Strategic Financial Aid Advisor - Enrollment Management

California Polytechnic State University (Cal Poly); Vallejo (CA); On-site; USD 54,000 - 62,000; Full time

Job summary

California Polytechnic State University (Cal Poly) Solano Campus in Vallejo, CA seeks a financial aid support representative to greet students, families, and the public by phone, in person, and email. The role includes document intake and reviewing aid files to ensure accurate awards and disbursement decisions.

KEY QUALIFICATIONS include knowledge of Title IV programs and campus processes, strong communication skills, and the ability to explain eligibility to students and parents.

Qualifications

• Knowledge of federal Title IV, state, and institutional financial aid rules.
• Ability to interpret program rules and explain eligibility to students and parents.
• Familiarity with campus Student Services processes and their interface with financial aid.
• Strong English grammar, spelling, and communication skills.
• Experience with document intake and file reviews for accuracy.

Responsibilities

• Serve as the initial contact via phone, in-person and email for current and prospective students and families.
• Document intake and review financial aid files to ensure accuracy of awards.
• Explain eligibility determinations to students and parents.
• Collaborate with campus offices to ensure timely aid processing and disbursement.

Skills

Organizational skills

Program management

Research techniques

Interviewing techniques

English grammar

Eligibility explanations

Education

Bachelor's degree

Job description

California Polytechnic State University (Cal Poly) Solano Campus in Vallejo, CA seeks a financial aid support representative to greet students, families, and the public by phone, in person, and email. The role includes document intake and reviewing aid files to ensure accurate awards and disbursement decisions.

KEY QUALIFICATIONS include knowledge of Title IV programs and campus processes, strong communication skills, and the ability to explain eligibility to students and parents.