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Financial Aid Specialist

Employer
Mt. San Antonio College
Location
Walnut, CA

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Administrative Jobs
Institutional & Business Affairs, Financial Aid
Employment Type
Full Time
Institution Type
Community College

Job Details

Posting Title:

Financial Aid Specialist

Posting Number:

CM-100-2024

Division:

Student Services

Department:

Financial Aid

Position Classification:

Classified Unit A

FTE:

1.00

Term:

12 Months/Year

Current Work Schedule:

Mon-Thurs 8AM-5PM, Fri 8AM-4:30PM

Salary Range:

A-81

Salary:

Steps 1 - 6: $5,309 - $6,776 monthly

Shift Differential::

Shift differential eligibility based on the current collective bargaining agreement.

Open Date:

12/18/2023

Initial Screening Date:

01/18/2024

Open Until Filled::

Yes

Application Procedure::

First Review of Applications: Complete application packets will be accepted until the position is filled; however, applications submitted by 11:59 p.m. (PT) on the above listed Initial Screening Date are assured consideration.

Applicants must submit all of the following materials online, unless otherwise noted, at Mt. SAC Employment Website to be considered for this position:

  1. A Mt. San Antonio College online application.
  2. A cover letter describing how the applicant meets the required education and experience.
  3. A detailed résumé that summarizes educational preparation and professional experience for the position.
  4. If applicable, College and/or university transcripts showing the awarded/conferred degree are required and must be submitted with the online application by all applicants, including current or former employees of the college, to demonstrate that the required educational qualifications are met. Unofficial transcripts are acceptable at the time of application; however, copies of diplomas are not accepted in lieu of transcripts.
  5. Optional – Three letters of recommendation that reflect relevant experience (do not use social media or professional networks as a means to provide letters of recommendation). Confidential letters of recommendation are not allowed for this position.

Health & Welfare::

Mt. San Antonio College offers a competitive and excellent benefits package to eligible employees providing medical, dental, and vision benefits for eligible employees and their dependents. Lifetime medical benefits are also available for eligible retirees.

The College contributes an annual premium up to the family coverage amount for Kaiser Permanente $15 office visit medical, DeltaCare HMO dental, VSP vision and life insurance plans for eligible employees.

The District participates in the Public Employees’ Retirement System (PERS), State Teachers’ Retirement System (STRS) retirement programs, and National Benefit Services.

*Note: Salary and Health & Welfare Benefits are subject to change. Please visit the Mt. San Antonio College Benefits Website for further information.

Basic Function/Overview::

DEFINITION: Under general supervision, performs specialized duties related to the operation of the District’s financial aid programs; interviews, advises, and assists students with program services; processes and awards student financial aid according to federal and state regulations and District policies and procedures; provides information to students and District staff regarding financial aid programs and services; provides assistance for a wide variety of assignments related to the development and implementation of assigned programs, projects, and services
SUPERVISION RECEIVED & EXERCISED: Receives general supervision from the Director, Financial Aid or designee. May provide technical and functional direction to student workers and assigned staff.
CLASS CHARACTERISTICS:This classification is responsible for coordination of assigned specialized program implementation and outreach tasks in support of Financial Aid programs. The work has technical aspects requiring the interpretation and application of policies, procedures, and regulations and involves frequent contact with students, faculty, and outside organizations. Positions at this level perform the full range of duties as assigned, working independently, and exercising judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. This class is distinguished from the Supervisor, Special Programs in that the latter is the full supervisory-level class responsible for organizing, assigning, supervising, and reviewing the work of assigned staff involved in financial aid support services.

Essential Duties & Responsibilities:

