FINANCIAL AID OUTREACH SPECIALIST
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 Outreach Specialist 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; 9:00 a.m. – 6:00 p.m. and Friday; 8:00 a.m. – 5:00 p.m.
The Financial Aid Outreach Specialist position is a grant funded position and contingent upon yearly funding.
This position is represented by CSEA (California School Employees Association), Chapter 363.
POSITION PURPOSE
Under the direction of an assigned administrator, the Financial Aid Outreach Specialist performs general financial aid office activities and specialized outreach duties related to increasing and promoting awareness and participation of financial aid program amongst potentially eligible students. This position works with supervisor to develop and provide financial aid information to students, parents, staff and the general public; maintains records and assists in determining financial aid eligibility according to federal and state regulations and requirements.
KEY DUTIES AND RESPONSIBILITIES
1. Participate in the development, planning and implementation of financial aid outreach policies and strategies aimed at increasing student success to financial aid programs and services.
2. Perform financial aid outreach and follow-up activities to targeted populations; present financial aid information to students, parents, staff and the general public in a variety of settings, such as high schools, on-campus, businesses and community organizations.
3. Develop and organize outreach materials and/or events targeted towards increasing awareness in financial aid programs and services.
4. Collaborate with other college departments to implement college-wide financial aid outreach efforts.
5. Provide information and technical assistance to students regarding eligibility, regulations and requirements of various federal, state and district financial programs such as grants, loans, work-study, fee waivers, scholarships, and contingency funds.
6. Instruct students in correct procedures for completion of paper or online forms and applications; review forms for accuracy and consistency.
7. Assist students with financial aid application. Explain eligibility and other factors necessary for successfully completing financial aid process. Assist in determination of acceptability when situations are unusual.
8. Review applications and required documentation to determine financial need and program eligibility for a variety of Federal, State and District programs.
9. Verify eligibility for and accept awards, and initiate disbursements in a variety of programs according to established guidelines and procedures.
10. Perform needs analysis and assist in packaging students for financial aid programs, enter and update data in system.
11. Monitor continued eligibility of students in financial aid programs, evaluate and monitor Satisfactory Academic Progress.
12. Maintain records and prepare reports according to established guidelines and procedures needed to meet retention requirements.
13. Schedule and conduct group and/or individual financial aid workshops or presentations suitable for diverse audiences.
14. Prepare and maintain database of prospective contacts, financial aid recipient information, and outreach activities.
15. Communicate and respond to inquiries from internal and external agencies or individuals. Provide assistance, information and training to faculty, other campus staff and the public as requested.
16. Attend training sessions and workshops to remain current on financial aid regulations and procedures.
17. Assist in reconciliation of disbursement records and compilation of data and statistics for reporting purpose.
18. Perform other related duties as assigned.
Knowledge of:
1. Pertinent federal, state and district rules, regulations and policies of financial aid programs.
2. Basic operations, services and activities of financial aid outreach programs.
3. Methods and practices of financial aid record keeping.
4. Principals and techniques of presentation in an environment with diverse audience
5. Recent developments, current literature and information related to financial aid programs.
6. Needs or special concerns of high school and adult students enrolling at community colleges.
7. Modern office practices, procedures and equipment including computer operation.
8. Oral and written communication skills.
Skills and Ability to:
1. Perform specialized outreach duties to promote financial aid programs and services.
2. Use applicable software or other media to enhance presentation; make oral presentations before large and small groups.
3. Interpret and apply laws, rules and policies of the financial aid program.
4. Interpret financial statements, income tax reports and related documents.
5. Exercise sound judgement in reviewing and evaluating student financial aid applications.
6. Maintain accurate records and prepare reports, summaries and evaluations.
7. Maintain confidentiality of sensitive information.
8. Develop and update forms and marketing materials.
9. Communicate effectively both orally and in writing.
10. Establish and maintain cooperative and effective working relationships with others.
11. Work independently with little supervision; prioritize work and meet schedules.
The Financial Aid Outreach Specialist 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; 9:00 a.m. – 6:00 p.m. and Friday; 8:00 a.m. – 5:00 p.m.
The Financial Aid Outreach Specialist position is a grant funded position and contingent upon yearly funding.
This position is represented by CSEA (California School Employees Association), Chapter 363.
POSITION PURPOSE
Under the direction of an assigned administrator, the Financial Aid Outreach Specialist performs general financial aid office activities and specialized outreach duties related to increasing and promoting awareness and participation of financial aid program amongst potentially eligible students. This position works with supervisor to develop and provide financial aid information to students, parents, staff and the general public; maintains records and assists in determining financial aid eligibility according to federal and state regulations and requirements.
KEY DUTIES AND RESPONSIBILITIES
1. Participate in the development, planning and implementation of financial aid outreach policies and strategies aimed at increasing student success to financial aid programs and services.
2. Perform financial aid outreach and follow-up activities to targeted populations; present financial aid information to students, parents, staff and the general public in a variety of settings, such as high schools, on-campus, businesses and community organizations.
3. Develop and organize outreach materials and/or events targeted towards increasing awareness in financial aid programs and services.
