Financial Aid Counselor/Program Coordinator

at  California State University

Job no: 544023
Work type: Staff
Location: Long Beach
Categories: Unit 4 - APC - Academic Professionals of California, Temporary, Full Time, Student Services

JOB SUMMARY

The Financial Aid Counselor/Program Coordinator performs a variety of processing and specialized financial aid functions to facilitate administration of financial aid programs and delivery of funds to students in support of access and student success. Activities include determining eligibility; awarding aid; facilitating problem solving with students and parents; and making professional judgment decisions regarding student aid eligibility. The counselor provides leadership and program oversight over an assigned area of specialty; adjudicates appeals; and provides training to other staff.
Furthermore, the incumbent provides services that are equitable, inclusive, and culturally sensitive to enhance the quality of campus life. This position uses a student-centered and equity-minded approach in all communication and service efforts, whether in-person, via phone or through written correspondence.

KNOWLEDGE SKILLS AND ABILITIES

The financial aid counselor requires a thorough understanding of the federal, state, and institutional rules governing the various forms of financial aid. Federal law is reauthorized every 5 to 6 years with regulatory changes and new legislation inserted within those spans. State aid can change annually with each session of the legislature. Institutional costs and processes may change even more often in response to improvements and limitations to technology, approval and revisions of budget priorities, and structural organizations. Every counselor will track these changes and the affects on student awards at the University. The counselor must successfully keep abreast of technical applications of regulatory and institutional changes and use competent and increasingly complex computer system skills to meet their job requirements. Specific assigned programs may be complex and require specialized training or skills.
Counselors deal continuously with the dissonance between a family’s perceived need and the help available to the student. They must be able to deal effectively with students and families when the office is unable to fulfill expectations. To resolve these situations without assistance, counselors are knowledgeable and authoritative while remaining supportive, calm and professional even under highly charged circumstances. Counselors must also be effective and knowledgeable in communicating to diverse groups and larger audiences regarding the financial aid process and requirements, and willing to contribute whenever possible or needed to outreach activities.
Financial aid counselors work under continuous pressure to meet self-imposed, department-imposed and student-imposed deadlines while maintaining extreme attention to detail and accuracy. Errors may result in significant liability for students as well as the institution. Counselors must successfully balance the pressures to complete assigned tasks, attend professional and developmental workshops, meetings and training opportunities.
Ability to communicate with an ethnically and culturally diverse campus community. Ability to follow all university policies, procedures, and guidelines including but not limited to safety, civility, information security, and non-discrimination policies and procedures. Ability to contribute to a positive university experience for each and every student, and assist in achieving the university’s commitment to a “vision of excellence.”

EDUCATION AND EXPERIENCE

• Equivalent to a bachelor’s degree in one of the behavioral sciences, public or business administration, or a job-related field and two years of professional experience in one of the student services program areas required.

PHYSICAL SUMMARY

• Sedentary work - Involves mainly sitting. Walking and standing are minimal. Lifting is limited to lightweight objects. (10 pounds or

• Counseling and Outreach - Promote an environment of collaboration and service excellence by providing a broad range of student and family-facing financial aid services, including counseling and outreach activities.
• Processing, Evaluation, Program Oversight - Provide leadership; program management; and serve as liaison for a programmatic area of specialization. Facilitate access and student success through a multitude of processing activities; providing decision-making support in complex situations; evaluating special circumstances; and exercising professional judgment.
• Knowledge and Continual Learning - Remain current with constantly evolving financial aid regulations (federal, state, institutional) and emerging trends and best practices in delivering service excellence. Contribute to the overall success of the Financial Aid Office and Enrollment Services through ad-hoc assignments.