Associate Financial Aid Director jobs in San Jose, CA

Associate Financial Aid Director assists in the operation of the financial aid program. Instructs students and parents on the application for loans or scholarships. Being an Associate Financial Aid Director maintains records of scholarships, grants, and other monetary assistance. Has knowledge of available private, state, and federal financial aid programs. Additionally, Associate Financial Aid Director typically requires a bachelor's degree. Typically reports to the Financial Aid Director. The Associate Financial Aid Director manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Extensive knowledge of department processes. To be an Associate Financial Aid Director typically requires 5 years experience in the related area as an individual contributor. 1 to 3 years supervisory experience may be required. (Copyright 2024 Salary.com)

Recently Added Associate Financial Aid Director jobs

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Assistant Director, Financial Aid
  • Santa Clara University
  • Santa Clara, CA FULL_TIME
  • Position Title:
    Assistant Director, Financial Aid

    Position Type:
    Regular

    Salary Range:
    $25.24 - $29.01/hour; Commensurate with experience

    Pay Frequency:
    Hourly

    A. POSITION PURPOSE

    The Assistant Director reports to the Director, Packaging. This is a full-time, full-year position. The Assistant Director serves as a counselor in the Financial Aid Office; assesses aid eligibility for applicants, explains financing options, prepares awards, and adheres to federal, state, and University policies and procedures. As well, this position provides support to the Financial Aid Office staff. This position will be responsible for administering and coordinating financial aid applications, packaging and awarding of aid, scholarship programs, and the proper distribution of institutional, state, federal, and private funds to all undergraduate students.

    This position will be cross-trained to assist in all technical upgrades within our division and will be called upon to use independent judgment. The position supports the strategic goals and direction of Enrollment Management by providing systems and operations activities to help achieve stated data management goals and reporting objectives.

    ESSENTIAL DUTIES AND RESPONSIBILITIES

    1.Customer Service/Counseling

    Provide assistance to Director, Packaging.
    Advise and communicate with students, parents, campus departments, and other pertinent constituencies about financial aid eligibility, requirements, availability, and individual circumstances, where appropriate.
    Respond to various inquiries from internal/external audience by telephone and in writing.
    Counsel high school and community college students, parents, and counselors with regard to the preparation necessary for enrollment to Santa Clara University.
    Conduct needs analysis in compliance with federal criteria to determine the relative eligibility of each financial aid applicant.
    Conduct verification of student and parent application data in compliance with federal criteria.
    Keep senior management informed of issues and concerns raised by inquiries; identify and recommend changes in processes to better expedite financial aid process (both general and student specific).
    Provides stellar counseling services for students, parents, and walk-in visitors on information regarding federal, state, and University financial aid.
    Responsible for telephone calls and other communications such as email, zoom, etc.
    Understand, interpret, and implement Federal regulations as they pertain to the Financial Aid Office.
    Provide assistance to co-workers when required to support the financial aid process.
    Daily phone contact with other SCU offices regarding general financial aid office statuses.
    Assist families in the review of cases for special conditions and/or professional judgment.
    Generates communications for programs related to financial aid packaging and customer service and manages the distribution with limited direction.
    Provides back-up support for processing outside (private) scholarships and acts as back up support for internal scholarships, fellowships and grants, including receiving and posting funds to student accounts in financial aid data base, maintaining records of funds and donor instructions received, and monitoring appropriate application of the funds.

    2.Financial Aid Awarding

    Award Financial Aid to various groups, first year students, current undergraduate students, transfer students, and graduate students.

    Determine the types and amounts of financial aid to be awarded through the packaging process according to federal, state and institutional requirements.

    Review applications for financial aid, analyze financial situation and needs, determine appropriate packaging of aid and adjust packages to meet changes in student eligibility criteria (federal, state, university and private).

    Monitor individual student awards (rainbow reports).

    Document aid adjustments.

    Develops and maintains students, campus partners, and other pertinent constituencies' relationships in their own area in accordance with team objectives.
    Calculate financial need and construct financial aid packages in accordance with federal, state, and institutional aid.
    Understands students, campus partners, and other pertinent constituencies' viewpoint and actively seeks and acts upon feedback from customers.
    Assist in monitoring and advising students on Satisfactory Academic Progress standards.

    3.Return to Title IV (R2T4)

    Responsible for completing federally mandated R2T4 for undergraduate, graduate, professional and extension students.
    Responsible for training other financial aid staff on R2T4 processes and procedures.
    Understand and process necessary reports to maintain R2T4 compliance.
    Set up a web-based calendar with budget and enrollment dates.

    4.Compliance

    Keep abreast of and ensure compliance with all federal, state, university rules, regulations, polices and guidelines regarding financial aid.
    Assist with Federal Compliance Single Audit A-133.

