Financial Aid Analyst (504464)

  • CSU, Sacramento
  • Sacramento, California
  • Sep 28, 2021
Full Time Accounting and Finance

Job Description

Description:

Working Title - Financial Aid Analyst

Classification Title - Student Services Professional IB

Posting Details

Priority Application Date: September 15, 2021

(Posting will remain open until filled)

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.

This role requires use of sound independent judgment while dealing with moderately complex student service problems. It demands the utilization of effective interpersonal skills with both individuals and groups, to be flexible and versatile, to use tact and sensitivity and to apply effective analytical skills in assisting with the preparation of documentation, mandatory reporting and program assessment.

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

CSU Classification Salary Range: $3,796 - $5,369 per month

Hiring Range:

Salary Grade/Range: 2

Recruitment Type: Regular

Time Base: Full-Time

Pay Plan: 12 month

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

  1. Ability to work effectively in a fast-paced environment subject to frequent change
  2. Strong interpersonal skills and the ability to provide services to a diverse student population
  3. Excellent verbal and written communication skills and a demonstrated ability to communicate effectively in a diverse environment
  4. Proficiency using standard office software packages (e.g., Microsoft Office Suite)
  5. Familiarity working with school-based record/data systems/software (e.g., CMS, PeopleSoft)
  6. Ability to apply moderately complex rules, regulations and procedures


Preferred Qualifications

  1. Experience advising students; either in a group or individual setting
  2. 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)
  3. 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)


Required Licenses/Certifications

N/A

Documents Needed to Apply

Resume and Cover Letter

About Sac 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's 31,000 students come not only from the Greater Sacramento Region, but also from across the state, country, and world. Our 1800 faculty and 1,500 staff are committed to meeting our mission: " As California's capital university, we transform lives by preparing students for leadership, service, and success. Sacramento State will be a recognized leader in education, innovation, and engagement. " As the regional hub of higher education, Sac State is dedicated to student success, diversity, equity and inclusion, community engagement, philanthropy, and campus 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.

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.

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/internal/your-hr/benefits/disability-parental-leave.html#reasonable-accommodations-interactive-process .

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/compliance/hr-compliance/mandatory-dhr-training.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.

Eligibility Verification
Selected c andidate must furnish proof of eligibility to work in the U.S.. California State University, Sacramento is a sponsoring agency ( i.e . H-1-B Visa).

Note to Applicants:

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


Closing Date/Time: Open until filled

Job Address

Sacramento, California 95819 United States View Map