Cal State University (CSU) Monterey Bay
100 Campus Center, Seaside, CA 93955, USA
Classification: Administrator II Hours: Full-time / 40 hours per week FLSA: Exempt Anticipated Hiring Salary Range: $7,545 - $7,866* mo. CSU Salary Schedule *CSUMB provides pay scales representing its good faith estimate of what the university reasonably expects to pay for this position. The pay offered to a selected candidate will be determined on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, and CSU systemwide pay for comparable jobs. Priority Screening Date: May 1, 2024 Recruitment Status: Open Until Filled ABOUT CSUMB California State University, Monterey Bay is a mid-sized university in California’s Central Coast that grants undergraduate and graduate degrees. Powered by an inspiring Founding Vision Statement , CSUMB is part of the nation’s largest four-year public university system, California State University , which educates nearly 460,000 students every year. With a vibrant, diverse student body of over 7,000 students, CSU Monterey Bay is both a Minority Serving Institution and a Hispanic Serving Institution. Our staff and faculty transform students’ lives with a focus on student success and engagement through experiential learning, service learning, and a strong emphasis on multicultural and global perspectives. CSUMB’s sustainability goal is to be carbon neutral by 2030. The university’s Strategic Plan prioritizes inclusive excellence through recruiting and investing in developing a diverse body of faculty, staff and administrators. Many appreciate living and working close to the shores of beautiful Monterey Bay, with easy access to recreational areas from Big Sur to Santa Cruz. Nearby opportunities for collaborative research include working in the Monterey Bay National Marine Sanctuary and Silicon Valley, and with colleagues at local research universities, including UC Santa Cruz and Stanford University. As one of the 23 campuses in the CSU system, CSUMB offers excellent benefits, including access to below-market-rate rental housing on East Campus, and competitive salaries for faculty and staff. With proximity to the San Francisco Bay Area and San Jose, opportunities for faculty, staff and students are as endless as the shores of the nearby Pacific Ocean. PURPOSE : Under general direction of the Assistant Vice President for Enrollment Management and day-to-day work direction of the Director of Admissions, the Associate Director for Admissions and Operational Technology is responsible for effectively managing the day-to-day operations related to all components of processing the undergraduate and graduate admissions applications, documents and electronic data in the Office of Admissions, including ensuring all coding is accurate for reporting purposes as well as ensuring compliance of state regulations. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following : Supervision and Training: In conjunction with the AVP of Enrollment Management and Director of Admissions, the Associate Director of Admissions and Operational Technology establishes the priorities and direction of operations for all processing functions within the Office of Admissions. Develops and maintains regular and ad-hoc reports to monitor the status of workflow and provide critical data and information to management. Recommends, develops and implements enhancements to streamline processing timeframes to meet CSUMB enrollment goals. Conducts long range planning of work including detailed roadmaps to increase efficiency and the overall effectiveness of all admissions operations functions. Effectively recommends hiring and disciplinary issues; sets training standards and disseminates work expectations and coordinates the workflow of the staff. Provides training, supervision, and leadership to the Admissions Analysts and Admissions Coordinator/Residency Specialist. Provides general processing support to the Office of Admissions. Ensures training is provided to staff in Admissions, the Registrar's office, and other areas across campus on Admissions processes, CMS, on base, etc. Develops procedural manuals for office policy and regulations. Provides yearly staff evaluations for all direct reports. Establishes with staff the goals and objectives for the year. Admission Operations and Testing Management: Work with Data Management Offices and administrators to ensure the integrity of data and processes in CMS; Coordinates and troubleshoots electronic data and monitors processes of application, test and transcript loads and other electronic interfaces. Analyze business processes and recommend data enhancements to Admissions management and the IT team. Establishes guidelines to ensure residency requirements for incoming students are enforced. Interprets CSU Policy for application processing and residency for staff. Provides proper training for staff in and outside of the Admissions Office. Ensures the Admissions Office is adhering to CSU admission procedures and provides training to staff. Oversees the CSU Mandated ERSA/ERSS data requirements to ensure accuracy and timely completion for systemwide reporting. Thoroughly reviews operations and implements improvements to increase and maximize productivity. Strategic Planning and Cross-departmental collaboration: Work collaboratively with the Information Systems/Information Technology campus groups and CMS Chancellor IT Groups, and interact with other campus departments in providing production support, resolving complex system problems, recommending operating policy, and disseminating system information. In conjunction with the AVP of Enrollment Management and Director of Admissions and Recruitment, will participate in the development of the overall Admissions' budget and associated priorities for each fiscal year. Responsible for the department's adherence to annual budget and works with staff to stay within departments limits. Responsible for managing operational budget including contracts, maintenance, print materials. Other Functions : In the absence of the AVP of Enrollment Management and Director of Admissions, provides leadership and direction for all of Admissions. Participates in university task forces and special projects as required. Performs other job-related duties and special projects as assigned. KNOWLEDGE, SKILLS AND ABILITIES : Thorough knowledge of: student information systems, FERPA and national practices and procedures to ensure compliance, articulation, and laws/rules regarding residency for tuition purposes. General knowledge of: principles, problems, and methods of public administration, including organization, personnel, and fiscal management; advanced statistical and research methods; and techniques used for hiring, evaluation performances, and motivating employees. Demonstrated comprehensive knowledge of university admissions and evaluations operations. Ability to: rapidly become familiar with CSU admission requirements and Chancellor's Office admissions reporting requirements; CSUMB admissions programs, policies and procedures; provide strong leadership in the development and implementation of program policies, regulations, procedures, and precedent cases related to Admissions; provide sound recommendations based on state or institutional policy; effectively communicate verbally and in writing with a diverse community; select, supervise, train, and evaluate staff; handle multiple tasks, projects, and deadlines; research and make decisions on validity of courses, grades, and transcripts; coordinate multiple tasks with deadlines; learn and use administrative computing systems at advanced level, quickly learn new computer systems, or software modules as needed; establish and maintain effective working relationships within a diverse environment. MINIMUM QUALIFICATIONS : A bachelor's degree in a related field AND a minimum of three (3) years of progressively responsible admissions administration experience which includes: supervision, credentialing analysis; development of training programs; resolution of complex student services problems; and familiarity or experience with personnel and fiscal management. Ability to understand and utilize the People Soft Administration System using various panels and data queries PREFERRED QUALIFICATIONS : Master's degree in a related field. Five (5) years of supervision experience. Experience in public higher education, specifically admissions. Experience in the planning and execution of admissions technology projects is strongly desired. Experience with: PeopleSoft, or other automated student information systems; imaging and document management systems, Salesforce or other customer relationship management systems; Microsoft Office Suite, Google email and calendar, Internet browsers, or equivalent. Technical fluency with Oracle/PeopleSoft, Salesforce, CSU Common Management System or equivalent student information system and document management system; Microsoft Office Professional Suite, and Google mail and calendaring programs. SPECIAL CONDITIONS OF EMPLOYMENT AND POSITION DESIGNATIONS : All offers of employment are contingent upon the successful completion of a background check (including a criminal records check). The person holding this position is considered a “mandated reporter” under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. This position will have a duty to report to the Campus Title IX Officer information pertaining to victims of sex discrimination, sexual harassment, sexual misconduct, dating/domestic violence, and stalking as required by CSU Executive Order 1095 . This position is designated as a Campus Security Authority (CSA). The position is required to participate in training at the direction of the Clery Director