Financial Services Associate

San Joaquin Valley College•San Leandro, CA

5d•Onsite

About The Position

The Financial Services Associate meets with applicants and students to discuss eligibility for federal financial aid programs. The associate calculates anticipated awards for PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs; packages and awards aid for each academic year; and records awards in the Student Information Systems. All work must comply with governmental regulations and institutional procedures, with a high level of ethics in student counseling. The role provides financial-aid guidance and estimates tailored to students’ eligibility, evaluates submitted documentation, creates funding plans, tracks eligibility and student progress, and supports students and graduates in building financial literacy. The position has no supervisory responsibilities. The work environment is an office with cubicles and is usually quiet. The starting pay range is $20.00–$28.00 per hour.

Requirements

Associate degree required.
Must qualify for Professional Access to the National Student Loan Data System (NSLDS).
PC skills in Microsoft Office, internet applications, and database software.
Excellent oral and written communication skills.
Must be a self-starter with the ability to multitask.
Ability to perform the essential duties satisfactorily, with reasonable accommodations where applicable.

Nice To Haves

Bachelor’s degree preferred.
Two or more years of related financial advising and/or training experience preferred.
Experience with Student Financial Aid software applications is a plus.

Responsibilities

Explain the financial aid process and available programs to qualifying students.
Estimate and calculate tuition and financial aid based on each student’s eligibility.
Counsel students on financial aid paperwork, award information, and options for covering educational expenses.
Create and schedule funding plans for enrolled students.
Evaluate submitted financial aid documentation and determine whether additional requirements apply.
Provide a high level of service to students and co-workers while maintaining performance metrics.
Track student progress and review changes to financial aid eligibility throughout the program.
Complete required document tracking for drops, terminations, and graduates, including R2T4, PWD, and loan exit materials.
Enhance the financial literacy of students and graduates to support their professional success.
Maintain knowledge of and compliance with Title IV, state, military, VA, and institutional requirements.
Package and award Title IV and non-Title IV aid for each academic year and enter it in the Student Information Systems.