Edtech.com's Summary

California State University - Sacramento is hiring a Senior Financial Aid Analyst. The role analyzes federal and state financial aid applications to determine student need, prepares and awards aid packages, and handles related processes such as the return of Title IV funds, the federal student aid provisions of the Higher Education Act. The analyst reports to the Chief Financial Aid Officer, serves as the subject matter expert when the Student Service Center escalates complicated aid questions, and leads information sessions for students and families.

Highlights

Analyze federal and state financial aid applications to determine financial need, then prepare and award financial aid packages.
Handle assigned program areas such as verification (needs analysis), Direct Loans, and Cal Grant, including return of Title IV funds.
Act as the subject matter expert for Student Service Center staff, resolving escalated financial aid questions and student concerns efficiently.
Present financial aid information sessions for students, parents, and families in support of university recruitment, retention, and outreach.
Two years of professional student services experience, including advising students individually and in groups; a master's degree in a job-related field can substitute for one year.
Working knowledge of Title IV, Cal Grant, State University Grant, Middle-Class Scholarship, Pell Grant, SEOG, Direct Loans, and Federal Work Study requirements.
Preferred experience includes three to five years of verification, needs analysis, and awarding work, plus two or more years with PeopleSoft CMS, OnBase, COD, and NSLDS.
Anticipated hiring range of $5,083 to $5,200 per month for this full-time probationary position.
Work on-site in the Financial Aid and Scholarships Office, Monday through Friday from 8am to 5pm, with California residence required upon hire.

Senior Financial Aid Analyst Full Description

Position Summary

Under the general direction of the Chief Financial Aid Officer and lead work direction of the Financial Aid Lead, the Senior Financial Aid Analyst independently performs moderately complex professional student service work where a wide variety of situations require use of professional judgement in circumstances that warrant a case-by-case review. The objective of this position is to support the university’s enrollment goals through timely and effective processing of student’s financial aid application. The Senior Financial Aid Analyst will provide quality customer service to students and families regarding financial aid eligibility and will be responsible to analyze federal and state financial aid applications to determine financial need; prepare and award financial aid packages; and perform all duties related to the financial aid process, including return of Title IV. The Senior Financial Aid Analyst also provides program guidance in assigned area and utilizes high level analytical and interpersonal skills to investigate and resolve student concerns.

Assigned program areas may include; Verification (Needs Analysis); Direct Loans, Cal Grant etc.

The Senior Financial Aid Analyst serves as the “subject matter expert” to the Student Service Center staff for student questions and concerns related to financial aid that are escalated and/or cannot be resolved. The incumbent ensures problems are resolved in an efficient and effective manner, works collaboratively and effectively with Student Service Center staff to meet customer expectations in a fast-paced and dynamic environment.

The Senior Financial Aid Analyst participates in university recruitment and retention activities and will have responsibility for providing information sessions for students, parents and families in support of various outreach efforts.

Position Details

Classification Title: Student Services Professional II

FLSA: Exempt (not eligible for overtime compensation)

Anticipated Hiring Range: $5,083 per month - $5,200 per month

CSU Classification Salary Range: $5,083 per month - $7,228 per month

Salary Grade/Range: 1

Recruitment Type: Regular (Probationary)

Time Base: Full-Time

Work Hours: Monday-Friday, 8am-5pm. Work hours may vary depending on operations.

Priority Application Deadline: Tuesday, November 3rd @ 11:55pm PST (Posting will remain open until filled)

Department Information

This position is in the Financial Aid and Scholarships Office under the Program Center Enrollment Management in the Division of University Affairs. For more information, please visit: https://www.csus.edu/apply/enrollment-management/

Minimum Qualifications

Knowledge and Abilities:

Working knowledge of the practices, procedures and activities of the program to which assigned; general knowledge of the methods and problems of organizational and program management. General knowledge of research and interview techniques; and of the principles of individual and group behavior.

Ability to interpret and apply program rules and regulations; use initiative and resourcefulness in planning work assignments and in implementing long-range program improvements; obtain factual and interpretative information through interviews; reason logically; collect, compile, analyze and evaluate data and make verbal or written presentations based on these data; advise students individually and in groups on routine matters where required; recognize multicultural, multi-sexed and multi-aged value systems and work accordingly; establish and maintain cooperative working relationships with faculty, CSU administrators, student organizations, private and public agencies and others in committee work, and student advising and community contacts; and, rapidly acquire a general knowledge of the overall operation, functions and programs of the campus to which assigned. Demonstrated ability to make decisions and carry through actions having implications with regard to other program or service areas Services Office.

