Financial Aid Counselor

About the role

The Financial Aid Counselor provides high-quality service and guidance to prospective, new, and continuing students and their families throughout the financial aid application and awarding process. This position is responsible for determining student eligibility for financial aid in accordance with institutional, state, and federal regulations and exercising independent judgment in the administration of financial aid operations.

Responsibilities

• Financial Aid Analysis and Advising
• Certifies student loans and corrects information utilizing the financial aid management systems (CMS Peoplesoft) and Common Origination and Disbursement (the Federal database) to reflect changed awards.
• Provides coordination with other on campus offices and coordinates all reporting to the US Department of Education and the California Student Aid Commission for programs.
• Reviews awards following add/drop to make necessary changes to financial aid based upon the number of units a student is taking. Also revises awards based on other changes to eligibility.
• Affords support and coaching to the financial aid customer service team and advises students and parents with questions and concerns.
• Trains and mentors Federal Work Study students assistants and Student Ambassadors in the One-Stop on all aspects of a federal and state financial aid program.
• Calculates Return of Title IV Funds.

Requirements

• The equivalent of two (2) years of professional experience in one of the student services program areas or in a related field.
• A master’s degree in a job-related field may be substituted for one year of professional experience.

Qualifications

• Minimum Qualifications: The equivalent of two (2) years of professional experience in one of the student services program areas or in a related field.
• Education: Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or a job-related field.

Skills

• Ability to quickly grasp Federal, State, and Institutional Regulations.
• Understand FERPA and maintain confidentiality.
• Excellent oral and written communication skills.
• Ability to conduct financial aid workshops/presentations as needed.
• Maintain a professional demeanor and empathize with students.
• Ability to work independently in scheduling opportunities continuing training.
• Experience with MS Excel, MS Word, MS PowerPoint.
• Experience with PeopleSoft Student Information System.
• Experience with CampusLogic.

Benefits

Cal State East Bay offers a broad range of benefits that includes medical, dental, vision, retirement (CalPERS), 401k, 457, 403(b), dependent and health care reimbursement accounts, life insurance, vacation and sick, 14 paid holidays, one personal holiday and tuition fee waiver. For more information on the benefits program, please visit our benefits website. The CSU Total Compensation Calculator demonstrates the significance of our benefits package.

Pay

Salary Range: $5,083.00 per month to $7,228.00 per month. PLEASE NOTE: The starting salary placement depends on qualifications and experience and is anticipated to be in the range of $5,083.00 per month to $6,155.00 per month.

Schedule

N/A