and must also promptly report allegations of reportable crimes according to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, its accompanying regulations; the California State Education Code, Chapter 15.5, of the Donahoe Higher Education Act, Section 67380; and the California State University system-wide policy, Code EO 1107. This position has been designated as a sensitive position with access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards . This position is required to comply with confidentiality requirements outlined in the Department of Education’s Family Educational Rights and Privacy and California’s Educational Code Chapter 13 regarding sensitive student issues. Must possess and maintain a valid license to drive in the State of California, pass the Defensive Training Class, and be insurable under the University's liability coverage. May require occasional evenings and/or weekend work. PHYSICAL ENVIRONMENT : Office environment with standard equipment and tasks. The position requires working at a computer and desk for extended periods of time. May require travel between campus offices and off-campus locations. The health and safety of our students, faculty, and staff remain our highest priority. While on campus, students, faculty, staff, and the community will be expected to follow all campus safety mandates. BENEFITS/PERKS : This is a management-level position with an attractive benefits package, which includes: a vacation accrual rate of 16 hours per month; an excellent choice of medical, dental, and vision insurance; long-term disability coverage; life insurance; educational incentives; membership in the California Public Employees Retirement System (CalPERS); and 14 paid holidays a year. For further information, please visit Employee Benefits Summary . As a perk, the University Corporation at CSU Monterey Bay provides access to affordable campus housing based on availability; visit Schoonover Employee Housing for more information.. APPLICATION PROCEDURE : For full consideration, applicants must complete the required online application prior to the priority screen date found at Careers at CSUMB . Application submissions received after the application screening date will be reviewed at the discretion of the University. Materials submitted become the property of CSUMB and will not be returned. CSUMB is not a sponsoring agency for staff or management positions. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting Human Resources at (831) 582-3389 or emailing humanresources@csumb.edu . All employees must be eligible for employment in the U.S. GENERAL INFORMATION : CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with federal crime awareness and campus security legislation, including the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics, you can view the notice of availability and access the Cal State University, Monterey Bay annual security and fire safety reports at https://csumb.edu/clery/asr-and-fsr-notices-availability/ . CSUMB is a smoke and tobacco-free campus. EQUAL OPPORTUNITY EMPLOYER : CSUMB is an Equal Opportunity employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and without regard to race, color, religion, national origin, age, gender, gender identity or expression, sexual orientation, genetic information, medical condition, pregnancy, marital status, veteran status, or disability. Advertised: Apr 09 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Classification: Administrator II Hours: Full-time / 40 hours per week FLSA: Exempt Anticipated Hiring Salary Range: $7,545 - $7,866* mo. CSU Salary Schedule *CSUMB provides pay scales representing its good faith estimate of what the university reasonably expects to pay for this position. The pay offered to a selected candidate will be determined on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, and CSU systemwide pay for comparable jobs. Priority Screening Date: May 1, 2024 Recruitment Status: Open Until Filled ABOUT CSUMB California State University, Monterey Bay is a mid-sized university in California’s Central Coast that grants undergraduate and graduate degrees. Powered by an inspiring Founding Vision Statement , CSUMB is part of the nation’s largest four-year public university system, California State University , which educates nearly 460,000 students every year. With a vibrant, diverse student body of over 7,000 students, CSU Monterey Bay is both a Minority Serving Institution and a Hispanic Serving Institution. Our staff and faculty transform students’ lives with a focus on student success and engagement through experiential learning, service learning, and a strong emphasis on multicultural and global perspectives. CSUMB’s sustainability goal is to be carbon neutral by 2030. The university’s Strategic Plan prioritizes inclusive excellence through recruiting and investing in developing a diverse body of faculty, staff and administrators. Many appreciate living and working close to the shores of beautiful Monterey Bay, with easy access to recreational areas from Big Sur to Santa Cruz. Nearby opportunities for collaborative research include working in the Monterey Bay National Marine Sanctuary and Silicon Valley, and with colleagues at local research universities, including UC Santa Cruz and Stanford University. As one of the 23 campuses in the CSU system, CSUMB offers excellent benefits, including access to below-market-rate rental housing on East Campus, and competitive salaries for faculty and staff. With proximity to the San Francisco Bay Area and San Jose, opportunities for faculty, staff and students are as endless as the shores of the nearby Pacific Ocean. PURPOSE : Under general direction of the Assistant Vice President for Enrollment Management and day-to-day work direction of the Director of Admissions, the Associate Director for Admissions and Operational Technology is responsible for effectively managing the day-to-day operations related to all components of processing the undergraduate and graduate admissions applications, documents and electronic data in the Office of Admissions, including ensuring all coding is accurate for reporting purposes as well as ensuring compliance of state regulations. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following : Supervision and Training: In conjunction with the AVP of Enrollment Management and Director of Admissions, the Associate Director of Admissions and Operational Technology establishes the priorities and direction of operations for all processing functions within the Office of Admissions. Develops and maintains regular and ad-hoc reports to monitor the status of workflow and provide critical data and information to management. Recommends, develops and implements enhancements to streamline processing timeframes to meet CSUMB enrollment goals. Conducts long range planning of work including detailed roadmaps to increase efficiency and the overall effectiveness of all admissions operations functions. Effectively recommends hiring and disciplinary issues; sets training standards and disseminates work expectations and coordinates the workflow of the staff. Provides training, supervision, and leadership to the Admissions Analysts and Admissions Coordinator/Residency Specialist. Provides general processing support to the Office of Admissions. Ensures training is provided to staff in Admissions, the Registrar's office, and other areas across campus on Admissions processes, CMS, on base, etc. Develops procedural manuals for office policy and regulations. Provides yearly staff evaluations for all direct reports. Establishes with staff the goals and objectives for the year. Admission Operations and Testing Management: Work with Data Management Offices and administrators to ensure the integrity of data and processes in CMS; Coordinates and troubleshoots electronic data and monitors processes of application, test and transcript loads and other electronic interfaces. Analyze business processes and recommend data enhancements to Admissions management and the IT team. Establishes guidelines to ensure residency requirements for incoming students are enforced. Interprets CSU Policy for application processing and residency for staff. Provides proper training for staff in and outside of the Admissions Office. Ensures the Admissions Office is adhering to CSU admission procedures and provides training to staff. Oversees the CSU Mandated ERSA/ERSS data requirements to ensure accuracy and timely completion for systemwide reporting. Thoroughly reviews operations and implements improvements to increase and maximize productivity. Strategic Planning and Cross-departmental collaboration: Work collaboratively with the Information Systems/Information Technology campus groups and CMS Chancellor IT Groups, and interact with other campus departments in providing production support, resolving complex system problems, recommending operating policy, and disseminating system information. In conjunction with the AVP of Enrollment Management and Director of Admissions and Recruitment, will participate in the development of the overall Admissions' budget and associated priorities for each fiscal year. Responsible for the department's adherence to annual budget and works with staff to stay within departments limits. Responsible for managing operational budget including contracts, maintenance, print materials. Other Functions : In the absence of the AVP of Enrollment Management and Director of Admissions, provides leadership and direction for all of Admissions. Participates in university task forces and special projects as required. Performs other job-related duties and special projects as assigned. KNOWLEDGE, SKILLS AND ABILITIES : Thorough knowledge of: student