General Information
| Job Description | FINANCIAL AID OFCR 2 | Working Title | Financial Aid Counselor (Hybrid) |
|---|---|---|---|
| Job Code | 004526 | Grade | 19 |
| Department Name | Financial Aid - D01171 | Department Head | Jose Aguilar |
| Supervisor | 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, the Assistant Director and Associate Director in the ongoing development and enhancement of the UCR Financial Aid Office processing system (Banner); presents financial aid information both on and off-campus to groups of students, prospective students; active contributor to discussions and recommends change when appropriate to better meet the needs to the populations served; use an understanding of the special needs and problems experienced by students from disadvantaged backgrounds and address these needs by offering supportive guidance, options and when appropriate, financial assistance. Provide guidance on supplementary forms and explanations needed to meet individual circumstances; composes correspondence to students and other clients relative to aid eligibility and office policy and procedures; performs special assignments and other duties as assigned by the Director of Financial Aid, Associate Director, or Assistant Director. This position will be hybrid. Schedule will be 2 days in office and 3 days remote but could vary depending on the needs of the department. |
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 |
|---|---|
| Performs needs analysis and assesses eligibility. | 25 |
| Recommends adjustments to aid awards. | 25 |
| Cross train and support program and processing needs as required. | 25 |
| Provides advice and information to current and prospective students and parents on financial aid policies, procedures, and regulations. | 5 |
| Analyzes student inquiries, determines relevant issues, and recommends solutions. | 5 |
| Participates in outreach services to prospective students, parents, and the general public. | 5 |
| Participates on standing department committees to raise issues and receive direction on practices and procedures. | 5 |
| Exercises professional judgment to authorize changes in financial aid award. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Basic knowledge of University policies, processes, and procedures. | Required |
| Ability to apply knowledge of policies to individual situations. | Required |
| Basic knowledge of policies, regulations, and practices for awarding financial aid. | Required |
| Basic knowledge of advising and counseling techniques. | Required |
| Organizational skills and ability to prioritize work and meet deadlines. | Required |
| Proficiency with standard office software, internet, and email applications. Basic knowledge of common University-specific computer application programs. | Required |
| Ability to calculate financial aid with attention to detail and accuracy. | Required |
| Ability to assess processes and recommend improvements. Good interpersonal skills. | Required |
| Experience using complex databases. | Required |
| Problem identification and critical thinking skills. | Required |
| Demonstrates written and verbal communication skills. Active listening skills. Possesses customer service orientation skills. | Required |
| Ability to exercise advising and counseling skills by analyzing a variety of factors (financial data, family circumstances, social background, academic status, educational goals) and applies knowledge of federal, state, University, and outside agency laws, regulations, and policies to determine students' eligibility for various types of financial aid. | Preferred |
| Ability to travel to on and off campus presentations, workshops, and conferences. Ability to occasionally work overtime during peak periods. | Preferred |
| Ability to work effectively with all levels within the University and develop informal, cooperative relationships among diverse, multifunctional departments; anticipate clients' needs expectations and requirements. | Preferred |
| Working knowledge of federal, state, private, and institutional loan policies 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
|
|
Level of Supervision Received
| Supervision |
Environment
Working Environment
| Campus |
Other Requirements
Items Used
|
Physical Requirements
|
Mental Requirements
|
Environmental Requirements
|
Critical Position
| Is Critical Position: Yes |