Financial aid advisor Jobs in San Jose, CA

Job Title : Financial Services Advisor / Non-Remote

Department : Student Finance

Reports To : Assistant Director of Financial Services

Classification : Full-time

Summary : The Financial Services Advisor (FSA) meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford / Direct and supplementary loans, and other Title IV and non -Title IV programs. The FSA packages and awards all Title IV and non-Title IV aid for each academic year and enters this in the Student Information Systems as required. All work is performed within the established governmental regulations and institutional procedures. A high level of ethics is required in the counseling of students.

Essential Duties and Responsibilities :

• Provide overviews of the Financial Aid process and programs available to qualifying students and create financial estimates based on the prospective student’s unique eligibility.
• Meets with students regarding cost of attendance, Financial Aid eligibility, options for covering their educational expenses, and management of financial responsibilities.
• Create and schedule financial plans for enrolled students and assist with the collection and evaluation of required financial aid paperwork and award information.
• Attends various meetings to support the financial responsibility of our students.
• Enhance the financial literacy of our students and graduates to ensure financial responsibility and professional success.
• Uphold Title IV, state, military, VA and institutional knowledge and compliance.
• Establish and maintain cooperative and effective working relationships with colleagues and leaders across the College.
• Excellent interpersonal skills and a commitment to provide outstanding customer support services while achieving or exceeding performance goals.
• Ensures timely response to requests and directives
• Performs other duties as assigned

Supervisory Responsibilities : This position has no supervisory responsibilities.

Competency : To perform the job successfully, an individual should demonstrate the following competencies :

Core Competencies :

Job Competencies :

Qualifications : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; talk and hear. The employee is frequently required to walk and reach with hands and arms. The employee is occasionally required to stand; climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and / or move up to 10 pounds, frequently lift and / or move up to 25 pounds and occasionally lift and / or move up to 50 pounds.

Work Environment : The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.