Financial Aid Operations Coordinator (2 Positions)

Opt For Healthy Living; California (MO); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive benefits package

Annual salary adjustments

Job summary

Opt For Healthy Living is looking for a Financial Aid Operations Coordinator to manage and support financial aid services at San José State University. This role includes providing exceptional customer service while coordinating document management processes essential for financial aid application review and verification.

The ideal candidate should have two years of related experience, excellent communication skills, and the ability to work in a fast-paced environment. A competitive salary of $4,047/month is offered, with a comprehensive benefits package.

Qualifications

• Two years of related office work experience or equivalent education.
• Ability to explain federal and state financial aid programs.

Responsibilities

• Provide customer service through various channels and explain financial aid programs.
• Coordinate the processing of financial aid documents.
• Maintain student records and workflow processes.

Skills

Communication skills

Customer service

Business math

Document management

Education

Completion of a high school program or equivalent

Tools

Microsoft Office Software

Job description

Financial Aid Operations Coordinator (2 Positions)

Apply now Job no: 558847 Work type: Staff Location: San José Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Administrative, Probationary, Full Time

The Financial Aid and Scholarship Office is seeking Financial Aid Operations Coordinators to support the delivery of student financial aid services and contribute to student success. Reporting to the Associate Director of Financial Aid Operations and Technology, this position provides exceptional customer service while coordinating critical document management and workflow processes that support financial aid application review, verification, and awarding.

Key Responsibilities

• Provide outstanding customer service to students, families, faculty, and staff through phone, email, front-counter support, and outreach events while explaining financial aid programs, processes, and requirements.
• Coordinate the receipt, review, verification, indexing, and processing of financial aid documents to ensure accurate and timely completion of financial aid applications and awards.
• Maintain student records and workflow processes within financial aid and student information systems, including document tracking, status updates, and verification activities.
• Collaborate with counseling, advising, and operations teams to support efficient workflow management, resolve issues, and improve service delivery.
• Support financial literacy initiatives, workshops, social media engagement, and student success programs that help students understand and manage their financial resources.

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.
• Excellent oral and written communication skills.
• Excellent customer service and public relations skills.
• Ability to keep current on various Enrollment and Financial Aid and Scholarship Office Service information, policies, and procedures, and recall, access, and interpret wide range of information to address customer’s questions and service needs.
• Ability to engage in effective interpersonal communications, and to direct, inform, instruct, guide, and assist visitors/callers appropriately.
• Working knowledge of budget policies and procedures.
• Ability to formulate daily and weekly reports for both internal and external use.
• Ability to learn and apply applicable university infrastructure, policies, and procedures.
• Ability to coordinate and prioritize multiple tasks for a variety of policies and procedures where specific guidelines may not exist.
• Ability to handle multiple work priorities, organize and plan work and projects.
• Ability to maintain confidentiality and appropriately handle sensitive communications with employees and external agencies.
• Knowledge of all federal and state Financial Aid programs including grants, loans and work study with ability to explain processes.
• Ability to build and maintain relationships for work responsibilities and customer service.
• Must maintain basic knowledge to explain information to students.
• Ability to handle effectively a broader range of interpersonal contacts, including those at a higher level and those sensitive in nature.
• General awareness of emerging technologies, including artificial intelligence (AI), and a willingness to develop skills in their appropriate, responsible, and ethical use in a higher education environment, consistent with institutional policies and practices.

Required Qualifications

• Completion of a high school program, technical/vocational program, or their equivalents.
• Two (2) years of related office work experience or a combination of education and experience which demonstrates the ability to perform the essential functions of the position.

Preferred Qualifications

• Experience providing customer service in a records environment.
• Experience with Microsoft Office Software.

Compensation

Classification: Administrative Support Coordinator I

Anticipated Hiring Range: $4,047/month (Step 1)

CSU Salary Range: $4,047/month - $5,896/month (Step 1 – Step 20)

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 Employee Benefits Summary.

Background Check

Satisfactory completion of a background check (including a criminal records check) is required for employment. The standard background check includes a criminal check, employment and education verification. Depending on the position, a motor vehicle and/or credit check may be required. Evidence of required degree(s) or certification(s) will be required at the time of hire.

Education Code 89521 Requirements

Applicants will be required to disclose whether they have received a final administrative decision or final judicial decision determining that they have committed sexual harassment within the last 7 years only after a determination is made that they meet the minimum qualifications for the position, and before an offer of employment is extended. Applicants who reach the final stages of the application process must also sign a release form that authorizes the release of information by the applicant’s current and/or former employers to the CSU concerning any substantiated allegations of misconduct.

Equal Employment Statement

San José State University is an equal opportunity employer. The university prohibits discrimination based on age, ancestry, caste, color, disability, ethnicity, gender, gender expression, gender identity, genetic information, marital status, medical condition, military status, nationality, race, religion, religious creed, sex, sexual orientation, sex stereotype, and veteran status. This policy applies to all San José State University students, faculty, and staff, as well as university 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). Reasonable accommodation is made for applicants with disabilities who self-disclose. 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.