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Financial Aid Specialist

Financial Aid Specialist

Cabrillo CollegeAptos, CA, United States
2 days ago
Job type
  • Full-time
Job description

Salary : See Position Description

Location : Aptos, CA

Job Type : Full-time (100%)

Job Number : 2025-02057

Department : Financial Aid

Division : Student Services

Opening Date : 11 / 20 / 2025

Closing Date : 12 / 11 / 2025 11 : 59 PM Pacific

Please apply for this job directly on the Cabrillo College job opportunities page here.

Employment Opportunity

We need YOU ! Cabrillo College is looking for staff to provide quality programs and services for a diverse student population promoting ever-evolving needs as our students grow toward their individual aspirational goals. Cabrillo is an Hispanic Serving Institution (HSI) with a special focus on enhancing the Latinx student experience. Come join our team, valuing high-level and innovative instruction, support services, a welcoming environment, and helping to change the world one student at a time!

This full-time, 12-months per year position performs technical duties related to the review and processing of student financial aid information; provides information, assistance and reviews student financial aid applications; performs departmental administrative support duties; and performs related duties as assigned.

The ideal candidate will share Cabrillo's commitment to educating its racially and socioeconomically diverse student population. Cabrillo College serves approximately 11,400 students per term. For the 2024 Academic Year, 61% of Cabrillo students are members of minoritized populations, identifying themselves as LatinX (50%), Multi Ethnic (6%), Asian (3%), Black Non-Hispanic (1%), Filipino (

COMPENSATION AND BENEFITS :

Starting Salary Range : $ 4,568 to $ 5,288 per month ; plus 5% annual increases up to step 7, maximum initial salary step placement on the classified salary schedule is step 4. Full-time (40 hours per week) assignment, 12 months per year. Monday through Friday, 8 : 00 a.m. - 5 : 00 p.m. with evenings and weekends as required

Classified employees are required to join the California Public Employees' Retirement System (CalPERS) and as such contribute 8% of their monthly salary to CalPERS on a pre-tax basis. Position scheduled to begin as soon as possible, pending continued district and categorical funding and Governing Board ratification. Salary is subject to proration based on the beginning date of assignment. Cabrillo is unable to sponsor work visas.

Benefits : Our comprehensive benefits package includes medical, dental, life, short and long term, and vision (optional) insurance provided at a share of cost on a pretax basis, CalPERS Retirement and an Employee Assistance Program. Please see the Benefits link on the HR webpage for more information.

Work-Life Balance : This opportunity is a full-time assignment, months per year. Classified employee benefits include :

  • Twelve (12) days vacation leave accrued annually; rate increases up to a maximum of twenty (20) days at year ten (10)
  • Twelve (12) days of sick leave accrued annually, seven (7) of which can be used as Personal Necessity days annually
  • Nineteen (19) paid holidays annually
  • Five percent (5%) Longevity award annually after ten (10) years of service with increases to fifteen percent (15%) at twenty (20) years
  • Professional Growth educational incentive program

As a classified staff member at Cabrillo College, you will join a vibrant community of professionals and educators working together to provide a positive educational environment where our students experience diverse academic and cultural perspectives.

Examples of Duties

The duties listed below are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to this class.

  • Performs financial aid customer service at a front desk, via email or over the phone; answers escalated questions and explains financial aid processes, procedures, rules and guidelines; explains and assists students with understanding and completing financial aid applications and forms; explains deadlines and disbursement dates; refers students to other departments as necessary to obtain required documentation
  • Performs administrative financial aid support functions requiring specialized knowledge of financial aid application and work processes; reviews financial aid documents and applications for completeness and consistency of information and forwards to Financial Aid Advisor; verifies student status and academic progress; prepares, verifies, processes and posts information and documents to various records.
  • Processes award verifications requests from students and outside agencies.
  • Monitors financial aid department budget allocations and expenditures; maintains financial and statistical records and prepares reports; assists in developing program budgets, objectives and procedures within District guidelines.
  • Runs queries and reports to track and notify students of financial aid eligibility; assists higher-level Financial Aid staff with data entry of student records and access to reports and data; assists with tracking of payments to students.
  • Oversees the logistics of and participates in outreach and in-reach events, activities and workshops.
  • Provides backup to student services front counter support staff.
  • OTHER DUTIES

  • Demonstrates sensitivity to and understanding of diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation and ethnic backgrounds of community college students, faculty and staff.
  • Assists with the recruitment, hiring and training of student employees; monitors work for completeness, accuracy and conformance with District, department and legal / regulatory requirements and standards.
  • Participates in financial aid department marketing including preparation of informational materials and publications; updates and maintains the department website and social media accounts.
  • Performs related duties as assigned.
  • Minimum Qualifications

    EDUCATION AND EXPERIENCE

    Any combination of experience and training that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be :

  • Understanding of, and sensitivity to, the diverse academic, socio-economic, ethnic, religious, and cultural backgrounds, disability, and sexual orientation, of community college students, faculty and staff AND
  • Graduation from an associate degree program with coursework in finance or accounting, AND at least three (3) years of progressively responsible clerical support experience in student services or customer support OR
  • An equivalent combination of training and experience
  • KNOWLEDGE, SKILLS AND ABILITIES

    Knowledge of :

