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UC Santa Barbara · 3 weeks ago

Financial Aid Advisor

Santa Barbara, CA

Full-time

Hybrid

Mid Level

$28.88/hr - $33.10/hr

UC Santa Barbara is dedicated to supporting students in achieving their educational goals through its Office of Financial Aid and Scholarships. The Financial Aid Advisor plays a crucial role in coordinating major aid programs and providing guidance to students and parents on financial aid processes and available resources.

Higher Education

Culture & Values

Responsibilities

Coordinates and administers one or more financial aid programs

Interprets requirements, policies, and procedures as they relate to UCSB's financial aid operations

Insures that UCSB is in compliance with all program policies

Develops new methods, procedures, and policy proposals that ensure adherence to federal and state regulations

Analyzes and resolves all problems related to the program

Serves as the main resource person to the systems programmers for developing specifications and testing related software

Prepares analytical reports and presents program updates to staff at weekly meetings and at ad hoc training workshops

Responsible for reviewing and making a decision on all appeals submitted by students

Independently reviews students' and parents' unique circumstances, analyzes documentation, and makes adjustments to federal need analysis methodology and students' awards

Advises students, parents, campus staff, and the general public in all areas of financial aid administration

Explains the application process, program regulations, aid eligibility criteria, and budgeting and money management

Performs difficult and sensitive counseling and advising which involves problem solving

Independently applies all elements of need analysis and award packaging to individual aid applications

Determines aid eligibility and authorizes original or revised aid packaged

Conducts workshops for student groups, campus departments, and for organizations outside of the University

Qualification

Bachelor's DegreeFinancial Aid ExperienceFederal AidAdvising TechniquesProblem Solving SkillsAttention to DetailOrganizational SkillsCustomer Service OrientationOffice SoftwareDatabasesCommunication SkillsInterpersonal Skills

Required

Bachelors degree or equivalent training Bachelor's Degree

Proven adaptability and ability to work efficiently with multiple deadlines and schedules

Preferred

Financial Aid administrative experience

Basic knowledge of federal aid programs and application process

Basic knowledge of policies, regulations, and practices for awarding financial aid

Basic knowledge of University policies, processes, and procedures

Basic knowledge of advising and counseling techniques

Ability to apply knowledge of policies to individual situations

Problem identification and critical thinking skills

Ability to calculate financial aid with attention to detail and accuracy

Organizational skills and ability to prioritize work and meet deadlines

Demonstrates written and verbal communication skills. Active listening skills. Possesses customer service orientation skills

Ability to assess processes and recommend improvements. Good interpersonal skills

Proficiency with standard office software, internet, and email applications. Basic knowledge of common University-specific computer application programs

Experience using complex databases