Position Summary:
Under the direction of the Counseling Supervisor, responsible for all aspects of financial aid packaging (reviewing, awarding and revising). Using Federal Methodology, perform needs analysis and package files in accordance with financial aid policies and procedures for a case load of approximately 3,500 students. Conduct verification of financial aid application data in adherence with US Department of Education guidelines. Review moderate to complex federal tax returns and other financial aid documentation related to determining a family's aid eligibility. Research and troubleshoot unusual and complex processing issues that arise on a daily bases while referencing federal regulations. Provide excellent customer service and counseling techniques with sensitivity to assist students with financial aid matters. Provide in-person counseling appointments as well as telephone and electronic messaging services. Effectively and independently manage and administer one of a group of special programs that require specific in-depth knowledge and understanding. Review and respond to appeals and petitions submitted by students and families. As needed, utilize professional judgement as defined by Title IV regulations to evaluate files based upon extenuating circumstances. Attend training sessions and workshops in order to remain updated on financial aid regulations. Conduct financial aid outreach presentations for prospective, entering, and continuing students and families. Position eligible for hybrid schedule.
Salary & Compensation:*UCLA provides a full pay range. Actual salary offers consider factors, including budget, prior experience, skills, knowledge, abilities, education, licensure and certifications, and other business considerations. Salary offers at the top of the range are not common. Visit UC Benefit package to discover benefits that start on day one, and UC Total Compensation Estimator to calculate the total compensation value with benefits.Qualifications:
1-2 years In related area and/or equivalent experience/training (Required) Thorough working knowledge of Federal Methodology pertaining to financial aid. Knowledge of federal, state, and university regulations and policies pertaining to financial aid. (Required)Knowledge of the Financial Aid Management system (FAM),Student Records System (SRS), Report Distribution System (RDS), and the Billing and Receivable system (BAR) used for accessing student data. (Preferred)Ability to review, evaluate, and apply financial aid concepts to student files accurately. Ability to understand and interpret complex IRS tax forms. Ability to work effectively both in groups and independently. (Required)Skill in performing accurately with heavy workload requirements and the ability to use effective time management skills in order to prioritize tasks to accomplish goals with established time frames. (Required)Ability to understand and exercise professional judgment when reviewing student files. Skill in resolving complex student issues. Ability to work effectively and accurately with frequent interruptions and/or distractions. (Required)Ability to effectively communicate to small and large groups of perspective, entering and continuing students during financial aid outreach presentations. Interpersonal skills to establish and maintain cooperative working relationships with staff, faculty, and peers. (Required)Ability to effectively counsel and advise students and families about the financial aid application and delivery processes, time and money management skills, as well as other issues related to financial aid. (Required)Interpersonal skills to establish and maintain cooperative working relationships with staff, faculty, and peers. Ability to effectively use a personal computer for all desktop applications, including knowledge of Microsoft Word, Excel, PowerPoint, and Access. (Required)Ability to utilize a multitude of financial aid processing resources via the internet, including: National Student Loan Data System (NSLDS), FAA Access to CPS on-line, Sallie Mae Common Line loan processing system, and various other lender partner proprietary loan certification websites. (Required)Ability to resolve student inquiries and problems by compiling and analyzing research data compiled from multiple sources; FAM, CPS on-line, lender/servicer/guarantor databases, etc. Incumbent must have worked within a financial aid office environment in a university or college setting. (Required)Ability to communicate UCLA's processing requirements and to work in tandem with lenders and/or servicers to resolve loan issues on behalf of the borrower. (Required)Education, Licenses, Certifications, & Professional Affiliations:
Bachelor's Degree (Required) Special Conditions of Employment:
Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation.CANRA: The position is designated as a mandatory reporter under CANRA. The employee must sign the Statement Acknowledging Requirement to Report Child Abuse .Complete Position Description:
