FINANCIAL AID BASIC NEEDS COUNSELOR

University of California, Irvine•Irvine, CA
•Hybrid

About The Position

The Office of Financial Aid & Scholarships is a key contributor to student success and student access in higher education, administering all types of financial assistance for eligible students demonstrating financial need, academic merit, and/or other merit factor(s). This includes, but is not limited to scholarships, grants, loans, and/or work-study awards. The Financial Aid Basic Needs Counselor applies a broad understanding of student aid program practices and policies to determine appropriate allocation of aid awards, authorize exceptions, and provide individual counseling on non-routine, sensitive aid issues. Serves as point of contact and principal resource for students, staff and affiliates associated with the Basic Needs Center, supporting system-wide Basic Needs initiatives including programs which address food, housing, health and wellness, and financial insecurity. Participates as a standing member of the campus Economic Crisis Response Team (ECRT) and proactively awards emergency grants as identified by the ECRT.

Requirements

  • Ability to calculate financial aid with attention to detail and accuracy.
  • Ability to address complex issues and provide suggestions and solutions.
  • Ability to maintain security and confidentiality of information and records.
  • Working knowledge of advising and counseling techniques.
  • Strong ability to assess processes and implement improvements.
  • Thorough interpersonal skills.
  • Organizational skills and ability to prioritize work and meet deadlines.
  • Strong proficiency with standard office software as well as internet and email applications.
  • Working knowledge of common University-specific computer application programs.
  • Strong written and verbal communication skills.
  • Active listening skills.
  • Strong customer service orientation skills, using multiple delivery methods for a diverse range of audiences and audience sizes.
  • Working knowledge of policies, regulations, and practices for awarding financial aid; specialized knowledge of particular programs.
  • Problem identification, critical thinking, and problem solving skills.
  • Judgment and decision-making ability.
  • Experience using complex databases.
  • Ability to define specifications for database programming.
  • Skill to compose and edit written and analytical reports to be clear, concise, and factually and grammatically correct.
  • Working knowledge of University policies, processes, and procedures.
  • Bachelor's degree in related area and / or equivalent experience / training.
  • 5-10 years of directly related professional experience.
  • Must be able to provide proof of work authorization.

Nice To Haves

  • Knowledge of Institutional Need Analysis System (INAS)
  • Experience using Student Financial Planning and/or Student Billing Systems

Responsibilities

  • Determine appropriate allocation of aid awards.
  • Authorize exceptions to financial aid policies.
  • Provide individual counseling on non-routine, sensitive aid issues.
  • Serve as a point of contact and principal resource for students, staff, and affiliates associated with the Basic Needs Center.
  • Support system-wide Basic Needs initiatives, including programs addressing food, housing, health and wellness, and financial insecurity.
  • Participate as a standing member of the campus Economic Crisis Response Team (ECRT).
  • Proactively award emergency grants as identified by the ECRT.
  • Interpret policies and develop procedures to ensure compliance.
  • Compose and edit written and analytical reports to be clear, concise, and factually and grammatically correct.
  • Coordinate and organize multiple complex projects and tasks and manage competing deadlines.

Benefits

  • Medical insurance
  • Sick and vacation time
  • Retirement savings plans
  • Access to a number of discounts and perks
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