FINANCIAL AID SPECIALIST I
FINANCIAL AID SPECIALIST I
Application Deadline: 10/07/2020
Ideal Candidate Statement
The ideal candidate for this position will have:
- Experience working in the Post-Secondary environment
- Knowledge of Financial Aid systems (NSLDS, FAA Access, COD,
- Understanding of Title IV programs (Pell, Loans, Federal Work
- Understanding of State Programs (Cal Grant, Chafee, Success
- Strong work ethic and ability to prioritize multiple tasks and
follow through in a timely manner
- Excellent customer service skills
- Knowledge and understanding of student development and student
- Excellent listening, strong written and verbal communication
- A strong student-focus, and an ability to enthusiastically and
effectively assist students individually and in groups;
- Ability to interpret and research appropriate inquiries
concerning student records and grades;
- Ability to communicate and access information through the
internet and social media;
- Ability to work closely and collaborate with staff as well as
college administrators, faculty and staff;
- Proficiency in MS Office suite as well as ability to learn
software and database programs;
- Awareness of on-campus and community resources;
- Ohlone prides itself as a Learning College with the motto of "A
World of Cultures United in Learning" and we are looking for staff
who embrace diversity in serving students with varied backgrounds
and learning styles; staff who are highly ethical, trustworthy,
credible, loyal and respectful of diverse views and
- The College has a firm commitment to environmental
sustainability and looks to all employees to support this important
Job Description Summary
This is a 100%, 12 month, Classified, Categorically Funded (77%) Position
This position is partially funded by categorical funds, and employment at 100% is subject to those funds being available.
Under the direction of the Supervisor- Financial Aid, assure the proper awarding of financial aid to students in accordance with College policies and procedures and State and federal laws and regulations; assure the accuracy, functionality and effectiveness of an assigned database; conduct review and awarding of federal and State financial aid including grants and loans; transmit awards to Business Services to assure proper disbursement of funds.
The Financial Aid Specialist I is the first level in the series. Incumbents review financial aid applications and assure proper financial aid systems integrity. The Financial Aid Specialist II is the second level in the series. Incumbents are responsible for coordinating a program within the Financial Aid Department such as Veterans Admissions or CalGrants.
Assure the proper awarding of financial aid to students in accordance with College policies and procedures and State and federal laws and regulations; maintain, update and utilize an assigned database; update Communications Management codes and awarding rules; establish automated email responses to students, including missing documents and satisfactory academic progress emails; notify students of financial aid status.
Assure the accuracy, functionality and effectiveness of an assigned database; create and maintain student case load file systems; import Institutional Student Information Records and Common Origination and Disbursement records into database; export corrections to the Department of Education and other appropriate agencies as required; process direct loan records.
Assist students with the financial aid process; assist with the completion of applications; collect student and parent financial data; evaluate student special circumstances; verify individual documents including dependency status, employment status, unusual enrollment and marital status.
Conduct review and awarding of federal and State financial aid including grants and loans; determine Title IV eligibility utilizing an assign financial aid database; prepare and submit application documents to appropriate agencies as required; calculate student attempted units, repeated classes, developmental coursework and previous financial aid; rectify missing, incomplete or incorrect documents.
Review Board of Governors Fee Waiver applications and award fee waivers to eligible students; process rebilling to student receivable accounts and adjust charges; provide technical assistance to students regarding refund collection.
Transmit awards to Business Services; assure the accuracy of financial aid data and the proper disbursement of funds; reconcile federal and State financial aid awards with College records.
Communicate with the California Student Aid Commission to transmit GPA records and enrollment files.
Process disqualification and excessive unit appeals; calculate student attempted units, repeated classes, developmental coursework and previous financial aid; rectify missing, incomplete or incorrect documents; send notifications to students regarding outcomes.
Complete financial aid verification forms from realty offices for students.
Prepare and maintain a variety of narrative and statistical reports, records and files related to personnel and assigned activities.
Communicate with administrators, students, personnel and outside organizations to coordinate activities and programs, resolve issues and conflicts and exchange information.
Operate a computer and assigned software programs; operate other office equipment as assigned.
Attend a variety of meetings as assigned.
Perform related duties as assigned.
KNOWLEDGE, SKILLS, AND ABILITIES
Knowledge Of: Federal and State financial aid laws, policies and procedures. Department of EducationCODinterface. Transferable and non-transferable college coursework. Communications Management set up and rule writing. Oral and written communication skills. Applicable laws, codes, regulations, policies and procedures. Interpersonal skills using tact, patience and courtesy. Operation of a computer and assigned software.