Possession of these knowledge and abilities typically is demonstrated through the Experience requirements below.

Experience:

Possession of these knowledge and abilities is typically demonstrated through the equivalent of two years of professional experience in one of the student services program areas or in a related field; experience should give evidence of competence and indicate the potential for further growth. A master’s degree in a job-related field may be substituted for one year of the professional experience.

Education:

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. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown above may be substituted for the required education on a year-for-year basis.

Required Qualifications

Experience:

Two 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 the professional experience.)
Experience advising students individually and in group settings.

Knowledge, Skills, and Abilities:

Knowledge of and ability to apply knowledge of Title IV regulations, federal tax laws and experience with interpretation and application of regulations performing the verification and awarding process.
Knowledge of State Financial Aid regulations, requirements, and guidelines and ability to apply knowledge of the specific requirements for purposes of determining correct course of action related to assigned tasks; state aid programs may include but not limited to; Cal Grant, State University Grant, and Middle-Class Scholarship.
Knowledge of Federal Financial Aid regulations, requirements and guidelines and ability to apply knowledge of the specific requirements for purposes of determining correct course of action related to assigned tasks; federal aid programs may include but not limited to; Pell Grant, SEOG, Direct Loans and Federal Work Study.
Demonstrated ability to work independently and possess self-direction skills to initiate plans, organize, prioritize, multi-task, and coordinate work in a fast-paced organization.
Demonstrated ability to apply attention to detail and perform with extreme accuracy in all aspects of work; includes all document review, document follow-up, awarding and adjustments, and packaging review.
Demonstrated ability to interpret, coordinate and implement new financial aid programs as approved by Federal, State and/or Institutional regulatory changes.
Strong interpersonal skills to establish and maintain cooperative working relationships with students, faculty, staff and external constituents.
Excellent organizational and time management skills to prioritize and multi-task, meet goals and deadlines under severe time constraints.
Strong analytical skills.
Experience handling information that is sensitive and personal in nature in a delicate, caring, and helpful manner.
Experience assisting students on financial aid programs and general academic information related to their area of study by offering factual data as it relates to the student inquiry.
Proficient in general use of standard office equipment and common software (e.g., Microsoft Office, Internet, etc.).
Demonstrated ability to utilize common student administrative software systems (e.g. PeopleSoft, Document Imaging, and Workflow Systems) to retrieve and review information when serving students.
Experience performing basic mathematical calculations to recalculate financial aid data and awards.
Commitment to maintaining a welcoming and inclusive work environment with diverse colleagues and constituents including faculty, students, staff, and members of the community.

Conditions of Employment:

Satisfactory completion of background check.

Preferred Qualifications

Three to five years of experience performing verification, needs analysis and awarding for purposes of determining financial aid eligibility, awarding and disbursing aid.
Two or more years of experience with systems such as PeopleSoft CMS, OnBase imaging software and Common Origination and Disbursement (COD), the National Student Load Data Systems (NSLDS).

Documents Needed to Apply

Resume and cover letter.

Failure to upload required documentation may result in disqualification.

Equal Employment Opportunity

California State University, Sacramento is an Affirmative Action/Equal Opportunity Employer and has a strong institutional commitment to the principle of diversity in all areas. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, sex, gender identity/expression, sexual orientation, pregnancy, genetic information, medical condition, marital status, veteran status, or disability. Sacramento State hires only those individuals who are lawfully authorized to accept employment in the United States.

It is the policy of California State University, Sacramento to provide reasonable accommodations for qualified persons with disabilities who are employees or applicants for employment.

Background Check Disclaimer

A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with California State University, Sacramento. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current California State University, Sacramento employees who apply for the position.

Out of State Employment

Sacramento State, as part of the CSU system, is a State of California Employer. As such, the University requires all employees (up)on date of hire to reside in the State of California. As of January 1, 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California.

Eligibility Verification

Candidate must furnish proof of eligibility to work in the U.S. California State University, Sacramento is not a sponsoring agency for staff and management positions (ie. H-1-B Visa).

Note to Applicants:

Possession of the minimum qualifications does not guarantee an interview unless required by collective bargaining agreement.

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Senior Financial Aid Analyst

Edtech.com's Summary

Senior Financial Aid Analyst Full Description

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