information systems, FERPA and national practices and procedures to ensure compliance, articulation, and laws/rules regarding residency for tuition purposes. General knowledge of: principles, problems, and methods of public administration, including organization, personnel, and fiscal management; advanced statistical and research methods; and techniques used for hiring, evaluation performances, and motivating employees. Demonstrated comprehensive knowledge of university admissions and evaluations operations. Ability to: rapidly become familiar with CSU admission requirements and Chancellor's Office admissions reporting requirements; CSUMB admissions programs, policies and procedures; provide strong leadership in the development and implementation of program policies, regulations, procedures, and precedent cases related to Admissions; provide sound recommendations based on state or institutional policy; effectively communicate verbally and in writing with a diverse community; select, supervise, train, and evaluate staff; handle multiple tasks, projects, and deadlines; research and make decisions on validity of courses, grades, and transcripts; coordinate multiple tasks with deadlines; learn and use administrative computing systems at advanced level, quickly learn new computer systems, or software modules as needed; establish and maintain effective working relationships within a diverse environment. MINIMUM QUALIFICATIONS : A bachelor's degree in a related field AND a minimum of three (3) years of progressively responsible admissions administration experience which includes: supervision, credentialing analysis; development of training programs; resolution of complex student services problems; and familiarity or experience with personnel and fiscal management. Ability to understand and utilize the People Soft Administration System using various panels and data queries PREFERRED QUALIFICATIONS : Master's degree in a related field. Five (5) years of supervision experience. Experience in public higher education, specifically admissions. Experience in the planning and execution of admissions technology projects is strongly desired. Experience with: PeopleSoft, or other automated student information systems; imaging and document management systems, Salesforce or other customer relationship management systems; Microsoft Office Suite, Google email and calendar, Internet browsers, or equivalent. Technical fluency with Oracle/PeopleSoft, Salesforce, CSU Common Management System or equivalent student information system and document management system; Microsoft Office Professional Suite, and Google mail and calendaring programs. SPECIAL CONDITIONS OF EMPLOYMENT AND POSITION DESIGNATIONS : All offers of employment are contingent upon the successful completion of a background check (including a criminal records check). The person holding this position is considered a “mandated reporter” under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. This position will have a duty to report to the Campus Title IX Officer information pertaining to victims of sex discrimination, sexual harassment, sexual misconduct, dating/domestic violence, and stalking as required by CSU Executive Order 1095 . This position is designated as a Campus Security Authority (CSA). The position is required to participate in training at the direction of the Clery Director and must also promptly report allegations of reportable crimes according to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, its accompanying regulations; the California State Education Code, Chapter 15.5, of the Donahoe Higher Education Act, Section 67380; and the California State University system-wide policy, Code EO 1107. This position has been designated as a sensitive position with access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards . This position is required to comply with confidentiality requirements outlined in the Department of Education’s Family Educational Rights and Privacy and California’s Educational Code Chapter 13 regarding sensitive student issues. Must possess and maintain a valid license to drive in the State of California, pass the Defensive Training Class, and be insurable under the University's liability coverage. May require occasional evenings and/or weekend work. PHYSICAL ENVIRONMENT : Office environment with standard equipment and tasks. The position requires working at a computer and desk for extended periods of time. May require travel between campus offices and off-campus locations. The health and safety of our students, faculty, and staff remain our highest priority. While on campus, students, faculty, staff, and the community will be expected to follow all campus safety mandates. BENEFITS/PERKS : This is a management-level position with an attractive benefits package, which includes: a vacation accrual rate of 16 hours per month; an excellent choice of medical, dental, and vision insurance; long-term disability coverage; life insurance; educational incentives; membership in the California Public Employees Retirement System (CalPERS); and 14 paid holidays a year. For further information, please visit Employee Benefits Summary . As a perk, the University Corporation at CSU Monterey Bay provides access to affordable campus housing based on availability; visit Schoonover Employee Housing for more information.. APPLICATION PROCEDURE : For full consideration, applicants must complete the required online application prior to the priority screen date found at Careers at CSUMB . Application submissions received after the application screening date will be reviewed at the discretion of the University. Materials submitted become the property of CSUMB and will not be returned. CSUMB is not a sponsoring agency for staff or management positions. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting Human Resources at (831) 582-3389 or emailing humanresources@csumb.edu . All employees must be eligible for employment in the U.S. GENERAL INFORMATION : CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with federal crime awareness and campus security legislation, including the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics, you can view the notice of availability and access the Cal State University, Monterey Bay annual security and fire safety reports at https://csumb.edu/clery/asr-and-fsr-notices-availability/ . CSUMB is a smoke and tobacco-free campus. EQUAL OPPORTUNITY EMPLOYER : CSUMB is an Equal Opportunity employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and without regard to race, color, religion, national origin, age, gender, gender identity or expression, sexual orientation, genetic information, medical condition, pregnancy, marital status, veteran status, or disability. Advertised: Apr 09 2024 Pacific Daylight Time Applications close: Closing Date/Time:
CSU, Sacramento
6000 J Street, Sacramento, CA 95819, USA
Working Title: Financial Aid Analyst Classification Title: Student Services Professional IB Posting Details Priority Application Date (Posting will remain open until filled): Tuesday, April 30th @ 11:55pm PDT Hiring Preference: Not Applicable Position Summary Under general supervision of the Assistant Director of Processing and Awarding, the Financial Aid Analyst - Student Services Professional IB performs professional student service assistance to students, parents and the general public regarding federal and state financial aid programs at Sacramento State. The incumbent performs thorough review of documentation required for and in accordance with all institutional policy and federal and state regulations. Assignments typically require the application of both knowledge and judgment in using the principles, techniques, standards, guides and professional skills characteristic of a particular student service program or activity. This generally requires analysis of individual student needs using established guidelines, regulations, and precedents. The purpose of this work is to assist students in making successful progress toward their degree objectives; to provide learning experiences which supplement those in the classroom; and to assist and encourage students to utilize effectively the knowledge, skills and abilities learned during their university careers. The incumbent is responsible for cyclical workloads comprised of verification (document review and completing needs analysis), award federal and state financial aid, monitor federal and state awards, and loan certification. The successful candidate will be able to perform in a fast-paced environment, managing multiple tasks with strict deadlines. The nature, variety and complexity of these duties requires frequent contact with students, parents, faculty and staff and the ability to interpret federal, state and program-specific rules and regulations, as well as ensure program compliance. The successful candidate will maintain knowledge of Title IV program rules and regulations, state grant requirements and institutional policies and procedures. Each staff member will develop, maintain and apply specific program area knowledge and expertise within one or more assigned program areas (ie: BIA, NCAA, PELL Grant, State Grant, Direct Loans) and be able to counsel students on University policy, when and where applicable. The Incumbent must exercise extreme discretion and adherence to regulations governing confidentiality and privacy of records (FERPA) is mandatory. The Incumbent will provide a high level of sensitivity and a professional demeanor when counseling students who are of varied age group, disability, diverse cultural and financial backgrounds often in highly stressful, emotionally charged situations. FLSA : Non-Exempt (Not eligible for overtime