    5.Financial Aid Office Liaison

    Serve as a contact to undergraduate students, and responsible for correspondence.
    Serve as liaison for office functions, programs and services, internal and external to the University; attend high school nights and special events; manage incoming calls, e-mail messages and follow-up procedures applicable to assigned student groups.

    6.Training

    Attend workshops on the financial aid process; assist in aid eligibility assessment, fund disbursement, and aid reconciliation procedures and federal/state tax returns.
    Conducts workshops on the financial aid process for all families; assists in aid eligibility assessment, funds disbursement, and aid reconciliation procedures.
    Develop materials and conduct training for staff and other campus departments.

    7.Review Applications

    Review financial aid including FAFSA, CSS/Financial Aid PROFILE, DREAM applications, CAR, ISIR, Appeals, and professional judgment.

    8.Verification

    Assist operations team with notifying students that they were selected for verification.
    Review verification documents submitted for completion and accuracy.
    Conduct verification of student and parent application data in compliance with federal criteria.
    Collaborate with Operations with reviewing and completing documents for verification.
    9.Computations

    Understand and interpret the Federal Methodology (FM) and Institutional Methodology (IM) need analysis formula.

    10.Enrollment Verification

    Confirm enrollment status of undergraduate students and adjust aid as needed.
    Manage quarterly enrollment changes reports, verifying student eligibility.
    Adjust aid and notify personnel as necessary.

    11.Help Interpret Policy and Regulations, and Procedural Resources for the Financial Aid Office

    Understand, interpret, and implement Federal, state, agency, and university regulations as they pertain to the Financial Aid Office for Financial Aid staff, students, and SCU faculty and staff as necessary.
    Review Federal, state, and university rules and regulations to make sure that appropriate procedures are in place to ensure compliance. Continuously reviews, researches, and resolves office procedures and either makes changes or makes recommendations to the Director, Operations, Financial Aid as appropriate.
    Routinely exercises professional judgment relative to confidential student situations.
    In addition to helping interpret policy, regulations, and providing resources, act as back up as necessary for all functions within the Financial Aid Office.
    12.Testing and Participation in Financial Aid Office's Systems

    Provide input and test Workday and other financial aid data systems processes for awarding students.
    Provide input improve technical data and reporting to support Financial Aid Office management and staff including the development and maintenance of Financial Aid Office shared queries.
    Participate in the installation, implementation and maintenance of new software and desktop tools. Train department personnel in the application of new software packages and functional system changes as needed.
    Test financial aid processes prior to implementation of Workday patches, updates, and new releases, etc.
    Provide input concerning the internal controls for the maintenance and enhancement of systems and software that support the automated functions of the Financial Aid Office.
    Coordinate with the Sr. Management, and Financial Aid to schedule and run processes in accordance with the Operations Plan/Productions Schedule.
    Report technical issues with Workday or other data systems.
    Report any transaction, process, and report issues. Research errors and establish processes to ensure they are not repeated.
    Provide training on existing or new systems and software.
    Test, as needed, the financial aid functions to improve Workday/other financial aid data system functions.
    Participate in information sessions with the third-party consultant to learn Workday functions/processes.

    13.Reports and Reconciliation

    Transfer monitoring/enrollment verification.
    Responsible for monthly Cal Grant reconciliation.
    Responsible for monthly reconciliation of departmental funds.

    14.Other Duties as Assigned

    Including, but not limited to, changing processes and procedures quickly to respond to the changing needs of students, the Financial Aid Office, and financial aid regulations.

    C. PROVIDES WORK DIRECTION

    Not Applicable

    D. RECEIVES WORK DIRECTION FROM

    Director, Packaging

    E. GENERAL GUIDELINES

    1. Provide outstanding customer service, in person, on the phone, or by email, while demonstrating patience and understanding, to families and students who are seeking Financial Aid. Also to provide excellent internal customer service to University staff and other agencies on all aspects of financial aid programs (federal, state, university, and private): policies, procedures, practices, office services, and document completion: process applications and/or documents related to aid programs.

    2. This position may require some weekend and/or evening work.

    3. This position may require travel beyond Santa Clara University to conferences, workshops, etc.

    4. This position may be required to present financial aid related information to various audiences, which include forums both internal and/or external.

    5. Recommends initiatives and implements changes to improve quality and services.

    6. Identifies and determines cause of problems; develops and presents recommendations for improvement of established processes and practices.

    7. Maintains contact with customers and solicits feedback for improved services.

    8. Maximizes productivity through use of appropriate tools; planned training and performance initiatives.

    9. Researches and develops resources that create timely and efficient workflow.

    10. Prepares progress reports; informs supervisor of project status; and deviation from goals. Ensures completeness, accuracy and timeliness of all operational functions.

