Financial Aid Operations Coordinator (513483)
The California State University
San Jose
hace 4 días

Description : Job Summary

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 .

    Application Procedure

    Click Apply Now to complete the SJSU Online Employment Application and attach the following documents :

  • Resume
  • Letter of Interest
  • All applicants must apply within the specified application period : April 22, 2022 through May 9, 2022 . This position is open until filled;
  • however, applications received after screening has begun will be considered at the discretion of the university.

    University Personnel

    CSU Vaccination Policy

    The CSU requires faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19 or declare a medical or religious exemption from doing so.

    Any candidates advanced in a currently open search process should be prepared to comply with this requirement as a condition of employment.

    The system wide policy can be found at and questions may be sent to .

    Additional Information

    Satisfactory completion of a background check (including a criminal records check) is required for employment. SJSU will issue a contingent offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and / or it is discovered that the candidate knowingly withheld or falsified information.

    Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was offered the position on a contingent basis.

    The standard background check includes : criminal check, employment and education verification. Depending on the position, a motor vehicle and / or credit check may be required.

    All background checks are conducted through the university's third party vendor, Accurate Background. Some positions may also require fingerprinting.

    SJSU will pay all costs associated with this procedure. Evidence of required degree(s) or certification(s) will be required at time of hire.


    All San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

    Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Housing Fire Safety Notification :

    Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and Sexual Assault prevention information, and information about drug and alcohol prevention programming.

    The ASR also contains statistics of Clery crimes for San José State University locations for the three most recent calendar years.

    A paper copy of the ASR is available upon request by contacting the Office of the Clery Director by phone at or by email at .

    Pursuant to the Higher Education Opportunity Act, the Annual Fire Safety Report (AFSR) is also available for viewing at .

    The purpose of this report is to disclose statistics for fires that occurred within SJSU on-campus housing facilities for the three most recent calendar years, and to distribute fire safety policies and procedures intended to promote safety on Campus.

    A paper copy of the AFSR is available upon request by contacting the Housing Office by phone at or by email at .

    Equal Employment Statement

    San José State University (SJSU) is an Equal Opportunity / Affirmative Action employer committed to nondiscrimination on the basis of age, ancestry, citizenship status, color, creed, disability, ethnicity, gender, genetic information, marital status, medical condition, national origin, race, religion or lack thereof, sex, sexual orientation, transgender, or protected veteran status consistent with applicable federal and state laws.

    This policy applies to all SJSU students, faculty and staff programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus).

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