Financial Aid Advisor

Financial Aid Advisor

University of California Santa Barbara

Job Posting Details

Position Number: 40075911

Payroll Title: Financial Aid Advisor; FINANCIAL AID OFCR 2
SV (004987)

Job Code: 004987

Job Open Date: 6/12/26

Application Review Begins: 6/29/26

Department Code (Name): FINC (FINANCIAL AID OFFICE
– Operation)

Percentage of Time: 100%

Union Code (Name): SV- Student
Services and Advising Professionals

Employee Class (Appointment Type): Staff: Career

FLSA
Status: Non-Exempt

Classified Indicator Description (Personnel Program): PSS

Salary Grade: STEPS

Pay Rate/Range: The budgeted salary range that the University
reasonably expects to pay for this position is $28.07 to $30.97 /hour. Salary offers are determined based on final candidate qualifications
and experience; the budget for the position; and the application of fair, equitable, and consistent pay practices at the University. The
full salary range for this position is $28.07 to $48.28/hour.

Work Location: 2101 Student Affairs and
Administrative Services Building

Working Days and Hours: Monday – Friday, 8AM – 5PM

Benefits Eligibility: Full Benefits

Type of Remote or Hybrid Work Arrangement, if
applicable: In-Person; Hybrid Eligible

Special Instructions:

For full consideration,
please include a resume and a cover letter as part of your application.

Department Marketing
Statement:

OFAS Mission Statement: The University of California, Santa Barbara Office of Financial Aid and Scholarships
provides students with the financial resources and related services necessary to achieve their educational goals. We are committed to
providing accurate, user-friendly, responsive, and respectful service to students and their families. We administer federal, state, and
university aid and scholarship programs in accordance with applicable policies and regulations while striving to be an innovative and
service-minded department.

Benefits of Belonging

Working at UC means being part of this vibrant institution
that shines a light on what is possible. People make UC great, and UC recognizes your contributions by making this a great place to work.
Excellent retirement and health are just one of the rewards. Learn more about the benefits of working at
UC

Brief Summary of Job Duties:

Under the direction of the Assistant Director, serves as
coordinator of a major aid program. Performs tasks at the operational level in all areas of financial aid administration including need
analysis, packaging, and revisions to aid packages. Exercises professional judgment to make necessary adjustments when standard need
analysis methodology is inappropriate. Advises students and parents regarding the application process, available aid, and alternative
financing. Conducts workshops and gives presentations to various campus organizations.

Required
Qualifications:

• Bachelor’s Degree in related area and / or equivalent experience / training
• Proven adaptability
  and ability to work effectively with multiple deadlines and schedules

Preferred
Qualifications:

• Financial aid administrative experience.
• Basic working knowledge of federal aid programs and
  application process.
• Ability to apply policies to individual situations
• Basic knowledge of policies, regulations, and
  practices for awarding financial aid.
• Basic knowledge of University policies, processes, and procedures.
• Basic knowledge of
  advising and counseling techniques.
• Ability to calculate financial aid with attention to detail and accuracy.
• Problem
  identification and critical thinking skills.
• Organizational skills and ability to prioritize work and meet
  deadlines.
• Demonstrates written and verbal communication skills. Active listening skills. Possesses customer service orientation
  skills.
• Ability to assess processes and recommend improvements. Good interpersonal skills.
• Proficiency with standard office
  software, internet, and email applications. Basic knowledge of common University-specific computer application programs.
• Strong
  interpersonal and written skills
• Strong analytical and technical skills
• Experience using complex databases.

Special Conditions of Employment:

• Limited vacation during the month of September/October.
• Satisfactory
  criminal history background check
• UCSB is a Tobacco-Free environment

Misconduct Disclosure
Requirement:

As a condition of employment, the final candidate who accepts an offer of employment will be required to
disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they
committed any misconduct; or have filed an appeal of a finding of substantiated misconduct with a previous employer.

“Misconduct”
means any violation of the policies governing employee conduct at the applicant’s previous place of employment, including, but not limited
to, violations of policies prohibiting sexual harassment, sexual assault, or other forms of harassment, or discrimination, as defined by the
employer. For reference, below are UC’s policies addressing some forms of misconduct:

UC Sexual Violence and Sexual Harassment Policy
UC Anti-Discrimination Policy
Abusive Conduct in the Workplace

Job Functions and
Percentages of Time:

