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Financial Aid Analyst

Please see Special Instructions for more details.

Professional references are required.

Posting Details

Position Information

Working Title Financial Aid Analyst
Classification Title Student Services Professional IB
Job Summary

Under general supervision of the Assistant Director of Processing and Awarding, the Financial Aid Analyst – Student Services Professional IB performs professional student service assistance to students, parents and the general public regarding federal and state financial aid programs at Sacramento State. The incumbent performs thorough review of documentation required for and in accordance with all institutional policy and federal and state regulations. Assignments typically require the application of both knowledge and judgment in using the principles, techniques, standards, guides and professional skills characteristic of a particular student service program or activity. This generally requires analysis of individual student needs using established guidelines, regulations, and precedents.

This role requires use of sound independent judgment while dealing with moderately complex student service problems. It demands the utilization of effective interpersonal skills with both individuals and groups, to be flexible
and versatile, to use tact and sensitivity and to apply effective analytical skills in assisting with the preparation of documentation, mandatory reporting and program assessment.

The purpose of this work is to assist students in making successful progress toward their degree objectives; to provide learning experiences which supplement those in the classroom; and to assist and encourage students to utilize effectively the knowledge, skills and abilities learned during their university careers.

The incumbent is responsible for cyclical workloads comprised of verification (document review and completing needs analysis), award federal and state financial aid, monitor federal and state awards, and loan certification. The
successful candidate will be able to perform in a fast-paced environment, managing multiple tasks with strict deadlines.

The nature, variety and complexity of these duties requires frequent contact with students, parents, faculty and staff and the ability to interpret federal, state and program-specific rules and regulations, as well as ensure program
compliance. The successful candidate will maintain knowledge of Title IV program rules and regulations, state grant requirements and institutional policies and procedures.

Each staff member will develop, maintain and apply specific program area knowledge and expertise within one or more assigned program areas (i.e.: BIA, NCAA, PELL Grant, State Grant, Direct Loans) and be able to counsel
students on University policy, when and where applicable. The Incumbent must exercise extreme discretion and adherence to regulations governing confidentiality and privacy of records (FERPA) is mandatory. The Incumbent will
provide a high level of sensitivity and a professional demeanor when counseling students who are of varied age group, disability, diverse cultural and financial backgrounds often in highly stressful, emotionally charged situations.

FLSA Non-Exempt - This position is covered by health benefits, and is non-exempt, (eligible for overtime compensation) according to the Fair Labor Standards Act.
Classification Salary Range

$3,402-$4,812 monthly

Hiring Range $3,402 - $3,606
Salary Grade/Range 2
Step N/A
Is this position Hourly or Intermittent? No
Regular or Temporary Temp
Full Time or Part Time Full Time
Pay Plan 12
Work Hours Monday-Friday, 8:00AM-5:00PM; hours may vary based on department needs.
Department Information

Our mission to our students is to help students and in many cases their families to search for, apply, receive and maintain eligibility for various types of financial aid. Financial aid education is offered through individual counseling, campus marketing activities and group presentations. Staff also undertakes research and resolution of individual student issues. The office strives to provide timely and accurate financial aid processing that is in full compliance with all federal, state and university regulations.

Minimum Qualifications

Knowledge and Abilities:
Working knowledge of the methods and problems of organization and program management; research and interviewing techniques; principles of individual and group behavior; the ability to rapidly acquire such knowledge of the organization, procedures and activities of the specific campus to which the position is assigned; and the basic principles, practices and major trends in the Student Services field to which assigned.

Ability to rapidly acquire a working knowledge of the specific objectives of the campus Student Services program and its relationship to the total campus operation; interpret and apply program rules and regulations; gather and analyze
data; reason logically, draw valid conclusions and make appropriate recommendations; present clear and concise information orally and in written reports; and establish and maintain cooperative working relationships with faculty, CSU administrators, student organizations and other private and public agencies.

