Substitute Financial Aid Technician

Job Posting

This posting is to create a pool of qualified applicants for the current and/or upcoming academic year. While the department may not be actively recruiting at this time, applicants who meet all minimum qualifications and have submitted complete application materials will be contacted if a substitute position becomes available.

Assists in preparation of forms and maintenance of records; receives, reviews, and validates financial aid applications, performs needs analysis, and determines eligibility and awards in accordance with District policies and procedures and federal, state, and local requirements.

Receives general direction from appropriate supervisor; checks with supervisor regarding non-routine assignments. May provide technical and functional direction to assigned student workers.

The following duties are typical for this classification.

1. Performs a variety of clerical and technical duties in support of the financial aid program; assists students at counter; responds to questions from students, parents and staff; provides information regarding eligibility requirements, types of available assistance, and opportunities for self-help.
2. Assists students in filling out and reviewing applications and supporting documentation for completeness and accuracy; interprets financial statements, income tax reports and related documentation.
3. Processes applications and verification forms; determines student eligibility for federal and/or state grants, loans, the Federal Work Study (FWS) program and California College Promise Grant (CCPG) program using federal methodology, need analysis, and state-defined income criteria.
4. Receives and verifies all necessary documentation, prepares folder for each financial aid student, and reviews with supervisor as necessary, during the award process.
5. Maintains financial aid student records and other records by reviewing and updating pertinent data; reviews and prepares computer inputs under prescribed guidelines.
6. Assists in compiling, analyzing, and maintaining data for the maintenance of various records and the preparation of various reports.
7. Maintains current knowledge and learns new state and federal laws, rules, and regulations pertaining to financial aid; participates in the development of new/revised procedures to accommodate changes.
8. Performs other duties related to the primary job duties.

The following generally describes the knowledge and ability required to enter the job and/or be learned within a short period of time in order to successfully perform the assigned duties.

Core Competencies:

• Analyzing and Interpreting Data
• Apply sorting, coding and categorizing rules
• Analyze data
• Read reports
• Draw meaning and conclusions from quantitative and/or qualitative data
• Customer Focus
• Attending to the needs and expectations of customer
• Seeks information about the immediate and longer term needs of the customer
• Anticipates what the customer may want or expect in a product or service
• Works across organizational boundaries to meet customer needs
• Reading Comprehension
• Understanding and using written information
• Knows the meaning of printed words; comprehend the literal meaning of text
• Make interpretations, applications, deductions, inferences, extrapolations from written information
• Professional and Technical Expertise
• Applying technical subject matter to the job
• Knows the rudimentary concepts of performing the essential technical operations
• Critical Thinking
• Analytically and logically evaluates information to resolve problems
• Follow guide, SOP or other step by step procedures for locating the source of a problem and fixing it
• May detect ambiguous, incomplete, or conflicting information or instructions
• Attention to Detail
• Focusing on the details of work content
• Shows care and thoroughness in adhering to process and procedures that assure quality
• Applies knowledge and skill in recognizing and evaluating details of work
• Applies skilled final touches on products
• Using Technology
• Working with electronic hardware and software applications
• Using basic features and functions of software and hardware
• Experiments and finds novel uses for standard features and functions
• Adds, improves, modifies, or develops features and functionality
• Team Work/Involving Others
• Collaborating with others to achieve shared goals
• Engages others for suggestions and ideas
• Writing
• Communicating effectively in writing
• Using correct writing mechanics including spelling, vocabulary, grammar, syntax, punctuation, capitalization, sentence structure
• Logically orders and structures ideas and progression of thought
• Adaptability
• Responding positively to change and modifying behavior as the situation requires
• Accept and adjust to changes and the unfamiliar
• Innovation
• Imagining and devising new and better ways of doing things
• Fix what is broken; find solutions and fixes with resources at hand
• Finds new approaches to performing familiar tasks
• Create and invent new ideas; envision the unexpected, unexplored, untried
• Listening
• Comprehend and verbal instructions and orally presented information
• Recalls or retrieves key points in a conversation
• Listen actively by rephrasing others' input cogently and accurately
• Legal and Regulatory Navigation
• Understanding, interpreting, and ensuring compliance with laws and regulations
• Locates, understands, or provides factual regulator information
• Works within the bounds and limits of what is permissible
• Professional Integrity and Ethics
• Follows a clear-cut set of rules
• Understands practical necessity of rules and ethical guidelines
• Shows consistency in behavior and judgement over a long term and varied situations
• Valuing Diversity
• Shows acceptance of individual differences
• Welcomes input and inclusion of others who may be different from oneself
• Shows understanding and empathy for the challenges of groups seeking inclusion or dealing with perceived discrimination

Qualifications

Education/Training: Equivalent to completion of the high school.

Experience: Two (2) years of clerical and program support experience.

Preferred Education/Experience: College-level coursework in business administration, accounting or a related field and work experience in an educational or account office.

Physical Demands and Working Environment

The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Environment: Work is performed primarily in a standard office setting with frequent student contact.

Physical: Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to occasionally lift, carry, push, and/or pull light to moderate amounts of weight up to 25 pounds; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; and to verbally communicate to exchange information.

Vision: See in the normal visual range with or without correction; vision sufficient to read computer screens and printed documents; and to operate assigned equipment.

Hearing: Hear in the normal audio range with or without correction.