FINANCIAL AID SPECIALIST II

San Jose Evergreen Community College District•San Jose, CA

68d

About The Position

POSITION SUMMARY The Financial Aid Specialist II reports to the Director of Financial Aid at Evergreen Valley College. The work schedule is 12 months per year; 40 hours per week; Monday, Tuesday, Thursday & Friday; 8:00 a.m. - 5:00 p.m. and Wednesday, 9:00 a.m. - 6:00 p.m. The Financial Aid Specialist II position is grant funded and contingent upon yearly funding. This position is represented by CSEA (California School Employees Association), Chapter 363. POSITION PURPOSE Under the direction of a Financial Aid Officer, perform one or more highly specialized functions involving computerized financial aid records or overall coordination of a designated program. DISTINGUISHING CHARACTERISTICS In addition to having knowledge of all aspects of application processing and related procedures done at the Financial Aid Specialist I level, the Financial Aid Specialist II serves in a specialized capacity for computer systems and/or responsibility for a specific financial aid program such as FWS or PELL Reporting. This level differs from the Financial Aid Specialist III in that the latter serves in a lead capacity in the office, oversees the other specialists in the absence of the Financial Aid Officer, performs final review of applications and supporting documentation, packages financial aid awards, and exercises professional judgment on individual circumstances.

Requirements

Graduation from high school supplemented by college course work in business, accounting, social services or related field.
Three years of increasingly responsible experience involving financial record-keeping and public contact in a social services related field, including at least two years of financial aid experience.
Demonstrated sensitivity, knowledge and understanding of the diverse academic, socioeconomic, gender identity, sexual orientation, cultural, disability, and ethnic background of groups historically underrepresented, and groups who may have experienced discrimination.
Success integrating diversity as appropriate into the major duties outlined in the job description and in the duties listed in the District's hiring policy; or demonstrated equivalent transferable skills to do so.

Nice To Haves

Bilingual abilities, desirable.

Responsibilities

Review applications and required documentation to determine financial need and program eligibility for a variety of Federal, State and District programs.
Perform technical duties related to departmental computer systems; implement, test and debug program changes; assist in determining packaging parameters; manage electronic data exchange process required for transmission of data; process student files.
Participate in the file packaging process and the process involved in one or more assigned specific programs such as work study, grants, scholarships and others as assigned.
Prepare Federal and State reports which initiates funding levels for financial aid programs; assist Financial Aid Specialists III as needed.
Provide second verification of application information and supporting documentation; make corrections appropriately.
Interview and counsel students and parents concerning budget cost of education, applications and eligibility; interpret and explain Federal, State and District regulations, requirements, policies and procedures.
Perform needs analysis and assist in packaging students for financial aid programs; enter and revise data in the computer; generate, file and distribute award letters and related documents.
Maintain current knowledge of State and Federal financial aid programs; attend meetings, workshops and conferences regarding changes in eligibility requirements, application procedures and other issues.
Complete documents/information requested from outside agencies and other institutions.
Communicate with various District departments and personnel, governmental and private agencies, other colleges, financial institutions and the public.
Prepare and maintain a variety of records, files and reports related to financial aid activities; compile and maintain statistical data for inclusion in State and Federal reports.
Operate a variety of office equipment and machines including computers, peripheral equipment, calculators and copiers.
Perform other duties reasonably related to the job classification.

Benefits

In addition to the salary, this position qualifies for the choice of one of the District's excellent Health Benefits and Welfare plans, which the premium cost is 100% paid by the District for the employee and their eligible dependents, and one health plan costing an estimated $60,000 for the District for fiscal year 2025-2026. We offer two medical plans (Anthem Blue Cross [PPO] and Kaiser Permanente (HMO]); dental (Delta Dental PPO); vision (VSP Choice); life insurance for the employee (The Hartford); life insurance for eligible dependents (The Hartford); a long term disability/income protection plan (The Hartford); and an employee assistance plan (Anthem EAP).
In addition, the District contributes an additional 26.81% of the employee's salary towards an eligible employee's pension (CalPERS).
Employees may also elect to participate in optional plans including purchasing additional life insurance for themselves and their eligible dependent(s); enroll in a medical, transportation, and/or dependent care Flexible Spending Account(s) (with the $4 monthly administrative fee paid by the District); and set pre-taxed dollars aside to supplement their pension in a 403b (tax shelter annuity) and/or a 457 (deferred compensation) plan(s).
Classified employees also earn 10 to 22 days per year of vacation (based on years of service), and up to 12 sick leave days (pro-rated for less than full-time positions). There are currently 20 paid holidays.

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