcare Savings Account, Life Insurance, Disability Insurance, Vacation and Sick Leave as well as State Holidays and a dynamic Fee Waiver program, all geared towards the University's commitment to attract, motivate and retain our employee.

CSUEU Position (For CSUEU Positions Only)

Eligible and qualified on-campus applicants, currently in bargaining units 2, 5, 7, and 9 are given hiring preference.

Additional Information


Thank you for your interest in employment with California State University (CSU). CSU is a state entity whose business operations reside within the State of California. Because of this, CSU prohibits hiring employees to perform CSU-related work outside of California with very limited exception. While this position may be eligible for occasional telework, all work is expected to be performed in the state of California, and this position is assigned to on-campus operations.

CSU strongly encourages faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19 or declare a medical or religious exemption from doing so. Any candidates advanced in a currently open search process are encouraged to comply with this requirement. The systemwide policy can be found at and questions may be sent to

The Human Resources office is open Mondays through Fridays from 8 a.m. to 5 p.m. and can be reached at (415) 338-1872.

Please note that this position, position requirements, application deadline, and/or any other component of this position is subject to change or cancellation at any time.

Advertised: October 05, 2023 (9:00 AM) Pacific Daylight Time
Applications close: Open until filled

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