Senior Financial Aid Analyst
Student Services Professional II
Priority Application Date (Posting will remain open until filled): Wednesday, October 5th @ 11:55pm PDT
Under the general direction of the Assistant Director, the Senior Financial Aid Analyst independently performs moderately complex professional student service work where a wide variety of situations require use of professional judgement in circumstances that warrant a case by case review. The objective of this position is to support the university’s enrollment goals through timely and effective processing of student’s financial aid application. The Senior Financial Aid Analyst will provide quality customer service to students and families regarding financial aid eligibility and will be responsible to analyze federal and state financial aid applications to determine financial need; prepare and award financial aid packages; and perform all duties related to the financial aid process, including return of Title IV. The Senior Financial Aid Analyst also provides program guidance in assigned area and utilizes high level analytical and interpersonal skills to investigate and resolve student concerns.
Assigned program areas may include; Verification (Needs Analysis); Direct Loans, Cal Grant etc.
The Senior Financial Aid Analyst serves as the “subject matter expert” to the Student Service Center staff for student questions and concerns related to financial aid that are escalated and/or cannot be resolved. The incumbent ensures problems are resolved in an efficient and effective manner, works collaboratively and effectively with Student Service Center staff to meet customer expectations in a fast-paced and dynamic environment.
The Senior Financial Aid Analyst participates in university recruitment and retention activities and will have responsibility for providing information sessions for students, parents and families in support of various outreach efforts.
CSU Classification Salary Range: $4,304.00 - $6,120.00 per month
Hiring Range: Anticipated hiring range at or near the minimum of the classification range, commensurate with candidate's education experience, skills and training.
Recruitment Type: Regular (Probationary)
Work Hours: Monday through Friday 8am - 5pm. Hours may vary depending on department need.
Our mission is to help students and their families search for, apply, receive and maintain eligibility for various types of financial aid. Financial aid education is offered through individual counseling, campus marketing activities and group presentations. Staff also undertakes research and resolution of individual student issues. The office strives to provide timely and accurate financial aid processing that is in full compliance with all federal, state and university regulations.
For more information on Financial Aid, please visit: https://www.csus.edu/apply/financial-aid-scholarships/
Knowledge and Abilities:
Working knowledge of the practices, procedures and activities of the program to which assigned; general knowledge of the methods and problems of organizational and program management. General knowledge of research and interview techniques; and of the principles of individual and group behavior.
Ability to interpret and apply program rules and regulations; use initiative and resourcefulness in planning work assignments and in implementing long-range program improvements; obtain factual and interpretative information through interviews; reason logically; collect, compile, analyze and evaluate data and make verbal or written presentations based on these data; advise students individually and in groups on routine matters where required; recognize multicultural, multi-sexed and multi‑aged value systems and work accordingly; establish and maintain cooperative working relationships with faculty, CSU administrators, student organizations, private and public agencies and others in committee work, and student advising and community contacts; and, rapidly acquire a general knowledge of the overall operation, functions and programs of the campus to which assigned. Demonstrated ability to make decisions and carry through actions having implications with regard to other program or service areas Services Office.
Possession of these knowledge and abilities typically is demonstrated through the Experience requirements below.
Possession of these knowledge and abilities is typically demonstrated through the equivalent of two years of professional experience in one of the student services program areas or in a related field; experience should give evidence of competence and indicate the potential for further growth. A master’s degree in a job‑related field may be substituted for one year of the professional experience.
Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or a job‑related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown above may be substituted for the required education on a year‑for‑year basis.
- Two years of professional experience in one of the student services program areas or in a related field. (A master’s degree in a job related field may be substituted for one year of the professional experience.)
- Experience advising students individually and in group settings.
Knowledge, Skills, and Abilities
- Knowledge of and ability to apply knowledge of Title IV regulations, federal tax laws and experience with the interpretation and application of regulations performing the verification and awarding process.
- Knowledge of State Financial Aid regulations, requirements, and guidelines and ability to apply knowledge of the specific requirements for purposes of determining correct course of action related to assigned tasks; state aid programs may include, but not limited to; Cal Grant, State University Grant, and Middle-Class Scholarship.
- Knowledge of Federal Financial Aid regulations, requirements and guidelines and ability to apply knowledge of the specific requirements for purposes of determining correct course of action related to assigned tasks; federal aid programs may include but not limited to; Pell Grant, SEOG, Direct Loans and Federal Work Study.
