Financial Aid Processor

California State University
San Bernardino, CA
Financial Aid Processor Location San Bernardino, CA (California State College San Bernardino area) : Job no: 536778 Work type: Staff Location: San Bernardino - San Bernardino Campus Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Administrative, Probationary, Full Time, On-site (work in-person at business location)

Job Summary

Under general supervision, the Financial Aid Processor provides service assistance to students, parents and the general public regarding all federal, state, and institutional financial aid programs. The Financial Aid Processor is responsible for ensuring the accuracy and completeness of all financial aid documents submitted to complete a student's file. Assignments require the application of both general office clerical knowledge and sound judgment in using the principles, techniques, standards, guides and skills characteristic of a particular service program or activity. The Financial Aid Processor must exercise extreme discretion and adherence to regulations governing confidentiality and privacy of records (FERPA) is mandatory. They will provide a high level of sensitivity and a professional demeanor when working with students who are of varied age group, disability, diverse cultural and financial backgrounds often in highly stressful, emotionally charged situations.

The Financial Aid Processor will process a variety of reports to assist in the delivery of financial aid effectively and efficiently to students

Minimum Qualifications

  • High School diploma or its equivalent AND three years of progressively responsible experience in general office clerical or secretarial work or the equivalent.

Required Qualifications

Fundamental written and oral communication skills, including a sound foundation in English grammar, spelling, and punctuation; an ability to understand standard office procedures; an ability to operate standard office equipment; an ability to learn office technology systems; an ability to perform basic mathematical calculations; and typing and keyboard skills. Basic knowledge of applicable university infrastructure, policies, and procedures. Working knowledge of English grammar, spelling, and punctuation. Ability to use standard office equipment. Ability to use standard word processing and related computer software packages. Ability to identify and solve standard problems and refer more complex problems to appropriate staff. Ability to perform basic mathematical functions. Fundamental writing and presentation skills to effectively communicate standard information. Ability to respond to routine inquiries and explain standard policies and procedures to others.

Preferred Qualifications

  • General knowledge of the financial aid process
  • Ability to work collaboratively and communicate effectively in a team environment
  • Ability to learn and work in a fast-paced environment
  • Comprehensive understanding of all aspects of the financial aid PeopleSoft module.

Compensation and Benefits

Anticipated Hiring Range: $3,505 per month

Classification Salary Range: $3,680 - $5,783 per month

The salary offered will take into account internal equity and experience among other factors.

The CSU system provides a comprehensive benefit package that includes medical, dental and vision plans, membership in the California Public Employees Retirement System (CalPERS), sick and vacation time, and 15 paid holidays a year. Eligible employees are also able to participate in the fee waiver education program. A summary of benefit information can be found here.

Position Information

Work status: Full-time/Non-Exempt/Probationary

Academic year schedule: Monday through Friday (8:00 am - 5:00 pm), some evenings/weekends.

Summer schedule: Monday through Thursday (7:00 am - 5:30 pm), some evenings/weekends.

The application deadline is: March 15, 2024

As of January 1, 2022, the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California.

California State University, San Bernardino in not a sponsoring agency for staff or management positions (i.e. H1-B Visas).

Conditions of Employment

Background Check

Satisfactory completion of a background check (including a criminal records check) is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.

Drivers License Check

Possession of a valid Driver's License is required. Employees in this position will be enrolled in the Department of Motor Vehicles (DMV) Government Employer Pull Notice Program which confirms possession of a valid driver's license and reflects driving record.

Physical Exam

Employment is contingent upon candidate passing a pre-employment physical exam with the ability to lift in excess of 50 lbs.

Mandated Reporter

The person holding this position is considered a `mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

I-9

CSUSB hires only individuals lawfully authorized to work in the United States. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. See Form I-9 Acceptable Documents at

Statement of Commitment to Diversity

In our commitment to the furthering of knowledge and fulfilling our educational mission, California State University, San Bernardino seeks a campus climate that welcomes, celebrates, and promotes respect for the entire variety of human experience. We welcome people from all backgrounds, and we seek to include knowledge and values from many cultures in the curriculum and extra-curricular life of the campus community. We will create, promote, and maintain activities and programs that further our understanding of individual and group diversity. We will also develop and communicate policies and promote values that discourage intolerance and discrimination.

California State University, San Bernardino is proud to be an Affirmative Action/Equal Opportunity Employer. We recruit, hire, train, and administer all personnel actions without regard to race, ethnicity, religion, color, caste, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, socioeconomic status, genetic information, medical condition, disability, marital status, protected military or veteran status, or any other status protected by applicable law. This position adheres to CSU policies against Sex Discrimination, Sexual Harassment, and Sexual Violence, including Domestic Violence, Dating Violence, and Stalking. This requires completion of Sexual Violence Prevention Training within 6 months of assuming employment and on a two-year basis thereafter. (Executive Order 1096) For more information about Diversity & Inclusion at CSUSB, please visit

Closing Statement:

Reasonable Accommodation

We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact CSUSB Benefits at [email protected].

Smoking

CSUSB is a smoke and tobacco-free campus. See policy at

Clery Act

In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), the Cal State San Bernardino Annual Security and Fire Safety Report is available at:

Advertised: Mar 01 2024 Pacific Standard Time Applications close: Mar 15 2024 Pacific Daylight Time

Posted 2025-09-22

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