TEMPORARY Financial Aid Specialist
- Explains and assists students with understanding and completing financial aid applications and forms; interviews students regarding completeness and consistency of information and accuracy of a wide variety of financial aid forms and documentation including applications, transcripts and fee waivers; verifies student status and academic progress; explains deadlines and disbursement dates; refers students to other agencies as necessary to obtain required documentation.
- Receives, analyzes and validates financial aid applications for eligibility; evaluates financial aid needs analyses using standard federal formulas for all available programs to determine Expected Family Contribution (EFC) in each case; determines eligibility and packages financial aid and scholarships, including Pell Grants, direct student loans, work study and supplemental educational opportunity grants.
- Serves on committees to evaluate student financial aid appeals on a case-by-case basis; reviews and evaluates special circumstances and makes professional judgment adjustments to the data elements on the FAFSA, overrides a student's dependency status and determines and processes any changes in EFC necessary.
- Coordinates assigned major financial aid programs, including Dream Act, Federal Work Study, Direct Student Loans, Cal Grants, Chafee grants and other grant programs; masters the detailed technical knowledge and procedural requirements of each assigned program to serve as the program's in-house expert.
- Runs reports and monitors student enrollment status, enrollment changes, courses taken/repeated and progress towards degree; identifies and assists in resolving academic progress issues that may affect aid; places administrative holds on financial aid due to failure to meet academic requirements; determines and processes financial aid overpayments, Return to Title IV funds (R2T4), post-withdrawal disbursements and adjustments to payments.
- Conducts comprehensive audits of student financial aid files to verify completeness, accuracy and timeliness of all information and documentation supporting a student's financial aid status; identifies and assists in resolving compliance issues for required procedural or regulatory reporting, filing or submission.
- Demonstrates sensitivity to and understanding of historically minoritized groups and participates in professional development activities to increase cultural competency to enhance equity-minded practices within the District.
- Interacts with other departments and with state and federal programs on behalf of a student.
- Presents and participates in financial aid educational workshops and outreach events.
- Processes documentation and hiring paperwork for District work study students.
- Performs related duties as assigned.
- Financial aid department services, goals, objectives, policies, procedures and practices and associated needs analysis and award packaging processes and procedures.
- Federal, state and local financial aid programs and regulations.
- Interviewing and consulting techniques.
- Policies, objectives and technical aspects of financial aid programs and activities, including financial aid needs analysis and award packaging processes and procedures.
- Financial and statistical recordkeeping techniques.
- Personal and financial issues/special circumstances of economically disadvantaged students.
- District student recordkeeping practices and procedures for processing student information and interpreting input and output data.
- The Family Educational Rights and Privacy Act, Title IV and other state and federal laws and regulations and District rules, policies and procedures governing financial aid and applicable eligibility criteria.
- District financial aid software applications.
- Principles and practices of sound business communication including English usage, spelling and punctuation.
- Standard business software including word processing, spreadsheet and database programs such as Access and SQL query development.
- Perform complex technical duties in support of financial aid programs and services.
- Interpret, explain and apply complex federal, state and college guidelines, rules, regulations, policies, procedures and practices governing financial aid, veterans' benefits and scholarship programs.
- Understand requests for information or assistance; maintain a courteous and tactful manner when under pressure or in an antagonistic situation.
- Make determinations and apply professional judgment regarding eligibility for financial assistance based on established procedures and guidelines, ensuring consistency and a high degree of accuracy.
- Analyze problems, evaluate alternatives and recommend or adopt effective courses of action in accordance with established policies and procedures.
- Maintain confidentiality of District and student files and records.
- Effectively engage and support historically minoritized groups by addressing issues of equity and improving culturally responsive service-oriented practices.
- Communicate effectively, both orally and in writing.
- Prepare clear, concise and accurate records, data entries, reports and other written materials.
- Operate a computer and use standard business and third-party software and databases.
- Represent the District effectively one on one and in a variety of group settings.
- Exercise tact and diplomacy in dealing with sensitive, complex and confidential student issues and situations.
- Establish and maintain effective working relationships with all those encountered in the course of work.
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