Payroll Title: FINANCIAL AID OFCR 2
Job Code: 004526
Job Open Date: 6/20/23
Application Review Begins: 7/5/23
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Department Code (Name): FINC (FINANCIAL AID OFFICE - Operation)Percentage of Time: 100
Union Code (Name): 99
Employee Class (Appointment Type): Staff, Career
FLSA Status: Non-Exempt
Classified Indicator Description (Personnel Program): PSS
Salary Grade: 19
Hiring/Budgeted Salary or Hourly Range: $26.38 - $28.22/hr
Full Salary Range: $26.38 - $44.77/hr. * Salary offers are determined based on final candidate qualifications and experience; the budget for the position; and the application of fair, equitable, and consistent pay practices at the University.
Work Location: 2101 SAASB
Working Days and Hours: Monday-Friday, 8am-5pm
Benefits Eligibility: Full Benefits
Type of Remote or Hybrid Work Arrangement if applicable: Hybrid eligibility after completing six months of probation.
Special Instructions
For full consideration, please include a resume and a cover letter as part of your application.
Department Profile
The Office of Financial Aid and Scholarships plays an integral role in assisting UCSB students achieve their higher educational goals. Our office oversees and disburses approximately $400 million in student aid to over 16,000 students annually at UCSB. We work closely together in a fast-paced, detail-oriented environment, dedicated to supporting the mission of our Office and the University. OFAS Mission Statement: The University of California, Santa Barbara Office of Financial Aid and Scholarships provides students with the financial resources and related services necessary to achieve their educational goals. We are committed to providing accurate, user-friendly, responsive, and respectful service to students and their families. We administer federal, state, and university aid and scholarship programs in accordance with applicable policies and regulations while striving to be an innovative and service-minded department.
Benefits of Belonging
Working at UC means being part of this vibrant institution that shines a light on what is possible. People make UC great, and UC recognizes your contributions by making this a great place to work. Excellent retirement and health are just one of the rewards. Learn more about the benefits of working at UC
Brief Summary of Job Duties
Under the direction of the Basic Needs Coordinator, serves as part of the Financial Crisis Response Team. The FCRT serves current and prospective UCSB students in financial crisis, such as housing insecurity and food insecurity, in coordination with the Office of Financial Aid & Scholarships. Assists with case management, program coordination and supporting the Financial Crisis Response Team. Coordinates with over 80 other campus departments to facilitate programmatic services. Advises students and parents regarding the application process, available aid, alternative financing, and emergency and basic needs resources. Collects data on the impact of the Financial Crisis Response Team and reviews that data to identify opportunities for improvement of services.
Required Qualifications
Bachelor's degree in related area and/or equivalent experience/training
1-3 years in related area and/or equivalent experience/training
Preferred Qualifications
Basic knowledge of policies, regulations, and practices for awarding financial aid.
Basic knowledge of University policies, processes, and procedures.
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.
Special Conditions of Employment
Job Functions/Percentage of Time/Duties
20% Program Coordination
Program Responsibility: Coordinates and administers one or more financial aid programs. a. Interprets requirements, policies, and procedures as they relate to UCSB's financial aid operations. Ensures that UCSB is in compliance with all program policies. As needed, develops new methods, procedures, and policy proposals that insure adherence to federal and state regulations as well as improve departmental student services. b. Analyzes and resolves all problems related to the program. Serves as the main resource person to the systems programmers for developing specifications and testing related software. Serves as a campus resource on questions related to the program(s). c. If applicable, works with the compliance officer and applicable external offices to ensure reconciliation of all payment and reporting activity. d. Keeps the manager informed of all programmatic changes and proposed changes. Prepares and presents program updates to staff at weekly meetings and at ad hoc training workshops. e. Collects data on total and unique number of students impacted by the services of the Financial Crisis Response Team. Coordinates with campus researchers to distribute surveys and execute other evaluation tools to better understand the impact of the program. Reviews data to see if improvements need to be made on those programs.
20% Appeal Processing
Appeals Processing: Regularly exercises professional judgment in the following tasks: a. Responsible for reviewing and making a decision on all appeals (dependency overrides, on-time status, satisfactory academic progress, and budget increases) submitted by students b. Independently reviews students' and parents' unique circumstances, analyzes documentation submitted in support of the unique circumstances, and, as appropriate, makes adjustments to federal need analysis methodology and students' awards. These adjustments occasionally override standard office policy.
30% Advising
Advises students, parents, campus staff, and the general public in all areas of financial aid administration. a. Explains the application process, the rationale behind federal need analysis, program regulations, aid eligibility criteria, university award policies, aid distribution procedures, and budgeting and money management. b. Performs the more difficult and sensitive counseling and advising which generally involves a higher degree of problem solving. This includes not only exploring personal situations, but also resolving procedural difficulties associated with financial aid and other federal, state, and university offices' procedures. c. Uses a broad range of knowledge of other departments' (Billing Office, Registrar, the Graduate Division, Housing, and the various Colleges) and federal, state, and private agencies policies and has constant interaction with the staff from these offices.
20% Need Analysis
Performs tasks at the operational level associated with the administration of student financial aid. a. Independently applies all elements of need analysis and award packaging to individual aid applications and the supporting verification documentation (federal tax returns, INS documents, Selective Service verifications, citizenship documents, etc.). Adheres to federal and state policies, procedures, and guidelines as well as those of the university and campus aid programs. b. When warranted, manually determines aid eligibility and authorizes original or revised aid packaged. c. Analyzes and solves problem situations in those instances when the standard need analysis model is not applicable. Serves as a resource person in assisting lower level staff solve complicated, problematic cases.
10% 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. This will include participation in the Food Security Direct Service Committee and the Dream Scholar Resource Team. May be assigned as chairperson of a committee. Actively participates in various weekly staff meetings by providing feedback and making recommendations for improved office procedures.
Vaccinations Programs – Including SARS-COV-2 (COVID-19)
As a condition of employment, you will be required to comply with the University of California Policy on Vaccinations Programs – With Interim Amendments. As a condition of Physical Presence at a Location or in a University Program, all Covered Individuals must participate in any applicable Vaccination Program by providing proof that they are Up-to-Date with any required Vaccines or submitting a request for Exception in a Mandate Program or properly declining vaccination in an Opt-Out Program no later than the Compliance Date (Capitalized terms in this paragraph are defined in the policy.). Federal, state, or local public health directives may impose additional requirements.
For more information, please visit:
University of California Policy on Vaccinations – With Interim Amendments https://policy.ucop.edu/doc/5000695/VaccinationProgramsPolicy
August 5, 2021 California Department of Public Health (CDPH) Order (Heath Care Worker Vaccine Requirement) https://www.cdph.ca.gov/Programs/CID/DCDC/Pages/COVID-19/Order-of-the-State-Public-Health-Officer-Health-Care-Worker-Vaccine-Requirement.aspx
Covered Individuals: A Covered Individual includes anyone designated as Personnel, Students, or Trainees under this Policy who physically access a University Facility or Program in connection with their employment, appointment, or education/training. A person accessing a Healthcare Location as a patient, or an art, athletics, entertainment, or other publicly accessible venue at a Location as a member of the public, is not a Covered Individual.
Equal Opportunity/Affirmative Action Statement
UC Santa Barbara is an Equal Opportunity/Affirmative Action Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable Accommodations
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Application Status
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