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Financial Aid Technician (SSP IB) / Enrollment Management - Financial Aid Administration

Apply now Job no: 509401
Work type: Staff
Location: San Bernardino - San Bernardino Campus
Categories: Unit 4 - APC - Academic Professionals of California, Administrative, Probationary, Full Time



California State University, San Bernardino is a preeminent center of intellectual and cultural activity in Inland Southern California. Opened in 1965 and set at the foothills of the beautiful San Bernardino Mountains, the university serves more than 20,000 students each year and graduates about 4,000 students annually. CSUSB reflects the dynamic diversity of the region and has the most diverse student population of any university in the Inland Empire. Seventy percent of those who graduate are the first in their families to do so.

At CSUSB, you can:

  • Build your future
  • Work with the best
  • Be your authentic self
  • Focus on you
  • Make a lasting impact
  • Work for a purpose that is greater than your own
  • Bring everything you are, become everything you want


Department Summary

The Office of Financial Aid and Scholarships at CSUSB provides students and their families with information about financial aid resources and facilitates funding in an accurate and timely manner to assist students in pursuing their educational goals.


Job Summary

Student Services Professional IB provides professional student service assistance to students, parents and the general public regarding all federal, state, and institutional financial aid programs. The Financial Aid Technician is responsible for performing thorough reviews of verification documentation required for and in accordance with all institutional policy and federal and state regulations. Assignments require the application of both subject matter knowledge and sound judgment in using the principles, techniques, standards, guides and professional skills characteristic of a particular student service program or activity. This generally requires detailed analysis of individual student needs using established guidelines, regulations, and precedents.

The Financial Aid Technician will assist in the development, maintenance and application of specific program area knowledge and expertise within one or more assigned program areas and be able to counsel students on University policy, when and where applicable. The Financial Aid Technician must exercise extreme discretion and adherence to regulations governing confidentiality and privacy of records (FERPA) is mandatory. They will provide a high level of sensitivity and a professional demeanor when counseling students who are of varied age group, disability, diverse cultural and financial backgrounds often in highly stressful, emotionally charged situations.

The Financial Aid Technician will process a variety of reports to assist in the delivery of financial aid effectively and efficiently to students.


Employment Status: Full-time, probationary, "non-exempt" position.


First Review Deadline: This position will remain open until filled. Applicants will be reviewed beginning January 27, 2022.

Work Schedule

  • Monday through Friday, 8:00 a.m. to 5:00 p.m. Some evenings and weekend hours may be required.


Key Qualifications

  • Working knowledge of methods and problems of organization and program management.
  • Working knowledge of research and interviewing techniques.
  • Working knowledge of the principles of individual and group behavior.
  • Working knowledge of the basic principles, practices and major trends in the Student Services field to which assigned.
  • Ability to rapidly acquire such knowledge of the organization, procedures and activities of the specific campus to which the position is assigned.
  • Ability to rapidly acquire a working knowledge of the specific objectives of the campus Student Services program an its relationship to the total campus operation.
  • Ability to interpret and apply program rules and regulations.
  • Ability to gather and analyze data; reason logically, draw valid conclusions and make appropriate recommendations.
  • Ability to present clear and concise information orally and in written reports.
  • Ability to establish and maintain cooperative working relationships with faculty, CSU administrators, student organizations and other private and public agencies.


Preferred Qualifications 

  • Thorough knowledge of the rules and regulations that govern the processing and awarding of financial aid.
  • General knowledge of individual and group counseling techniques. 
  • Experience advising students; either in a group or individual setting.
  • Knowledge of: (CMS) PeopleSoft, NSLDS (National student loan data systems), COD (Common Origination and Disbursement Systems), WebGrants, ELM (Electronic Loan Management), and Hyland OnBase Imaging System (Or comparable Image & workflow software).
  • Two or more years of experience working in a Financial Aid Office with direct experience performing verification and awarding student financial aid with specific Title IV programs, (ie: Pell Grants, Direct Loans, or state aid such as Cal Grant).

Education and Experience

  • Education: Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or a job-related field. (Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities may be substituted for the required education on a year for year basis.)
  • Experience: Equivalent of one year of experience in professional Student Services work at the entry trainee level. (Equivalent amounts of graduate level job related education may be substituted for the required experience.)


Anticipated Hiring Range: $3,796 - $3,900 per month

Classification Range: $3,796 - $5,369 per month

Statement of Commitment to Diversity

In our commitment to the furthering of knowledge and fulfilling our educational mission, California State University, San Bernardino seeks a campus climate that welcomes, celebrates, and promotes respect for the entire variety of human experience. In our commitment to diversity, we welcome people from all backgrounds, and we seek to include knowledge and values from many cultures in the curriculum and extra-curricular life of the campus community. Our commitment to work toward an environment that values diversity requires that we create, promote, and maintain activities and programs which further our understanding of individual and group diversity. We will also develop and communicate policies and promote values which discourage intolerance and discrimination.

The concept and dimensions of diversity are to be advanced and incorporated into every aspect of university activity, including student life, the curriculum, teaching, programs, staffing, personnel training practices, research, community services, events, and all other areas of university endeavor.

Dimensions of diversity shall include, but are not limited to, the following: race, ethnicity, religious belief, sexual orientation, sex, gender identity, gender expression, ability, socioeconomic status, cultural orientation, national origin, and age.

The implementation of the Commitment to Diversity will rest with the university as a whole. The president, in addition to a personal commitment and involvement, may use the University Diversity Committee, campus administrators, faculty, staff, and students as well as other members of the campus community to implement effectively the philosophy and intent of this statement.

Supplemental Information

A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who apply for the position.

The person holding this position is considered a `mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

California State University, San Bernardino is an Affirmative Action/Equal Opportunity Employer.  We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, or protected veteran status.

This position may be "Designated" under California State University's Conflict of Interest Code. This would require the filing of a Statement of Economic Interest on an annual basis and the completion of training within 6 months of assuming office and every 2 years thereafter.  Visit the Human Resources Conflict of Interest webpage link for additional information:

This position adheres to CSU policies against Sex Discrimination, Sexual Harassment, and Sexual Violence, including Domestic Violence, Dating Violence, and Stalking. This requires completion of Sexual Violence Prevention Training within 6 months of assuming employment and on a two-year basis thereafter. (Executive Order 1096)


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