compensation) Anticipated Hiring Range : $4,066 per month (Anticipated hiring range is at the minimum of the Classification Salary Range) CSU Classification Salary Range : $4,066 per month - $5,752 per month Best-in-class Benefits : Click here to learn more CSU Total Compensation : Click here to learn more Salary Grade/Range : 2 Recruitment Type : Regular (Probationary) Time Base : Full-Time Pay Plan : 12 months Work Hours : Monday - Friday 8am - 5pm. Work hours may vary depending on department need. Department Information Our mission is to help students and their families search for, apply, receive and maintain eligibility for various types of financial aid. Financial aid education is offered through individual counseling, campus marketing activities and group presentations. Staff also undertakes research and resolution of individual student issues. The office strives to provide timely and accurate financial aid processing that is in full compliance with all federal, state and university regulations. For more information on Financial Aid, please visit: https://www.csus.edu/apply/financial-aid-scholarships/ Minimum Qualifications Knowledge and Abilities: Working knowledge of the methods and problems of organization and program management; research and interviewing techniques; principles of individual and group behavior; the ability to rapidly acquire such knowledge of the organization, procedures and activities of the specific campus to which the position is assigned; and the basic principles, practices and major trends in the Student Services field to which assigned. Ability to rapidly acquire a working knowledge of the specific objectives of the campus Student Services program and its relationship to the total campus operation; interpret and apply program rules and regulations; gather and analyze data; reason logically, draw valid conclusions and make appropriate recommendations; present clear and concise information orally and in written reports; and establish and maintain cooperative working relationships with faculty, CSU administrators, student organizations and other private and public agencies. Experience: Possession of these knowledge and abilities is typically demonstrated through the equivalent of one year of experience in professional Student Services work at the entry trainee level. Equivalent amounts of graduate level job-related education may be substituted for the required 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 Ability to work effectively in a fast-paced environment subject to frequent change Strong interpersonal skills and the ability to provide services to a diverse student population Excellent verbal and written communication skills and a demonstrated ability to communicate effectively in a diverse environment Proficiency using standard office software packages (e.g., Microsoft Office Suite) Familiarity working with school-based record/data systems/software (e.g., CMS, PeopleSoft) Ability to apply moderately complex rules, regulations and procedures Condition of Employment A background check must be satisfactorily completed post-conditional offer. Preferred Qualifications Experience advising students; either in a group or individual setting Knowledge of: (CMS) PeopleSoft, NSLDS ( National student loan data systems), COD ( Common Origination and Disbursement Systems), WebGrants, ELM (Electronic Loan Management), and Hyland OnBase Imaging System ( Or comparable Image & workflow software) Two or more years of experience working in a Financial Aid Office with direct experience performing verification and awarding student financial aid with specific Title IV programs, ie: Pell Grants, Direct Loans, or state aid such as Cal Grant) Documents Needed to Apply Resume Cover Letter Failure to upload required documentation may result in disqualification. About Sacramento State Sacramento State is located in the heart of California’s capital city, five miles from State Capitol. The lush, 300-acre campus is situated along the American River, close to numerous bike trails and other recreational areas. Sacramento, also known as the “Farm-to-Fork Capital,” is one of the most ethnically diverse and livable cities in the country, with a population of half of a million. Sacramento State is a Hispanic and AANAPISI serving institution with about 31,000 students coming not only from the Greater Sacramento Region, but also from across the state, country, and world. Our 1,800 faculty and 1,500 staff are committed to meeting our mission: “As California’s capital university, we transform lives by preparing students to lead, serve, and succeed. Sacramento State will be a welcoming, caring, and inclusive leader in education, innovation, and engagement.” As the regional hub of higher education, Sacramento State is dedicated to learning and student success ; teaching, research, scholarship and creative activity ; justice, diversity, equity and inclusion ; resource development and sustainability ; dedicated community engagement , and wellness and safety . As evidenced by the values embedded in our Hornet Honor Code , Sacramento State is committed to creating an inclusive environment where all faculty, staff, students, and guests are welcome and valued. Our commitment is more than simply ensuring that our campus is free from bias and discrimination, but is one devoted to celebrating many diverse identities, life experiences, and perspectives that enrich our community, teaching and learning. To learn more about why you should join the Hornet Family, please visit the Why Sac State? page. 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. If you need a disability related reasonable accommodation as part of the application and/or interviewing process, visit https://www.csus.edu/administration-business-affairs/human-resources/benefits/reasonable-accomodation.html . The University is committed to creating an education and working environment free from discrimination, sexual harassment, sexual violence, domestic violence, dating violence, and stalking. For more information on mandatory training for new employees, visit https://www.csus.edu/administration-business-affairs/human-resources/learning-development/csu-learn.html . Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Fire Safety Right-To-know Act Notification: Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the current Annual Security Report (ASR) is available for viewing at https://www.csus.edu/clery . The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Sacramento State for the last three (3) calendar years. Paper copies are available upon request at the Police Service Center located in the University Union. 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. COVID19 Vaccination Policy Effective May 2023, per the CSU COVID-19 Vaccination Policy , it is strongly recommended that all California State University, Sacramento employees who are accessing office and campus facilities follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications. Out of State Employment Sacramento State University, 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. Advertised: Apr 16 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Working Title: Financial Aid Analyst Classification Title: Student Services Professional IB Posting Details Priority Application Date (Posting will remain open until filled): Tuesday, April 30th @ 11:55pm PDT Hiring Preference: Not Applicable Position Summary Under general supervision of the Assistant Director of Processing and Awarding, the Financial Aid Analyst - Student Services Professional IB performs professional student service assistance to students, parents and the general public regarding federal and state financial aid programs at Sacramento State. The incumbent performs thorough review of documentation required for and in accordance with all institutional policy and federal and state regulations. Assignments typically require the application of both knowledge and judgment in using the principles, techniques, standards, guides and professional skills characteristic of a particular student service program or activity. This generally requires analysis of individual student needs using established guidelines, regulations, and precedents. The purpose of this work is to assist students in making successful progress toward their degree objectives; to provide learning experiences which supplement those in the classroom; and to assist and encourage students to utilize effectively the knowledge, skills and abilities learned during their university careers. The incumbent is responsible for cyclical workloads comprised of verification (document review and completing needs analysis), award federal and state financial aid, monitor federal and state awards, and loan certification. The successful candidate will be able to perform in a fast-paced environment, managing multiple tasks with strict deadlines. The nature, variety and complexity of these duties requires frequent contact with students, parents, faculty and staff and the ability to interpret federal, state and program-specific rules and regulations, as well as ensure program compliance. The successful candidate will maintain knowledge of Title IV program rules and regulations, state grant requirements and institutional policies and procedures. Each staff member will develop, maintain and apply specific program area knowledge and expertise within one or more assigned program areas (ie: BIA, NCAA, PELL Grant, State Grant, Direct Loans) and be able to counsel students on University policy, when and where applicable. The Incumbent must exercise extreme discretion and adherence to regulations governing confidentiality and privacy of records (FERPA) is mandatory. The