1. Performs the full range of routine to complex specialized duties involved in processing and evaluating application materials and funding of financial aid opportunities to eligible students.2. Verifies initial and continuing eligibility of students who have applied for or been granted financial aid and informs affected students of their status; resolves issues related to overpayments, concurrent enrollment; calculate Return of Title IV Aid, and other financial aid issues for example Satisfactory Academic Progress (SAP) and Pell usage in a timely manner.3. Assists with monthly, quarterly, and year-end reconciliation of financial aid program accounts.4. Verifies financial aid files to ensure accuracy of information provided by parents and students on financial aid applications in conjunction with IRS forms, social security records, and various agencies used to determine financial aid eligibility according to federal guidelines and forms.5. Analyzes and reviews applications and required documentation to determine financial need and program eligibility for a variety of federal, state, and District programs.6. Packages financial aid awards using standard needs analysis as defined in Title IV guidelines and in accordance with specific federal, state, and local guidelines; conducts loan entrance and exit interview sessions with students.7. Authorizes and posts loan amounts to student accounts; makes adjustments as needed; reconciles and refunds disbursements.8. Ensures accurate and timely reporting of student and aid information to lenders, servicers, and guaranty agencies.9. Assists with planning and organizing outreach activities targeting students eligible for special assistance and/or services.10. Assists with outreach financial aid programs, services, and events through various communication venues and social media; develops flyers, brochures, programs, and other outreach materials.11. Conducts workshops and presentations on various topics related to financial aid programs; creates, develops, and revises workshop materials, handouts, and packets.12. Prepares and maintains various programmatic and/or student files and records.13. Gathers, assembles, updates, and distributes a variety of department specific information, forms, records, and data as requested; prepares and maintains a variety of databases and reports.14. Provides information, advice, and counsel to students, parents, and District staff that requires the use of judgment and the interpretation of rules, regulations, policies and procedures; meets with students, parents, and District staff to obtain data, interpret information, and answer questions; prepares correspondence independently to answer questions, request information, or provide explanations.15. Maintains accurate and detailed spreadsheets, files, and records, verifies accuracy of information, researches discrepancies, and records information.16. Researches, compiles, and organizes information and data on topics related to Financial Aid programs; prepares and assembles reports, manuals, articles, announcements, and other informational materials.17. Attends and participates in program-related District committees, community activities, and professional conferences and meetings concerned with the development and implementation of financial aid programs and/or services.18. Assists with the analysis and reconciliation of student financial aid programs, e.g. disbursements in compliance with federal, state, and District regulations.19. Learns and applies emerging technologies and, as necessary, to perform duties in an efficient, organized, and timely manner.20. Promotes an environment of belonging as it relates to diversity, equity, inclusion, social justice, anti-racism, and accessibility.21. Provides quality customer service when interacting with the public, vendors, students, and College staff, including individuals from minoritized groups.22. Supports and abides by federal, state, local policies, and Board Policies and Administrative Procedures.23. Participates on committees, task forces, and special assignments, including, but not limited to Screening and Selection Committees and mandated trainings as required.24. Prepares and delivers oral presentations related to assigned areas as required.25. Performs other related duties as assigned.

Knowledge Of::

1. Principles and practices of supporting a diverse, equitable, inclusive, socially just, anti-racist, and accessible academic and work environment.2. Principles, practices, and service delivery needs related to the development and implementation of financial aid programs.3. Procedures for planning, implementing, and maintaining a variety of presentations, activities, and programs.4. Research and reporting methods, techniques, and procedures.5. Principles and practices of data collection and report preparation.6. Applicable federal, state, local, and District policies, codes, regulations, technical processes, and procedures related to the program to which assigned.7. Modern office practices, methods, and computer equipment and applications, including word processing, database, and spreadsheet applications.8. Record keeping principles and procedures.9. Principles, practices, and techniques of effectively dealing with the public and basic public relations.10. English usage, spelling, vocabulary, grammar, and punctuation.11. Techniques for providing a high level of customer service by effectively dealing with the public, vendors, students, and District staff, including individuals of various ages, disabilities, socio-economic, and ethnic groups.

Skills and Abilities::

1. Advocate for and communicate the College’s vision and commitment to creating a diverse, equitable, inclusive, socially just, anti-racist, and accessible academic and work environment.2. Participate in addressing gaps in diversity, equity, inclusion, social justice, anti-racism, and accessibility in the recruitment and retention of staff.3. Participate in providing resources and support towards the goal of a diverse, equitable, inclusive, socially just, anti-racist, and accessible academic and work environment.4. Evaluate and provide input to the Director, Financial Aid or designee regarding improvements to existing Financial Aid processes.5. Present Financial Aid information verbally and in writing to various constituent groups such as students, families, Community Based Organizations for example “What is Financial Aid”, “How to File for Financial Aid”, “How to Apply for Scholarships.” Prepare materials for outreach presentations, e.g. gathers brochures, reports, and other related program materials.6. Provide sound advice and coaching to students related to financial aid programs and services.7. Interpret, apply, explain, and ensure compliance with applicable federal, state, local and District policies, procedures, and regulations.8. Conduct research; analyze, interpret, summarize, and present technical information and data in an effective manner.9. Compose and prepare basic reports, correspondence, and other written materials independently or from brief instructions.10. Make accurate mathematical, financial, and statistical computations.11. Establish and maintain a variety of filing, record keeping, and tracking systems.12. Organize own work, set priorities, and meet critical time deadlines.13. Operate modern office equipment including computer equipment and specialized software applications programs.14. Use English effectively to communicate in person, over the telephone, and in writing.15. Understand scope of authority in making independent decisions.16. Review situations accurately and determine appropriate course of action using judgment according to established policies and procedures.17. Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.

