Financial Aid Specialist Ii Job San Jose area,California USA,Finance & Banking

Position: FINANCIAL AID SPECIALIST II

FINANCIAL AID SPECIALIST II

San Jose/Evergreen Community College District

Close/First Review Date: 09/13/2026

Work Location: Evergreen Valley College

Position

Description:

POSITION SUMMARY

The Financial Aid Specialist II reports to the Director of Financial Aid and Scholarship Programs at Evergreen Valley College.

The work schedule is 12 months per year; 40 hours per week;
Mondayto Friday; 8:00 a.m. – 5:00 p.m.

The Financial Aid Specialist II position is grant funded and contingent upon yearly funding.

This position is represented by CSEA (California School Employees Association), Chapter 363.

POSITION PURPOSE

Under the direction of a Financial Aid Officer, perform one or morehighly specialized functions involving computerized financial aid records or overall coordination of a designated program.

DISTINGUISHING CHARACTERISTICS

In addition to having knowledge of all aspects of application processing and related procedures done at the Financial Aid Specialist I level, the Financial Aid Specialist II serves in aspecialized capacity for computer systems and/or responsibility fora specific financial aid program such as FWS or PELL Reporting.

This level differs from the Financial Aid Specialist III in thatthe latter serves in a lead capacity in the office, oversees theother specialists in the absence of the Financial Aid Officer,performs final review of applications and supporting documentation,packages financial aid awards, and exercises professional judgmenton individual circumstances.

DUTIES AND RESPONSIBILITIES

1. Review applications and required documentation to determinefinancial need and program eligibility for a variety of Federal,State and District programs.

2. Perform technical duties related to departmental computer systems; implement, test and debug program changes; assist in determining packaging parameters; manage electronic data exchangeprocess required for transmission of data; process studentfiles.

3. Participate in the file packaging process and the processinvolved in one or more assigned specific programs such as workstudy, grants, scholarships and others as assigned.

4. Prepare Federal and State reports which initiates funding levelsfor financial aid programs; assist Financial Aid Specialists III asneeded.

5. Provide second verification of application information and supporting documentation; make corrections appropriately.

6. Interview and counsel students and parents concerning budgetcost of education, applications and eligibility; interpret andexplain Federal, State and District regulations, requirements,policies and procedures.

7. Perform needs analysis and assist in packaging students for financial aid programs; enter and revise data in the computer;generate, file and distribute award letters and related documents.

8. Maintain current knowledge of State and Federal financial aid programs; attend meetings, workshops and conferences regardingchanges in eligibility requirements, application procedures andother issues.

9. Complete documents/information requested from outside agencies and other institutions.

10. Communicate with various District departments and personnel,governmental and private agencies, other colleges, financial institutions and the public.

11. Prepare and maintain a variety of records, files and reportsrelated to financial aid activities; compile and maintainstatistical data for inclusion in State and Federal reports.

12. Operate a variety of office equipment and machines includingcomputers, peripheral equipment, calculators and copiers.

13. Perform other duties reasonably related to the job classification.

KNOWLEDGE,

SKILLS AND ABILITIES

Knowledge of:

Rules, regulations, procedures, policies and function of Federal, State and District financial aid programs.
Methods and techniques of financial aid need analysis.
Financial aid packaging methods and procedures.
Interpersonal skills using tact, patience and courtesy.
Interviewing and counseling techniques.
Personal and financial problems encountered by college students and parents.
Financial and statistical record-keeping techniques.
Modern office practices, procedures and equipment.
College and community resources for students.
Computer software used for…