FINANCIAL AID OFCR 2

About the role

The Customer Service Adviser provides advice and information to current and prospective students and parents on financial aid policies, procedures, and regulations. They also analyze student inquiries, determine relevant issues, and recommend solutions. This role involves performing needs analysis and assessing eligibility, recommending adjustments to aid awards, participating in outreach services, and partnering with standing department committees.

Responsibilities

• Provides advice and information to current and prospective students and parents on financial aid policies, procedures, and regulations.
• Analyzes student inquiries, determines relevant issues, and recommends solutions.
• Performs needs analysis and assesses eligibility, recommends adjustments to aid awards.
• Participates in outreach services to prospective students, parents, and the general public.
• Participates in standing department committees to raise issues and receive direction on practices and procedures.

Requirements

• Bachelor's degree in related area and/or equivalent experience/training.
• Ability to apply policies, regulations, and practices for awarding financial aid.
• Basic knowledge of advising and counseling techniques.
• Ability to apply knowledge of policies to individual situations.
• Problem identification and critical thinking skills.
• Ability to calculate financial aid with attention to detail and accuracy.
• Organizational skills and ability to prioritize work and meet deadlines.
• Written and verbal communication skills.
• Active listening skills.
• Customer service orientation.
• Ability to assess processes and recommend improvements.
• Good interpersonal skills.
• Proficiency with standard office software, internet, and email applications.
• Basic knowledge of common University-specific computer application programs.

Qualifications

• Bachelor's degree in related area and/or equivalent experience/training.
• Ability to apply policies, regulations, and practices for awarding financial aid.
• Basic knowledge of advising and counseling techniques.
• Ability to apply knowledge of policies to individual situations.
• Problem identification and critical thinking skills.
• Ability to calculate financial aid with attention to detail and accuracy.
• Organizational skills and ability to prioritize work and meet deadlines.
• Written and verbal communication skills.
• Active listening skills.
• Customer service orientation.
• Ability to assess processes and recommend improvements.
• Good interpersonal skills.
• Proficiency with standard office software, internet, and email applications.
• Basic knowledge of common University-specific computer application programs.

Skills

• Experience using complex databases.
• Financial Aid Experience.

Benefits

Salary commensurate with skills, qualifications and experience. Under California law, the University of California, Santa Cruz is required to post a reasonable estimate of the compensation for this role. The salary shown above is the budgeted amount the University reasonably expects to pay and the salary extended should not exceed this posted amount.

Pay

Budgeted Salary: $28.88 - $33.11 / Hourly.

Schedule

Full-time, FixedPercentage of Time: 100%, 40 Hours per Week.

Employee Classification

Career appointment.

Union Representation

Student Services and Advising Professionals (SSAP) - SV Union.

Job Code Classification

004526 (FINANCIAL AID OFCR 2) - Grade 19.

Work Location

UC Santa Cruz Main Campus.

Travel

Never or Rarely.

Union Representation

Student Services and Advising Professionals (SSAP) - SV Union.

Job Duties

• 50% - Financial Aid information services.
• 30% - Financial Aid Analysis.
• 10% - Outreach.
• 10% - Partnership efforts.

Special Conditions of Employment

• Selected candidate will be required to pass a pre-employment criminal history background check.
• Selected candidate must pass the employment misconduct disclosure process.
• Ability to work long periods of time at a computer with or without accommodation.
• If a hybrid work schedule is confirmed, the selected candidate must be able to work successfully from a home/remote office and be able to fulfill the requirements of the UCSC telecommuting agreement.
• Ability to work occasional evenings and weekends as directed.
• Selected candidate will be required to complete training within established time frames as directed including UC compliance training.
• Ability to maintain appearance and conduct suitable for working in a professional setting.

MISCONDUCT DISCLOSURE REQUIREMENT

As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

Safety Statement

All UCSC employees must understand and follow job safety procedures, attend required health and safety training, proactively promote safety at work, and promptly report actual and potential accidents and injuries.

Notice of Availability

In compliance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act (the Clery Act), the Annual Security and Fire Safety Report (ASFSR) is available at: https://chancellor.ucsc.edu/annual-security-reports/. This report is published by October 1st of each year and includes current institutional policies and procedures concerning campus safety and security; fire safety and evacuation policies; sexual misconduct and relationship violence reporting and response protocols; and crime and fire statistics for the three previous calendar years. A paper copy of the ASFSR is available upon request by contacting the UCSC Police Department at 114 Carriage House Rd., Santa Cruz, CA 95064, or by calling 831-459-2231 Ext. 1.

EEO/AA

The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status or other protected categories covered by the UC Anti-Discrimination Policy.