Inside Higher Ed · 1 day ago
Financial Aid Technician I, Short Term Hourly (Temporary)
Lancaster, CA
Full-time
Onsite
Entry Level
3+ years expInside Higher Ed is seeking a Financial Aid Technician I to assist students applying for financial aid under the direction of the Director of Financial Aid. The role involves interviewing students, determining financial needs, and ensuring eligibility for various financial aid programs.
Digital MediaEducationHigher EducationJournalismRecruiting
No H1B
Responsibilities
Assists students in applying for various types of federal, state and other financial aid programs and resources; interviews students and assists in completing the student aid application; explains eligibility requirements, timelines, processing systems, federal, State and district regulations, requirements, policies, and procedures. (E)
Reviews documents and applications submitted at front counter for accuracy and completeness. (E)
Analyzes documents submitted for verification including tax returns, non-taxable income, and assets to ensure accuracy per Federal and State regulations; notifies student of incomplete documents and advises what is necessary to meet requirements; documents student’s files of inconsistencies or problems. (E)
Verifies application information and supporting documentation; recalculates financial need as required; evaluates special circumstances to override need analysis results and increase or decrease awards; reviews academic appeals according to federal regulations to determine students academic eligibility for aid. (E)
Interviews and counsels students and parents concerning budget control, expenditures, programs, applications and eligibility; interprets and explains federal, state and district regulations, requirements, policies and procedures. (E)
Assists students in completing loan packages; transmits loan applications to ELM; ensures data is accurate and reflects the requests of the students; prepares and distributes a variety of reports related to student loans; conducts, prepares, schedules loan entrance and exit workshops. (E)
Performs financial need analysis for Cal Grant program and Chafee grant according to State regulations; reports need and eligibility to the State; updates financial aid record of Cal Grant and Chafee eligibility and amount of funds requested; enters and revises data in the computer; generates, files and distributes award contracts, budgets and related documents. (E)
Coordinates financial aid outreach activities with high schools, local groups, and agencies; attends events to promote financial aid opportunities; and presents financial aid workshops and orientations to large groups on and off campus. (E)
Oversees and implements College’s annual online scholarship program. (E)
Sets up scholarship application interview process; notifies applicants with information pertaining to their awards; maintains various records, student accounts, and prepares a variety of reports and documents; develops scholarship flyers, bulletins and other informational pieces to notify campus staff to encourage students to apply; receives and verifies all scholarship checks for students awarded by local community donors. (E)
Serves as liaison with the local hospital in screening students academic standing to meet the hospital’s requirements to apply for long-term scholarships and career opportunities. (E)
Applies deferments to students who are eligible under financial aid office rules and regulation guidelines. (E)
Creates payment plan for students following campus, federal and state guidelines. (E)
Monitors continued eligibility of students; amends student awards according to changes; coordinate outside sources of assistance. (E)
Maintains current knowledge of state and federal financial aid programs; attends meetings, workshops and conferences regarding changes in eligibility requirements, application procedures and other issues. (E)
Coordinates communication and activities with various district departments and personnel, governmental and private agencies, other colleges, financial institutions and the public. (E)
Trains and provides work direction to student workers as assigned. (E)
Prepares and maintains a variety of records, files and reports related to financial aid activities; compiles and maintains statistical data for inclusion in state and federal reports. (E)
Operates a variety of office equipment and machines including computers, peripheral equipment, calculators and copiers. (E)
Performs other related duties as may be assigned
Qualification
Required
Graduation from high school supplemented by college course work in business, accounting, social services or related field
Three years of increasingly responsible clerical experience involving statistical and financial record-keeping and public contact
Knowledge of rules, regulations, procedures, policies and function of federal, State and District financial aid programs
Knowledge of methods and techniques of financial aid need analysis
Knowledge of financial aid packaging methods and procedures
Interpersonal skills using tact, patience and courtesy
Interviewing and counseling techniques
Personal and financial problems encountered by college students and parents
Financial and statistical record-keeping techniques
Modern office practices, procedures and equipment
Oral and written communication skills
Applicable sections of State Education Code and other applicable laws
College and community resources to students
Applicable computer operation and software
Ability to determine eligibility for financial aid through need analysis
Ability to develop financial aid packages to meet financial need
Ability to read, interpret, apply and explain rules, regulations, policies and procedures
Ability to exercise sound judgment in reviewing and evaluating student financial aid applications
Ability to interpret financial statements, income tax reports and related documents
Ability to operate computer and applicable software
Ability to analyze situations accurately and adopt an effective course of action
Ability to add, subtract, multiply and divide quickly and accurately
Ability to communicate effectively both orally and in writing
Ability to maintain records and prepare reports
Ability to work independently with little direction
Ability to establish and maintain cooperative and effective working relationships with others
Ability to relate effectively to economically disadvantaged students
Ability to interview and advise students
Company
Inside Higher Ed
Inside Higher Ed is the online source for news, opinion, and jobs related to higher education.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2022-01-10Acquired
2006-08-31Series Unknown
Leadership Team
Stephanie Shweiki
Director, Foundation Partnerships
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