Incumbent will provide a high level of sensitivity and a professional demeanor when counseling students who are of varied age group, disability, diverse cultural and financial backgrounds often in highly stressful, emotionally charged situations. FLSA : Non-Exempt (Not eligible for overtime compensation) Anticipated Hiring Range : $4,066 per month (Anticipated hiring range is at the minimum of the Classification Salary Range) CSU Classification Salary Range : $4,066 per month - $5,752 per month Best-in-class Benefits : Click here to learn more CSU Total Compensation : Click here to learn more Salary Grade/Range : 2 Recruitment Type : Regular (Probationary) Time Base : Full-Time Pay Plan : 12 months Work Hours : Monday - Friday 8am - 5pm. Work hours may vary depending on department need. Department Information Our mission is to help students and their families search for, apply, receive and maintain eligibility for various types of financial aid. Financial aid education is offered through individual counseling, campus marketing activities and group presentations. Staff also undertakes research and resolution of individual student issues. The office strives to provide timely and accurate financial aid processing that is in full compliance with all federal, state and university regulations. For more information on Financial Aid, please visit: https://www.csus.edu/apply/financial-aid-scholarships/ Minimum Qualifications Knowledge and Abilities: Working knowledge of the methods and problems of organization and program management; research and interviewing techniques; principles of individual and group behavior; the ability to rapidly acquire such knowledge of the organization, procedures and activities of the specific campus to which the position is assigned; and the basic principles, practices and major trends in the Student Services field to which assigned. Ability to rapidly acquire a working knowledge of the specific objectives of the campus Student Services program and its relationship to the total campus operation; interpret and apply program rules and regulations; gather and analyze data; reason logically, draw valid conclusions and make appropriate recommendations; present clear and concise information orally and in written reports; and establish and maintain cooperative working relationships with faculty, CSU administrators, student organizations and other private and public agencies. Experience: Possession of these knowledge and abilities is typically demonstrated through the equivalent of one year of experience in professional Student Services work at the entry trainee level. Equivalent amounts of graduate level job-related education may be substituted for the required 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 Ability to work effectively in a fast-paced environment subject to frequent change Strong interpersonal skills and the ability to provide services to a diverse student population Excellent verbal and written communication skills and a demonstrated ability to communicate effectively in a diverse environment Proficiency using standard office software packages (e.g., Microsoft Office Suite) Familiarity working with school-based record/data systems/software (e.g., CMS, PeopleSoft) Ability to apply moderately complex rules, regulations and procedures Condition of Employment A background check must be satisfactorily completed post-conditional offer. Preferred Qualifications Experience advising students; either in a group or individual setting Knowledge of: (CMS) PeopleSoft, NSLDS ( National student loan data systems), COD ( Common Origination and Disbursement Systems), WebGrants, ELM (Electronic Loan Management), and Hyland OnBase Imaging System ( Or comparable Image & workflow software) Two or more years of experience working in a Financial Aid Office with direct experience performing verification and awarding student financial aid with specific Title IV programs, ie: Pell Grants, Direct Loans, or state aid such as Cal Grant) Documents Needed to Apply Resume Cover Letter Failure to upload required documentation may result in disqualification. About Sacramento State Sacramento State is located in the heart of California’s capital city, five miles from State Capitol. The lush, 300-acre campus is situated along the American River, close to numerous bike trails and other recreational areas. Sacramento, also known as the “Farm-to-Fork Capital,” is one of the most ethnically diverse and livable cities in the country, with a population of half of a million. Sacramento State is a Hispanic and AANAPISI serving institution with about 31,000 students coming not only from the Greater Sacramento Region, but also from across the state, country, and world. Our 1,800 faculty and 1,500 staff are committed to meeting our mission: “As California’s capital university, we transform lives by preparing students to lead, serve, and succeed. Sacramento State will be a welcoming, caring, and inclusive leader in education, innovation, and engagement.” As the regional hub of higher education, Sacramento State is dedicated to learning and student success ; teaching, research, scholarship and creative activity ; justice, diversity, equity and inclusion ; resource development and sustainability ; dedicated community engagement , and wellness and safety . As evidenced by the values embedded in our Hornet Honor Code , Sacramento State is committed to creating an inclusive environment where all faculty, staff, students, and guests are welcome and valued. Our commitment is more than simply ensuring that our campus is free from bias and discrimination, but is one devoted to celebrating many diverse identities, life experiences, and perspectives that enrich our community, teaching and learning. To learn more about why you should join the Hornet Family, please visit the Why Sac State? page. 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. If you need a disability related reasonable accommodation as part of the application and/or interviewing process, visit https://www.csus.edu/administration-business-affairs/human-resources/benefits/reasonable-accomodation.html . The University is committed to creating an education and working environment free from discrimination, sexual harassment, sexual violence, domestic violence, dating violence, and stalking. For more information on mandatory training for new employees, visit https://www.csus.edu/administration-business-affairs/human-resources/learning-development/csu-learn.html . Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Fire Safety Right-To-know Act Notification: Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the current Annual Security Report (ASR) is available for viewing at https://www.csus.edu/clery . The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Sacramento State for the last three (3) calendar years. Paper copies are available upon request at the Police Service Center located in the University Union. 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. COVID19 Vaccination Policy Effective May 2023, per the CSU COVID-19 Vaccination Policy , it is strongly recommended that all California State University, Sacramento employees who are accessing office and campus facilities follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications. Out of State Employment Sacramento State University, 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. Advertised: Apr 16 2024 Pacific Daylight Time Applications close: Closing Date/Time:
Monterey County Human Resources
Salinas, California, United States
Position Description DEPUTY PUBLIC ADMINISTRATOR/GUARDIAN/CONSERVATOR II $5,323 - $7,266 per Month Final Filing Date: Sunday, May 19, 2024 Exam # 24/34H34/04CY SUMMARY OF POSITION The County of Monterey Health Department’s Public Administrator/Public Guardian/Conservator Division is seeking to fill two vacant Deputy Public Administrator/Guardian/Conservator II (Deputy PA/PG/PC II) positions. The Deputy Public Administrator/Guardian/ Conservator II functions as public conservator, public guardian, public administrator, and representative payee for individuals meeting criteria and as appointed by the Court. The Deputy PA/PG/PC II will perform complex case administration, full estate management and administration services involving Lanterman-Petris-Short (L.P.S.) conservatorship, Probate conservatorships, and/or Decedent Estate Administration placed under the jurisdiction of the Public Guardian Division. Typical duties for this position include conducting periodic visits to evaluate and monitor the delivery and quality of care given; conducting investigations; preparing reports and analyses to determine the legality of and need for placing individuals into public conservatorship or public guardianship. Additional duties include planning, managing, and monitoring fiscal affairs and real property, living services, psychological and medical care, protection, court proceeding, and related matters for conservatees and their estates. The Eligible List established by this recruitment process will be used to fill current and future vacancies, both regular and temporary, as they arise. Examples of Duties Makes periodic visits to evaluate and monitor the delivery and quality of care given by treatment providers to determine special needs and performs special personal services such as obtaining clothing or other personal items, as required; Schedules, plans, prepares for, attends, and documents visits and care conferences according to department standards; prepares material for and attending client discharge and admission planning meetings; coordinates and schedules with parties such as County facilities, other Public Administrator/Guardian colleagues, and County Counsel, the