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Financial Aid Federal Work Study Advisor (Student Services Professional III), Financial Aid

Apply now Job no: 521120
Work type: Staff
Location: San Bernardino - San Bernardino Campus
Categories: Unit 4 - APC - Academic Professionals of California, Administrative, Probationary, Full Time, On-site (work in-person at business location)


Job Summary:

Under general direction of Associate Director of Office of Financial Aid & Scholarships (OFAS), the Financial Aid Federal Work Study Advisor is responsible for administration and coordination of a Federal, State, or Institutional aid program to ensure compliance. Responsible for highly complex financial aid applicant cases and use of appropriate counseling techniques to service the financial aid applicants, recipients, parents, and campus community.



Program Coordination:

Responsible for staying abreast of federal, state or institutional regulations pertaining to assigned program(s) and working with Systems staff to ensure regulations are applied in setup and program remains compliant through PeopleSoft processing. Ensuring access and review of updates and changes via program resources such as IFAP, FSA Handbook, NASFAA, NSLDS, Webgrants, etc.


Conduct at minimum, monthly reconciliation for assigned program(s). Utilize PeopleSoft queries/reports to reconcile program expenditures. Meet or discuss at meetings with appropriate agency/office to review and reconcile program expenditure balances. Ensure reconciliation activity details are included in program policies and procedures. Coordinate information affecting financial aid eligibility with Student Financials & OFAS managers, staff and appropriate campus personnel to provide timely policy and regulatory changes.


Present and/or train OFAS staff, student assistants and other appropriate campus constituents on program rules and information including updating policies and procedures as needed. Communicate program updates and/or changes to rules, policies and procedures affecting processes, web information, front counter and/or telephone services.

Ensure due diligence of dissemination and posting of program information meets federal compliance laws. Keep OFAS website and Interactive Call Distribution (ICD) system current regarding program updates. Ensure that email and/or written communications regarding program awarding, disbursements, and program changes are distributed to recipients as needed or when appropriate.


Counseling, Advising and Customer Service:

Counsel and advise students and parents from diverse backgrounds on Federal, State, and University financial aid policies and procedures. Exercise sound interviewing skills when discussing personal and sensitive issues that may affect student eligibility. Advise students and parents with possible options for financial difficulties. Use sound and insightful judgment to evaluate and determine appropriate course of action for highly complex financial aid problem situations. Provide financial aid advising during various campus recruitment or outreach events, which may occur weekends or evenings. Provide guidance and clarification to campus colleagues seeking information, clarification, and guidance on general financial aid information and Title IV program policies and procedures. Appropriately refer students to other resources on campus such as the Counseling & Psychological Services (CAPS), SAIL, Learning Center, EOP, Services to Students with Disabilities (SSD) or Academic Services. Also provide written, verbal, and/or electronic communications on behalf of a student aid recipient to ensure student receives, to the extent possible, help needed to progress holistically. When appropriate consult with management and other professional staff regarding interpretation of regulations and procedures in processing awards and advising.


Financial Aid Processing:

Responsible for performing complex financial aid assignments related to an alphabet based caseload percentage of financial aid applications received annually. Accept and process applications/reports for a variety of student financial aid programs. Analyze and correct data elements in the automated financial aid delivery system, which includes resolving inconsistencies on financial aid application data used to determine eligibility. Award financial aid to students and perform revisions based on exceptional circumstances or per regulatory requirements, e.g. change of budget, loss of income, changing enrollment (R2T4), over-awards, etc. Work assigned reports to ensure correct data is processed for financial aid applicants. Ensure changes in aid are communicated and explained to student aid recipients. Monitor Satisfactory Academic Progress (SAP) of financial aid applicants. Review and analyze SAP appeals and apply federal and institutional policy to assess approval or denial. Notify student of decision and follow-up with 1:1 counseling when needed. Make academic guidance referrals when and where appropriate.


