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

Position: FINANCIAL AID OUTREACH SPECIALIST

FINANCIAL AID OUTREACH SPECIALIST

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 Outreach Specialist 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;
Monday– Friday; 8:00 a.m. – 5:00 p.m.

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

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

POSITION PURPOSE

Under the direction of an assigned administrator, the Financial Aid Outreach Specialist performs general financial aid office activities and specialized outreach duties related to increasing and promoting awareness and participation of financial aid program amongst potentially eligible students. This position works with supervisor to develop and provide financial aid information to students, parents, staff and the general public; maintains records and assists in determining financial aid eligibility according to federal and state regulations and requirements.

KEY

DUTIES AND RESPONSIBILITIES

Participate in the development, planning and implementation of financial aid outreach policies and strategies aimed at increasing student success to financial aid programs and services.

Perform financial aid outreach and follow-up activities to targeted populations; present financial aid information to students, parents, staff and the general public in a variety of settings, such as high schools, on-campus, businesses and community organizations.

Develop and organize outreach materials and/or events targeted towards increasing awareness in financial aid programs and services.

Collaborate with other college departments to implement college-wide financial aid outreach efforts.

Provide information and technical assistance to students regarding eligibility, regulations and requirements of various federal, state and district financial programs such as grants, loans, work-study, fee waivers, scholarships, and contingency funds.

Instruct students in correct procedures for completion of paper or online forms and applications; review forms for accuracy and consistency.

Assist students with financial aid application. Explain eligibility and other factors necessary for successfully completing financial aid process. Assist in determination of acceptability when situations are unusual.

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

Verify eligibility for and accept awards, and initiate disbursements in a variety of programs according to established guidelines and procedures.

Perform needs analysis and assist in packaging students for financial aid programs, enter and update data in system.

Monitor continued eligibility of students in financial aid programs, evaluate and monitor Satisfactory Academic Progress.

Maintain records and prepare reports according to established guidelines and procedures needed to meet retention requirements.

Schedule and conduct group and/or individual financial aid workshops or presentations suitable for diverse audiences.

Prepare and maintain database of prospective contacts, financial aid recipient information, and outreach activities.

Communicate and respond to inquiries from internal and external agencies or individuals. Provide assistance, information and training to faculty, other campus staff and the public as requested.

Attend training sessions and workshops to remain current on financial aid regulations and procedures.

Assist in reconciliation of disbursement records and compilation of data and statistics for reporting purpose.

Perform other related duties as assigned.

Knowledge of:

Pertinent federal, state and district rules, regulations and policies of financial aid programs.

Basic operations, services and activities of financial aid outreach programs.

Methods and practices of financial aid record keeping.

Principals and techniques of presentation in an environment with…