transportation of clients to hospitals, court proceedings, and / or other facilities in a safe and efficient manner. Conducts the most complicated and complex investigation and analysis of medical, psychological, financial and social backgrounds of potential and/or existing conservatees to determine need for and/or continuation of conservatorships; create and document results within prescribed timelines. Develops case plans and monitors implementation of such. Arranges for appropriate placement of wards and conservatees in the least restrictive and most appropriate type of residence or care facility; arranges for necessary medical and/or psychiatric treatment. Delivers documents to the County’s Mental Health Unit, County Counsel and other entities as appropriate. Develops and monitors financial resources for treatment, care, and other expenses including arranging for purchase or disposal of personal and real property, and securing financial assistance, such as social security benefits, veteran’s benefits and public assistance; oversees client resources and approves timely purchases for personal needs as required; accurately and timely completes updates into electronic database systems. Collects and inventories of all client assets including cash, real and personal property. Protects estates from exploitation or loss by performing record searches, locating and taking control of all assets, budgeting expenditures, managing or disposing of real property, and safeguarding or disposing of personal property’ facilitates and coordinates with vendors for real property services such as lawn maintenance; plumbing; and other services as necessary for safeguarding, preserving and sustaining the client’s estate and real property, as required. Ensure proper property storage in the Division’s property room and/or safe. Establishes and maintains accurate financial and casework records and files for renewal cases, as well as for court approval of accounting as required by applicable laws. Completes thorough searches and complicated research on next-of-kin; compiles, creates, and maintains complex data on family tree; creates correspondence; conduct interviews and estate investigations to locate and identify relatives and beneficiaries, wills, pre-need funeral arrangements, and all estate assets including real and personal property. Marshals estate assets, including the collection of bank accounts and contents of safe deposit boxes, securing personal property and transferring stocks and bonds to the estate. Manages real property including insurance on property, maintenance and security, collection of rents as required, payment of property taxes, collection of notes and payment of mortgages; may contact vendors, schedule meetings, and/or may list items on GovDeals and other websites. Reviews the validity of claims and other liabilities against the estate, authorizes timely expenditures and payment of claims and bills; manages Rep-Payee caseload with support from administrative / clerical staff, as required. Prepares and assists staff in preparing accurate and timely reports on accounting of assets, timely payment of fees and disbursements of estate assets. Maintains accurate files and financial records on behalf of the estate; accurately updates electronic case management databases and systems as required; correctly and timely upload documents to the Division’s case management database to ensure efficient and effective services; add and update notes timely. Interviews, advises, and confers, with heirs, relatives, attorneys, title companies, banks, appraisers, accountants, and other public agencies, County Counsel’s office, and others concerning the complex administration and probate of estates. Testifies in court regarding the probate of wills and other matters regarding estate administration; may represent the estate in small claims court as required by County Counsel. Provides legal supervision over conservatees in accordance with the Probate Code and Welfare and Institutions Code. Confers with other divisions and departments regarding special problems encountered and furnishes information as required. Prepares personal, fiduciary, and estate tax returns including “e-filing” documents with the County Courts and County Recorder within the specified deadlines, as required. Provides additional services as changing laws may specify or require. Attends court hearings, including court and jury trials, and testifies regarding recommendations on guardianship or conservatorship as required by County Counsel. Assists in pre-trial preparation and during probate trials and LPA conservatorship trials, as needed and required by County Counsel. Makes funeral arrangements and arranges for disposal of assets of deceased clients as directed by Probate Code according to department standards. Makes funeral arrangements according to burial instructions, provisions of a will, or department or court policy; notifies relatives and other interested parties. Assists counsel of record on behalf of clients in all criminal and civil hearings, as required. To view the complete job description, please visit the Monterey County website: DEPUTY PUBLIC ADMINISTRATOR/GUARDIAN/CONSERVATOR II THE SUCCESSFUL CANDIDATE Will have a proven track record demonstrating the following knowledge, skills, and abilities: Thorough Knowledge of: Techniques of interviewing individuals to obtain information and investigative data. Principles, policies, and procedures used in conducting comprehensive assessments of mentally and functionally disabled persons, the elderly and their families. Principles, policies, and procedures used in developing and maintaining care plans for mentally and functionally disabled persons and the elderly. Regulations governing Federal assistance, Social Security benefits, Veterans Administration benefits, and other programs. Cultural competence and humility; aspects of multi-cultural and ethnic diversity. Community health, social support systems, and other resources available to clients. Fundamental principles and practices of accounting as it relates to the administration of estates. Principles and practices of customer services and public relations. Fundamental recordkeeping, bookkeeping, basic math, English, and grammar. Working Knowledge of: Principles and techniques used in estate and financial investigation to determine client assets, including real property, stocks, bonds, and bank deposits. Functions and procedures of the Court system. Welfare and Institutions Code, LPS Probate Code and other applicable laws and regulations relating to person and estate management. Skill and Ability to: Recognize the care of client/estate is a prime responsibility and always strive to provide quality services consistent with available resources and applicable laws. Provide services with respect for the dignity and uniqueness of the client/estate unrestricted by considerations of social or economic status, race, age, sex, color, creed, national origin, religion, sexual identify or orientation, personal attributes, the nature of the mental or medical problems, or any other protected category. Act as an advocate in safeguarding the client/estate’s rights. Safeguard the client/estate’s right to privacy by judiciously protecting confidential information. Gather, assemble, analyze and evaluate facts and evidence; draw logical conclusions and make sound recommendations. Administer estates and safekeep assets and personal effects; uphold fiduciary responsibility. Learn to interpret and apply complex laws, codes and other regulations and reference manuals such as they relate to Diagnostic and Statistical Manual of Mental Disorders. Maintain an attitude of fairness, honesty, and impartiality in all professional activities and relationships. Manifest personal integrity and assume responsibility and accountability for sound individual judgments and actions and eliminate any possibility of conflict of interest. Communicate effectively, both orally and in writing, including preparation of clear, concise and comprehensive reports, documentation and other related information. Prepare and maintain accurate records and files. Organize and maintain accurate accounting, inventory, appraisal and other detailed business records. Establish and maintain cooperative work relationships with those contacted in the course of work. Deal courteously, tactfully, and effectively with the public, colleagues, clients, especially in situations where relations may be strained. Accept supervision and adjust to immediate and significant changes in established procedures, laws and regulations as related to duties; and attend and perform duties on a regular, reliable and consistent basis. Adhere to professional guidelines and support services to promote quality programs. Examples of Experience/Education/Training Any combination of training, education and/or experience which provides the knowledge, skills and abilities and required conditions of employment is qualifying. An example of a way these requirements might be acquired is: EDUCATION: Possession of a bachelor’s degree in psychology, sociology, counseling, social work, health care, law, finance, public administration, or a closely related field; OR EXPERIENCE: Four years of experience in counseling, social work, social welfare, human services, public administration, business administration, law, or health care; which included two years of experience performing duties which involved the following: property inventory, property inspection or investigations to locate financial resources. OR Four years progressively responsible experience performing duties which involved fiduciary trust or property management and processing of probate