Job Details

San Jose/Evergreen Community College District
  • Position Number: 1275009
  • Location: San Jose, CA
  • Position Type: Financial Aid


San Jose/Evergreen Community College District

Position #: 1800065

Required Documents:
Cover Letter, Resume/CV, Transcript Assoc Degree (Must include Award/Confer Date)

Opportunity Type:

Financial Aid

Posting Date:

First Review Date:

Work Location:

Position Status:

Salary Range:
$54,968 - $67,012 Annual Salary (Range 86: Classified Salary Schedule Fiscal Year 2017-2018). Starting placement is generally at Step 1.

Benefits Available:
Excellent fringe benefit package includes District paid medical, dental, vision, EAP (employee assistance plan) and life insurance for employee and eligible dependents, and income protection. Voluntary plans include supplemental life insurance, Flexible Spending Accounts, 403b and 457 Deferred Compensation Accounts. Classified employees also receive vacation, sick leave and 18 paid holidays.

Position Summary:
The Financial Aid Specialist III reports to the Financial Aid Supervisor at Evergreen Community College. The work schedule is 12 months per year; Monday - Friday; 8:00 a.m. to 5:00 a.m.

Position Purpose:

Duties and Responsibilities:
1. Oversee the Financial Aid Office in the absence of the Financial Aid Officer.
2. Provide work direction and guidance to other Financial Aid Specialists; respond to technical questions and assist in training of new personnel; provide direction to student workers.
3. Assist students in applying for various types of Federal, State and other financial aid programs and Veterans benefits.
4. Provide final review of applications and required documentation to determine financial need and program eligibility for a variety of Federal, State and District programs and award/package aid including loans.
5. Interview veterans for benefit eligibility; prepare and maintain all documentation and files for program audits.
6. Recalculate financial need as required; evaluate special circumstances to override need analysis results and increase or decrease awards.
7. Refer students to other District or community resources as appropriate.
8. Provide information and assistance to students and parents regarding financial aid programs, applications and eligibility; interpret and explain Federal, State and District regulations, requirements, policies and procedures.
9. Participate in the student petition process and in evaluating cases requiring professional judgment.
10. Monitor continued eligibility of students; evaluate and monitor satisfactory academic progress; amend student awards according to changes; coordinate outside sources of assistance.
11. Interview and counsel students and parents concerning cost of education, program requirements and recommend resources and courses of action as appropriate.
12. Perform technical duties related to departmental computer systems; implement, test and debug program changes; assist in determining packaging parameters.
13. Perform needs analysis and package students for financial aid programs; enter and revise data in the computer; generate, file and distribute award letters.
14. Communicate with various District departments and personnel, governmental and private agencies, other colleges, financial institutions and the public.
15. Maintain current knowledge of State and Federal financial aid programs; attend meetings, workshops and conferences regarding changes in eligibility requirements, application procedures and other issues.
16. Prepare and maintain a variety of records, files and reports related to financial aid activities; compile and maintain statistical data for inclusion in State and Federal reports.
17. Perform other duties reasonably related to the job classification.

Knowledge, Skills, and Abilities:
Knowledge of:
1. Rules, regulations, procedures, policies and function of Federal, State and District financial aid programs.
2. Methods and techniques of financial aid need analysis.
3. Financial aid packaging methods and procedures.
4. Interpersonal skills using tact, patience and courtesy.
5. Interviewing and counseling techniques.
6. Personal and financial problems encountered by college students and parents.
7. Financial and statistical record-keeping techniques.
8. Modern office practices, procedures and equipment.
9. College and community resources for students.
10. Computer software used for financial aid processing.
Skills and Ability to:
1. Work with students/parents from a variety of diverse backgrounds and cultures.
2. Direct Department activities in the absence of the supervisor.
3. Determine eligibility for financial aid through needs analysis.
4. Develop financial aid packages to meet financial need.
5. Read, interpret, apply and explain rules, regulations, policies and procedures.
6. Exercise sound judgment in reviewing and evaluating student financial aid applications.
7. Interpret financial statements, income tax forms and related documents.
8. Utilize computer software for extensive reporting, tracking and analysis.
9. Analyze situations accurately and adopt an effective course of action.
10. Add, subtract, multiply and divide quickly and accurately.
11. Communicate effectively both orally and in writing.
12. Maintain records and prepare reports.
13. Provide work direction and guidance.
14. Plan and organize work to meet schedules and time lines.
15. Work independently with little direction.
16. Establish and maintain cooperative and effective working relationships with others.
17. Relate effectively to economically disadvantaged students.
18. Interview and advise students.
19. Handle difficult situations with tact and diplomacy.

