Financial Aid Technician

CSU Careers • Long Beach, CA

13d

About The Position

The Financial Aid Technician performs a variety of complex and technical duties involved in providing financial assistance for students, including the verification of eligibility and the awarding of aid. The Technician also serves as a comprehensive point of contact in Financial Aid - providing accurate direction and guidance to students, their families and staff in all aspects of the financial aid process - identifying those who need to meet with a financial aid counselor or administrator to resolve more complex issues.

Requirements

• The ideal Financial Aid Technician is a detail‑oriented, tech‑savvy professional with strong analytical skills and a solid understanding of financial aid processes and regulations.
• This individual excels in using technology to process a high volume of financial aid records with accuracy, including grants, loans, and scholarships.
• They are skilled in reviewing complex documentation, resolving data discrepancies, maintaining precise records, and applying federal, state, and institutional policies.
• Strong judgment, confidentiality, and the ability to quickly learn new systems and procedures are essential, as financial aid regulations and technologies change frequently.
• Equally important, this candidate is committed to delivering exceptional customer service and contributing to a student‑centered environment.
• They communicate clearly and professionally, handle challenging or emotionally charged situations with patience and empathy, and guide students and families through financial aid processes with accuracy and care.
• The ideal technician thrives in a fast‑paced setting, juggling multiple deadlines while maintaining meticulous attention to detail.
• They collaborate effectively within a team, follow established procedures to ensure data integrity, and document responsibilities to support operational continuity and overall departmental success.
• 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."
• Equivalent to two years of responsible general clerical experience in a college or university financial aid office required.

Nice To Haves

• Bachelor's Degree preferred.

Responsibilities

• Provide advising and general customer service to prospective, newly admitted, and current students and parents regarding various aspects of the financial aid process, including application steps, student eligibility, educational costs, types of financial aid available, and loan activities, while tailoring the information to the particular needs, situation, and level of background of each customer.
• Assist in determining and evaluating student financial aid eligibility by performing verification of individual student application data, reviewing and confirming general student eligibility criteria (i.e., citizenship, selective service, NSLDS, etc. database matches), and performing/calculating need analysis.
• Provide specialized processing and customer support specific to assigned financial aid program(s), assist with information dissemination and training of students and staff on various aspects of assigned program – under direction of the program lead.
• Provide processing and technical assistance to support the administration of general financial aid programs and functions, which includes monitoring and re-evaluating continued student eligibility, making and revising financial aid awards, processing reports, and other activities during various stages of the financial aid cycle.

Benefits

• Generous Paid Time Off : Up to 24 vacation days per year (based on employee group and/or service), 14 paid holidays, and 12 sick days annually with unlimited accrual.
• Comprehensive Health Coverage : A variety of medical, dental, and vision plans to suit your needs.
• Retirement Plans : Participation in CalPERS defined benefit plan and access to voluntary savings plans like 403(b), 401(k), and 457.
• Educational Benefits : Tuition fee waivers for employees and eligible dependents.
• Employee Assistance Program (EAP) : Confidential counseling and support services for employees and their families.
• Additional Perks : Access to wellness programs, professional development opportunities, and various insurance options including life, disability, and pet insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees