Financial Aid Specialist (S263) Azusa, California
This position is responsible for determining students’ financial aid eligibility and processing Federal, State, Institutional and outside aid for graduate and professional students through the analysis of financial aid data and student documents.
Required Education
- Bachelor’s Degree in related field or equivalent combination of experience and education.
Required Experience
- 5-7 years of general business experience, preferably in related field or a field that is highly regulated.
- Financial Aid Experience preferred.
- PeopleSoft Campus Solution experience preferred.
Primary Duties/Essential Functions
- Reviews federal needs analysis documents for accuracy and follows up for income documentation for federal verification.
- Understands basic federal tax law to evaluate the accuracy of FAFSA data entry and completes verifications for families that are selected based on the Department of Education’s 30% rule.
- Awards and revises all federal, state, and institutional aid as well as private student loans for graduate and professional students within federal, state, and institutional guidelines.
- Communicate with other SFS staff and departments across campus in a timely manner regarding adjustments needed to students’ financial aid award packages and other individual student circumstances.
- Review and analyze various daily, weekly and monthly reports to ensure accuracy, discern errors, and maintain high level of student service through the financial aid process.
- Monitor and review student’s academic progress to ensure ongoing eligibility for financial aid.
- Processes required “Return to Title IV” program funds for students officially or unofficially withdrawing from the university.
- Review, interpret and apply complex federal and state regulations to remain in compliance by attending conferences, workshops, webinars and other available forms of training as applicable.
- Use PeopleSoft Campus Solutions, Windows interface and Microsoft products, Archiving, COD, ELM-ONE, IFAP, NSLDS, FAA Access, Webgrants and various other financial aid websites to complete tasks.
- Required to work one Saturday commencement event (Winter or Spring) each calendar year.
- Support, affirm, and sustain the beliefs, values, and mission of the university in all facets of one's role and through the university's daily living expectations.
- Proficiency in Microsoft Office products, primarily Excel and Word.
- Ability to communicate effectively in writing and verbally.
- Ability to plan details of procedures and methods to obtain definite objectives.