Financial Aid Operations Coordinator
San Jose State University
San José
hace 1 día

Financial Aid Operations Coordinator

Location : San José

Categories : Unit 7 - CSUEU - Clerical and Administrative Support Services, Probationary, Full Time, Student Services

Job Summary

Reporting to the Associate Director of Operations and Customer Service, the Financial Aid Operations Coordinator performs a full range of moderately complex to complex office and administrative support functions within the Financial Aid and Scholarship Office and Enrollment Services Department.

Working independently, under general supervision, the Financial Aid Operations Coordinator is primarily responsible for coordinating a variety of interrelated workflow processes to ensure the timely receipt, coding, referral and processing of financial aid documents related to the Financial Aid application, and awarding process for all San Jose State University applicants.

Coordinates, implements, and maintains clerical, administrative and customer support functions for all aspects of the Financial Aid services document management.

Provides assistance to students and families in completing the financial aid process.

Key Responsibilities

  • Responsible for organizing and maintaining the Student Financial Aid file room for accurate retrieval and processing
  • Establishes appropriate filing and retrieval protocol to ensure efficiency and student confidentiality
  • Assumed responsibility for training, overseeing and leading the student workers in the office by communicating policies and procedures and setting work directives
  • Assures accuracy to meet federal and state audit standards
  • Provides excellent customer service; primarily through heavy telephone contact, e-mail, appropriate follow up, and assists students at the front counter
  • Maintains general knowledge of all federal and state Financial Aid programs including grants, loans and work study and the ability to explain the processes
  • Coordinate assignments for student assistants to ensure all assignments are completed
  • Set student work schedule per semester
  • Performs intake of and is responsible for all aspects of required financial aid documents
  • Coordinates document receipting and data / workflow processing
  • Updates the Onbase and PeopleSoft Student Administration module by processing the receipt of verified documents and completion of the data retrieval process
  • Coordinates the compilation, tracking, and timely receipt of all documents required to process applications for the financial aid verification and awarding process
  • Knowledge, Skills & Abilities

  • Ability to compose and appropriately format correspondence and reports
  • Ability to perform standard business math, such as calculate ratios and percentages, track financial data, and make simple projections
  • Working knowledge of software applications, such as word processing, spreadsheets, graphics, and database management
  • Ability to learn PeopleSoft and use a broader range of technology, systems and packages
  • Strong written and oral communication skills
  • Must possess excellent customer service and public relations skills
  • Required Qualifications

  • Completion of a high school program, technical / vocational program, or their equivalents.
  • Three years of related office work experience.
  • Preferred Qualifications

  • Associate’s Degree
  • Experience providing customer service in a records environment
  • Experience with databases (i.e. SIS, Banner, PeopleSoft, FileMaker Pro) or comparable databases
  • Strong written communication skills
  • Experience organizing large volume / area
  • Experience in a financial aid office
  • Compensation

    Classification : Administrative Support Coordinator II

    Anticipated Hiring Range : $3,540 / month - $3,991 / month

    CSU Hiring Range : $3,440 / month - $5,639 / month

    San José State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary. For more information on programs available, please see the Employee Benefits Summary .

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