Financial Aid Advisor (SSP III)/ Financial Aid



Job Details

Financial Aid Advisor (SSP III)/ Financial Aid
Employer

California State University, San Bernardino

Salary

$51,456.00 - $73,308.00 Annually

Location

San Bernardino, CA

Job Type

Full-Time

Job Number

2017-00937

Division

Student Affairs

Department

Financial Aid

Opening Date

01/18/2018

Closing Date

Continuous

Overview

Employment Status: Full-time, "exempt" probationary position with the possibility of converting to permanent.

Work Schedule: TBD

First Review Deadline: This position will remain open until filled. Applications will be reviewed beginning February 1, 2018.

Typical Activities

Reporting to the Associate Director of Financial Aid, Financial Aid Advisor (SSP III) performs complex financial aid professional assignments, provides independent financial aid advisement and guidance in individual and group settings utilizing basic counseling techniques involving financial aid and/or related issues. Incumbent spends substantial portions of time in advisement sessions. Assists students to identify their financial problems, think them through, evaluate them realistically and deal with students' particular financial aid needs and circumstances to select best financial aid options when and if they are eligible and offered.  Applies a high degree of judgment, or persuasiveness, imagination and professional skills and knowledge based on financial aid experience and expertise, utilizes a considerable degree of tact and persuasiveness to achieve the desired results of understanding and/or cooperation within the work environment and other Student Services programs. Responsible for administrative planning involving creative solutions which integrate approaches across organizational lines and for recognizing specific financial aid program needs and for developing approaches for possible implementation to meet these needs.  Performs in-depth analysis of individual student or group financial aid problems of considerable complexity and must analyze thoroughly in search of sound solutions. Identifies financial aid problems and alternative solutions available without assistance from guidelines and formulas in settings involving individual student or group situations, perceive the available alternatives and their implications and must formulate and verbalize this information with those present. Incumbents also may plan, develop and conduct financial aid workshops, or related instructional sessions, courses and/or seminars.  Make decisions in individual cases to resolve problems where guidelines and precedents do not exist; independently determine approaches and techniques to utilize in advisement situations, and within established parameters, independently determine campus services and other resources to be provided to individuals or groups of students; and recommend changes on varied matters both within and outside the financial aid assignment. Will complete other duties as assigned.

Minimum Qualifications

Equivalent to graduation from a four-year college or university in a related field, including or supplemented by upper division or graduate course work in counseling techniques, interviewing, and conflict resolution where such are job-related.  A Master's degree in Counseling, Clinical Psychology, Social Work, or a directly related field may be substituted for one year of experience. A doctorate degree and the appropriate internship or clinical training in counseling or Guidance may be substituted for the three years of experience for positions with a major responsibility for professional career or personal counseling.

Thorough knowledge of the principles of individual and group behavior.  General knowledge of the principles, practices and trends of financial aid field as well as general knowledge of the policies, procedures and practices of the program area to which assigned; general knowledge of individual counseling techniques; general knowledge, or the ability to rapidly acquire such knowledge, of the organizational procedures and activities of the CSUSB campus to which the position is assigned. 
 
Applicants must possess a working knowledge of student services programs outside the program to which immediately assigned.  Ability to analyze complex situations accurately and adopt effective courses of action; advise students individually and in groups on complex student-related matters; determine appropriate courses of action and proper techniques to utilize while engaged with individuals in personal interactions of an argumentative or sensitive nature; interpret and evaluate descriptions and explanations of problems brought forward by individuals or student organizations, analyze and define the problem, draw valid conclusions and project consequences of various alternative courses of action; carry out a variety of professionally complex assignments without detailed instructions; and establish and maintain cooperative working relationships with a variety of individuals.  Ability to write reports containing subject matter, analysis/assessment, results, implications and recommendations for potential improvements to procedures, processes and/or operations of program assignments.  PeopleSoft Financial Aid Software experience desirable.   Applicants must possess excellent skills in written communication, and public speaking.

Supplemental Information

A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who apply for the position.

The person holding this position is considered a `mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

California State University, San Bernardino is an Affirmative Action/Equal Opportunity Employer.  We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, or protected veteran status. 

This position may be "Designated" under California State University's Conflict of Interest Code. This would require the filing of a Statement of Economic Interest on an annual basis and the completion of training within 6 months of assuming office and every 2 years thereafter.  Visit the Human Resources Conflict of Interest webpage link for additional information: http://hrd.csusb.edu/conflictInterest.html

This position adheres to CSU policies against Sex Discrimination, Sexual Harassment, and Sexual Violence, including Domestic Violence, Dating Violence, and Stalking. This requires completion of Sexual Violence Prevention Training within 6 months of assuming employment and on a two-year basis thereafter. (Executive Order 1096)

