Financial Aid Specialist

Apply now Job no: 525295
Work type: Staff
Location: Channel Islands
Categories: Unit 4 - APC - Academic Professionals of California, Probationary, Full Time, Student Services, On-site (work in-person at business location)

Division of Academic Affairs

Student Personnel Technician, Financial Aid


Assists in providing the highest level of quality service regarding financial aid inquiries to students, parents, former students, staff, and faculty and will assist in the delivery of federal, state, private, and institutional financial aid to students on an annual basis. Disseminates information in-person, by phone and email, regarding the financial aid application process and eligibility for federal, state, and institutional student aid programs. Provides information on availability of funds and eligibility requirements. Responsible for maintaining the organization and appearance of the Financial Aid & Scholarships reception area to ensure that it provides an atmosphere that is professional and welcoming to a diverse population of students, parents, staff, and faculty. Responsible for accuracy, clarity and thoroughness of forms submitted electronically and in-person at the counter and notification of students regarding problems with their financial aid documents. With guidance from the financial aid counselors and Associate Director, completes verification procedures for students selected by the Central Processing System (CPS) or by the counselors. Performs a variety of administrative support tasks under the guidance of financial aid counselors to assist with coordination of specific student aid programs including data entry, data retrieval, fund reconciliation, researching student information utilizing various student aid databases including WebGrants, Common Origination and Disbursement (COD), NSLDS, ELM and FAA Access to CPS Online. Assists the Assistant Director of Financial Aid & Scholarships in conducting ongoing training activities to ensure that student assistants are providing accurate and current information regarding financial aid programs, eligibility requirements, and the application process. Maintains procedures to track the volume of activities including walk-in statistics, e-mail volume and phone inquiries and provides reports to Director/Associate Director. Works collaboratively with Financial Aid & Scholarships staff to ensure that information is disseminated accurately and quality services are provided in a seamless, transparent referral process. Utilizes discretion, judgment, innovation, and attention to detail when completing projects. Responsibilities will vary on a daily basis consistent with the demands in the area of Financial Aid & Scholarships. Assists in providing customer service to students, parents and answering questions pertaining to financial aid inquiries. Performs additional related duties as assigned.


Equivalent to two years of responsible general clerical experience in a college or university financial aid office which has demonstrated acquisition of a practical understanding of the policies and procedures of financial aid programs. Demonstrates strong written and verbal communication skills, including excellent phone etiquette, and general office skills. Ability to sustain a working knowledge of the changes in financial aid programs; obtain, analyze and evaluate data for specific use; advise and assist students in selecting and processing financial aid contracts; keep records and write clear reports; Strong organizational skills along with the ability to prioritize and multitask in an often-busy work environment with frequent interruptions. Able to independently manage multiple priorities and projects from start to finish. The ideal candidate will have a friendly and easy-going personality while also being helpful, collaborative, and flexible. Competence, confidence, and calmness in dealing with (sometimes) frustrated students and parents, addressing their complaints, and providing information in a customer-oriented approach are essential. Requires interaction with financial aid counselors, students and university staff, which requires the ability to be courteous, personable, and discreet. Duties will change frequently and sometimes without advance notice; flexibility is essential as well as the ability to be productive under some degree of stress. Must be detail-orientated and successful at retaining information, and the ability to handle changes in duties and responsibilities within the scope of this position.

Familiarity with modern office technology (MS Suite) is essential as well as working knowledge of the electronic processes. Knowledge of PeopleSoft is desired but not required.

A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who apply for the position.

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 CSU Executive Order 1083 Revised July 21, 2017, as a condition of employment.

** Review of applications will begin 3/27/2027 **

Hiring Salary: $3,866 per month

Advertised: Pacific Standard Time
Applications close:

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California State University Channel Islands is an Affirmative Action/Equal Opportunity Employer. We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, or protected veteran status.

Should you require a reasonable accommodation in the application and/or interview process, please contact Human Resources Programs (805) 437-8490.

Contact Us

For assistance regarding the employment application or website, please contact:

Faculty Employment: Academic Personnel at (805) 437-8455 (8-5 M-F PST) or email.
Staff Employment: Human Resources (805) 437-8490 (8-5 M-F PST) or visit the HR Service Desk

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