FINANCIAL AID SPECIALIST II

San Jose-Evergreen Community College District; San Jose (CA); On-site; USD 71,000 - 87,000; Full time

Job summary

San Jose/Evergreen Community College District is seeking a Financial Aid Specialist II at Evergreen Valley College. The role supports the Financial Aid and Scholarship Programs with a 12-month, 40-hour schedule, Monday through Friday, 8:00 a.m. – 5:00 p.m.

The position is grant funded and represented by CSEA, Chapter 363. Under the direction of a Financial Aid Officer, you will perform highly specialized functions in financial aid processing, data management and reporting.

Qualifications

• Graduation from high school with college coursework in business, accounting, social services or related field.
• Three years of increasingly responsible experience involving financial record-keeping and public contact in a social services-related field, including at least two years of financial aid experience.

Responsibilities

• Review applications and documentation to determine need and eligibility for Federal, State and District programs.
• Handle computer systems tasks: testing program changes, data exchanges, and student file processing.
• Participate in packaging processes for programs like work-study, grants and scholarships.
• Prepare Federal and State reports to initiate funding levels and assist higher-level staff.
• Provide second verification of information and correct discrepancies as needed.
• Counsel students and families on cost of education, eligibility and regulations.
• Package financial aid data, enter revisions, and distribute award letters and documents.
• Maintain up-to-date knowledge of financial aid programs by attending meetings and trainings.
• Complete documents from outside agencies and communicate with district departments and external entities.

Skills

Financial aid processing

Needs analysis

Counseling students/parents

Interpersonal skills

Data entry and reporting

Education

High school diploma with college coursework in business/accounting/social services

Three years of experience in financial record-keeping and public contact (2+ years in financial aid)

Tools

Financial aid software

Job description

FINANCIAL AID SPECIALIST II

San Jose/Evergreen Community College District

Close/First Review Date: 09/13/2026

Work Location: Evergreen Valley College

Position Description:

POSITION SUMMARY

The Financial Aid Specialist II reports to the Director ofFinancial Aid and Scholarship Programs at Evergreen Valley College.The work schedule is 12 months per year; 40 hours per week; Mondayto Friday; 8:00 a.m. – 5:00 p.m.

The Financial Aid Specialist II position is grant funded andcontingent upon yearly funding.

This position is represented by CSEA (California School EmployeesAssociation), Chapter 363.

POSITION PURPOSE

Under the direction of a Financial Aid Officer, perform one or morehighly specialized functions involving computerized financial aidrecords or overall coordination of a designated program.

DISTINGUISHING CHARACTERISTICS

In addition to having knowledge of all aspects of applicationprocessing and related procedures done at the Financial AidSpecialist I level, the Financial Aid Specialist II serves in aspecialized capacity for computer systems and/or responsibility fora specific financial aid program such as FWS or PELL Reporting.This level differs from the Financial Aid Specialist III in thatthe latter serves in a lead capacity in the office, oversees theother specialists in the absence of the Financial Aid Officer,performs final review of applications and supporting documentation,packages financial aid awards, and exercises professional judgmenton individual circumstances.

DUTIES AND RESPONSIBILITIES

1. 1. Review applications and required documentation to determinefinancial need and program eligibility for a variety of Federal,State and District programs.
2. 2. Perform technical duties related to departmental computersystems; implement, test and debug program changes; assist indetermining packaging parameters; manage electronic data exchangeprocess required for transmission of data; process studentfiles.
3. 3. Participate in the file packaging process and the processinvolved in one or more assigned specific programs such as workstudy, grants, scholarships and others as assigned.
4. 4. Prepare Federal and State reports which initiates funding levelsfor financial aid programs; assist Financial Aid Specialists III asneeded.
5. 5. Provide second verification of application information and supporting documentation; make corrections appropriately.
6. 6. Interview and counsel students and parents concerning budgetcost of education, applications and eligibility; interpret andexplain Federal, State and District regulations, requirements,policies and procedures.
7. 7. Perform needs analysis and assist in packaging students forfinancial aid programs; enter and revise data in the computer;generate, file and distribute award letters and relateddocuments.
8. 8. Maintain current knowledge of State and Federal financial aidprograms; attend meetings, workshops and conferences regardingchanges in eligibility requirements, application procedures andother issues.
9. 9. Complete documents/information requested from outside agenciesand other institutions.
10. 10. Communicate with various District departments and personnel,governmental and private agencies, other colleges, financialinstitutions and the public.
11. 11. Prepare and maintain a variety of records, files and reportsrelated to financial aid activities; compile and maintainstatistical data for inclusion in State and Federal reports.
12. 12. Operate a variety of office equipment and machines includingcomputers, peripheral equipment, calculators and copiers.
13. 13. Perform other duties reasonably related to the jobclassification.