• 25% Program Coordination – I. Program Responsibility: Coordinates and administers
  one or more financial aid programs. a. Interprets requirements, policies, and procedures as they relate to UCSB’s financial aid operations.
  Insures that UCSB is in compliance with all program policies. As needed, develops new methods, procedures, and policy proposals that insure
  adherence to federal and state regulations as well as improve departmental student services. b. Analyzes and resolves all problems related
  to the program. Serves as the main resource person to the systems programmers for developing specifications and testing related software.
  Serves as a campus resource on questions related to the program(s). c. If applicable, works with the compliance officer and applicable
  external offices to insure reconciliation of all payment and reporting activity. d. As needed, prepares analytical reports. Keeps the
  manager informed of all programmatic changes and proposed changes. Prepares and presents program updates to staff at weekly meetings and at
  ad hoc training workshops.
• 20% Appeals Processing – II. Appeals Processing: Regularly exercises professional
  judgment in the following tasks: a. Responsible for reviewing and making a decision on all appeals (dependency overrides, on-time status,
  satisfactory academic progress, and budget increases) submitted by students. In this capacity, is responsible for an alpha-string that
  averages 2500 students. b. Independently reviews students’ and parents’ unique circumstances, analyzes documentation submitted in support of
  the unique circumstances, and, as appropriate, makes adjustments to federal need analysis methodology and students’ awards. These
  adjustments occasionally override standard office policy.
• 30% Advising – I. Advises students, parents, campus
  staff, and the general public in all areas of financial aid administration. a. Explains the application process, the rationale behind
  federal need analysis, program regulations, aid eligibility criteria, university award policies, aid distribution procedures, and budgeting
  and money management. b. Performs the more difficult and sensitive counseling and advising which generally involves a higher degree of
  problem solving. This includes not only exploring personal situations, but also resolving procedural difficulties associated with financial
  aid and other federal, state, and university offices’ procedures. c. Uses a broad range of knowledge of other departments’ (Billing Office,
  Registrar, the Graduate Division, Housing, and the various Colleges) and federal, state, and private agencies policies and has constant
  interaction with the staff from these offices.
• 20% Need Analysis – I. Performs tasks at the operational level
  associated with the administration of student financial aid. a. Independently applies all elements of need analysis and award packaging to
  individual aid applications and the supporting verification documentation (federal tax returns, INS documents, Selective Service
  verifications, citizenship documents, etc.). Adheres to federal and state policies, procedures, and guidelines as well as those of the
  university and campus aid programs. b. When warranted, manually determines aid eligibility and authorizes original or revised aid packaged.
  c. Analyzes and solves problem situations in those instances when the standard need analysis model is not applicable. Serves as a resource
  person in assisting lower level staff solve complicated, problematic cases.
• 5% Workshops/Committees – Conducts
  workshops for student groups, campus departments, and for organizations outside of the University. Participates on ad hoc committees that
  review current departmental policies and procedures and recommend changes to management. May be assigned as chairperson of a committee.
  Actively participates in various weekly staff meetings by providing feedback and making recommendations for improved office
  procedures.

UC Vaccination Programs Policy:

As a condition of employment, you will be required to
comply with the University of California Policy on Vaccinations
Programs.
As a condition of Physical Presence at a Location or in a University Program, all Covered Individuals* must participate in any
applicable Vaccination Program by providing proof that they are Up-to-Date with any required Vaccines or submitting a request for Exception
in a Mandate Program or properly declining vaccination in an Opt-Out Program no later than the Compliance Date (Capitalized terms in this
paragraph are defined in the policy.). Federal, state, or local public health directives may impose additional requirements.

For more
information, please visit University of California Policy on Vaccinations – https://policy.ucop.edu/doc/5000695/VaccinationProgramsPolicy
*Covered Individuals: A Covered Individual includes anyone designated as Personnel or Students under this Policy who physically access a
University Facility or Program in connection with their employment, appointment, or education/training. A person accessing a Healthcare
Location as a patient, or an art, athletics, entertainment, or other publicly accessible venue at a Location as a member of the public, is
not a Covered Individual.

Equal Employment Opportunity:

The University of California is an Equal
Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex,
sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or
federal law.

Reasonable Accommodations:

The University of California endeavors to make https://jobs.ucsb.edu accessible to any and all users. If you would like to contact us regarding the
accessibility of our website or need assistance completing the application process, please contact Katherine Abad in Human Resources at
805-893-4664 or email katherine.abad@hr.ucsb.edu. This contact information is for
accommodation requests only and cannot be used to inquire about the status of applications.

Privacy Notification
Statement

Privacy Notification Statement and Notice of Availability of the
UCSB Annual Security and Fire Safety Report Disclosures

Application Status: If you would like to
check the status of your application, please log into the Candidate Gateway where you applied and click on ‘my
activities’.

To apply, please visit: https://careerspub.universityofcalifornia.edu/psc/ucsb/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?P
age=HRS_APP_JBPST_FL&JobOpeningId=86813&PostingSeq=1&SiteId=31&languageCd=ENG&FOCUS=Applicant

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