Minimum Qualifications:

1. Equivalent to an Associate’s degree from a regionally accredited college with major coursework in finance, accounting, or a related field; and2. Three (3) years of increasingly responsible financial aid experience.

Equivalencies::

Any combination of training and experience which would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications is listed in the Minimum Qualifications section.

Preferred Qualifications::

1. Experience working with policies and procedures relating to diversity, equity, inclusion, social justice, anti-racism, and accessibility preferably in a minority serving institution such as Hispanic Serving Institution (HSI) and Asian American and Native American Pacific Islander-Serving Institution (AANAPISI); OR2. Experience with participation in programs relating to diversity, equity, inclusion, social justice, anti-racism, and accessibility preferably in a minority serving institution such as Hispanic Serving Institution (HSI) and Asian American and Native American Pacific Islander-Serving Institution (AANAPISI).

License(s) & Other Requirements::

The incumbent may periodically be required to travel to a variety of locations. If operating a vehicle, employees must have the ability to secure and maintain a valid California driver’s license.

Working Environment::

Incumbents work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Incumbents may interact with staff, students, and/or the public in interpreting and enforcing departmental policies and procedures.

Physical Demands::

Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Incumbents must possess the ability to lift, carry, push, and pull materials and objects up to 20 pounds.

Conditions of Employment::

The person holding this position is required to be present on Mt. San Antonio College’s campus to perform all essential duties and responsibilities.

Official offers of employment are made by Mt. San Antonio College Human Resources and are made contingent upon Board approval. It is also required that a final offer of employment will only be made after the candidate has successfully been live-scanned and clearance for employment is authorized by Human Resources. Costs for live-scan services shall be borne by the candidate.

Notice to all prospective employees – The person holding this position is considered a ‘mandated reporter’ under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in Administrative Procedure 3518, titled Child Abuse Reporting, as a condition of employment.

As required by the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Mt. San Antonio Community College Annual Security Report is available here: Mt. SAC Annual Security Report.

The person holding this position is considered a ‘Responsible Employee’ under Title IX of the Educational Amendments Act of 1972 and is required to report to the College’s Title IX Coordinator all relevant details reported to him or her about an incident of alleged sexual misconduct including sexual harassment, sexual assault, dating and domestic violence and stalking.

Special Notes::

A confirmation number will be assigned when your application packet indicates the supplemental questions have been answered and a document has been attached to each required link. Assistance with the online application process is available through Human Resources at 1100 N. Grand Avenue, Walnut, CA 91789-1399. Human Resources: (909) 274-4225. E-mail: employment@mtsac.edu.

DO NOT include photographs or any personal information (e.g. D.O.B, place of birth, etc.) on your application or supporting documents.

LONG DISTANCE TRAVEL FOR INTERVIEWS: Should you be invited to an interview, please contact our office to discuss an accommodation option if attending the interview would require you to travel in excess of 150 miles one way from your residence.

THE MT. SAN ANTONIO COLLEGE DISTRICT WILL NOT SPONSOR ANY VISA APPLICATIONS.

Foreign Transcripts::

Transcripts issued outside the United States require a course-by-course analysis with an equivalency statement from a certified transcript evaluation service verifying the degree equivalency to that of an accredited institution within the USA. This report must be attached with the application and submitted by the filing deadline. Accredited evaluation agencies can be found on the National Association of Credential Evaluation Services Website.

Inquiries/Contact::

Human Resources
1100 N. Grand Avenue, Walnut, CA 91789-1399
Phone: (909) 274-4225
E-mail: employment@mtsac.edu

Selection Procedure::

A committee will evaluate applications, taking into account breadth and depth of relevant education, training, experience, skills, knowledge, and abilities. The screening committee reserves the right to limit the number of interviews granted. Meeting the minimum qualifications for a position does not assure the applicant of an interview.

Interviews may include a writing sample, committee presentation, and/or performance test. The start date will be following Board approval and receipt of live scan clearance.

Special Instructions to Applicants::

To be guaranteed consideration, it is the applicant’s responsibility to ensure that all required materials are received before the initial screening date and time indicated on the job posting. Incomplete application packets will not be considered. All application materials will become College property, will not be returned, and will not be copied. Please visit our employment website at Mt. SAC Employment Website to complete and submit your application for this position.

Mission & Vision Statement:

Our Mission: The mission of Mt. San Antonio College is to support all students in achieving their educational goals in an environment of academic excellence. Specifically, the College is committed to providing quality education, services, and workforce training so that students become productive members of a diverse, sustainable, global society. The College pledges to prepare students for lifelong learning through the mastery of basic skills, the achievement of associate degrees and certificates, and the completion of career and transfer pathways. The College will carry out this commitment by providing an engaging and supportive teaching and learning environment for students of diverse origins, experiences, needs, abilities, and goals. The College is dedicated to serving our community through improving economic achievement, advancing civic engagement, enhancing personal well-being, promoting critical thinking, and enriching aesthetic and cultural experiences.