KNOWLEDGE, SKILLS AND ABILITIES

Knowledge of:

• Rules, regulations, procedures, policies and function ofFederal, State and District financial aid programs.
• Methods and techniques of financial aid need analysis.
• Financial aid packaging methods and procedures.
• Interpersonal skills using tact, patience and courtesy.
• Interviewing and counseling techniques.
• Personal and financial problems encountered by college studentsand parents.
• Financial and statistical record-keeping techniques.
• Modern office practices, procedures and equipment.
• College and community resources for students.
• Computer software used for financial aid processing.

Skills and Ability to:

• Work with students/parents from a variety of diverse backgroundsand cultures.
• Determine eligibility for financial aid through needsanalysis.
• Assist in the development of financial aid packages to meetfinancial need.
• Read, interpret, apply and explain rules, regulations, policiesand procedures.
• Exercise sound judgment in reviewing and evaluating studentfinancial aid applications.
• Interpret financial statements, income tax forms and relateddocuments.
• Utilize computer software for extensive reporting, tracking andanalysis.
• Analyze situations accurately and adopt an effective course ofaction.
• Add, subtract, multiply and divide quickly and accurately.
• Communicate effectively both orally and in writing.
• Maintain records and prepare reports.
• Plan and organize work to meet schedules and time lines.
• Establish and maintain cooperative and effective workingrelationships with others.
• Interview and advise students.

Required Qualifications:

EDUCATION AND EXPERIENCE

1. Graduation from high school supplemented by college course work in business, accounting, social services or related field.
2. Three years of increasingly responsible experience involving financial record-keeping and public contact in a social servicesrelated field, including at least two years of financial aidexperience.

Desired Qualifications:

District's Diversity Requirements

• Demonstrated sensitivity, knowledge and understanding of thediverse academic, socioeconomic, gender identity, sexualorientation, cultural, disability, and ethnic background of groupshistorically underrepresented, and groups who may have experienceddiscrimination.
• Success integrating diversity as appropriate into the majorduties outlined in the job description and in the duties listed inthe District's hiring policy; or demonstrated equivalenttransferable skills to do so. Salary Range: $71,148 - $86,672 Annual Salary (Range 76: Classified SalarySchedule Fiscal Year 2026-2027). Starting placement is generally atStep 1. Benefits: In addition to the salary, this position qualifies for the choiceof one of the District's excellent Health Benefits and Welfareplans, which the premium cost is 100% paid by the District for theemployee and their eligible dependents, and one health plan costingan estimated $60,000 for the District for fiscal year 2025-2026. Weoffer two medical plans (Anthem Blue Cross [PPO] and KaiserPermanente (HMO]); dental (Delta Dental PPO); vision (VSP Choice);life insurance for the employee (The Lincoln); life insurance foreligible dependents (The Lincoln); a long term disability/incomeprotection plan (The Lincoln); and an employee assistance plan(Anthem EAP). In addition, the District contributes an additional 26.81% of theemployee's salary towards an eligible employee's pension(CalPERS). Employees may also elect to participate in optional plans includingpurchasing additional life insurance for themselves and theireligible dependent(s); enroll in a medical, transportation, and/ordependent care Flexible Spending Account(s) (with the $4 monthlyadministrative fee paid by the District); and set pre-taxed dollarsaside to supplement their pension in a 403b (tax shelter annuity)and/or a 457 (deferred compensation) plan(s). Classified employees also earn 10 to 22 days per year of vacation(based on years of service), and up to 12 sick leave days(pro-rated for less than full-time positions). There are currently20 paid holidays.

About San Jose/Evergreen Community College District

The District is represented by dedicated and talented employees whoare passionate about providing our student population with the besteducational experience possible. The District recognizes thatcultural diversity in the academic environment promotes academicexcellence; foster cultural, racial and human understanding;provides positive roles models for all students, and creates aninclusive and supportive educational and work environment for itsemployees, students, and the community it serves.

As of fall 2017, with enrollment of approximately 18,500 persemester, and an extremely diverse student population(Hispanic/Latino 44%, Black/African-American 4%, Asian/PacificIslander 32%, American Indian/Native American 0.5%, White/Caucasian11%) attaining educational goals reflecting 45% – AA Degree andTransfer to a 4-Year College/ University, the District's emphasison student success makes it a recognized educational leader in theState.

The District encourages a diverse pool of applicants to serve ascolleagues to an existing diverse group of managers, supervisorsand confidential staff consisting of 29 % Hispanic/Latino, 13%Asian/Pacific Islander, 7% Black/African American, 23%White/Caucasian, and as well as encouraging applications from allqualified, outstanding applicants.