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Description
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Under the direction of the assigned manager, provide specialized assistance in the areas of computer support for the Financial Aid, Scholarships & Veterans Services Department. In addition to possessing the ability to perform the full range of duties required of the Senior Financial Aid Specialist, this position coordinates activities required for the computer processing of awards and the production of award payments. The position supports technical, analytical and regulatory support services relating to the flow of information through the financial aid process. Responsible system transactions, data analysis and monitoring. This position will assume a lead role in retrieving, analyzing and reporting financial aid data from various federal and state agencies.
DISTINGUISHING CHARACTERISTICS:
This classification performs the full range of duties required of the Senior Financial Aid Specialists in addition to coordinating activities required for the computer processing awards. The Financial Aid Systems Analyst provides leadership to the department specialties in retrieving, analyzing and reporting financial aid data from various state and federal agencies.
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Responsibilities and Duties
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ESSENTIAL FUNCTIONS:
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Administer and maintain Delta's Online Financial Aid System. -
Provide training and technical assistance to staff and serve as the unit resource for computerized financial aid systems. -
Troubleshoot software and hardware problems, including testing and debugging program changes; and assist in determining packaging parameters. -
Monitor and resolve error (system rejects) reports resulting from data transmission and notifications to ensure ongoing accuracy and compliance. -
Manage electronic data exchange processes required for receipt and transmission of data. -
Prepare Common Origination and Disbursement (COD) system transactions, data analysis and monitoring. -
Function as the primary liaison with District Information Technology staff and outside vendors and provide advanced user support to IT related to system modifications, upgrades, maintenance, tests, troubleshooting and repairs. -
Administer the student portal, assign and administer user accounts; perform software upgrades. Create and maintain electronic applications and forms such as Online Scholarship Application and resulting databases. -
Coordinate activities required for the computer processing of awards and the production of award payments. -
Perform a lead role in retrieving, analyzing and reporting financial aid data from various federal and state agencies. -
Maintain the direct loan online application process. -
Uploading a variety of files from EdConnect into PowerFAIDS for multiple financial aid programs. -
Assist with state and federal reports. -
Lead, plan, and train the staff in providing information to faculty, staff, parents, and students regarding financial aid policies, procedures, and programs; assist applicants in completing forms. -
Participate in monitoring the daily operations and workflow of the department; ensure timely processing of documents and payments; schedule staff to maximize operational efficiency. -
Review data/reports for accuracy, proper work methods, techniques, and compliance with applicable standards and specifications. -
Determine student eligibility for financial aid; compile and analyze student financial aid data in preparation for awarding; review federal tax forms to verify income and assets; make any necessary adjustments to ensure compliance with Federal regulations. Review court and other highly confidential documents to verify reported data. -
Perform and coordinate information exchange between the District and various governmental agencies, financial institutions, and other colleges. -
Maintain articulation agreements for veterans, understand catalog approvals; research and compile data regarding veterans; maintain and update Veterans' website; collaborate with the Veterans Resource Center regarding certification and eligibility. -
Coordinate with Fiscal Services and Information Technology to oversee weekly disbursements of financial aid to students. -
Coordinate and monitor the administration of special grants including Bureau of Indian Affairs, EOPS/CARE, and Summer Readiness awards; serve as liaison for the administration of those grants. -
Reconcile Pell, Cal Grant and Direct Loan funds on a monthly basis; monitor and make adjustments daily in order to comply with state and federal requirements. -
Oversee and coordinate student loan default prevention efforts with staff, U.S. Department of Education, Loan Servicers and Third-Party Servicers. -
Oversee, organize and track all incoming documents submitted by students for file completion; coordinate the electronic loan request process with Information Technology. Distribute submitted financial aid documents and loan requests to staff for processing on a weekly basis. Maintain a record of file and loan request distribution and packaging for reporting purposes. -
Provide technical assistance to students regarding financial aid matters; explain school policies as well as federal and state mandates. -
Prepare a variety of consumer information, electronic applications, and other materials for financial aid, College work-study and loan programs. -
Review, analyze, process, and make a determination of first level student appeals. -
Review, analyze, and calculate under or over payments of Title IV funds. -
Participate in the administration of various student loans; review student loan requests to determine eligibility; certify loans and notify students of eligibility; package and originate loans create and maintain loan records. -
Oversee and participate in the maintenance of a variety of files, records and databases related to financial aid and veterans' operations; collect, compile, verify, analyze and record information for the preparation of various reports. -
Provide initial mediation of disputes or complaints regarding financial aid and veterans' matters. -
Perform related duties and responsibilities as assigned.
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Qualifications
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Knowledge of:
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Basic operations, services and activities of a college financial aid office. -
Methods and techniques of interviewing and gathering information related to financial aid eligibility. -
Methods and techniques of financial aid disbursement and loan administration. -
Various financial aid programs, policies, grants and systems. -
Advanced practices, and technologies of current computer operating systems; use of computer servers and services, networking and software; maintaining database parameters. -
Principles and procedures of financial record keeping and reporting computer software applications related to financial aid. -
Basic mathematical principles. -
Principles of business letter writing and basic report preparation. -
Standard office procedures and equipment; computer proficiency and technical aptitude utilizing MS Office applications and internet. -
Pertinent Federal, State and local laws, codes, and regulations.
Ability to:
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Provide technical support services to all students, staff and faculty across the campus. -
Provide instruction and assistance to end users on software applications. -
Communicate effectively orally and in writing. -
Excellent collaboration skills coupled with the ability to work autonomously, making independent judgments or decisions with minimal direction, or as part of a team. -
Skilled in problem solving, conflict resolution, time management, and organization that promotes working with multiple projects and tasks. -
Accuracy, attention to detail, balanced with the need to complete tasks in a timely manner. -
Initiate and help coordinate complex computer system projects. -
Communicate effectively orally and in writing. -
Establish and maintain cooperative and effective working relationships with all employees and others encountered in the course of work. -
Demonstrate sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, linguistic, and ethnic backgrounds, and disabilities of community college students and staff as demonstrated by skills and abilities in cultural responsiveness and cultural humility.
EDUCATION AND EXPERIENCE:
Any combination of experience and training that would provide the required knowledge and abilities is qualifying. A typical way to obtain the required knowledge and abilities would be:
Education:
Bachelor's Degree from an accredited college or university with a major in computer science, business administration, or a closely related field; and
Experience:
Five years' experience in administration of financial aid programs and/or related programs in higher education.
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Supplemental Information
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WORKING CONDITIONS: Consistent with its obligations under the law, the San Joaquin Delta College will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of their job.
Physical Demands:
- Regularly perform desk-based computer tasks.
- Frequently sitting.
- Occasionally stand/walk, reach/work above shoulders, grasp lightly/fine manipulation, grasp forcefully, use a telephone, sort/file paperwork or parts, lift/carry/push/pull objects that weigh up to 30 pounds.
- Rarely twist/bend/stoop/squat, kneel/crawl.
Work Environment:
Office Environment. A workplace featuring typical office amenities, including computers, telephones, and office furniture, in a controlled indoor setting.
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