Other Duties as Assigned:

Chair and/or participate in OFAS committees on an annual basis. Work on projects assigned by immediate supervisor or another member of leadership team. Keep leadership team updated on project assignment status providing results in a timely manner. Participate in conducting financial aid workshops and general aid information presentations both at on and off-campus sites.


Minimum Qualifications

Education: Equivalent to graduation from a four-year college or university in a related field, including or supplemented by upper division or graduate course work in counseling techniques, interviewing, and conflict resolution where such are job-related.

Experience: Possession of these knowledge and abilities is typically demonstrated through the equivalent of three years of progressively responsible professional student services work experience. One year in the program area to which assigned may be preferred but is not required.

A master’s degree in Counseling, Clinical Psychology, Social Work, or a directly related field may be substituted for one year of experience. A doctorate degree and the appropriate internship or clinical training in counseling or guidance may be substituted for the three years of experience for positions with a major responsibility for professional career or personal counseling.


Required Qualifications

Thorough knowledge of the principles of individual and group behavior. General knowledge of principles, practices, and trends of the Student Services field, as well as general knowledge of the policies, procedures, and practices of the program area to which assigned; general knowledge of individual counseling techniques or the ability to rapidly acquire such knowledge of the organizational procedures and activities of the specific campus to which position is assigned. Working knowledge of student services programs outside the assigned program.

Ability to analyze complex situations accurately and adopt effective courses of action; advise students individually and in groups on complex student related matters; determine appropriate interactions of an argumentative or sensitive nature; •Interpret and evaluate descriptions and explanations of problems brought forward by individuals or student organizations, analyze and define the problem, draw valid conclusions and project consequences of various alternative courses of action; carry out variety of professionally complex assignments without detailed instructions; establish and maintain cooperative working relationships with a variety of individuals.


Compensation and Benefits:

Input Anticipated Hiring Range, Classification Salary Range (Required)


Anticipated Hiring Range: $4,879 per month

Classification Salary Range: $4,879 - $6,950 per month


The CSU system provides a comprehensive benefit package that includes medical, dental and vision plans, membership in the California Public Employees Retirement System (CalPERS), sick and vacation time, and 14 paid holidays a year. Eligible employees are also able to participate in the fee waiver education program. A summary of benefit information can be found here.


Position Information:

Input Time Basis, Hiring Type, and FLSA


For example:

Work status: Full-time/Probationary


Schedule: Monday – Friday, 8:00 am – 5:00 pm


The application deadline is Thursday, December 1st, 2022


Conditions of Employment


Background Check


Satisfactory completion of a background check (including a criminal records check) is required for employment.  CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information.  Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.



Mandated Reporter


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.



CSUSB hires only individuals lawfully authorized to work in the United States. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.  See Form I-9 Acceptable Documents at


COVID-19 Vaccination

CSU requires faculty, staff, and students who physically access campus facilities or programs to be fully vaccinated against COVID-19, which includes obtaining a COVID-19 booster dose, or declare a medical or religious exemption from doing so.  Any candidates advanced in a currently open search process should be prepared to comply with this requirement. See policy at

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. 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. We will create, promote, and maintain activities and programs that further our understanding of individual and group diversity. We will also develop and communicate policies and promote values that discourage intolerance and discrimination.


California State University, San Bernardino is proud to be an Affirmative Action/Equal Opportunity Employer. We recruit, hire, train, and administer all personnel actions without regard to race, ethnicity, religion, color, caste, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, socioeconomic status, genetic information, medical condition, disability, marital status, protected military or veteran status, or any other status protected by applicable law. 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) For more information about Diversity & Inclusion at CSUSB, please visit


Closing Statement:

Reasonable Accommodation

We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact the ADA Coordinator by email at



CSUSB is a smoke and tobacco-free campus.  See policy at


Clery Act

In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), the Cal State San Bernardino Annual Security and Fire Safety Report is available at:

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