    11. Prepares and submits reports as requested and required.

    12. Develops and implements guidelines to support the functions of the unit.

    F. QUALIFICATIONS

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The items below are representative of the knowledge, skills, abilities, education, and experience required or preferred.

    This position requires the ability to effectively establish and maintain cooperative working relationships within a diverse multicultural environment.

    Employee cannot be in default on Title IV loans.

    1.Knowledge

    Knowledge of all aspects of financial aid programs, policies, procedures and practices. Knowledge of federal, state, university and private assistance programs. Knowledge of general office policies and procedures, basic office equipment operation (hardware, Microsoft Office products, etc.)

    2.Skills

    Effective time management and organizational skills. Excellent interpersonal and teamwork skills. Excellent communication and listening skills. Excellent writing and editing skills

    3.Abilities

    Ability to provide excellent customer service in a high traffic area. Ability to interpret complex institutional, state, and federal regulations; exercise independent judgment in making decisions. Ability to communicate effectively in English, both verbally and in writing. Ability to adapt to work environment change, and relate to diverse populations. Ability to assess situations, prioritize need and tasks, and to assist, counsel, and act accordingly. Ability to establish and maintain effective, team-oriented, working relationships. Ability to operate a personal computer and various software programs. Understanding and support of Jesuit tradition of education and commitment to the fundamental values of service to others, community, and diversity.

    4.Education and/or Experience

    Bachelor's degree required or equivalent education and experience. One to three years of relevant experience preferred.

    G. PHYSICAL DEMANDS

    The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. In accordance with the Americans with Disabilities Act, as amended, the California Fair Employment & Housing Act, and all other applicable laws, SCU provides reasonable accommodations for qualified persons with disabilities. A qualified individual is a person who meets skill, experience, education, or other requirements of the position, and who can perform the essential functions of the position with or without reasonable accommodation.

    Considerable time is spent at a desk using a computer terminal.
    May be required to travel to other buildings on the campus.
    May be required to attend conference and training sessions within Bay Area or in- or out-of-state locations.
    May be required to occasionally travel to outside customers, venders or suppliers.
    H. WORK ENVIRONMENT

    The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job.

    Typical office and computer lab environment.
    Mostly indoor office environment with windows.
    Offices with equipment noise.
    Offices with frequent interruptions. EEO Statement

    Equal Opportunity/Notice of Nondiscrimination

    Santa Clara University is an equal opportunity/equal access/affirmative action employer fully committed to achieving a diverse workforce and complies with all Federal and California State laws, regulations, and executive orders regarding non-discrimination and affirmative action. Applications from members of historically underrepresented groups are especially encouraged. For a complete copy of Santa Clara University's equal opportunity and nondiscrimination policies, see https://www.scu.edu/title-ix/policies-reports/

    Title IX of the Education Amendments of 1972

    Santa Clara University does not discriminate in its employment practices or in its educational programs or activities on the basis of sex/gender, and prohibits retaliation against any person opposing discrimination or participating in any discrimination investigation or complaint process internally or externally. The Title IX Coordinator and Section 504 and ADA Coordinator is Aaron Zisser, Director of Equal Opportunity and Title IX, 408-551-3043, azisser@scu.edu , www.scu.edu/title-ix . Inquiries can also be made to the Assistant Secretary of Education within the Office for Civil Rights (OCR).

    Clery Notice of Availability

    Santa Clara University annually collects information about campus crimes and other reportable incidents in accordance with the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. To view the Santa Clara University report, please go to the Campus Safety Services website . To request a paper copy please call Campus Safety at (408) 554-4441. The report includes the type of crime, venue, and number of occurrences.

    Americans with Disabilities Act

    Santa Clara University affirms its' commitment to employ qualified individuals with disabilities within the workplace and to comply with the Americans with Disability Act. All applicants desiring an accommodation should contact the Department of Human Resources , and 408-554-5750 and request to speak to Indu Ahluwalia by phone at 408-554-5750 or by email at iahluwalia@scu.edu .

