Job description

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES: (Every effort has been made to identify the essential functions of this position. However, it in no way states or implies that these are the only duties you will be required to perform. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or is an essential function of the position.)

Meets with students and prospective students to provide information regarding costs of attendance, available financial aid options, and student loan counseling. Conducts confidential, student-specific meetings same to ensure that information presented is clearly understood, and respond to questions or concerns. Directs students to appropriate resources for applications, forms, disclosures, and information resources and counsels on proper completion of forms.

Reviews documentation, forms and other information provided by students to ensure accuracy and completeness, updates electronic student file appropriately based on information received, and scans/links documents into Image Now.

Reviews student records to ensure any discrepant or conflicting information is appropriately resolved, and documents same. Review ISIR data to ensure c-codes are appropriately resolved and required verification items are requested, and document actions or resolutions fully in student electronic file.

Calculates students’ estimated financial aid awards in accordance with federal, state, and institutional rules and regulations; explains College costs, aid eligibility and gap financing options, and explains the ongoing financial aid process. Calculates gap not covered by financial aid awards and ensures funding or a payment plan is secured appropriately. Follows-up with applicants to ensure file completion in accordance with established College guidelines. Documents all contacts in student electronic record.

Assists student and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling. Provides in-person student loan counseling for those who are unable to complete online counseling.

Resolves CampusVue activities in the FA Planner’s activity queues as assigned by supervisors and documents task progression or resolution appropriately.

Communicate regularly and effectively with supervisors and colleagues regarding student packaging or eligibility statuses or concerns, and escalate complex situations appropriately.

Work collaboratively and professionally with peers and supervisors to facilitate attainment of College and departmental goals, in accordance with College mission and values.

Provide excellent service to students and potential students and their families by presenting a helpful, professional, and positive attitude at all times.

Adheres to College policies and procedures and conducts job responsibilities in accordance with the standards set out in the College’s Code of Ethical Conduct, Compliance Agreement, Sexual Harassment Policy or any of its policies and procedures, applicable federal and state laws, and applicable professional standards.

Maintains regular and timely attendance, reports to work as scheduled and as required to meet the needs of the College and assures time worked and/or time-off is recorded properly.

Exercises care, proper use and maintenance of department equipment and supplies and identifies unsafe conditions and makes appropriate adjustments.

Maintains order, cleanliness and safety at work.

Performs other duties as assigned.

EDUCATION: Associate’s Degree from an accredited College or University or equivalent experience required.

LICENSES/CERTIFICATIONS:

May not be in default on a federal student loan, or owe repayment of a federal grant.

Consent to audio and video record student financial aid appointments and overviews for training and quality assurance purposes required.

KNOWLEDGE/EXPERIENCE:

A minimum of 1 year of experience as a customer service provider in a professional environment required.

At least 3 years of experience as a customer service provider in a professional environment preferred.

Job Type: Full-time

Benefits:

• Dental insurance
• Health insurance
• Vision insurance

Schedule:

• 8 hour shift

Ability to commute/relocate:

• Anaheim, CA 92801: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Preferred)

Experience:

• financial aid: 1 year (Preferred)

Work Location: One location

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