Financial Aid Specialist



Incumbents in District positions are expected to exhibit an equity-minded focus, responsiveness, and sensitivity to and understanding of the diverse academic, socioeconomic, cultural, gender identity, sexual orientation, and ethnic backgrounds of community college students, and employees, including those with physical or learning disabilities, and successfully foster and support an inclusive educational and employment environment.

Job Description

Under the direction of the Director of Financial Aid, provide specialized assistance and information to applicants regarding the Financial Aid program; prepare and review needs analysis and packaging of Financial Aid applications; coordinate the activities of the programs and make award decisions.

The following duties are typical for this classification. Incumbents may not perform all of the listed duties and/or may be required to perform additional or different duties from those set forth below to address business needs and changing business practices.

  • Prepare needs analysis and package of financial aid applicants; interpret and apply government and campus policies to determine appropriate award allocation for each applicant; establish student budgets and determine program eligibility; ensure compliance with state and Federal guidelines.
  • Assist in the coordination of assigned state and Federal financial aid programs; monitor and request annual funding for assigned program to assure adequate funds are available for projected student awards; coordinate disbursement of funds with fiscal services staff to accurately disburse aid to eligible students in a timely fashion.
  • Advise and counsel student applicants and recipients in all phases of financial aid; interview students and assess individual academic, financial and personal situations; determine impact of needs analysis; explain program regulations, requirements, and institutional policies; assure accuracy and completeness of applications.
  • Reconcile financial aid overpayments; research, compile and generate necessary data and required documentation and reports; determine amount owed by student; assist in implementing collection procedures and practices; explain overpayments, causes and ramifications and provide assistance for resolutions.
  • Import and export student data to state program agencies; upload and download awards, grade point averages and other data as required; generate required reports.
  • Participate in various college wide outreach functions; provide technical expertise to other personnel, faculty, students and the public regarding financial aid processes; coordinate activities with other related on-campus student services; refer students to social service agencies and other community resources as appropriate.
  • Maintain external contacts with government agencies and other community colleges for the purpose of coordinating, obtaining and verifying information.
  • Maintain current knowledge of complex regulations and requirements for assigned financial aid and student loan programs; attend and conduct various meetings; participate in on- and off-campus workshops.
  • Perform related duties and responsibilities as required.
  • Federal and state Student Financial Assistance programs including policies, rules and regulations.
  • Interviewing and advising techniques.
  • Recruitment techniques and methods.
  • Public speaking methods.
  • Financial and income tax statements.
  • Principles and practices of record keeping.
  • Methods and techniques of comprehensive and technical report preparation.
  • Office procedures, methods and equipment including computers and applicable software applications such as word processing, spreadsheets and databases.
  • Oral and written communications skills.
  • Interpersonal skills using tact, patience and courtesy.
  • Advise, counsel and interview students from diverse ethnic and socio-economic backgrounds.
  • Analyze situations accurately and adopt an effective course of action.
  • Operate office equipment including computers and supporting word processing, spreadsheet and database applications.
  • Understand and follow oral and written directions.
  • Plan and organize work.
  • Meet schedules and timelines.
  • Work independently with little direction.
  • Work effectively with frequent interruptions.
  • Work with and exhibit sensitivity to and understanding of the diverse racial, ethnic, disabled, sexual orientation, and cultural populations of community college students.
  • Communicate clearly and concisely, both orally and in writing.
  • Establish and maintain effective working relationships with those contacted in the course of work.

Minimum Qualifications (Faculty and Academic Administrator Positions Only) Desired Qualifications: Licenses and Other Requirements:

  • All District students and employees must participate in the COVID-19 Vaccination Program, which requires them to be fully vaccinated against COVID-19 unless they receive an approved medical or religious exemption.
  • All staff and clients must wear a mask until State, County, and District regulations change. Personal protective equipment provided and required.
  • Plastic shield at workstations until State, County, and District regulations change.
  • Social distancing guidelines in place until State, County, and District regulations change.

Organization Southwestern Community College District
Industry Accounting / Finance / Audit Jobs
Occupational Category Financial Aid Specialist
Job Location Chula Vista,USA
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Experience 4 Years
Posted at 2022-09-22 7:05 am
Expires on 2022-11-06