Financial Aid Technician – Jobs at Community Colleges

Website California Community Colleges

Job Description:

The Financial Aid Technician position involves complex clerical work at the action level. Incumbents are involved in compilation of data, assessment, and processing of student eligibility for financial aid awards and services. Under general supervision, the employee provides financial aid policy and procedural information; compiles and assesses data used to determine student eligibility for a variety of awards and related services. The Technician analyzes data, reconciles program accounts, and prepares statistical and other reports to document financial aid packages awarded. Public contact is extensive.

Job Responsibilities:

  • Confers with government and funding agencies regarding immigration, tax, residency, and other eligibility issues
  • Participates in community outreach activities to promote financial aid and enrollment services; drives a motor vehicle to attend off-site meetings, workshops, recruitment programs, and other special events
  • Meets with students to assess their financial aid eligibility, college standing, and projected financial and enrollment service needs
  • Provides information to students regarding federal, state and institutional financial aid program requirements and other enrollment services policy and procedural information to students, parents, staff, other educational institutions, community organizations, business representatives, funding agency personnel and the general public
  • Uses a variety of computer systems, software and web sites to set up, maintain, and monitor confidential and other student records and files
  • Attends workshops, conferences, and trainings as needed to remain current on regulatory changes, technical requirements and processes, and other areas
  • Conducts detailed data assessments in order to select appropriate loans, grants, and other programs for students, based on eligibility and need; assists supervisory staff on special and regular projects and reports as assigned; monitors program expenditures and project budget expenditures using prescribed funding agency and district policies and financial guidelines
  • Analyzes student records using electronic or paper supporting documentation to identify errors, correct data, and reprocess changes in student records as required
  • Verify selected student records as required
  • Evaluate documented financial need; advise parents and students about availability, application process, rights and responsibilities related to student aid. Compiles confidential and other data to assess and document student income status, expenditures, and projected budgets, enrollment status, grades, employment records, immigration status, residency, tax filing status, and other information, including award students

Job Requirements:

  • Working accurately with financial and statistical data
  • Directing the work of others
  • Communicating respectfully, sensitively, and effectively with people at various levels within an organization who are diverse in their cultures, language groups and abilities
  • Organization and in following written instructions, formulas, and guidelines to analyze data for the purpose of drawing conclusions
  • Interviewing, assessment and advising techniques
  • Oral communication, including persuasive communication skills
  • Working cooperatively with others and effectively as part of a customer service team
  • Use of enterprise computer systems and a variety of federal and state websites and various software programs to set-up and maintain detailed records and to compose a variety of written materials
  • Written communication

Qualification & Experience:

  • Possession of a valid California Driver’s License (or the ability to obtain one) and the ability to drive a motor vehicle to off-site locations are required
  • Experience leading the work of others
  • Experience compiling data for, composing and preparing reports, correspondence, memoranda and other written materials
  • A combination of education and experience equivalent to completion of an Associate degree in business administration, accounting or a closely related field
  • Successful work experience of increasing responsibility that has included accounting, budgeting or other financial record keeping, preferably in banking or related financial loan services
  • Demonstrated cultural competence, sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds of community college students, faculty, and staff
  • Detailed record keeping
  • Experience using databases and a variety of computer software
  • Demonstrated skill in oral and written communication, including public speaking

Job Details:

Company: California Community Colleges

Vacancy Type: Full Time

Job Location: Birmingham, AL, US

Application Deadline: N/A

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