Financial Aid Counselor: Student Success Advisor

California State University, Monterey Bay; Monterey (CA); On-site; USD 52,000 - 62,000; Full time

Job summary

California State University, Monterey Bay seeks a Financial Aid Counselor to advise students on aid options, evaluate applications, and explain award cycles. The role requires delivering counseling in person, by phone, and via email, while coordinating with campus departments.

Responsibilities include presenting financial aid information, maintaining timely operations, and supporting colleagues. This position offers strong benefits and a schedule aligned with CSU guidelines, with start in

Qualifications

• Education: four-year college/university in behavioral sciences, public or business administration.
• Experience: ~2 years in student services or related field; master's may substitute for one year.
• Preferred: bilingual in Spanish; experience with data transfer and automated systems.
• Experience with financial aid advising and group presentations is beneficial.

Responsibilities

• Evaluate information from financial aid applicants to determine eligibility for aid types.
• Explain the financial aid award cycle and communicate with students and parents.
• Ensure completeness, accuracy, and timeliness of operational functions; suggest guidelines.
• Support other counselors and the Lead Counselor, meeting deadlines and changing priorities.
• Independently provide financial aid counseling to prospective, current, and alumni students via email, phone, and in-person.
• Develop and conduct financial aid presentations to campus and external constituents.

Skills

Student counseling

Interpersonal communication

Bilingual Spanish

Regulatory compliance

Education

Bachelor's degree in behavioral sciences / public or business administration

Master's degree substitution for experience

Tools

Oracle/PeopleSoft

CSU Common Management System

Google Workspace

Microsoft Office

25Live

Job description

California State University, Monterey Bay seeks a Financial Aid Counselor to advise students on aid options, evaluate applications, and explain award cycles. The role requires delivering counseling in person, by phone, and via email, while coordinating with campus departments.

Responsibilities include presenting financial aid information, maintaining timely operations, and supporting colleagues. This position offers strong benefits and a schedule aligned with CSU guidelines, with start in