    To view the full job posting and apply for this position, go to https://wd1.myworkdaysite.com/en-US/recruiting/scu/scu/job/Santa-Clara-CA/Assistant-Director--Financial-Aid_R3655
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Director, Financial Aid
  • Ohlone College
  • Fremont, CA FULL_TIME
  • Ideal Candidate Statement The ideal candidate for this position is an experienced leader with a clear, focused commitment to promoting student success. This candidate is a creative, visionary leader w...
  • 5 Days Ago
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Financial Aid Outreach Specialist
  • Chabot - Las Positas Community College District
  • Livermore, CA FULL_TIME
  • Position Type Classified Position Code 3CFA17 FTE 1.0 Pay Rate (or Annual Salary) $5,447.83/monthly Job Location Las Positas College, 3000 Campus Hill Dr., Livermore, CA 94551 Department Financial Aid...
  • 18 Days Ago
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FINANCIAL AID SPECIALIST I
  • San Jose/Evergreen Community College District
  • San Jose, CA FULL_TIME
  • FINANCIAL AID SPECIALIST I San Jose/Evergreen Community College District Close/First Review Date: 12/18/2022 Campus Location: Evergreen Valley College Position Description: POSITION SUMMARY The Financ...
  • 19 Days Ago
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FINANCIAL AID SPECIALIST II
  • San Jose/Evergreen Community College District
  • San Jose, CA FULL_TIME
  • FINANCIAL AID SPECIALIST II San Jose/Evergreen Community College District Close/First Review Date: 04/28/2024 Campus Location: Evergreen Valley College Position Description: POSITION SUMMARY The Finan...
  • 11 Days Ago
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Financial Aid Specialist III
  • San Jose/Evergreen Community College District
  • San Jose, CA FULL_TIME
  • Financial Aid Specialist III San Jose/Evergreen Community College District Close/First Review Date: 10/02/2022 Campus Location: San Jose City College Position Description: POSITION SUMMARY The Financi...
  • 13 Days Ago
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0 Associate Financial Aid Director jobs found in San Jose, CA area

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Construction Account Executive
  • Hiring Now!
  • San Jose, CA
  • Salary Range - $75,000 - $110,000 Commission Range - $70,000-$200,000 BRIEF DESCRIPTION: The constructionProject Directo...
  • 4/22/2024 12:00:00 AM
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Development Manager
  • Unity Care
  • San Jose, CA
  • Job Description Job Description OVERVIEW: The Development Manager is responsible for raising funds to support the Unity ...
  • 4/22/2024 12:00:00 AM
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Environmental Engineering Coordinator - Solid Waste
  • City Of Sunnyvale Ca
  • Sunnyvale, CA
  • Salary: $61.34 - $78.29 HourlyLocation : Sunnyvale, CAJob Type: Full-TimeJob Number: 24-00062Department: Environmental S...
  • 4/22/2024 12:00:00 AM
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Construction Project Director
  • BluSky
  • San Jose, CA
  • Salary Range - $75,000 - $110,000 Commission Range - $70,000-$200,000 BRIEF DESCRIPTION: The construction Project Direct...
  • 4/20/2024 12:00:00 AM
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Office Medical Director - Sign-On Bonus Available
  • One Medical
  • San Jose, CA
  • About Us One Medical is a primary care solution challenging the industry status quo by making quality care more affordab...
  • 4/20/2024 12:00:00 AM
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Communications Associate - Hillbrook School
  • Another Source
  • Los Gatos, CA
  • At a glance: Are you passionate about social media and dedicated to making a difference? Join Hillbrook School in Los Ga...
  • 4/20/2024 12:00:00 AM
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Financial Aid Officer
  • Mikhail Education Corp
  • Santa Clara, CA
  • Job Title: Financial Aid Officer (Financial Aid Advisor) Department: Financial Aid Reports to: Financial Aid Director/As...
  • 4/19/2024 12:00:00 AM
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Construction Project Director
  • Hiring Now!
  • San Jose, CA
  • Salary Range - $75,000 - $110,000 Commission Range - $70,000-$200,000 BRIEF DESCRIPTION: The constructionProject Directo...
  • 4/19/2024 12:00:00 AM
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About San Jose, California

San Jose is located at 37°20′07″N 121°53′31″W / 37.335278°N 121.891944°W / 37.335278; -121.891944. According to the United States Census Bureau, the city has a total area of 180.0 sq mi (466 km2), of which 3.4 sq mi (8.8 km2) (1.91%) is water, making it the fourth-largest California city by land area (after Los Angeles, San Diego and California City). San Jose lies between the San Andreas Fault, the source of the 1989 Loma Prieta earthquake, and the Calaveras Fault. San Jose is shaken by moderate earthquakes on average one or two times a year. These quakes originate just east of the city on...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Associate Financial Aid Director jobs
$72,635 to $102,675
San Jose, California area prices
were up 2.9% from a year ago
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What does an Associate Financial Aid Director do?

Associate Financial Aid Director in Lorain, OH
In the final analysis, about 35% of the incoming class will receive some kind of aid.
December 23, 2019
Associate Financial Aid Director in York, PA
The Associate Director of Financial Aid is a key leadership position within the Financial Aid Office, managing daily customer service operations, and coordinating activities to meet administrative financial aid needs of our students.
February 22, 2020
Associate Financial Aid Director in Longview, TX
The Associate Director will provide oversight and strategic direction for the Financial Aid Office processing operations.
January 02, 2020