General Information
| Job Description | BLANK AST 2 | Working Title | Verification Technician |
|---|---|---|---|
| Job Code | 004723 | Grade | |
| Department Name | Financial Aid - D01171 | Department Head | Jose Aguilar |
| Supervisor | Effective Date | 08/23/2022 |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|
Department Custom Scope
| Under the supervision of the Assistant Director of Processing, the Verification Technician serves the public and executes various programmatic functions. This position verifies the accuracy of student information as provided on the FAFSA (Free Application for Federal Student Aid) as well as information provided on the Dream Act Application to verify documents according to federal, state and university regulations. This position reviews for verification completeness and obtains additional student information as needed and/or due to conflicting information. This position ensures all requests for financial aid materials and subsequent written communication to the student regarding required documents, eligibility criteria, and miscellaneous communication are handled in a timely manner. Responsibilities require organization of work area, prioritization of workload, and understanding of and ability to use an automated student information system. The Verification Technician is responsible for ensuring that the maintenance of and disposition of records complies with university policies and federal regulations. The Financial Aid Office works with a culturally and economically diverse population. The Verification Technician must be able to interact with students and parents with sensitivity and discretion, maintaining confidentiality at all times. This position requires specialized knowledge of complex federal, state, and university financial aid programs and the ability to process and convey this information accurately and clearly to students and parents. The responsibilities of the position require ability to efficiently and effectively use automated systems, including mainframe, PC, and web-based applications. The incumbent must maintain a high level of organization in the administration of duties. This position must be able to work effectively with frequent interruptions and to adjust priorities as circumstances dictate. |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Minimum 2 years College level coursework or an equivalent combination of education and experience; knowledge and abilities essential to the successful performance of the duties assigned to the position. | Required |
Experience Requirements
| Experience | Requirement |
|---|
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
| STUDENT RECORDS Working under pre-established guidelines, performs needs analysis and assesses eligibility. Researches and resolves discrepancies and conflicting information with student records. Review and update data elements on the financial aid application using verification documents provided by the student. Responsible for the orderly flow of documentation from initial receipt through routing to appropriate staff. Maintains and disposes of records in compliance with university policies and federal regulations. | 60 |
| INFORMATION DISSEMINATION Responds to student telephone inquiries on financial aid application procedures and requirements such as deadlines, eligibility criteria, dependency status, award notification timing, award guidelines, packaging philosophy, and disbursement/billings. Responsible for referring students to appropriate university department or state/federal agencies. Responsible for communicating to students procedures related to the overall processes for financial aid application, awarding, and disbursement. Participates in yield and outreach events to provide financial aid information. | 25 |
| ADMINISTRATIVE DUTIES General document posting. Process suspense financial aid application records. Document imaging. Responsible for reviewing the financial aid website for needed updates as requested. | 10 |
| OTHER DUTIES AS ASSIGNED Other duties assigned. The ability to attend conferences. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Excellent listening skills, patience, and ability to anticipate and respond to the needs of internal and external customers. | Required |
| Ability to work with a diverse student population. | Required |
| Proficient computer skills: using Microsoft Office and Outlook programs. | Required |
| Ability to effectively speak, answer questions, or explain routine or complex information by telephone. | Required |
| Ability to establish cooperative working relationships and coordinate with other offices or organizations that have an impact on assigned responsibilities. | Required |
| Excellent customer service including written and oral communications skills. | Required |
| Ability to exercise sound judgment. | Required |
| Ability to interpret and apply federal, state, and UC regulations pertaining to student records, including the Federal Education Rights and Privacy Act (FERPA). | Preferred |
| Experience working in a fast pace/call center environment. | Preferred |
| Financial Aid experience. | Preferred |
| Familiarity with UCR's student information system, particularly the Student Records modules. | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|---|
| Overtime | Required |
| Travel | Required |
Other Special Requirements & Conditions
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Level of Supervision Received
| Close 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 |