  • Financial aid department goals, objectives, policies, procedures and practices.
  • Customer service practices and telephone etiquette.
  • Common issues and challenges facing a diverse population of community college students.
  • District rules, policies and procedures applicable to departmental and division operations.
  • Basic research methods and analysis techniques.
  • Modern office practices, procedures and equipment including advanced knowledge of computers and applicable software programs and specialized financial aid databases and systems.
  • Basic knowledge of federal, state and local financial aid programs and regulations.
  • Applicable sections of the California Education Code, Title V and other applicable laws.
  • The Family Educational Rights and Privacy Act and other District, state and federal laws, rules, regulations and policies governing student records.
  • Skills and Abilities to :

  • Perform administrative support duties for financial aid programs and services.
  • Provide customer service in person, over the phone and via email.
  • Comprehend requests for information or assistance; maintain a courteous and tactful manner when under pressure or in an antagonistic situation.
  • Calculate, track and report financial and statistical information utilizing complex spreadsheets and databases.
  • Exercise tact and diplomacy in dealing with sensitive, complex and confidential student issues and situations.
  • Maintain confidentiality of District and student files and records.
  • Compose clear, concise and comprehensive correspondence, reports, studies, agreements, presentations and other written materials.
  • Understand and follow written and oral instructions.
  • Operate a computer and use standard business software.
  • Establish and maintain effective working relationships.
  • Uphold the District's mission, values and objectives including equity and Guided Pathways.
  • Support an inclusive work environment that fosters diversity, respect and engagement.
  • LICENSES, CERTIFICATES AND OTHER REQUIREMENTS

  • A valid California driver's license or ability to access and use alternative transportation.
  • Additional Information

    Application Process :

  • Complete the application with a minimum of three (3) professional references and answer all supplemental questions; provide detailed information to aid in determining the minimum qualification requirements have been met
  • Attach resume
  • Attach all unofficial transcripts for college coursework completed, if applicable, (copies, photos, and downloads are acceptable) displaying any degrees conferred . Foreign transcripts must be evaluated for U.S. equivalency at the applicant's expense -click here for more information.
  • Please note : All application materials must be received by 11 : 59 pm on the closing date indicated above.

    Attention Applicants

    Only completed applications with the above required documents will be reviewed by the committee. Application materials not required (including cover letters or letters of recommendation) for this position will not be reviewed. Remove personally identifiable information such as personal photos, social security number, birth date, age, and gender from your application materials. Expenses related to the recruitment process are the responsibility of the applicant. Cabrillo is unable to sponsor work visas. A position eligibility pool may be established in order to fill other full-time, part-time, or substitute assignments as needs arise.

    Questions? Concerns? Please contact HR as Departments, Divisions, and Committee Members are unable to discuss active recruitments with potential candidates.

    Selection Procedure

    A search committee will review and invite applicants for an interview. Meeting the posted requirements does not guarantee an interview. A written performance exercise and / or presentation may be a part of the interview, and finalists may be invited to return for a second interview. All notifications will be via email, and can also be accessed through your application profile.

    Conditions of Employment

    Selected candidates given a conditional offer of employment are required to submit tuberculosis screening clearance results, proof of eligibility to work in the United States, and present their Social Security card upon hire (for payroll purposes). Cabrillo is an E-Verify employer.

    EEO Statement

    Cabrillo College is an equal opportunity employer and actively seeks a diverse pool of qualified applicants. The policy of the College is to encourage applications from all persons. No person shall be denied employment because of ethnicity or race, color, sex or gender, gender identity, gender expression, age, religion, marital status, disability, sexual orientation, national origin, medical conditions, status or protected veteran status.

    Accommodations

    Persons with disabilities who require reasonable accommodation to complete the employment process must notify Human Resources at cabrillohr@cabrillo.edu.

    Cabrillo College currently provides a benefit stipend contribution for medical, dental, life and long-term disability insurance for full-time employees and eligible dependents. Please note : Employees who work less than 1,040 hours per year are not eligible for benefits. More than part-time contracts will receive a pro rata benefit stipend based on the percentage of assignment.

    Classified employees are required to join the California Public Employee's Retirement System (CalPERS) and as such contribute 8% of their monthly salary to CalPERS on a pre-tax basis. (For additional details you can visit the )

    For more information related to benefits, please visit the Cabrillo College Human Resources webpage on our website.

    01

    IMPORTANT : All applicants are required to submit responses to the following supplemental questions. Your responses will provide information about your background and experience related to this position and will be used in the screening and selection process. Be concise, yet specific and informative in your responses to these supplemental questions. "See resume", "Will be answered during interview", attachments, or links / URLs (unless a question specifically requires it) will not be accepted as a substitute for your responses to the questions in the following boxes. Please indicate below that you have read and understood these instructions.

  • Yes
  • No
  • 02

    There are many demands on a Financial Aid Specialist, between phone, counter, emails, program work, and interruptions. Please describe you strategies in time management to stay afloat on the work while maintaining a positive attitude.

    03

    This position is a front facing customer service job, which requires many hours a day dealing with repetitive and difficult questions and students. What strategies do you employ to help you achieve excellent customer service?

    04

    Describe what you view as necessary to be effective in an environment that values diversity.

    05

    Have you attached all documents listed as required in the "Application Process" section of the Job Bulletin to this application?

  • Yes
  • No
  • 06

    I understand and reconfirm my consent and authorization that if I am a final candidate for this position, Cabrillo College or its authorized agent(s) may conduct job-related background and / or reference checks, including job history, criminal history, identity check, and / or fingerprinting. This reconfirmation question and its answer are confidential and will not be seen by the Search and Selection Committee.

  • I agree
  • I do not agree
  • Required Question

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