Financial Aid Operations Coordinator

Job Summary

The Financial Aid and Scholarship Office is seeking Financial Aid Operations Coordinators to support the delivery of student financial aid services and contribute to student success. Reporting to the Associate Director of Financial Aid Operations and Technology, this position provides exceptional customer service while coordinating critical document management and workflow processes that support financial aid application review, verification, and awarding.

• Provide outstanding customer service to students, families, faculty, and staff through phone, email, front-counter support, and outreach events while explaining financial aid programs, processes, and requirements
• Coordinate the receipt, review, verification, indexing, and processing of financial aid documents to ensure accurate and timely completion of financial aid applications and awards
• Maintain student records and workflow processes within financial aid and student information systems, including document tracking, status updates, and verification activities
• Collaborate with counseling, advising, and operations teams to support efficient workflow management, resolve issues, and improve service delivery
• Support financial literacy initiatives, workshops, social media engagement, and student success programs that help students understand and manage their financial resources

• Ability to compose and appropriately format correspondence and reports
• Ability to perform standard business math, such as calculate ratios and percentages, track financial data and make simple projections
• Excellent oral and written communication skills
• Excellent customer service and public relations skills
• Ability to keep current on various Enrollment and Financial Aid and Scholarship Office Service information, policies, and procedures, and recall, access, and interpret wide range of information to address customer’s questions and service needs
• Ability to engage in effective interpersonal communications, and to direct, inform, instruct, guide, and assist visitors/callers appropriately
• Knowledge of databases and software applications such as word processing, spreadsheet, web browser, File Maker Pro, or comparable databases
• Working knowledge of budget policies and procedures
• Ability to formulate daily and weekly reports for both internal and external use
• Ability to learn and apply applicable university infrastructure, policies, and procedures
• Ability to coordinate and prioritize multiple tasks for a variety of policies and procedures where specific guidelines may not exist
• Ability to handle multiple work priorities, organize and plan work and projects
• Ability to maintain confidentiality and appropriately handle sensitive communications with employees and external agencies
• Knowledge of all federal and state Financial Aid programs including grants, loans and work study with ability to explain processes.
• Ability to build and maintain relationships for work responsibilities and customer service
• Must maintain basic knowledge to explain information to students
• Ability to handle effectively a broader range of interpersonal contacts, including those at a higher level and those sensitive in nature
• General awareness of emerging technologies, including artificial intelligence (AI), and a willingness to develop skills in their appropriate, responsible, and ethical use in a higher education environment, consistent with institutional policies and practices

• Completion of a high school program, technical/vocational program, or their equivalents
• Two (2) years of related office work experience or a combination of education and experience which demonstrates the ability to perform the essential functions of the position

• Experience providing customer service in a records environment
• Experience with Microsoft Office Software
• Excellent written communication skills

Classification:
Administrative Support Coordinator I

Anticipated Hiring Range: $4,047/month (Step
1)

CSU Salary Range: $4,047/month - $5,896/month (Step 1 – Step 20)

San José State University offers employees a comprehensive…