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Financial Aid Advisor

1 month ago

San Jose, California, United States InsideHigherEd Full time
Job Summary

The Financial Aid Advisor performs a variety of duties related to processing the financial aid eligibility determination for student financial aid applications, to maintain records and to assist students by providing information. Working independently, the Financial Aid Advisor is primarily responsible for the document verification and need analysis of financial aid documentation related to the financial aid application, and awarding process for all San Jose State University applicants.

Key Responsibilities
  • Interprets federal and state financial aid policies and procedures in order to incorporate into these into daily work tasks
  • Performs application review and needs analysis to determine documented financial need of students using the financial aid delivery system and the PeopleSoft needs Analysis Module
  • Reviews and verifies various documents that may be requested, including verification forms such as tax returns to complete the verification process
  • Counsels students regarding the need analysis process and the effect on the financial aid award
  • Keeps current and interprets federal, state, and Chancellor's Office eligibility criteria and follows established office practices
  • Explains the FAFSA application process, award cycle, and answers questions related to the financial aid award process at San Jose State University. Communicates with students and parents
  • Participates in on and off campus yield events providing information to prospective applicants
  • Assists students at the front counter by answering questions during drop-in hour and provides phone coverage for more complex calls that require transferring to an Advisor. Responsible for explaining to students and parents the various documents that may be requested for the application process, including verification forms, tax returns, etc.
Knowledge, Skills & Abilities
  • Ability to communicate with constituents in a professional and respectful manner
  • Ability to advise students on matters regarding financial aid eligibility, money management; academic progress requirements, and other related matters for which students seek help
  • Ability to identify and determine cause of problems; develops and presents recommendations for improvement of established processes and practices
  • Ability to maintain contact with customers and solicits feedback for improved services
  • Ability to research and develop resources that create timely and efficient workflow
  • Ability to prepare progress reports, informs supervisor of project status and deviation from goals
  • Ability to ensure completeness, accuracy, and timeliness of all operational functions
  • Ability to prepare and submit reports as requested and required
  • Ability to implement guidelines to support the functions of the unit
  • Ability to determine the importance of each task, and completes functions according to established deadlines and changing priorities
  • Ability to comply with all applicable university, state and federal regulations
  • Ability to maintain confidential data and follows FERPA guidelines
  • Knowledge of financial aid programs, including Pell, Federal Loans, FWS, Cal Grant
  • Ability to provide timely and accurate responses, manage multiple priorities, and track decisions
  • Ability to maintain confidentiality and handle sensitive communications with students, parents, staff, faculty and external agencies
  • Ability to use technical databases and programs for word documents, databases, communication tools, spreadsheets, etc.
  • Strong oral and written communication skills
  • Excellent customer service and public relations skills
  • Ability to handle sensitive communications with students, parents, employees and external agencies
  • Knowledge of technology and software applications such as: word processing, spreadsheet, database management, and communication tools
Required Qualifications
  • Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or a job‐related field
  • Two (2) years of professional experience in one of the student services program areas or in a related field. A master's degree in a job‐related field may be substituted for one year of professional experience
Preferred Qualifications
  • Bachelor's Degree
  • Three (3) to Four (4) years of experience within a financial aid environment
  • Two (2) years of experience with financial aid verification application review, need analysis, and recalculation of financial aid eligibility
  • Experience working with federal/state regulations and maintaining compliance and program integrity
  • Experience with PeopleSoft and financial aid software programs (COD, NSLDS, etc.)
  • Experience in written communication skills