4. Collaborate with other college departments to implement college-wide financial aid outreach efforts.
5. Provide information and technical assistance to students regarding eligibility, regulations and requirements of various federal, state and district financial programs such as grants, loans, work-study, fee waivers, scholarships, and contingency funds.
6. Instruct students in correct procedures for completion of paper or online forms and applications; review forms for accuracy and consistency.
7. Assist students with financial aid application. Explain eligibility and other factors necessary for successfully completing financial aid process. Assist in determination of acceptability when situations are unusual.
8. Review applications and required documentation to determine financial need and program eligibility for a variety of Federal, State and District programs.
9. Verify eligibility for and accept awards, and initiate disbursements in a variety of programs according to established guidelines and procedures.
10. Perform needs analysis and assist in packaging students for financial aid programs, enter and update data in system.
11. Monitor continued eligibility of students in financial aid programs, evaluate and monitor Satisfactory Academic Progress.
12. Maintain records and prepare reports according to established guidelines and procedures needed to meet retention requirements.
13. Schedule and conduct group and/or individual financial aid workshops or presentations suitable for diverse audiences.
14. Prepare and maintain database of prospective contacts, financial aid recipient information, and outreach activities.
15. Communicate and respond to inquiries from internal and external agencies or individuals. Provide assistance, information and training to faculty, other campus staff and the public as requested.
16. Attend training sessions and workshops to remain current on financial aid regulations and procedures.
17. Assist in reconciliation of disbursement records and compilation of data and statistics for reporting purpose.
18. Perform other related duties as assigned.
Knowledge of:
1. Pertinent federal, state and district rules, regulations and policies of financial aid programs.
2. Basic operations, services and activities of financial aid outreach programs.
3. Methods and practices of financial aid record keeping.
4. Principals and techniques of presentation in an environment with diverse audience
5. Recent developments, current literature and information related to financial aid programs.
6. Needs or special concerns of high school and adult students enrolling at community colleges.
7. Modern office practices, procedures and equipment including computer operation.
8. Oral and written communication skills.
Skills and Ability to:
1. Perform specialized outreach duties to promote financial aid programs and services.
2. Use applicable software or other media to enhance presentation; make oral presentations before large and small groups.
3. Interpret and apply laws, rules and policies of the financial aid program.
4. Interpret financial statements, income tax reports and related documents.
5. Exercise sound judgement in reviewing and evaluating student financial aid applications.
6. Maintain accurate records and prepare reports, summaries and evaluations.
7. Maintain confidentiality of sensitive information.
8. Develop and update forms and marketing materials.
9. Communicate effectively both orally and in writing.
10. Establish and maintain cooperative and effective working relationships with others.
11. Work independently with little supervision; prioritize work and meet schedules.
EDUCATION AND EXPERIENCE
1. An Associate degree or equivalent supplemented by college course work in business, accounting, social services or related field.
2. Four years of increasingly responsible experience that includes direct work in outreach and financial aid areas.
1. An Associate degree or equivalent supplemented by college course work in business, accounting, social services or related field.
2. Four years of increasingly responsible experience that includes direct work in outreach and financial aid areas.
- 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.
Physical Demands:
1. Dexterity of hands and fingers to operate a computer keyboard.
2. Sitting or standing for extended periods of time.
3. Hearing and speaking to exchange information in person or on the telephone.
4. Seeing to read a variety of materials.
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 2022, with enrollment of approximately 14,400 students per semester, and an extremely diverse student population (Latinx 48%, Black/African-American 4%, Asian/Pacific Islander 31%, American Indian/Native American 0.3%, White/Caucasian 9%) 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% Latinx, 28% Asian/Pacific Islander, 5% Black/African American, 1% American Indian/Native American, 18% White/Caucasian, as well as encouraging applications from all qualified, outstanding applicants.
As of Fall 2022, with enrollment of approximately 14,400 students per semester, and an extremely diverse student population (Latinx 48%, Black/African-American 4%, Asian/Pacific Islander 31%, American Indian/Native American 0.3%, White/Caucasian 9%) 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% Latinx, 28% Asian/Pacific Islander, 5% Black/African American, 1% American Indian/Native American, 18% White/Caucasian, 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
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. Only complete application materials will be considered. No exceptions.
2. Letters of Recommendation are NOT required and will not be forwarded to the hiring committee.
3. 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.
4. Application materials become the property of the District and will not be returned or duplicated.
5. Travel expenses to attend the interview are the responsibility of the candidate.
6. Meeting the minimum qualifications does NOT assure an interview.
7. 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:
2. Letters of Recommendation are NOT required and will not be forwarded to the hiring committee.
3. 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.
4. Application materials become the property of the District and will not be returned or duplicated.
5. Travel expenses to attend the interview are the responsibility of the candidate.
6. Meeting the minimum qualifications does NOT assure an interview.
7. 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:
Academic Credentials Evaluation Institute, Inc.
Website: http://www.acei-global.org/
Education Records Evaluation Services
Website: www.eres.com
Website: www.eres.com
International Education Research Foundation
Website: http://www.ierf.org/
Website: http://www.ierf.org/
World Education Services
Website: www.wes.org
Website: www.wes.org
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