Administrative Position (exempt)
Position TitleFinancial Aid Counselor - CLOSED TO NEW APPLICANTS AS OF 01/04/2012
Salary ($US) and BenefitsSalary Range: $33,660 - $43,000
Basic FunctionUnder the direction of the Director of Financial Aid, provide quality customer service to prospective, new and continuing students regarding financial aid, analyze federal financial aid applications to determine a student's financial need, award financial aid packages, and perform all duties related to the financial aid process including providing financial aid counseling to students and their families in order to assist them with financing their education at California Lutheran University. Interact in a professional manner with students and parents in challenging situations to help them resolve financial issues relating to financial aid awards. This position requires the individual to be available to work some Saturdays and late evenings during peak enrollment periods and peak processing times. Bilingual in Spanish is preferred.
Representative Duties Provide outstanding customer service, while demonstrating patience and understanding, to families and students who are seeking and receive financial aid.
Advises students about financial aid eligibility, application procedures, available financial aid programs, costs and financial management strategies including loans, financing options and other financial-aid related matters (including debt management and financial planning). Counsel students and parents regarding financing an education at the University. Heavy contact with students and families via email, phone, and in-person.
Manages a student caseload and reviews student applications for accuracy and to determine financial need and award aid in accordance with applicable federal, state and institutional policies and regulations. Create student award packages utilizing various software programs and federal, state, and university resources including gift aid and self-help; maintain compliance with all federal and state regulations and the internal policies and procedures of the University and monitor and verify information with required documents. Awards may include scholarships and the process specific to those scholarships.
Responsible for processing applications and corrections, need analysis, document tracking and evaluation of those documents, verifies accuracy of documents and consistency of financial aid data, federal tax returns, financial aid verification documents, and student information; performs analysis to identify discrepancies in data; and determines action for resolution, completing the verification process, and generating award notifications or denying aid if ineligible.
Exercises professional judgment, assists with processing financial aid appeals, special circumstances and dependency overrides.
Counsels and advises students concerning Satisfactory Academic Progress policies and appeal procedures, monitors the probation/suspension status and the 150% timeframe for students.
Analyzes various reports to verify continued compliance and eligibility of students receiving aid under federal, state and institutional guidelines. Notifies students of changes in their awards and offers alternatives to amend the situation if applicable; presents financial aid workshops to students, parents and the university and local communities.
Responsible for managing, awarding, maintaining accurate records for campus-based program(s) as assigned.
Have an understanding of and hands-on experience with Direct Loan processes.
Knowledge of the Financial Aid automated systems including; NSLDS, FAA Access, COD and WebGrants.
Utilize databases to gather student information and create and modify awards; data entry into computerized systems for tracking and awarding. Prepare and maintain a variety of narrative and statistical reports, records, and files related to assigned activities.
Work effectively in a diverse work environment with people from different socio-economic backgrounds and cultures.
Must be able to maintain confidentiality of private, personal information provided by students and their families.
Perform other related duties as assigned.
This position will also be assigned administrative responsibility for a particular Title IV, State, and/or Institutional program(s).
Knowledge Of Knowledge of automated financial aid processing; federal and state regulations, guidelines, rules and procedures related to financial aid; and the various financial aid programs and requirements
Ability to interact with diverse groups of people with various backgrounds and interests; commitment to diversity, equal opportunity, and the academic, intellectual, and social development of all students and employees
Excellence in written, oral, and interpersonal communication skills
Working knowledge of and experience in Microsoft Office suite of applications; technological competence and excellent computer skills and ability to explore ways to utilize technology to increase efficiency
Ability to work in a fast-paced, high-volume and confidential service environment while providing exemplary customer service
Ability to learn new concepts and adapt quickly to change; flexible
Effective organizational skills
Self-motivated; ability to work independently with light supervision
Treat others respectfully, speak to others courteously, and behave in such a way that creates a workplace environment that is marked by trustworthiness, honest but polite communication, and interpersonal interactions that are both personally cordial and professionally appropriate
Understanding of and commitment to the role of financial aid and student services
Experience working with financial aid management software; Datatel Colleague preferred
Ability To Organize workflow and prioritize work and tasks, especially during stressful periods
Establish and maintain cooperative and respectful working relationships with others, especially fellow staff members and student workers and work independently to contribute to team goals
Multi-task and handle several complex assignments simultaneously; understand and follow oral and written instructions; and meet deadlines
Work well under pressure and have strong time management skills; high energy
Perform complex calculations; analyze situations accurately, be able to solve problems and offer solutions in order to adopt an effective course of action
Interpret, apply and explain rules, regulations, policies and procedures
Attention to detail with accuracy and ability to retain complex information.
Maintaining a highly professional demeanor at all times
Education and Experience Bachelor’s degree required and a minimum of one year related experience.
Bilingual in Spanish preferred.
Fast-paced, dynamic office environment
High traffic area
Travel required between buildings on campus, to other outside agencies and campuses, and locally or out-of-town to attend meetings and conferences
Dexterity of hands and fingers to operate a computer keyboard. Work requires fingering, grasping, and repetitive keyboarding motions.
May require the exertion of up to 10 pounds of force occasionally and a negligible amount of force frequently or constantly to move objects.
Sitting for extended periods of time.
Hearing is required to perceive information at normal spoken word levels.
Hearing and speaking to exchange information in person or on the telephone.
Vocal communication is required for expressing or exchanging ideas by means of the spoken word.
Visual acuity is required for preparing and analyzing written or computer data, determining the accuracy and thoroughness of work, observing general surroundings and activities and reading a variety of materials.
Application ProcedureEmployment application must be submitted in full, additionally, send resume with cover letter and names and phone numbers of three professional references to:
California Lutheran University
Human Resources, MC1100
60 W. Olsen Road
Thousand Oaks, CA 91360
Fax resume to (805) 493-3655 or
California Lutheran University is an equal opportunity employer. Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. Please contact the Human Resources Department for further information or to request an accommodation.