documents, including one year of experience in extensive public contact. OR One year of experience performing duties equivalent to the classification of Deputy Public Administrator / Conservator / Guardian I in Monterey County. Additional Information CONDITIONS OF EMPLOYMENT: Successfully complete a background check to include fingerprinting. Possess and maintain a valid California Class C driver’s license or the ability to provide suitable transportation that is approved by the appointing authority. Be available to work a flexible schedule, including evenings, weekends, holidays, and during times of disaster and/or emergency. Work in adverse conditions at locations that may be filled with rodents, fleas, spiders, and human and animal feces for extended periods of time to properly inventory belongings and assets. BENEFITS: The County of Monterey offers an excellent benefits package. Please visit our website to view the Bargaining Unit J Benefit Summary Sheet . This information is not legally binding, nor does it serve as a contract. The benefits listed in the Monterey County Personnel Policies and Practices Resolution or Memorandum of Understanding (MOU) prevail over this listing. NOTES: As a condition of employment, prospective employees may be required to submit to a background review which may include a review of information concerning present and/or prior employment, driving record, and record of any criminal convictions. Employment is contingent upon acceptable documentation verifying identity and authorization for employment in the U.S.; a list of acceptable documents is available on the USCIS Form I-9. If you are hired into this classification in a temporary position, your rate of pay will be hourly, and you will not be eligible for the benefits listed in the summary. APPLICATION & SELECTION PROCEDURES Apply on-line at https://www.governmentjobs.com/careers/montereycounty by the final filing date of Sun day, May 19, 2024 at 11:59 PM (PST) or Hard copy applications may be obtained from and submitted during normal business hours, Monday - Friday, 8:00 AM - 5:00 PM by contacting: Monterey County Health Department Attn: Human Resources Division 1270 Natividad Road Salinas, CA 93906. Phone: (831) 755-4519 Fax: (831) 796-8682 The selection process is tentative, and applicants will be notified if changes are made. To assess applicants' possession of required qualifications, the examination process may include an oral examination, pre-examination exercises, performance examination, and/or written examination. The competitive examination process includes submittal of required application materials. A complete application package will include: A completed County of Monterey Employment Application Responses to the Supplemental Questions Applicants who fail to provide all required materials by the final filing deadline will not be considered. Resumes, cover letters, letters of interest, and other correspondence will not be accepted as a substitute for required application materials. All required application materials will be competitively evaluated. Those applicants that are determined to be the most appropriately qualified will be invited to participate further in the selection process. EQUAL OPPORTUNITY AND REASONABLE ACCOMMODATION: Monterey County is a drug-free workplace and an equal opportunity employer. The County seeks candidates who can make contributions in an environment of cultural and ethnic diversity. Monterey County is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Cassandra Yi, Human Resources Analyst, at (831) 755-5187 or yica@co.monterey.ca.us . http://www.co.monterey.ca.us/government/departments-a-h/human-resources/human-resources/benefits/benefit-summary-sheet Closing Date/Time: 5/19/2024 11:59 PM Pacific
Position Description DEPUTY PUBLIC ADMINISTRATOR/GUARDIAN/CONSERVATOR II $5,323 - $7,266 per Month Final Filing Date: Sunday, May 19, 2024 Exam # 24/34H34/04CY SUMMARY OF POSITION The County of Monterey Health Department’s Public Administrator/Public Guardian/Conservator Division is seeking to fill two vacant Deputy Public Administrator/Guardian/Conservator II (Deputy PA/PG/PC II) positions. The Deputy Public Administrator/Guardian/ Conservator II functions as public conservator, public guardian, public administrator, and representative payee for individuals meeting criteria and as appointed by the Court. The Deputy PA/PG/PC II will perform complex case administration, full estate management and administration services involving Lanterman-Petris-Short (L.P.S.) conservatorship, Probate conservatorships, and/or Decedent Estate Administration placed under the jurisdiction of the Public Guardian Division. Typical duties for this position include conducting periodic visits to evaluate and monitor the delivery and quality of care given; conducting investigations; preparing reports and analyses to determine the legality of and need for placing individuals into public conservatorship or public guardianship. Additional duties include planning, managing, and monitoring fiscal affairs and real property, living services, psychological and medical care, protection, court proceeding, and related matters for conservatees and their estates. The Eligible List established by this recruitment process will be used to fill current and future vacancies, both regular and temporary, as they arise. Examples of Duties Makes periodic visits to evaluate and monitor the delivery and quality of care given by treatment providers to determine special needs and performs special personal services such as obtaining clothing or other personal items, as required; Schedules, plans, prepares for, attends, and documents visits and care conferences according to department standards; prepares material for and attending client discharge and admission planning meetings; coordinates and schedules with parties such as County facilities, other Public Administrator/Guardian colleagues, and County Counsel, the transportation of clients to hospitals, court proceedings, and / or other facilities in a safe and efficient manner. Conducts the most complicated and complex investigation and analysis of medical, psychological, financial and social backgrounds of potential and/or existing conservatees to determine need for and/or continuation of conservatorships; create and document results within prescribed timelines. Develops case plans and monitors implementation of such. Arranges for appropriate placement of wards and conservatees in the least restrictive and most appropriate type of residence or care facility; arranges for necessary medical and/or psychiatric treatment. Delivers documents to the County’s Mental Health Unit, County Counsel and other entities as appropriate. Develops and monitors financial resources for treatment, care, and other expenses including arranging for purchase or disposal of personal and real property, and securing financial assistance, such as social security benefits, veteran’s benefits and public assistance; oversees client resources and approves timely purchases for personal needs as required; accurately and timely completes updates into electronic database systems. Collects and inventories of all client assets including cash, real and personal property. Protects estates from exploitation or loss by performing record searches, locating and taking control of all assets, budgeting expenditures, managing or disposing of real property, and safeguarding or disposing of personal property’ facilitates and coordinates with vendors for real property services such as lawn maintenance; plumbing; and other services as necessary for safeguarding, preserving and sustaining the client’s estate and real property, as required. Ensure proper property storage in the Division’s property room and/or safe. Establishes and maintains accurate financial and casework records and files for renewal cases, as well as for court approval of accounting as required by applicable laws. Completes thorough searches and complicated research on next-of-kin; compiles, creates, and maintains complex data on family tree; creates correspondence; conduct interviews and estate investigations to locate and identify relatives and beneficiaries, wills, pre-need funeral arrangements, and all estate assets including real and personal property. Marshals estate assets, including the collection of bank accounts and contents of safe deposit boxes, securing personal property and transferring stocks and bonds to the estate. Manages real property including insurance on property, maintenance and security, collection of rents as required, payment of property taxes, collection of notes and payment of mortgages; may contact vendors, schedule meetings, and/or may list items on GovDeals and other websites. Reviews the validity of claims and other liabilities against the estate, authorizes timely expenditures and payment of claims and bills; manages Rep-Payee caseload with support from administrative / clerical staff, as required. Prepares and assists staff in preparing accurate and timely reports on accounting of assets, timely payment of fees and disbursements of estate assets. Maintains accurate files and financial records on behalf of the estate; accurately updates electronic case management databases and systems as required; correctly and timely upload documents to the Division’s case management database to ensure efficient and effective services; add and update notes timely. Interviews, advises, and confers, with heirs, relatives, attorneys, title companies, banks, appraisers, accountants, and other public agencies, County Counsel’s office, and others concerning the complex administration and probate of estates. Testifies in court regarding the probate of