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University of California

Financial Aid Advisor

santa barbara, CA

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Job description

Financial Aid Advisor

Under the direction of the Assistant Director, serves as coordinator of a major aid program. Performs tasks at the operational level in all areas of financial aid administration including need analysis, packaging, and revisions to aid packages. Advises students and parents regarding the application process, available aid, and alternative financing. Conducts workshops and gives presentations to various campus organizations.

Required Bachelors degree and/or equivalent training. Proven adaptability and ability to work efficiently with multiple deadlines.

Required Preferred Qualifications: Financial Aid administrative experience. Basic knowledge of federal aid programs and application process. Basic knowledge of policies, regulations, and practices for awarding financial aid. Basic knowledge of advising and counseling techniques. Ability to apply knowledge of policies to individual situations. Problem identification and critical thinking skills. Ability to calculate financial aid with attention to detail and accuracy. Organizational skills and ability to prioritize work and meet deadlines. Demonstrates written and verbal communication skills. Active listening skills. Possesses customer service orientation skills. Ability to assess processes and recommend improvements. Good interpersonal skills. Proficiency with standard office software, internet, and email applications. Basic knowledge of common University-specific computer application programs. Experience using complex databases.

Job Functions and Percentages of Time: 25% Program Coordination - I. Program Responsibility: Coordinates and administers one or more financial aid programs. 20% Appeals Processing - II. Appeals Processing: Reviews and makes a decision on all appeals submitted by students. 30% Advising - I. Advises students, parents, campus staff, and the general public in all areas of financial aid administration. 20% Need Analysis - I. Performs tasks at the operational level associated with the administration of student financial aid. 5% Workshops/Committees - Conducts workshops for student groups, campus departments, and for organizations outside of the University. Participates on ad hoc committees that review current departmental policies and procedures and recommend changes to management.

Worksite address

santa barbara, CA, 93190, US

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