FINANCIAL AID SPECIALIST I
Job Description
Excellent fringe benefit package includes a pension, medical, dental, vision, EAP (employee assistance plan) and life insurance for employee and eligible dependents, and income protection. Voluntary plans include supplemental life insurance, Flexible Spending Accounts, 403b and 457 Deferred Compensation Accounts. Classified employees also receive vacation, 12 sick leave days and 20 paid holidays.
POSITION SUMMARY
The Financial Aid Specialist I reports to the Director of Financial Aid at San Jose City College. The work schedule is 12 months per year; 40 hours per week; Monday – Thursday; 8:30 a.m. – 5:30 p.m. and Friday; 8:00 a.m. – 5:00 p.m.
The Financial Aid Specialist I 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 Financial Aid administrator, interview and assist students applying for financial aid; preliminarily assess financial need and provide students with an overview of requirements for program eligibility for work study, loans, grants and scholarships.
DISTINGUISHING CHARACTERISTICS
The Financial Aid Specialist I performs a variety of tasks involved in assisting students who apply for financial aid. Incumbents typically assist students at the counter or by phone in applying for various financial aid programs and assist other Specialists while learning financial aid programs. This differs from the Financial Aid Specialist II in that the latter serves in a specialized capacity for computer systems and/or specific program management.
DUTIES AND RESPONSIBILITIES
1. Assist students in applying for various types of Federal, State and other financial aid programs and resources; interview students at the counter and assist students in completing financial aid applications.
2. Verify application information and supporting documentation using predetermined methods; identify financial need as required; assure completeness of documents at counter.
3. Explain Federal, State and District regulations, requirements, policies and procedures with regard to a wide range of financial aid programs to students, faculty and staff.
4. Identify financial needs of students, faculty and staff and direct them to appropriate resources on campus and online materials.
5. Assist in performing needs analysis; direct students to online award letters using institutional software.
6. Evaluate and determine fee waivers based on student eligibility.
7. Maintain current knowledge of State and Federal financial aid programs; attend meetings, workshops and conferences regarding changes in eligibility requirements, application procedures and related issues.
8. Prepare and maintain a variety of records, files, and reports related to financial aid activities; may assist in compiling and maintaining statistical data for inclusion in State and Federal reports.
9. Assist other Financial Aid Specialists on specific programs as assigned.
10. Operate a variety of office equipment and machines including computers, peripheral equipment, calculators and copiers
11. Perform other duties reasonably related to the job classification.
KNOWLEDGE, SKILLS AND ABILITIES
Knowledge of:
1. Federal, State and local student financial aid programs regulations and guidelines.
2. Financial problems encountered by college students and parents.
3. Financial and statistical record-keeping techniques.
4. Modern office practices, procedures and equipment.
5. Correct English usage, grammar, spelling, punctuation and vocabulary.
6. Oral and written communication skills.
Skills and Ability to:
1. Work with students/parents from a variety of diverse backgrounds and cultures.
2. Learn rules, regulations, procedures, policies and functions of Federal, State and District financial aid programs.
3. Read, interpret, apply and explain policies, procedures and regulations regarding financial aid programs.
4. Determine eligibility for financial aid through need analysis.
5. Operate office machines including a computer and applicable software.
6. Must be able to perform business math computations and maintain accurate financial records.
7. Work independently with little direction.
8. Communicate effectively both orally and in writing.
9. Establish and maintain cooperative and effective working relationships with and effectively serve students.
The Financial Aid Specialist I reports to the Director of Financial Aid at San Jose City College. The work schedule is 12 months per year; 40 hours per week; Monday – Thursday; 8:30 a.m. – 5:30 p.m. and Friday; 8:00 a.m. – 5:00 p.m.
The Financial Aid Specialist I 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 Financial Aid administrator, interview and assist students applying for financial aid; preliminarily assess financial need and provide students with an overview of requirements for program eligibility for work study, loans, grants and scholarships.
DISTINGUISHING CHARACTERISTICS
The Financial Aid Specialist I performs a variety of tasks involved in assisting students who apply for financial aid. Incumbents typically assist students at the counter or by phone in applying for various financial aid programs and assist other Specialists while learning financial aid programs. This differs from the Financial Aid Specialist II in that the latter serves in a specialized capacity for computer systems and/or specific program management.
DUTIES AND RESPONSIBILITIES
1. Assist students in applying for various types of Federal, State and other financial aid programs and resources; interview students at the counter and assist students in completing financial aid applications.
2. Verify application information and supporting documentation using predetermined methods; identify financial need as required; assure completeness of documents at counter.
3. Explain Federal, State and District regulations, requirements, policies and procedures with regard to a wide range of financial aid programs to students, faculty and staff.
4. Identify financial needs of students, faculty and staff and direct them to appropriate resources on campus and online materials.