- Demonstrated ability to work independently and possess self-direction skills to initiate plans, organize, prioritize, multi-task, and coordinate work in a fast-paced organization.
- Demonstrated ability to apply attention to detail and perform with extreme accuracy in all aspects of work; includes all document review, document follow-up, awarding and adjustments, and packaging review.
- Demonstrated ability to interpret, coordinate and implement new financial aid programs as approved by Federal, State and/or Institutional regulatory changes.
- Strong interpersonal skills to establish and maintain cooperative working relationships with students, faculty, staff and external constituents.
- Excellent organizational and time management skills to prioritize and multi-task, meet goals and deadlines under severe time constraints.
- Strong analytical skills.
- Experience handling information that is sensitive and personal in nature in a delicate, caring, and helpful manner.
- Experience assisting students on financial aid programs and general academic information related to their area of study by offering factual data as it relates to the student inquiry.
- Proficient in general use of standard office equipment and common software (e.g., Microsoft Office, Internet, etc.)
- Demonstrated ability to utilize common student administrative software systems (e.g. PeopleSoft, Document Imaging, and Workflow Systems) to retrieve and review information when serving students.
- Experience performing basic mathematical calculations to recalculate financial aid data and awards.
Conditions of Employment
A background check must be satisfactorily completed post-conditional offer.
- Three to five years of experience performing verification, needs analysis and awarding for purposes of determining financial aid eligibility, awarding and disbursing aid.
- Two or more years of experience with systems such as PeopleSoft CMS, OnBase imaging software and Common Origination and Disbursement (COD), the National Student Loan Data Systems (NSLDS).
Documents Needed to Apply
Resume and Cover Letter
Failure to upload required documentation may result in disqualification.
About Sac State
Sacramento State is located in the heart of California’s capital city, five miles from State Capitol. The lush, 300-acre campus is situated along the American River, close to numerous bike trails and other recreational areas. Sacramento, also known as the “Farm-to-Fork Capital,” is one of the most ethnically diverse and livable cities in the country, with a population of half of a million. Sacramento State’s 31,000 students come not only from the Greater Sacramento Region, but also from across the state, country, and world. Our 1800 faculty and 1,500 staff are committed to meeting our mission: “As California’s capital university, we transform lives by preparing students for leadership, service, and success. Sacramento State will be a recognized leader in education, innovation, and engagement.” As the regional hub of higher education, Sac State is dedicated to student success, diversity, equity and inclusion, community engagement, philanthropy, and campus safety.
As evidenced by the values embedded in our Hornet Honor Code, Sacramento State is committed to creating an inclusive environment where all faculty, staff, students, and guests are welcome and valued. Our commitment is more than simply ensuring that our campus is free from bias and discrimination, but is one devoted to celebrating many diverse identities, life experiences, and perspectives that enrich our community, teaching and learning.
To learn more about why you should join the Hornet Family, please visit the Why Sac State? page.
Background Check Disclaimer
A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with California State University, Sacramento. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current California State University, Sacramento employees who apply for the position. One variation of background check required could be a LiveScan screening, which involves submitting fingerprints at a certified LiveScan Service Center.
COVID-19 Vaccine Certification Information:
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. The systemwide policy can be found at https://calstate.policystat.com/policy/9779821/latest/
and questions may be sent to email@example.com
Out of State Employment Policy
Sacramento State University, as part of the CSU system, is a State of California Employer. As such, the University requires all employees (up)on date of hire to reside in the State of California.
As of January 1, 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California.
Equal Employment Opportunity
California State University, Sacramento is an Affirmative Action/Equal Opportunity Employer and has a strong institutional commitment to the principle of diversity in all areas. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, sex, gender identity/expression, sexual orientation, pregnancy, genetic information, medical condition, marital status, veteran status, or disability. Sacramento State hires only those individuals who are lawfully authorized to accept employment in the United States.
Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Fire Safety Right-To-know Act Notification:
Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the current Annual Security Report (ASR) is available for viewing at https://www.csus.edu/clery .
The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Sacramento State for the last three (3) calendar years. Paper copies are available upon request at the Police Service Center located in the University Union.
Selected candidate must furnish proof of eligibility to work in the U.S.. California State University, Sacramento is a sponsoring agency (i.e. H-1-B Visa).
Note to Applicants:
Possession of the minimum qualifications does not guarantee an interview unless required by collective bargaining agreement.