General Information
| Job Description | FINANCIAL AID OFCR 2 | Working Title | Financial Aid Counselor |
|---|---|---|---|
| Job Code | 004526 | Grade | 19 |
| Department Name | Financial Aid - D01171 | Department Head | Jose Aguilar |
| Supervisor | Roberta Albert | Effective Date | 07/09/2023 |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|
Generic Scope
| Professional who applies acquired job skills, policies, and procedures to complete substantive assignments/projects/tasks of moderate scope and complexity; exercises judgment within defined guidelines and practices to determine appropriate action. |
Custom Scope
| Uses professional financial aid concepts applied to a limited number of financial aid functions. Provides information and interpretation of standard policies, procedures and regulations. Works independently under general supervision in providing routine information. Receives direction regarding more complex programs. |
Department Custom Scope
| Participates with other counselors and the Assistant Director in the ongoing development and enhancement of the UCR Financial Aid Office processing system. Presents financial aid information to both on-campus and off-campus groups of incoming, continuing, and prospective students. Actively contributes to discussions and recommends change when appropriate to better meet the needs of the populations served; has an understanding of the special needs and problems experienced by students from disadvantaged backgrounds and addresses these needs by offering supportive guidance or options and when appropriate financial assistance. Provides guidance and explanation on supplementary forms needed to meet individual circumstances; composes correspondence to students and other clients relative to aid eligibility, financial aid policy, and procedures; performs special assignments and other duties as assigned by the Director of Financial aid, Associate Director, and Assistant Director. |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Bachelor's degree in related area and/or equivalent experience/training. | Required |
Experience Requirements
| Experience | Requirement |
|---|---|
| 2 - 4 years of related experience. | Required |
License Requirements
| License | Requirement |
|---|---|
| Valid Driver License | Required |
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
| Independently responsible for a specific student aid program and maintaining detailed knowledge of this specific program, including regulatory changes; assists with reviewing program policies and procedures and serves as a liaison with other offices. | 25 |
Provides advice and information to current and prospective students and parents on financial aid policies, procedures, and regulations.
|
15 |
| Analyzes student inquiries, determines relevant issues, and recommends solutions. | 15 |
| Performs needs analysis and assesses eligibility. | 15 |
| Recommends adjustments to aid awards. | 15 |
| Participates in outreach services to prospective students, parents, and the general public. | 10 |
| Participates on standing department committees to raise issues and receive direction on practices and procedures. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Organizational skills and ability to prioritize work and meet deadlines. | Required |
| Demonstrates written and verbal communication skills. Active listening skills. Possesses customer service orientation skills. | Required |
| Basic knowledge of advising and counseling techniques. | Required |
| Experience using complex databases. | Required |
| Basic knowledge of policies, regulations, and practices for awarding financial aid. | Required |
| Ability to calculate financial aid with attention to detail and accuracy. | Required |
| Ability to assess processes and recommend improvements. Good interpersonal skills. | Required |
| Ability to apply knowledge of policies to individual situations. | Required |
| Problem identification and critical thinking skills. | Required |
| Proficiency with standard office software, internet, and email applications. Basic knowledge of common University-specific computer application programs. | Required |
| Basic knowledge of University policies, processes, and procedures. | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|---|
| Shift Work (hours outside standard Mon-Fri 8AM-5PM work hours) | Required |
| Must possess or obtain a Valid CA Drivers License in accordance with the California Department of Motor Vehicles. | Required |
Other Special Requirements & Conditions
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Level of Supervision Received
| Supervision |
Environment
Working Environment
| Campus |
Other Requirements
Items Used
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Physical Requirements
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Mental Requirements
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Environmental Requirements
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Critical Position
| Is Critical Position: Yes |