Special Licenses, Certificates, etc.:

Minimum Qualifications:

1. An Associates degree supplemented by college course work in business, accounting, social services or related field.

2. Four years of increasingly responsible experience involving statistical and financial record-keeping and public contact in a social services related field, including at least three years of financial aid experience.

3. Demonstrated sensitivity, knowledge, and understanding of the diverse academic, socioeconomic, gender, gender identity, cultural, disability, and ethnic backgrounds of the students we serve ;and sensitivity to and knowledge and understanding of groups historically underrepresented, and groups who may have experienced discrimination.

4. Success integrating diversity as appropriate into the major duties outlined in the job description and in the duties listed in the District's hiring policy; or demonstrated equivalent transferable skills to do so.

Desired Qualifications:
1. Bilingual abilities, desirable.

Physical Demands:

1. Typical office environment.
2. Constant interruptions.

Physical Demands:
1. Sitting and operating a keyboard to enter data into a computer terminal for extended periods of time.
2. Hearing and speaking to exchange information in person or on the telephone.
3. Moderate lifting.
4. Bending.
5. Reaching to retrieve and file records.

About San Jose/Evergreen Community College District:
The District is represented by dedicated and talented employees who are passionate about providing our student population with the best educational experience possible. The District recognizes that cultural diversity in the academic environment promotes academic excellence; fosters cultural, racial and human understanding; provides positive roles models for all students, and creates an inclusive and supportive educational and work environment for its employees, students, and the community it serves.

As of fall 2017, with enrollment of approximately 18,500 per semester, and an extremely diverse student population (Hispanic/Latino 44%, Black/African-American 4%, Asian/Pacific Islander 32%, American Indian/Native American 0.5%, White/Caucasian 11%) attaining educational goals reflecting 45% - AA Degree and Transfer to a 4-Year College/ University, the District's emphasis on student success makes it a recognized educational leader in the State.

The District encourages a diverse pool of applicants to serve as colleagues to an existing diverse classified staff consisting of 41% Hispanic/Latino, 26% Asian/Pacific Islander, 5% Black/African American, 1% American Indian/Native American, 22% White/Caucasian, and as well as encouraging applications from all qualified, outstanding applicants.

Equal Opportunity Employer Statement:
San Jose/Evergreen Community College District is an Equal Opportunity Employer committed to nondiscrimination on the basis of ethnic group identification, race, color, language, accent, immigration status, ancestry, national origin, age, gender, gender identity, religion, sexual orientation, transgender, marital status, veteran status, medical condition, and physical or mental disability consistent with applicable federal and state laws.

Human Resources/Employment Services, 40 S. Market Street, San Jose, CA 95113, (408) 270-6414.

Application Procedures, Notes and Contact Info:

Interested applicants MUST SUBMIT ONLINE ALL of the following materials by the closing date to be considered for the position (Posting at: Click "APPLY"):

1. A completed online San Jose/Evergreen Community College District POSITION APPLICATION
2. COVER LETTER (Must state how you meet ALL the minimum qualifications in EDUCATION and EXPERIENCE as described in the job announcement Minimum Qualifications section. Also, state how you meet other qualifications)
3. RESUME, and
4. TRANSCRIPT(S) - NOT DIPLOMAS - (unofficial or official copies) for stated degrees (having confer/award dates) or courses. Official transcripts will be required prior to employment start date should the position be offered. If foreign degrees, must submit Equivalency Certification (See #6 of the Instruction Section below).

If you do not have an electronic version of the transcript, you can get it scanned at Office Max, Office Depot, Staples, etc.; then attach the electronic version of your transcript to this online application at the later part of the application process.

For assistance, contact:
Office of Human Resources, Employment Services
40 S. Market Street, San Jose, CA 95113
Phone: (408) 270-6414 Fax: (408) 239-8818
Web site @ or

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