Union Level: Department: President Campus: Stockton Posting Number: 201301205P Full or Part Time: Full Time Number of Months: 12 Work Schedule: Work performed during standard business hours. Position End Date: Open Date: 11/27/2017 Close Date: Open Until Filled: Yes Special Instructions:
Primary Purpose: Responsible for analyzing, resolving, verifying and updating student and parent financial aid information and determining eligibility for financial assistance through various federal, state programs and institutional programs for students entering the University, as well as students enrolled at the University. Responsibilities often require substantial research/follow-up with various parties in order to obtain and validate information.
Essential Functions: 1. Performs FAFSA audit with IRS tax return transcript to ensure compliance with federal, state and institutional policy. These may include but are not limited to:
Verify completeness of IRS tax return transcripts, W-2s.
Analyze asset information reported on the FAFSA when compared with IRS tax return transcript; i.e. cash, savings, checking vs. high interest, and value and debt of properties.
Resolves any conflicting information on taxes and/or FAFSA with student/parent(s); i.e. for independent status, dislocated worker, marital status change, citizenship status, selective service and social security/name mismatch.
Confirms financial aid award eligibility with outcome of IRS tax return transcript review and revise aid when necessary.
Verify and establishes Cal Grant eligibility.
2. Determines students eligibility with California Student Aid Commission (CSAC).
Review and compare CSAC reports and rosters on Banner.
Evaluate students eligibility, revises aid upon determination of eligibility.
Works as liaison between student and CSAC.
Verify if students completed their high school graduation certification form, transfer entitlement form, student/parent asset form.
Process payments and updates on Banner and Webgrants systems.
Reconcile payments for each grant award.
Research limited/out of eligibility students for additional eligibility.
Cal Grant B Stipend notifications.
Provides staff with CSAC notification updates.
Identify potential CHAFEE applicants.
3. Performs initial needs analysis in determination of students eligibility for financial aid and provides guidance and instruction on missing information, data updates and grant and loan processes.
4. Responsible for accurately scanning, managing and maintaining all documents in electronic files.
5. Provides front desk coverage and performs similar tasks of Financial Aid Counselors in their absence.
Answer student and/or parents general financial aid questions.
Work as liaison between student/parent and counselor.
Process work-study, loan acceptance and Perkins Loan adjustment forms.
6. Verifies completeness of all submitted forms and documents.
7. Supervises department work-study students including hiring, training and scheduling for adequate department coverage.
8. Responsible for maintaining ACD phone system including all greetings and messages, answering main line providing general financial aid information.
9. Performs other duties as assigned or requested.
Two (2) years experience in Financial Aid performing analysis and review of financial information, bank forms or tax preparation.
Preferred Qualifications: Skills/Knowledge and Expertise:
B.S. or B.A. degree highly preferred.
Financial Aid experience analyzing simple and complex IRS tax return transcripts.
Capability to interpret federal, state and University financial aid regulations, policies, and procedures.
Ability to research and/or follow-up to obtain and validate critical information.
Strong use of computers and use of standard office software programs, including Word and Excel.
Ability to work independently to coordinate and organize multiple projects and tasks with critical deadlines and the ability to manage competing priorities.
Banner knowledge and experience, or similar database experience.
Excellent oral, written and customer service communication skills.
Experience in a highly automated office environment.
Positive attitude, proven ability to work successfully with diverse populations and demonstrated commitment to promote and enhance diversity and inclusion.
Physical Requirements: The physical demands described here are representative but not definitive of those that must be met by an employee to successfully perform the essential functions of this job.
Requires extended periods of sitting and repetitive hand/wrist motion while using computer keyboard and phone. Occasional standing, walking across campus, climbing stairs, bending, stooping and reaching. Occasional lifting up to 25 pounds.
Work Environment/Work Week/Travel: Work performed during standard business hours.
Hiring Range: Min $17.17 per hour to Mid $22.48 per hour, non-exempt
Background Check Statement: Applicants who are selected as final possible candidates must be able to pass a criminal background check
AA/EEO Policy Statement: University of the Pacific is an affirmative action and equal opportunity employer dedicated to workforce diversity. In compliance with applicable law and its own policy, Pacific is committed to recruiting and retaining a diverse faculty and staff and does not discriminate in its hiring of faculty and staff, or in the provision of its employment benefits to its faculty and staff on the basis of race, color, religion, national origin, ancestry, age, genetic information, sex/gender, marital status, military and veteran status, sexual orientation, medical condition, pregnancy, gender identity, gender expression, or mental or physical disability.
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University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni Sc...hool of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. Eighty-seven percent of students come from California, with 35 other states and 25 foreign countries also represented. Explore University of the Pacific www.pacific.edu