Financial Aid Advisor & Compliance Specialist

Carrington College; Sacramento (CA); On-site; USD 33,000 - 39,000; Full time

Job summary

San Joaquin Valley College Inc. is seeking a Financial Services Associate to meet with applicants and students to determine eligibility for federal financial aid, calculate anticipated awards, and enter data into the Student Information System in accordance with regulations and institutional procedures.

The role requires advising students on aid options, assisting with award information, and creating funding plans while maintaining high ethical standards.

Qualifications

• Bachelor’s degree preferred, Associate Degree required.
• Must qualify for NSLDS access.
• Two plus years of related financial advising and/or training experience preferred.
• PC skills in Microsoft Office, Internet applications, and database software.
• Experience with Student Financial Aid software applications is a plus.
• Excellent oral and written communication skills.
• Must be a self-starter with the ability to multi-task.

Responsibilities

• Provide an overview of the Financial Aid process and programs available to qualifying students.
• Perform estimates and calculations as it relates to Tuition and Financial Aid based on a student’s unique eligibility.
• Counsel students regarding financial aid paperwork, award information, and options for covering educational expenses.
• Create and schedule funding plans for enrolled students.
• Evaluate all submitted Financial Aid documentation and determine additional requirements.
• Deliver the highest level of service and experience to students and co-workers while maintaining performance metrics.
• Track students’ progress and review changes to Financial Aid eligibility throughout the program.
• Perform required document tracking for drops, terminations, and graduates, including R2T4, PWD, and loan exit materials.
• Enhance the financial literacy of students and graduates to ensure professional success.
• Uphold Title IV, state, military, VA, and institutional knowledge and compliance.

Skills

Oral and written communication

Self-starter

Multi-tasking

Education

Bachelor’s degree preferred

Associate Degree required

Tools

Microsoft Office

Internet applications

Database software

Job description

San Joaquin Valley College Inc. is seeking a Financial Services Associate to meet with applicants and students to determine eligibility for federal financial aid, calculate anticipated awards, and enter data into the Student Information System in accordance with regulations and institutional procedures.

The role requires advising students on aid options, assisting with award information, and creating funding plans while maintaining high ethical standards.