City and County of San Francisco

Financial Aid Specialist (#1487)

$0.00-$0.00 Hourly / $0.00-$0.00 Monthly / $0.00-$0.00 Yearly


Definition

Under direction, performs responsible technical duties in determining students' eligibility for financial assistance; makes financial awards in accordance with State and Federal guidelines; coordinates job development and performs related duties as required.

Distinguishing Features

This class is distinguished from other classes responsible for eligibility determination by the status of applicants, type of programs administered, and methods of determining eligibility.  An employee in this class deals exclusively with students attending City College or other programs administered by the College District.  They are required to be familiar with diverse and complex State and Federal. regulations and exercise independent judgment in their application.

Examples of Important and Essential Duties

1. Interviews students and determines their financial needs; processes individual applications for assistance.

2. Determines what type of award or financial assistance, if any, students are eligible to receive: sends award letters to recipients.

3. Coordinates arrangement for government or bank loans for students whose expenses cannot be met by other means of financial assistance; acts as intermediary in the disbursement of such loans.

 4. Evaluates the changing financial needs of students and their continued eligibility for financial
aid.

 5. Advises and counsels students regarding acceptable grade-point averages, required course loads and attendant  requirements that must be maintained to establish and continue eligibility for financial aid.

6. Compiles statistical data for submission by  the Financial Aid. Officer to sponsoring agencies; writer, and maintains report files on each student who receives financial assistance.

7. May coordinate a job development and placement program for the Student Placement Office.

Knowledge, Skills and Abilities

Requires a good knowledge of: Basic accounting and fiscal reporting procedures; principles and techniques of interviewing; State and Federal guidelines for the granting of aid to students.

Requires ability to:  Interpret and apply complex laws, regulations, policies and procedures regarding student financial aid; exercise independent judgment in granting awards; deal effectively with students, staff and representatives of governmental agencies; write reports.

Requires skill in making arithmetical computations used in needs analysis.

Experience and Training

Requires completion of two years of college with major course work in business.
Requires two years of responsible technical experience dealing with financial determinations in a college financial aids program, social service agency, lending institution, or similar agency or institution; or an equivalent combination of training, and experience.

Disaster Service Workers

All City and County of San Francisco employees are designated Disaster Service Workers through state and local law (California Government Code Section 3100-3109). Employment with the City requires the affirmation of a loyalty oath to this effect. Employees are required to complete all Disaster Service Worker-related training as assigned, and to return to work as ordered in the event of an emergency.

CLASS: 1487; EST: 1/1/1900; REV: 1/1/1900;