Ability To: Assure the proper awarding of financial aid to students in accordance with College policies and procedures and State and federal laws and regulations. Assure the accuracy, functionality and effectiveness of an assigned database. Conduct review and awarding of federal and State financial aid including grants and loans. Transmit awards to Business Services. Communicate effectively both orally and in writing. Interpret, apply and explain rules, regulations, policies and procedures. Establish and maintain cooperative and effective working relationships with others. Operate a computer and assigned office equipment. Analyze situations accurately and adopt an effective course of action. Meet schedules and time lines. Maintain records and files.
EDUCATION AND EXPERIENCE
Any combination equivalent to: graduation from high school supplemented by college level coursework in business, accounting, social services or related field and two years of increasingly responsible experience involving statistical and financial record-keeping and frequent public contact.
1 year of experience related to Financial Aid
3 years in a Student Services related field
Working Environment: Office environment.
Physical Demands: Hearing and speaking to exchange information and make presentations. Dexterity of hands and fingers to operate a computer keyboard. Seeing to read a variety of materials. Sitting and standing for extended periods of time.
With or without reasonable accommodation.
Range 33 ($48,852-$62,376 annually)
Transcripts issued outside the United States require a course-by-course analysis with an equivalency statement from a certified transcript evaluation service verifying the degree equivalency to that of an accredited institution within the USA. This report must be attached with the application and submitted by the filing deadline.
Health and Welfare Benefits*
1. Medical, dental, vision, life insurance,EAPandLTD 2. Membership in Public Employees' Retirement System Candidates hired on or after January 1, 2013 are subject to restrictions imposed byPEPRA) 3. Contribution to O.A.S.D.I. (Social Security) 4. Paid vacation 5. Paid sick leave 6. Paid holidays and district-paid floating personal days 7. Summer 4/10 schedule (Fridays off) 8. Longevity pay step increase based on your years of service 9.IRSSection 125 Flexible Medical Spending Plan 10. 457(b) Deferred Compensation Plan (employee contributes) 11. 403(b) Tax Shelter Annuity Plan (employee contributes)
*Benefits will be prorated for positions less than 100%
To be considered, applicants must submit ALL of the items listed below via our on-line applicant tracking system available by visiting: http://employment.ohlone.edu/postings/48147.
The College reserves the right to modify, rescind or re-advertise this recruitment at any time.
Required documents for this position are:
1. Completed Ohlone College application form – completed online
2. Cover Letter
3. Current Resume
4. List of at least three Professional References including name, position, organization, phone number, email and their relationship to you;
Please do not submit letters of reference at this time.
5. Supplemental Questions:
- What does it mean to have a commitment to diversity, and how would you apply this commitment as you conduct your job responsibilities?
- How did you hear about this employment opportunity?
Immigration & Reform Act of 1986
Applicants selected for positions will be required to provide identification and employment eligibility as outlined in the federal "Immigration Reform & Control Act of 1986."
A multi-campus single community college district, Ohlone College is located in the southern portion of the San Francisco Bay in California; serving 12,000 students per year. The District has a main campus in the City of Fremont and a newly constructed campus in the City of Newark. Ohlone College is an ethnically diverse institution that promotes innovation and continuous improvement in departments and divisions. The College is named for the native population living in the area when Mission San Jose was founded. The Fremont campus is located just south of the historical Mission. The Newark Campus is located near Interstate 880 and emphasizes programs in health, environment, and technology.
The District is strongly committed to the principles of equal opportunity and to hiring qualified staff who reflect the diversity of our community. The District encourages a diverse pool of applicants and does not discriminate on the basis of sex, race, religious creed, color, national origin, ancestry, age (40 or over), medical condition, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, disability, military and veteran status, pregnancy/childbirth/breastfeeding or related medical condition or any other protected basis in any of its policies, practices, or procedures. The college encourages applications from all qualified applicants.
If you have a disability and are in need of special services, equipment, or facilities in order to apply or interview for this opening, please call the Human Resources office at: (510) 659-6088.
Conditions of Employment
Offers of employment are contingent upon Governing Board approval. Employment with Ohlone Community College is not complete or official until applicants meet all pre-employment requirements. All new employees are required to submit official transcripts and proof of freedom from tuberculosis. In addition you will be required to provide identification and employment eligibility as outlined in the federal "Immigration Reform & Control Act of 1986." Pre-employment tests and/or medical examinations may be required. Ohlone Community College does not sponsor H1B visas. Employees must sign the Oath or Affirmation of Allegiance and submit fingerprints for CA Department of Justice clearance.