5. Assist in performing needs analysis; direct students to online award letters using institutional software.
6. Evaluate and determine fee waivers based on student eligibility.
7. Maintain current knowledge of State and Federal financial aid programs; attend meetings, workshops and conferences regarding changes in eligibility requirements, application procedures and related issues.
8. Prepare and maintain a variety of records, files, and reports related to financial aid activities; may assist in compiling and maintaining statistical data for inclusion in State and Federal reports.
9. Assist other Financial Aid Specialists on specific programs as assigned.
10. Operate a variety of office equipment and machines including computers, peripheral equipment, calculators and copiers
11. Perform other duties reasonably related to the job classification.
KNOWLEDGE, SKILLS AND ABILITIES
Knowledge of:
1. Federal, State and local student financial aid programs regulations and guidelines.
2. Financial problems encountered by college students and parents.
3. Financial and statistical record-keeping techniques.
4. Modern office practices, procedures and equipment.
5. Correct English usage, grammar, spelling, punctuation and vocabulary.
6. Oral and written communication skills.
Skills and Ability to:
1. Work with students/parents from a variety of diverse backgrounds and cultures.
2. Learn rules, regulations, procedures, policies and functions of Federal, State and District financial aid programs.
3. Read, interpret, apply and explain policies, procedures and regulations regarding financial aid programs.
4. Determine eligibility for financial aid through need analysis.
5. Operate office machines including a computer and applicable software.
6. Must be able to perform business math computations and maintain accurate financial records.
7. Work independently with little direction.
8. Communicate effectively both orally and in writing.
9. Establish and maintain cooperative and effective working relationships with and effectively serve students.
EDUCATION AND EXPERIENCE
1. Graduation from high school supplemented by college course work in business, accounting, social services or related field.
2. Two years of increasingly responsible clerical experience involving financial record-keeping and public contact in a services-oriented environment.
1. Graduation from high school supplemented by college course work in business, accounting, social services or related field.
2. Two years of increasingly responsible clerical experience involving financial record-keeping and public contact in a services-oriented environment.
- 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.
1. Bilingual abilities, desirable.
For positions that require a degree or coursework:
Degree(s) must have been awarded by a college or university accredited by an accrediting body recognized by the U.S. Council on Post-Secondary Accreditation and/or the U.S. Department of Education.
All degrees and credits earned outside of the United States must have a U.S. evaluation (course by course) of the transcripts and must be submitted with the application.
Degrees earned outside of the U.S. without a U.S. credential evaluation attached, will not be considered.
Degree(s) must have been awarded by a college or university accredited by an accrediting body recognized by the U.S. Council on Post-Secondary Accreditation and/or the U.S. Department of Education.
All degrees and credits earned outside of the United States must have a U.S. evaluation (course by course) of the transcripts and must be submitted with the application.
Degrees earned outside of the U.S. without a U.S. credential evaluation attached, will not be considered.
Environment:
1. Typical office environment.
2. Constant interruptions.
Physical Demands:
1. Sitting and operating a keyboard to enter data into a computer terminal for extended periods of time.
2. Hearing and speaking to exchange information in person or on the telephone.
3. Moderate lifting.
4. Bending.
5. Reaching to retrieve and file records.
1. Typical office environment.
2. Constant interruptions.
Physical Demands:
1. Sitting and operating a keyboard to enter data into a computer terminal for extended periods of time.
2. Hearing and speaking to exchange information in person or on the telephone.
3. Moderate lifting.
4. Bending.
5. Reaching to retrieve and file records.
The District is represented by dedicated and talented employees who are passionate about providing our student population with the best educational experience possible. The District recognizes that cultural diversity in the academic environment promotes academic excellence; fosters cultural, racial and human understanding; provides positive roles models for all students, and creates an inclusive and supportive educational and work environment for its employees, students, and the community it serves.
As of Fall 2021, with enrollment of approximately 14, 699 students per semester, and an extremely diverse student population (Hispanic/Latino 44%, Black/African-American 4%, Asian/Pacific Islander 34%, American Indian/Native American 0.2%, White/Caucasian 10%) attaining educational goals reflecting 56% – Transfer to a 4-Year College/ University, the District’s emphasis on student success makes it a recognized educational leader in the State.
The District encourages a diverse pool of applicants to serve as colleagues to an existing diverse classified staff consisting of 42% Hispanic/Latino, 26% Asian/Pacific Islander, 4% Black/African American, 1% American Indian/Native American, 21% White/Caucasian, and as well as encouraging applications from all qualified, outstanding applicants.
As of Fall 2021, with enrollment of approximately 14, 699 students per semester, and an extremely diverse student population (Hispanic/Latino 44%, Black/African-American 4%, Asian/Pacific Islander 34%, American Indian/Native American 0.2%, White/Caucasian 10%) attaining educational goals reflecting 56% – Transfer to a 4-Year College/ University, the District’s emphasis on student success makes it a recognized educational leader in the State.
