Cal Poly Pomona


Recruitment No. 50535  
Classification Title Student Service Professional II
Collective Bargaining Unit APC/Bargaining Unit 4
College/Department Office of Financial Aid & Scholarships
Timebase Full-time
Type of Appointment Probationary
Application Materials Required University Application, Cover Letter, Resume and DMV Printout required
Classification Salary Range $3,519 - $5,002
Anticipated Hiring Range $3,519 - $4,013
Recruitment Closing Date This position is subject to close at anytime.


The Office of Financial Aid & Scholarships is an organizational unit of the Division of Student Affairs, which strives for excellence through a student-centered philosophy. The division has adopted a set of themes and values that every Student Affairs staff member is responsible for promoting. In addition to a student-centered philosophy, these themes and values are: integrity, interconnectedness, passion, quality, richness of diversity. In performing the duties assigned to this position, all staff are expected to consistently demonstrate attitudes and behaviors that are in keeping with the Division’s themes and values.


The Counselor will provide advising and counseling to applicants, parents, and others regarding all aspects of financial aid. The incumbent will present a positive and professional attitude in all interactions with students, parents and others; must be sensitive to and respectful of the diversity of our student population, and their interactions; must reflect an awareness and appreciation of individual differences; participate in outreach activities both on and off campus to promote the enrollment efforts of the university and to expand public awareness of and access to financial aid programs; participate in and contribute to departmental meetings, committees, and task groups in a manner that establishes and maintains cooperative working relationships with students, coworkers, staff, and faculty with the highest standard of professional integrity; maintain a thorough knowledge of federal, state, and university policies, procedures, and regulations pertaining to financial aid; participate as part of counseling services unit to set financial aid policies and procedures for awarding funds;  make budget adjustments, and use professional judgment to implement these policies and procedures in handling student cases, reviews; verify aid applications for completeness and accuracy, calculate need, resolve discrepancies, awards funds, and revises awards as necessary; remain current in the field of financial aid through written sources; participate in financial aid workshops, professional growth workshops and staff training; assist in providing staff training when appropriate. The incumbent will demonstrate the ability to reason logically, draw valid conclusions and make appropriate recommendations; identify problems and bring forth workable ideas for problem resolution whenever possible; demonstrate the ability to organize work and manage time effectively; express ideas and recommendations orally; write clearly and concisely, and follow written and verbal directions; analyze regulation and federal policy and recommend/implement appropriate changes to insure compliance; serve as principal resource to staff and management for technical and compliance issues related to the Federal Direct Loan and private loan programs; oversee and coordinate the timely processing and disbursement of loan funds to students; oversee external relations as liaison with key partners to resolve issues and communicate regarding technical or institutional policy matters; assist the review, analysis and refinement of business processes and make recommendations for improvement/enhancement; develop and implement procedures in support of program objectives; assist in the coordination of training and development of reference materials in support of the loan programs; assist in functional support for loan processing; assist in the review, testing, and implementation of internal and external modules as required in support of program needs and the annual financial aid cycle; develop functional documentation of system modifications; develop management assessment reports for loan programs; coordinate tracking program for entrance and exit interview compliance; serve as principal resource for NSLDS issues and case reviews as well as perform other duties as assigned.


Bachelors degree or equivalent in one of the behavioral sciences, public or business administration or a job-related field AND two years of professional experience in one of the student services program areas or in a related field.  (A Master’s degree in a job-related field may be substituted for one year of the professional experience.  Additional specialized and relevant experience may be substituted for the required education on a year-for-year basis).General knowledge of the methods and problems of organizational management, research and interview techniques; ability to interpret and apply program rules/regulations, use initiative in planning work assignments and in implementing long-range program improvements; obtain factual and interpretative information through interviews; reason logically; ability to plan, develop, coordinate, supervise and organize programs and activities; ability to interact with a diverse student population, faculty, staff and the public; ability to analyze complex situations accurately and adopt effective courses of action; ability to advise students individually and in groups on complex student-related matters; ability to complete assignments without detailed instructions; and ability to establish and maintain cooperative working relationships with a variety of individuals.  Excellent verbal and written communication skills as well as the ability to acquire knowledge of the campus procedures and activities and the overall organization is required. Ability to drive for Outreach and Conference purposes; ability to fly if necessary for Conferences purposes.

Finalists for this position may be required to submit to and successfully pass a Live Scan criminal records check prior to being hired.


Two additional years of Financial Aid experience plus PeopleSoft experience with loan processing in Higher Education


Cal Poly Pomona is an Equal Opportunity, Affirmative Action Employer. The university subscribes to all state and federal regulations and prohibits discrimination based on race, color, religion, national origin, sex, gender identity/gender expression, sexual orientation, marital status, pregnancy, age, disability, genetic information, medical condition, and covered veteran status.


Cal Poly Pomona hires only individuals lawfully authorized to work in the United States.

In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), the Cal Poly Pomona Annual Security and Fire Safety Report is available at:


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