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Substitute Financial Aid Specialist

Job in Yucaipa, San Bernardino County, California, 92399, USA
Listing for: San Bernardino Community College District
Per diem position
Listed on 2026-07-04
Job specializations:
  • Business
    Financial Compliance
Job Description & How to Apply Below

Financial Aid Specialist

This posting is to create a pool of qualified applicants for the current and/or upcoming academic year. While the department may not be actively recruiting at this time, applicants who meet all minimum qualifications and have submitted complete application materials will be contacted if a substitute position becomes available.

Performs a variety of technical duties in support of the financial aid and scholarship programs.

The Financial Aid Specialist position is distinguished from the Financial Aid Technician position by additional responsibilities requiring considerable experience that may include the electronic transfer of all student applications to and from the federal government's database and providing assistance to the Assistant Financial Aid Director.

Receives limited direction from appropriate supervisor; refers only unusual decisions to supervisor. May provide technical and functional direction to assigned student workers.

The following duties are typical for this classification.

  • Imports financial aid applications from the federal database for financial aid processing; renames files and forwards applications to appropriate staff for review; enters necessary corrections on applications and redistributes to staff; exports finalized applications into federal government systems.
  • Verifies eligibility and required student information through a variety of sources, including Financial Aid Administrative Access (FAA), National Student Loan Data System (NSLDS), Common Origination and Disbursements (COD), and Selective Service (SS).
  • Reviews and processes student files selected for verification; reviews and verifies student tax returns transcripts for accurate information; reviews student grade transcripts for satisfactory progress and dismissal.
  • Verifies the accuracy of requesting student's Satisfactory Academic Progress (SAP); requests and reviews student transcripts to ensure compliance of SAP and other regulations; reviews student enrollment grades for financial aid approved appeals and for students on probation; verifies SAP components are complete and scanned into student files to receive the disbursement.
  • Assists students at the counter; responds to questions from students, parents, and staff; provides information regarding financial aid programs including eligibility requirements, types of available assistance, and opportunities for self-help.
  • Compiles all necessary documentation; prepares folder for each financial aid student; reviews and revises information as necessary during the award process.
  • Determines student eligibility and financial needs according to clearly established criteria set forth by federal guidelines and District policy; assists in making initial awards, adjustments, and in the distribution of loan funds.
  • Processes loans/financial aid awards; notifies students of awards or denial of awards; follows up with students with incomplete documentation to complete eligibility; adjusts awards based on student receiving scholarships and other outside assistance.
  • Prepares periodic reports on accumulated expenditures and balances in preparation for fund disbursements.
  • Maintains financial aid student records and related documentation; reviews and updates pertinent financial aid data.
  • Stays current on legislative updates pertaining to financial aid; updates and maintains required licensure required to access federal databases.
  • Performs other duties related to the primary job duties.
  • The following generally describes the knowledge and ability required to enter the job and/or be learned within a short period of time in order to successfully perform the assigned duties.

    Core Competencies:

    • Analyzing and Interpreting Data
    • Apply sorting, coding and categorizing rules
    • Analyze data
    • Read reports
    • Draw meaning and conclusions from quantitative and/or qualitative data
    • Customer Focus
    • Attending to the needs and expectations of customer
    • Seeks information about the immediate and longer term needs of the customer
    • Anticipates what the customer may want or expect in a product or service
    • Works across organizational boundaries to meet customer needs
    • Reading Comprehension
    • Understanding and using written information
    • Knows the meaning of printed words; comprehend the literal meaning of text
    • Make interpretations, applications, deductions, inferences, extrapolations from written information
    • Professional and Technical Expertise
    • Applying technical subject matter to the job
    • Knows the rudimentary concepts of performing the essential technical operations
    • Critical Thinking
    • Analytically and logically evaluates information to resolve problems
    • Follow guide, SOP or other step by step procedures for locating the source of a problem and fixing it
    • May detect ambiguous, incomplete, or conflicting information or instructions
    • Attention to Detail
    • Focusing on the details of work content
    • Shows care and thoroughness in adhering to process and procedures that assure quality
    • Applies knowledge and skill in recognizing and evaluating details of work
    • Applies…
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