The District encourages a diverse pool of applicants to serve as colleagues to an existing diverse classified staff consisting of 42% Hispanic/Latino, 26% Asian/Pacific Islander, 4% Black/African American, 1% American Indian/Native American, 21% White/Caucasian, and as well as encouraging applications from all qualified, outstanding applicants.
EQUAL OPPORTUNITY EMPLOYER STATEMENT:
San José-Evergreen Community College District is an Equal Opportunity Employer committed to nondiscrimination on the basis of ethnic group identification, race, color, language, accent, immigration status, ancestry, national origin, age, gender, gender identity, religion, sexual orientation, transgender, marital status, veteran status, medical condition, and physical or mental disability consistent with applicable federal and state laws.
CONTACT:
Employment Services,
Human Resources, SJECCD
40 S. Market Street, San Jose, CA 95113
Phone: (408) 270-6414
Email: hremploymentservices@sjeccd.edu
Employment Website: https://sjeccd.peopleadmin.com
District Website: www.sjeccd.edu
APPLICATION PROCEDURES:
San José-Evergreen Community College District is an Equal Opportunity Employer committed to nondiscrimination on the basis of ethnic group identification, race, color, language, accent, immigration status, ancestry, national origin, age, gender, gender identity, religion, sexual orientation, transgender, marital status, veteran status, medical condition, and physical or mental disability consistent with applicable federal and state laws.
CONTACT:
Employment Services,
Human Resources, SJECCD
40 S. Market Street, San Jose, CA 95113
Phone: (408) 270-6414
Email: hremploymentservices@sjeccd.edu
Employment Website: https://sjeccd.peopleadmin.com
District Website: www.sjeccd.edu
APPLICATION PROCEDURES:
Interested applicants MUST SUBMIT ONLINE ALL of the following materials by the First Review Date/Closing Date as listed on the job announcement. Applications received after the First Review Date will only be forwarded to the hiring committee at their request.
1. A completed online San José-Evergreen Community College District APPLICATION.
2. A COVER LETTER (Stating how you feel you meet the qualifications as outline in the job announcement).
3. A current RESUME/CURRICULUM VITAE
4. TRANSCRIPT – (If Required) If a degree is listed as a requirement, transcripts (Not Diplomas) MUST INCLUDE confer or award date of stated degree. Unofficial transcripts will be accepted; however if the position is offered, official transcripts will be required prior to employment. If the transcripts or degrees are from outside of the United States, an official certification of equivalency to U.S. degrees by a certified U.S. credential review service (course by course of the transcripts) MUST also be submitted. (See below for a list of suggested services that provide foreign degree equivalency evaluation to U.S. degrees).
2. A COVER LETTER (Stating how you feel you meet the qualifications as outline in the job announcement).
3. A current RESUME/CURRICULUM VITAE
4. TRANSCRIPT – (If Required) If a degree is listed as a requirement, transcripts (Not Diplomas) MUST INCLUDE confer or award date of stated degree. Unofficial transcripts will be accepted; however if the position is offered, official transcripts will be required prior to employment. If the transcripts or degrees are from outside of the United States, an official certification of equivalency to U.S. degrees by a certified U.S. credential review service (course by course of the transcripts) MUST also be submitted. (See below for a list of suggested services that provide foreign degree equivalency evaluation to U.S. degrees).
Note: Some positions may require additional documents and/or certificates, in addition to the items listed above. Please refer to the job announcement.
OTHER APPLICANT INFORMATION:
1. San José Evergreen Community College has implemented a mandatory COVID-19 vaccine requirement for all employees. All new hires will receive a conditional offer letter and must submit proof of being fully vaccinated for COVID-19 prior to their start date as a condition of employment. Selected candidates in need of an exemption from this policy due to a medical reason/disability or due to a sincerely held religious belief must submit a request for exemption and complete the process prior to Board Approval and starting work.
1. San José Evergreen Community College has implemented a mandatory COVID-19 vaccine requirement for all employees. All new hires will receive a conditional offer letter and must submit proof of being fully vaccinated for COVID-19 prior to their start date as a condition of employment. Selected candidates in need of an exemption from this policy due to a medical reason/disability or due to a sincerely held religious belief must submit a request for exemption and complete the process prior to Board Approval and starting work.
2. Only complete application materials will be considered. No exceptions.
3. Letters of Recommendation are NOT required and will not be forwarded to the hiring committee.
4. Upon hire the successful candidate must provide the required documents of identity and authorization to work and attest he/she is authorized to work in the United States.
5. Application materials become the property of the District and will not be returned or duplicated.
6. Travel expenses to attend the interview are the responsibility of the candidate.
7. Meeting the minimum qualifications does NOT assure an interview.
8. The District may re-advertise, delay, choose not to fill the position, or choose to fill more than one position.
Suggested services that provide foreign degree equivalency evaluation to U.S. degrees:
World Education Services
Website: www.wes.org
Website: www.wes.org
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