Financial Aid Operations Coordinator
Location : San José
Categories : Unit 7 - CSUEU - Clerical and Administrative Support Services, Probationary, Full Time, Student Services
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.
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
Completion of a high school program, technical / vocational program, or their equivalents.
Three years of related office work experience.
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
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 .