Our Vision: Mt. San Antonio College strives to be regarded as one of the premier community colleges in the nation. We will be viewed as a leader in community college teaching, programs, and services. As a premier community college, we will provide access to quality educational programs and services, focusing on student success within a climate of integrity and respect. We will earn this reputation by consistently exceeding the expectations of our students, our staff, and our community.

Demographics:

We recruit and retain quality employees who are reflective of our students and the community we serve, in addition to providing all personnel with equity and diversity training.”

The District is a proud Chicanx/Latinx, and Hispanic-Serving Institution, Asian American and Native American Pacific Islander-Serving Institution, and Minority Serving Institution, serving over 66,446 students based on the 2022-2023 academic year.

The student population is as follows:

  • by Race/Ethnicity – 57.02% Latinx, 9.33% White, 19.36% Asian, 2.82% Filipino, 0.23% Pacific Islander, 3.33% Black/African American, 0.28% American Indian/Alaskan Native, 2.02% two or more races and 5.61% unknown;
  • by Gender– 54.35% Female, 42.91% Male, 0.47% Non-Binary, 2.27% unspecified;
  • and by Age – 46.03% ages 19 or younger, 20.37% ages 20-24, 9.05% ages 25-29, 5.64% ages 30-34, 3.87% ages 35-39, 5.04% ages 40-49, 10% ages 50 and older.

The current employee population is as follows:

  • by Race/Ethnicity – 37% Latinx, 29% White, 15% Asian, 6% Black/African American, 1% Middle Eastern or North African, 1% Native Hawaiian or Other Pacific Islander, 2% Two or More Races, 9% unknown;
  • by Gender – 56.47% Female, 42.19% Male, 1.34% Non-Binary;
  • and by Age – 3.94% ages 20-29, 19.46% ages 30-39, 30.21% ages 40-49, 46.39% ages 50 and older.

Equal Employment Opportunity Policy:

The College is an equal opportunity employer. The policy of the College is to encourage applications from ethnic and racial minorities, women, persons with disabilities, and Vietnam-era veterans. No person shall be denied employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex (gender), age, sexual orientation, or the perception that a person has one or more of these characteristics.

The District works to create an inclusive environment that provides a safe-haven for international students, veterans, re-entry students, LGBTQIA+ students, and students of various learning styles regardless of citizenship status.

We are committed to hiring Faculty, Staff, and Management that understand how cultural diversity in the academic environment promotes academic excellence; fosters cultural, racial, and human understanding; and provides positive role models for all students.

Conflict of Interest:

Mt. San Antonio College employees and the Board of Trustees members shall not engage in any employment or activity that is inconsistent with, incompatible with, or in conflict with Mt. San Antonio College’s Administrative Procedures (AP 2710 Conflict of Interest, AP 2712 Conflict of Interest Codes).

District Rights:

We reserve the right to re-open, re-advertise, delay, or cancel filling this position. This recruitment may be used to fill future vacancies.

Quick Link:

https://hrjobs.mtsac.edu/postings/11221

Organization

Mt. San Antonio College provides the full college experience without the full college debt. As a nonprofit California Community College, Mt. SAC is known for providing a top-tier education and extensive student services while keeping classes at just $46 a unit.

Location

The campus sits on 420 rolling acres in Walnut, California, located on the eastern edge of the Greater Los Angeles Area. The city of Walnut is considered one of the Best Small Towns to Live In by Money Magazine, which highlighted only one other California town. A diverse suburb just 25 miles from Downtown Los Angeles, Walnut is known for its nationally reknowned schools and equestrian community. The city combines the charms of rural living with the benefits of being located just 25 miles from Downtown Los Angeles.

Mt. San Antonio College serves everyone, from residents to working professionals and international students. Its local College District boundaries encompass the communities of Baldwin Park, Bassett, Charter Oak, Covina, Diamond Bar, the southern portion of Glendora, Hacienda Heights, City of Industry, Irwindale, La Puente, La Verne, Pomona, Rowland Heights, San Dimas, Valinda, Walnut, and West Covina. Learn about our district and trustees.

Dynamic Community

At Mt. San Antonio College, diversity is what brings our campus to life. Our students come from unique backgrounds and are all at different places in their lives. Some are here straight from high school, while others have families and full-time jobs, but they are all here for the same reason: to achieve their goals through education. We proudly serve more than 50,000 students from all walks of life. About half of our students are seeking degrees and certificates. The other half are enjoying community programs, workforce development classes and other non-credit courses. Learn more about demographics on our Facts and Stats page.

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