Description
Job Posting Details
Payroll Title: FINANCIAL AID OFCR 2
Job Code: 004526
Job Open Date: 4/5/24
Application Review Begins: 4/22/24
Department Code: FINC (FINANCIAL AID OFFICE - Operation)
Percentage of Time: 100
Union Code: 99-Non-Represented
Employee Class: Career
FLSA Status: Non-Exempt
Classified Indicator Description (Personnel Program): PSS
Salary Grade: 19
Hiring/Budgeted Salary or Hourly Range: $27.16 - $31.07/hr.
Full Salary Range: $27.16 - $46.70/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, Student Affairs Administration
Working Days and Hours: Monday-Friday, 8am-5pm
Benefits Eligibility: Full Benefits
Type of Remote or Hybrid Work Arrangement: Hybrid eligibility after completing six months of probation. If hybrid accommodations are needed sooner, Financial Aid policy allows for 1 remote day upon completion of 3 months, then 2 remote days upon completion of the 6 month probationary period. Hybrid Eligibility subject to supervisor and department head approval.
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 and why You Belong at UC.
Brief Summary of Job Duties
Under the direction of the Fiscal Manager, serves as part of the Scholarships team in the Fiscal Operations Unit. The Scholarship Team serves current and prospective UCSB students, UCSB Staff and outside agencies with receipt and processing of Scholarships, Stipends, Awards and other resources. The Scholarships Advisor collaborates with over 120 campus departments to process all non-payroll undergraduate disbursements to UCSB students. Awards Financial Aid University Scholarships. Advises students and parents regarding the UCSB scholarships application process, available resources, impact of scholarships on financial aid package, etc. Serves as backup to the Work-Study Advisor.
#LI-KA1
Required Qualifications
- Bachelor's Degree in related area and/or equivalent experience/training. Strong analytical skills, strong computer skills and the ability to effectively communicate with a diverse student population.
- Strong work ethic with ability to work independently and as a member of a team.
- Maintain sound judgment and a high degree of confidentiality of professionalism
Preferred Qualifications
- Knowledge of federal and state student aid policy.
- Experience with fund accounting, particularly at an institution of higher education.
- Experience with the federal Work-Study program.
Special Conditions of Employment
- Satisfactory completion of a criminal history background check
- UCSB is a Tobacco-Free environment
- Limited vacation taken in September/October.
Job Functions/Percentage of Time/Duties
25% 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 insure reconciliation of all payment and reporting activity.
d. As needed, prepares analytical reports. 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.
20% Appeals 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. In this capacity, is responsible for an alpha-string that averages 2500 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.
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. 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.
UC Vaccination Programs Policy – With Interim Revisions
As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs – With Interim Revisions.*
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:
- UC Santa Barbara COVID-19 Information https://www.ucsb.edu/COVID-19-information
- University of California Policy on Vaccinations – With Interim Amendments https://policy.ucop.edu/doc/5000695/VaccinationProgramsPolicy
*Note: The Policy on Vaccination Programs – With Interim Revisions was updated effective August 16, 2023. A systemwide review of this policy will take place in Fall 2023 with an expected issuance/effective date in early 2024.
** Covered Individuals: A Covered Individual includes anyone designated as Personnel or Students 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. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status.
For the University of California's Affirmative Action Policy, please visit: https://policy.ucop.edu/doc/4010393/PPSM-20.
For the University of California's Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination.
Reasonable Accommodations
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Privacy Notification Statement and Notice of Availability of the UCSB Annual Security Report Disclosures
Application Status
If you would like to check the status of your application, please log into the Candidate Gateway where you applied and click on 'my activities'.
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