Financial Services Associate

San Joaquin Valley College; Ontario; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading institution in higher education is seeking a Financial Services Associate to guide prospective and enrolled students through the financial aid process. The role involves advising on federal programs, ensuring compliance with regulations, and supporting students in managing their financial responsibilities. This full-time position offers a dynamic work environment with opportunities to enhance student financial literacy.

Qualifications

• Minimum of 3 years of financial aid administration experience, preferably in a vocational setting.
• Ability to compute rate, ratio and percent; excellent communication skills required.

Responsibilities

• Provide overviews of the Financial Aid process and meet with students regarding eligibility.
• Create financial plans and assist with collecting required financial aid paperwork.

Skills

Interpersonal Skills

Communication

Problem-Solving

Organizational Skills

Education

Associate degree

Bachelor's degree (preferred)

Tools

Microsoft Office Suite

Job description

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Summary

The Financial Services Associate is responsible for ensuring that all prospective and enrolled students receive timely, accurate, and compliant information throughout the financial aid process.

Summary

The Financial Services Associate is responsible for ensuring that all prospective and enrolled students receive timely, accurate, and compliant information throughout the financial aid process.

The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, AGI, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs. The Financial Services Associate 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.

The Financial Services Associate works primarily with students interested in one of San Joaquin Valley College’s core programs. These programs typically start every 5 to 16 weeks and can include onsite, blended, and fully online certificate and degree programs, as well as degree completion programs.

Essential Duties And Responsibilities

• Provide overviews of the Financial Aid process and programs available to qualifying students and create financial estimates based on the prospective student’s unique eligibility.
• Meet with students regarding the cost of attendance, Financial Aid eligibility, options for covering their educational expenses, and management of financial responsibilities.
• Create and schedule financial plans for enrolled students and assist with collecting and evaluating required financial aid paperwork and award information.
• Exhibits a sense of urgency to follow up with students through the financial aid process and ensure the collection of information and documents required before starting classes.
• Meet or exceed all performance metrics and individual production goals.
• Partners daily with the Enrollment team to ensure students are making the appropriate steps towards completing financial aid and enrollment steps before their program begins.
• Attend various meetings to support the financial responsibility of our students. Enhance the financial literacy of our students and graduates to ensure financial responsibility and professional success.
• Uphold Title IV, state, military, VA and institutional knowledge and compliance.
• Establish and maintain cooperative and effective working relationships with colleagues and leaders across the College.
• Excellent interpersonal skills and a commitment to providing outstanding customer support services while achieving or exceeding performance goals.
• Ensures timely response to requests and directives
• Engages with the entire College Campus community, cross-departmental meetings, events and activities as appropriate.
• Completes other duties as assigned.
  
  

Supervisory Responsibilities: This position does not have direct supervisory responsibilities.

Competency: To perform the job successfully, an individual should demonstrate the following competencies.

Core Competencies

Integrity and 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.

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.

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.

Organization Support – Supports the organization’s 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 priority on the needs of the organization or the needs of its customers. Fosters collaboration and teamwork across the Institution.

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.

Job Competencies

Customer Focus – Personally, demonstrates that external or internal customers are a high priority. Identifies and understands customer needs and impresses customers with exceptional service.

Delivers Results - Consistently achieves results within established timelines and shows resilience when faced with obstacles.

Quality of Work- Establishes a track record of producing work that is highly accurate, demonstrates attention to detail, and reflects well on the organization; is personally committed to high quality work and encourages others to have similar standards.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty listed above satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the

Essential Functions.

Education and/or Experience

• Associate degree required, Bachelor's degree preferred
• Minimum of 3 years of financial aid administration experience, including Title IV aid programs or the equivalent, preferably in a vocational setting preferred
• Prior Financial Aid, Finance, Banking, or Loan industry
• Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; ability to compute rate, ratio and percent and to draw and interpret bar graphs. Superior organizational, problem-solving, multi-tasking, and time management skills.
• Excellent interpersonal, written, and oral communication skills are required.
• Proficiency with Microsoft Office Suite – Outlook, Word, Visio, Excel, and PowerPoint.
  
  

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel; reach with hands and arms; talk and hear. The employee is frequently required to walk. The employee is occasionally required to stand; climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds and occasionally lift and/or move up to 50 pounds.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally exposed to wet and/or humid conditions and outside weather conditions. The noise level in the work environment is usually moderate.

All qualified applications with arrest or conviction records will be considered for employment. To ensure the safety and integrity of our operations, it is imperative that a review of all applicants' criminal history is conducted. Failure to do so poses a significant risk to the Employer, potentially compromising both business operations and the organization's reputation.

As part of our standard hiring process, all candidates offered a position at San Joaquin Valley College Inc. will undergo a thorough background screening. This includes education verification, county and national criminal background checks, a motor vehicle report, and social security number trace/verification along with an address history search. Depending on the specific position, additional requirements may apply, such as drug testing, a Fraud and Abuse Control Information System check, and verification for access to the National Student Loan Database System.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Higher Education

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