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SJ
San Joaquin Valley College
Financial Services Associate
Career Insights for Financial Aid Counselor / Specialist
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Based on California data
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What they do
A Financial Aid Counselor or Specialist provides information and assistance to students and families, including information on student loans and other sources of financial aid. Leads group presentations or provides individual counseling and assistance with the application process; may also solicit and review applications for specific scholarships.
$81,984 / year median in California
+7% projected growth
Job Description
Summary:
The Financial Services Associate 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 SFA 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.Compensation:
The starting pay range for this position is $20.00- $28.
Essential Duties and Responsibilities:
Provide an overview of the Financial Aid process and programs available to qualifying students. Perform estimates and calculations as it relates to Tuition and Financial Aid based on a student's unique eligibility. Counsel students regarding financial aid paperwork, award information, and options for covering educational expenses. Create and schedule funding plans for enrolled students. Evaluate all submitted Financial Aid documentation and determine additional requirements. Deliver the highest level of service and experience to students and co-workers while maintaining performance metrics. Track students' progress and review changes to Financial Aid eligibility throughout the program. Perform required document tracking for drops, terminations, and graduates, including R2T4, PWD, and loan exit materials. Enhance the financial literacy of students and graduates to ensure professional success. Uphold Title IV, state, military, VA, and institutional knowledge and compliance.Supervisory Responsibilities:
This job has no supervisory responsibilities.Competency:
To perform the job successfully, an individual should demonstrate the following competencies:Core Competencies:
Adaptability- Responds to change with a willingness and ability to learn new ways of working. Adapts approach and demeanor in real time to match the shifting demands of different situations. Communication
- Develops and delivers communication that conveys a clear understanding of the unique needs of different audiences. Listens to others and allows them to make their point. Integrity & Ethics
- Demonstrates personal integrity; serves as a positive example of why others should trust the motives of the organization; views self as a reflection of the organization by following through on commitments and accepting ownership of mistakes; treats people with respect; keeps commitments; inspires the trust of others and upholds organizational values. Organization Support
- Supports organizations goals and values. Is keenly aware of the time frame in which tasks or projects needs to be done; accepts and mirrors the level of urgency conveyed by the manager or customer being served; puts first priority on the needs of the organization or the needs of its customers. Fosters collaboration and teamwork across the Institution. Professionalism
- Approaches other in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follow through on commitments.