wills and other matters regarding estate administration; may represent the estate in small claims court as required by County Counsel. Provides legal supervision over conservatees in accordance with the Probate Code and Welfare and Institutions Code. Confers with other divisions and departments regarding special problems encountered and furnishes information as required. Prepares personal, fiduciary, and estate tax returns including “e-filing” documents with the County Courts and County Recorder within the specified deadlines, as required. Provides additional services as changing laws may specify or require. Attends court hearings, including court and jury trials, and testifies regarding recommendations on guardianship or conservatorship as required by County Counsel. Assists in pre-trial preparation and during probate trials and LPA conservatorship trials, as needed and required by County Counsel. Makes funeral arrangements and arranges for disposal of assets of deceased clients as directed by Probate Code according to department standards. Makes funeral arrangements according to burial instructions, provisions of a will, or department or court policy; notifies relatives and other interested parties. Assists counsel of record on behalf of clients in all criminal and civil hearings, as required. To view the complete job description, please visit the Monterey County website: DEPUTY PUBLIC ADMINISTRATOR/GUARDIAN/CONSERVATOR II THE SUCCESSFUL CANDIDATE Will have a proven track record demonstrating the following knowledge, skills, and abilities: Thorough Knowledge of: Techniques of interviewing individuals to obtain information and investigative data. Principles, policies, and procedures used in conducting comprehensive assessments of mentally and functionally disabled persons, the elderly and their families. Principles, policies, and procedures used in developing and maintaining care plans for mentally and functionally disabled persons and the elderly. Regulations governing Federal assistance, Social Security benefits, Veterans Administration benefits, and other programs. Cultural competence and humility; aspects of multi-cultural and ethnic diversity. Community health, social support systems, and other resources available to clients. Fundamental principles and practices of accounting as it relates to the administration of estates. Principles and practices of customer services and public relations. Fundamental recordkeeping, bookkeeping, basic math, English, and grammar. Working Knowledge of: Principles and techniques used in estate and financial investigation to determine client assets, including real property, stocks, bonds, and bank deposits. Functions and procedures of the Court system. Welfare and Institutions Code, LPS Probate Code and other applicable laws and regulations relating to person and estate management. Skill and Ability to: Recognize the care of client/estate is a prime responsibility and always strive to provide quality services consistent with available resources and applicable laws. Provide services with respect for the dignity and uniqueness of the client/estate unrestricted by considerations of social or economic status, race, age, sex, color, creed, national origin, religion, sexual identify or orientation, personal attributes, the nature of the mental or medical problems, or any other protected category. Act as an advocate in safeguarding the client/estate’s rights. Safeguard the client/estate’s right to privacy by judiciously protecting confidential information. Gather, assemble, analyze and evaluate facts and evidence; draw logical conclusions and make sound recommendations. Administer estates and safekeep assets and personal effects; uphold fiduciary responsibility. Learn to interpret and apply complex laws, codes and other regulations and reference manuals such as they relate to Diagnostic and Statistical Manual of Mental Disorders. Maintain an attitude of fairness, honesty, and impartiality in all professional activities and relationships. Manifest personal integrity and assume responsibility and accountability for sound individual judgments and actions and eliminate any possibility of conflict of interest. Communicate effectively, both orally and in writing, including preparation of clear, concise and comprehensive reports, documentation and other related information. Prepare and maintain accurate records and files. Organize and maintain accurate accounting, inventory, appraisal and other detailed business records. Establish and maintain cooperative work relationships with those contacted in the course of work. Deal courteously, tactfully, and effectively with the public, colleagues, clients, especially in situations where relations may be strained. Accept supervision and adjust to immediate and significant changes in established procedures, laws and regulations as related to duties; and attend and perform duties on a regular, reliable and consistent basis. Adhere to professional guidelines and support services to promote quality programs. Examples of Experience/Education/Training Any combination of training, education and/or experience which provides the knowledge, skills and abilities and required conditions of employment is qualifying. An example of a way these requirements might be acquired is: EDUCATION: Possession of a bachelor’s degree in psychology, sociology, counseling, social work, health care, law, finance, public administration, or a closely related field; OR EXPERIENCE: Four years of experience in counseling, social work, social welfare, human services, public administration, business administration, law, or health care; which included two years of experience performing duties which involved the following: property inventory, property inspection or investigations to locate financial resources. OR Four years progressively responsible experience performing duties which involved fiduciary trust or property management and processing of probate documents, including one year of experience in extensive public contact. OR One year of experience performing duties equivalent to the classification of Deputy Public Administrator / Conservator / Guardian I in Monterey County. Additional Information CONDITIONS OF EMPLOYMENT: Successfully complete a background check to include fingerprinting. Possess and maintain a valid California Class C driver’s license or the ability to provide suitable transportation that is approved by the appointing authority. Be available to work a flexible schedule, including evenings, weekends, holidays, and during times of disaster and/or emergency. Work in adverse conditions at locations that may be filled with rodents, fleas, spiders, and human and animal feces for extended periods of time to properly inventory belongings and assets. BENEFITS: The County of Monterey offers an excellent benefits package. Please visit our website to view the Bargaining Unit J Benefit Summary Sheet . This information is not legally binding, nor does it serve as a contract. The benefits listed in the Monterey County Personnel Policies and Practices Resolution or Memorandum of Understanding (MOU) prevail over this listing. NOTES: As a condition of employment, prospective employees may be required to submit to a background review which may include a review of information concerning present and/or prior employment, driving record, and record of any criminal convictions. Employment is contingent upon acceptable documentation verifying identity and authorization for employment in the U.S.; a list of acceptable documents is available on the USCIS Form I-9. If you are hired into this classification in a temporary position, your rate of pay will be hourly, and you will not be eligible for the benefits listed in the summary. APPLICATION & SELECTION PROCEDURES Apply on-line at https://www.governmentjobs.com/careers/montereycounty by the final filing date of Sun day, May 19, 2024 at 11:59 PM (PST) or Hard copy applications may be obtained from and submitted during normal business hours, Monday - Friday, 8:00 AM - 5:00 PM by contacting: Monterey County Health Department Attn: Human Resources Division 1270 Natividad Road Salinas, CA 93906. Phone: (831) 755-4519 Fax: (831) 796-8682 The selection process is tentative, and applicants will be notified if changes are made. To assess applicants' possession of required qualifications, the examination process may include an oral examination, pre-examination exercises, performance examination, and/or written examination. The competitive examination process includes submittal of required application materials. A complete application package will include: A completed County of Monterey Employment Application Responses to the Supplemental Questions Applicants who fail to provide all required materials by the final filing deadline will not be considered. Resumes, cover letters, letters of interest, and other correspondence will not be accepted as a substitute for required application materials. All required application materials will be competitively evaluated. Those applicants that are determined to be the most appropriately qualified will be invited to participate further in the selection process. EQUAL OPPORTUNITY AND REASONABLE ACCOMMODATION: Monterey County is a drug-free workplace and an equal opportunity employer. The County seeks candidates who can make contributions in an environment of cultural and ethnic diversity. Monterey County is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Cassandra Yi, Human Resources Analyst, at (831) 755-5187 or yica@co.monterey.ca.us . http://www.co.monterey.ca.us/government/departments-a-h/human-resources/human-resources/benefits/benefit-summary-sheet Closing Date/Time: 5/19/2024 11:59 PM Pacific