Financial Aid Counselor/Analyst - Student Services Professional IB (5874)

  • Cal State University (CSU) East Bay
  • Hayward, California
  • Dec 21, 2020
Full Time Accounting and Finance Administrative Analysis and Research Education and Training Human and Social Services

Job Description


Salary Range: $3,796.00/month to $5,369.00/month. PLEASE NOTE: The starting salary will be between $3,796.00/month to $4,583.00/month.

Cal State East Bay offers a broad range of benefits that includes medical, dental, vision, retirement (CalPERS), 401k, 457, 403(b), dependent and health care reimbursement accounts, life insurance, vacation and sick, 13 paid holidays, one personal holiday and tuition fee waiver.

For more information on the benefits program, please visit


Cal State East Bay's beautiful main campus is located in the Hayward hills with panoramic views of the San Francisco Bay shoreline. Situated above the city of Hayward, the campus offers an ideal setting for teaching and learning and yet easy access to the many cities along the bay. The University has a satellite campus in Concord, a professional development center in Oakland and a significant presence online. Founded in 1957, Cal State East Bay is one of 23 universities of the California State University system (CSU). With an enrollment over 15,800 students, Cal State East Bay is recognized as a regionally engaged and globally oriented university with a strong commitment to academic innovation, student success, engaged and service learning, diversity, and sustainability.


The Financial Aid Counselor provides service and guidance to prospective, new and current
students, and their families throughout the financial aid application process; determines eligibility within the parameters of institutional, state and federal requirements. Exercises independent judgement in the administration of operational details of the financial aid process. Maintains knowledge of policies of other departments (registrar, student accounts, housing, athletics, study abroad, etc.) and understands the impact of them on a student¿s financial eligibility. Helps to coordinate athletic, graduate, and study abroad programs with the students¿ financial aid. Assists other Financial Aid coordinators in the administration of federal, state, and private financial aid programs. This includes conducting verification, reviewing SAP Appeals, calculating Return to Title IV, conducting Professional Judgement reviews, and resolving issues between the university¿s system, and the State and Federal Department aid programs. Utilizes conflict resolution skills to help students and parents to understand challenges and identify solutions. Maintains student confidentiality in accordance with FERPA regulations. Other duties as assigned.


Financial Aid Counseling/Outreach Responsibilities
* Provide advising throughout the financial aid process to prospective, new and current students and their families.
* Must have a thorough knowledge of available types of financial aid, scholarships and general student eligibility criteria.
* Exercise good judgement in the administration of operational details of the financial aid process including but not limited to:
- Verification: Reviews incoming financial aid applications and any supporting documentation
needed to determine the accuracy of the financial and household information reported on the
FAFSA. This requires knowledge of not only federal financial aid regulations but IRS tax laws and how they relate to federal financial aid.
- Complete assigned duties with a high degree of accuracy to ensure compliance while
experiencing multiple interruptions.
- Exercise great attention to detail when completing assignments as error in judgement or
calculations could result in unintended consequences for the student and/or the institution such as under or over funding of a student, loss of student eligibility, audit findings, fines, damage to
school's reputation or loss of institutional eligibility.
- Professional Judgement- Reviews and makes decisions on Satisfactory Academic Progress
Appeals and special circumstances appeals. Updates the student ISIR data with approved
changes. Has the authority to recalculate and make changes to financial aid awards when student's eligibility changes.
- Reviews subsequent ISIRs received after initial ISIR to determine if we need to request additional information and re-process.
- Reviews C Flags on ISIRs.
- Review applications (FAFSA and CADAA) and awards students federal, state, and institutional aid
- Maintains knowledge of policies of other departments (registrar, student accounts, housing, athletics, study abroad, etc.) and understands the impact of them on a student's financial eligibility.
- Utilizes conflict resolution skills to help students and parents to understand challenges and identify solutions.
- Maintains student confidentiality in accordance with FERPA regulations.
-Perform need assessment and examine verification documents to ensure compliance with Federal and State awarding regulations.
- Maintain knowledge base and understanding of all regulations and policies to the administration of Federal, State, and Institutional aid programs.
- Assists in conducting Financial Aid presentations and various workshops on and off campus.
- Responds to student emails, works in the enrollment information center, and answers student phone calls.
- Awards and coordinates athletic, graduate, and study abroad programs.
- Assists with Return to Title IV calculations.
- Participates in state, regional, and national professional development activities to ensure a complete understanding of federal and state regulations and remain current on changes to the Federal and State aid programs.

Other duties as assigned by the Director and Associate Director of Financial Aid


* Ability to quickly grasp Federal, State, and Institutional Regulations
* Ability to understand FERPA and maintain confidentiality
* Excellent oral and written communication skills
* Ability to conduct financial aid workshops/presentations as needed
* Maintain a professional demeanor and empathize with students
* Ability to work independently in scheduling opportunities continuing training
* Attends workshops sponsored by the Department of Education and State affiliates
* Proficient in MS Excel, MS Word, MS PowerPoint


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.

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.


* Bachelor's Degree
* Experience with PeopleSoft Student Information System
* Experience with CampusLogic
* Proficiency in another modern language
* Experience in Financial Aid Administration
* Customer Service Experience with the ability to provide advice and guidance on difficult issues/regulations


In addition to the standard Cal State East Bay application, please submit a:

1. Cover letter
2. Resume
3. List of three (3) or more professional references

Resumes alone will not be accepted in lieu of a completed online application.

To apply on-line, please go to If you are a first time user, you must register, create a user ID and password, fill in your basic information, save and click on the position you are interested in, click on the "Apply Now" button to begin the online application.

This position will remain open until filled and may close without further notice.

Applicants will receive a confirmation of receipt via automatic email reply regarding their application materials. In addition, all applicants who were not selected will receive email notification at the conclusion of the recruitment process. Please be patient as this process may take several weeks.


Satisfactory completion of a background check that may include, but is not limited to: criminal records check, verification of academic credentials, licenses, certificates, credit history, professional references and/or verification of work history is required for employment. Cal State East Bay will issue a conditional offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Unsatisfactory results may also affect the continued employment of current Cal State East Bay employees who were conditionally offered the position.

All background checks are conducted through the university's third party vendor, Accurate.


All California State University campuses, including Cal State East Bay, are smoke and tobacco-free. For more information, please visit our website at

In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, the Cal State East Bay Annual Campus Security Report is available at:


The incumbent in this position may be considered a mandated reporter under the California Child Abuse and Neglect Reporting Act and will be required to comply with requirements set forth in the CSU Executive Order 1083 as a condition of employment.


Cal State East Bay is not a sponsoring agency for Staff or Management positions.


As an Equal Opportunity Employer, Cal State East Bay does not discriminate on the basis of any protected categories: age, ancestry, citizenship, color, disability, gender, immigration status, marital status, national origin, race, religion, sexual orientation, or veteran's status. The University is committed to the principles of diversity in employment and to creating a stimulating learning environment for its diverse student body.

Closing Date/Time: Open until filled

Job Address

Hayward, California 94542 United States View Map