Financial Aid Technician I (Categorically Funded)
About The Position
Under the direction of an administrator, the Financial Aid Technician I performs clerical duties related to Financial Aid, Veterans, Board of Governors fee waivers, and California Student Aid Commission programs. The role assists students with financial aid information and applications, supports eligibility reviews, verification and awarding processes, and provides clerical and administrative support to assigned personnel. The position serves a diverse community college population and requires sensitivity to students’ varied academic, socioeconomic, cultural, disability, and ethnic backgrounds. Work is performed indoors, where minimal safety considerations exist; frequent customer conflict may occur. The normal schedule is Monday through Thursday, 8 a.m. to 6 p.m., and Friday, 10 a.m. to 3 p.m.
Requirements
- High school diploma or equivalent.
- At least one year of clerical or related experience.
- Knowledge of District policies and procedures; record-keeping methods, including financial record keeping; modern office practices, procedures, and equipment; filing systems and practices; receptionist and telephone techniques; and letter and report writing.
- Ability to understand and apply District policies and procedures; perform general clerical work and mathematical calculations accurately; learn and interpret financial aid and/or veterans’ program regulations, policies, and procedures; operate office equipment; use keyboarding skills appropriate to the position; establish cooperative working relationships; and demonstrate sensitivity to and understanding of diverse community college backgrounds.
- Ability to sit in front of a computer screen for extended periods; sufficient hand, arm, and finger dexterity to operate office equipment; visual acuity to read words and numbers; and speaking and hearing ability to use a phone and conduct routine conversations.
- Valid driver's license.
Nice To Haves
- Bilingual skills are desirable.
Responsibilities
- Assist students individually and in small-group sessions by explaining eligibility requirements, available types of assistance, and self-help opportunities.
- Help students complete financial aid applications; review applications for completeness and accuracy, ensure required supporting documentation is submitted, compile documentation, and prepare folders for verification and awarding.
- Provide information and assistance with financial aid applications to a diverse population.
- Review work-study applications for eligibility.
- Complete financial aid verifications upon request after awards are made.
- Answer, initiate, screen, and direct telephone calls; determine call priorities, explain work-study programs, and schedule appointments.
- Open and distribute mail, and prepare correspondence using computers and associated software.
- Assist with the annual scholarship program and Honors Day event.
- Assist assigned personnel with the work-study program, including completing work assignment notices and reviewing students for continued eligibility.
- Keep informed about rules and regulations governing financial aid and veterans’ programs.
- Order office supplies as needed.
- Serve on District committees as requested.
- Perform data-entry functions and other assigned duties.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
