Student Financial Services Counselor II

Duties and Responsibilities

• Provide all aspects of student financial counseling and administration, to assigned group of students.
• Counsel with other students when their aid counselor is not available.
• Communicate student’s consumer information.
• Stay current with federal and state regulations and institutional policies.
• Process institutional refund calculations and other adjustments (such as summer drops).
• Process professional judgment as directed.
• Process Title IV File Reviews.
• Process clearing of financial holds.
• Process student request for financial exceptions as directed.
• Process current student’s accounts for payments and aid disbursements.
• Communicate daily with students (via appointments, phone calls, emails, mailings, or walk-ins).
• Provide friendly & professional service to students, parents, the community and other departments on campus.
• Clock in payment plan arrangements.
• Clock in loan activities (to include but not limited to):
  • originate loans
  • provide loan disclosure and fact sheets
  • loan adjustments
  • loan indebtedness (default)
  • entrance and exit interviews
• Clock in coordination of internal and external scholarships and awards (adjustments of Title IV funds).
• Clock in coordination of financial requests of special programs.
  • distance learning
  • tours
  • School of Education
  • consortium agreements
• Attend financial aid workshops as needed.
• Perform other duties as instructed by the Supervisor or Director.

Knowledge, Skills and Abilities

Qualifications

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Education/Experience:
• Bachelor's degree (B. A.) from four-year college or university;
• three to five years related experience and/or training;
• or equivalent combination of education and experience.
• Language Ability:
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Math Ability:
• Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry.
• Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
• Reasoning Ability:
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Computer Skills:
• To perform this job successfully, an individual should have knowledge of Windows environment including BANNER computer systems.
• Ability to operate a computer, typewriter, calculator, facsimile, copier and other standard office equipment.
• Certificates and Licenses:
• No certifications needed
• Supervisory Responsibilities:
• This job has no supervisory responsibilities.

Work Environment

• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
• While performing the duties of this Job, the employee is occasionally exposed to work near moving mechanical parts and risk of electrical shock.
• The noise level in the work environment is usually moderate.

Physical Demands

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel, talk and hear.
• The employee is frequently required to stand and reach with hands and arms.
• The employee is occasionally required to walk; climb or balance and stoop, kneel, crouch, or crawl.

Other Demands

• Incumbent must have strong attention to detail and follow-through skills.
• And the ability to understand the importance of and uphold confidentiality regarding records.
• Employee will also need good organizational, interpersonal and communication skills.
• Must have the ability to represent the University well with external publics, including knowledge about the University as an academic institution.
• Professional behavior at all times, including relationships with faculty, students, community partners and external publics.

Wage Range

• $19.70 to $22.25 per Hour, plus Generous Benefits

Location

• This position is located at 4500 Riverwalk Parkway, Riverside, CA.
• View the Google Map in full screen.