Student Financial Services Counselor II

La Sierra University; Riverside (CA); On-site; USD 27,138 - 30,651; Full time

Benefits offered by this job

Generous Benefits

Job summary

La Sierra University in Riverside, California is seeking a Student Financial Services Counselor. This role is responsible for providing comprehensive information regarding federal aid programs and counseling students in their financial situations.

The ideal candidate will hold a bachelor's degree and have 3-5 years of related experience. Key responsibilities include counseling, processing financial requests and coordinating activities related to loans and scholarships.

Qualifications

• 3-5 years of related experience and/or training.
• Ability to interpret governmental regulations.
• Ability to present information effectively.

Responsibilities

• Provide all aspects of student financial counseling.
• Stay current with federal and state regulations.
• Process institutional refund calculations.

Skills

Counseling

Attention to Detail

Interpersonal Skills

Organizational Skills

Bilingual in Spanish

Education

Bachelor's degree (B.A.)

Tools

BANNER computer system

Windows environment

Job description

Job Summary

The Student Financial Services Counselor provides accurate and comprehensive information regarding the availability of federal aid programs, application procedures, financing options, and budget information, as well as general information via email, phone and personal contact.

Duties And Responsibilities

• Provide all aspects of student financial counseling and administration to assigned group of students.
• Counsel with other students when their aid counselor is not available.
• Communicate student’s consumer information.
• Stay current with federal and state regulations and institutional policies.
• Process institutional refund calculations and other adjustments such as summer drops.
• Process professional judgment as directed.
• Process Title IV File Reviews.
• Process clearing of financial holds.
• Process student request for financial exceptions as directed.
• Process current students’ accounts for payments and aid disbursements.
• Communicate daily with students via appointments, phone calls, emails, mailings, or walk-ins.
• Provide friendly and professional service to students, parents, the community, and other departments on campus.
• Coordinate payment plan arrangements.
• Coordinate all loan activities (to include but not limited to)
  • originate loans
  • provide loan disclosure and fact sheets
  • loan adjustments
  • loan indebtedness (default)
  • entrance and exit interviews
• Coordinate internal and external scholarships and awards (adjustments of Title IV funds).
• Coordinate financial requests of special programs.
  • distance learning
  • tours
  • School of Education
  • consortium agreements
• Attend financial aid workshops as needed.
• Perform other duties as instructed by the Supervisor or Director.

Qualifications

Knowledge, Skills and Abilities

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience

Bachelor's degree (B. A.) from a four‑year college or university; three to five years of related experience and/or training; or an equivalent combination of education and experience.

Language Ability

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Bilingual in Spanish preferred.

Math Ability

Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Reasoning Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills

Knowledge of the Windows environment including BANNER computer systems. Ability to operate a computer, typewriter, calculator, facsimile, copier, and other standard office equipment.

Certificates And Licenses

No certifications needed.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally exposed to work near moving mechanical parts and risk of electrical shock. The noise level in the work environment is usually moderate.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. The employee is regularly required to sit; use hands to finger, handle, or feel, talk and hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; climb or balance and stoop, kneel, crouch, or crawl.

Other Demands

Incumbent must have strong attention to detail and follow-through skills. The ability to understand the importance of and uphold confidentiality regarding records is essential. Employee will also need good organizational, interpersonal and communication skills. Must have the ability to represent the University well with external publics, including knowledge about the University as an academic institution. Professional behavior at all times, including relationships with faculty, students, community partners and external publics.

Wage Range

Wage Range: $19.70 to $22.25 per Hour, plus Generous Benefits.