You have medical, dental and vision plans from which to choose coverage.  You may cover yourself and your eligible spouse or domestic partner and children.  You are eligible to enroll in coverage if you are appointed at least half-time and for more than six months.  If you enroll on a timely basis, coverage begins on the first of the month after your date of hire.  You also may enroll during any annual open enrollment period. 
HEALTH CARE 
Medical Benefits - You have a choice of several Health Maintenance Organizations (HMOs), depending on location, or Preferred Plan Provider (PPO) insurance plans through the California Public Employees' Retirement System (CalPERS)).  You and the CSU share the cost of coverage, with the CSU paying the greater portion of the monthly premium.  You may pay your portion of the cost on a pre-tax basis through the Tax Advantage Premium Plan (TAPP). 
Dental Benefits – You may choose between two dental plans:  a traditional indemnity (fee-for-service) plan allowing you to see almost any dental provider, or a "dental HMO" plan offering a network of dentists from which to choose.  Currently, the CSU pays the full dental premium for you and your eligible dependents. 
Vision Benefits – Vision coverage includes an annual eye exam, and glasses or contact lenses every other year.  Currently, the CSU pays the full vision premium for you and your eligible dependents. 
Cobra Benefits – If you lose your eligibility for medical, dental, and vision benefits under specified circumstances (for example, you leave employment with the CSU), the Consolidated Omnibus Budget Reconciliation Act of 1986 (COBRA) and the Omnibus Budget Reconciliation Act of 1989 (OBRA) allows you to continue to receive health care coverage at your expense.  You and your dependents can receive COBRA benefits for up to 18, 29 or 36 months, depending on the circumstances. 
FLEXIBLE BENEFITS PLANS

FlexCash – If you waive the CSU medical and/or dental coverage because you have other non-CSU coverage, you can receive additional cash in your paycheck each month.  You will be taxed on this additional income.  Currently, you can receive $128 FlexCash per month if you waive medical coverage and $12 FlexCash per month if you waive dental coverage. 
INCOME PROTECTION BENEFITS 
Long-Term Disability Insurance (LTD) – Long-Term Disability Insurance (LTD) replaces part of your income should you be disabled more than 180 days, regardless of the cause.  LTD is designed to supplement other sources of disability benefits, including IDL, Social Security, CAL PERS retirement or any other group disability plan.  The plan pays 66 2/3 percent of your salary, up to a maximum benefit of $10,000 per month. 
SURVIVOR PROTECTION BENEFITS

Life and Accidental, Death & Dismemberment (AD&D) Insurance – The CSU provides you with $25,000 of basic term life insurance coverage and $25,000 of basic accidental death and dismemberment (AD&D) insurance coverage.  The CSU pays the full cost of this coverage.  Coverage is automatic and effective on the first of the month after your date of hire.

ADDITIONAL CSU BENEFITS

CSU Fee Waiver Program – If you are a full-time employee, you are eligible each term to waive certain fees at a CSU campus for a maximum of two courses or six units, whichever is greater.  You may transfer your fee waiver benefit to your spouse, domestic partner, or child, however, not all of the fees may be waived or reduced for your dependents.

RETIREMENT PLANS

CalPERS Retirement Plan – The California Public Employees Retirement System is a defined benefit retirement plan that provides lifetime benefits based on members' years of service, age, and final compensation.  Full-time employees appointed for at least six months, or part-time employees working at least half-time and appointed for at least one year, are automatically enrolled in the CalPERS Retirement Plan. 

Depending on hire and/or membership date, employees are placed in one of three retirement formulas.  Each formula determines the employee contribution rate, and the benefit factor and final compensation period used to calculate retirement allowance.
  
Retirement Plans



Employee Contribution
2% @ 55.  2% @ 60. 5% less a $513 exclusion.  2% @ 62 (there is not an exclusion) is 6.75% for contribution.
 
Pre-Tax Savings Plans – As a CSU employee, you have three voluntary retirement savings plans available to you, which allow you to invest pre-tax dollars to supplement your CalPERS Retirement Plan benefit.  They are:

  • The CSU 403(b) Tax Sheltered Annuity (TSA) Plan
  • The Savings Plus 401(k) Thrift Plan
  • The Savings Plus 457 Deferred Compensation Plan
You may participate in any or all of the plans.  Each is governed by a different section of the IRS Code resulting in different rules and provisions.

TIME-OFF BENEFITS – (Paid Leave)

Holidays – The CSU offers employees 14 paid holidays each year; 13 scheduled on specific days and one you may take any time during the year.

Vacation – While in a 10-month, 11-month, or 12-month position, you earn vacation monthly as follows:  5/6 day up to three years; 1 1/4 days up to six years; 1 5/12 days up to 10 years; 1 7/12 days up to 15 years; 1 3/4 days up to 20 years; 1 11/12 days up to 25 years; and two days per month thereafter.  If you have less than 10 years of service with the CSU, you can accrue up to a maximum of 320 hours (40 days); if you have more than 10 years, the maximum is 440 hours (55 days).  Academic year employees do not earn vacation.

Sick Leave – For each month of continuous service, you accumulate eight hours of credit for sick leave with pay.  Part-time employees accrue sick leave on a prorated basis.


Parental Leave – You are eligible for up to 30 days of paid parental leave starting within 60 days of the arrival of your new child. 

01
Are you a current CSU San Bernardino employee?
  • Yes
  • No
02
What is your current classification title at CSU San Bernardino? (This should be your classification rather than your working title.) If you are not affiliated with CSU San Bernardino, please write in Not Applicable.
03
Do you possess the equivalent to graduation from a four-year college or university degree in Counseling, Clinical Psychology, Social Work, or a directly related field?
  • Yes
  • No
04
Do you possess the equivalent to three years of experience with a major responsibility for professional career or personal counseling?
  • Yes
  • No
05
Please describe in detail your knowledge of the principles, practices and trends of financial aid field as it relates to this position.
06
Please explain how your ability to be responsible for administrative planning involving creative solutions which integrate approaches across organizational lines and for recognizing specific financial aid program needs and for developing approaches for possible implementation to meet these needs matches the requirements of this position.

* Required Question

Employer
California State University, San Bernardino
Address
5500 University Parkway

San Bernardino, California, 92407
Phone
(909) 537-5138
Website
http://www.csusb.edu

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