Possession of these knowledge and abilities is typically demonstrated through the equivalent of one year of experience in professional Student Services work at the entry trainee level. Equivalent amounts of graduate level job-related
education may be substituted for the required experience.

Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration, or a job-related field.

Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown above may be substituted for the required education on a year-for-year basis.

Required Qualifications

1. University student services experience (e.g., advising, admissions, student programming or development)

Knowledge, Skills, Abilities
2. Ability to work effectively in a fast-paced environment subject to frequent change
3. Strong interpersonal skills and the ability to provide services to a diverse student population
4. Excellent verbal and written communication skills and a demonstrated ability to communicate effectively in a diverse environment
5. Proficiency using standard office software packages (e.g., Microsoft Office Suite)
6. Familiarity working with school-based record/data systems/software (e.g., PeopleSoft)
7. Ability to apply moderately complex rules, regulations and procedures

Preferred Qualifications

8. Experience advising students; either in a group or individual setting
9. Knowledge of: (CMS) PeopleSoft, NSLDS ( National student loan data systems), COD ( Common Origination and Disbursement Systems), WebGrants, ELM (Electronic Loan Management), and Hyland OnBase Imaging System ( Or comparable Image & workflow software)
10. Two or more years of experience working in a Financial Aid Office with direct experience performing verification and awarding student financial aid with specific Title IV programs, ie: Pell Grants, Direct Loans,
or state aid such as Cal Grant)

Physical Demands
Required Licenses/Certifications
Is Background Check Required Yes
Background Check Disclaimer

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

Eligibility Verification

Candidate will be required to provide official transcripts of their highest degree earned and must furnish proof of eligibility to work in the U.S.

Hiring Preference Not Applicable
Conflict of Interest

Not applicable

California Child Abuse and Neglect Reporting Act

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 the California State University Executive Order 1083 as a condition of employment.

Equal Employment Opportunity

California State University, Sacramento is an Affirmative Action/Equal Opportunity Employer and has a strong institutional commitment to the principle of diversity in all areas. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, sex, gender identity/expression, sexual orientation, pregnancy, genetic information, medical condition, marital status, veteran status, or disability. Sacramento State hires only those individuals who are lawfully authorized to accept employment in the United States.

It is the policy of California State University, Sacramento to provide reasonable accommodations for qualified persons with disabilities who are employees or applicants for employment. If you need a disability related reasonable accommodation as part of the application and/or interviewing process, visit

The University is committed to creating an education and working environment free from discrimination, sexual harassment, sexual violence, domestic violence, dating violence, and stalking. For more information on mandatory training for new employees, visit

Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Fire Safety Right-To-know Act Notification. For additional information, visit

Posting Detail Information

Posting Number AS0045P
Number of Vacancies 2
Open Date 06/21/2017
Close Date
Open Until Filled Yes
First Priority Review Date 07/06/2017
Special Instructions to Applicants

Professional references are required.

For questions regarding this search, contact:

Contact Name Employment Services
Contact Phone 916-278-6326
Contact Email

Supplemental Questions

Required fields are indicated with an asterisk (*).

  1. * Please select the highest level of education obtained.
    • GED
    • High School Diploma
    • Associates Degree
    • Bachelor's Degree
    • Master's Degree
    • Doctoral or Professional Degree
    • Some college
    • None of the above
  2. * How many years of work experience do you have in student services programs or related field?
    • More than 5 years
    • 4 to 5 years
    • 1 to 3 years
    • Less than one year
    • No experience
  3. * Please describe a challenge or problem you confronted in your previous or current professional work experience and the steps you took to solve the problem.

    (Open Ended Question)

  4. * Please rate your proficiency with Microsoft Office.
    • Expert
    • Advanced
    • Satisfactory
    • Minimal
    • No experience

Documents Needed To Apply

Required Documents
  1. Resume/Curriculum Vitae
  2. Cover Letter
Optional Documents
  1. Unofficial Transcripts