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Financial Aid Advisor

Apply now Job no: 497524
Work type: Regular
Location: Malibu Campus
Categories: Seaver College

The Financial Aid Advisor is responsible for counseling undergraduate and graduate students and maintaining electronic student files. Counsel and assist both prospective and current students/parents on the financial assistance process. Analyze FAFSA data, federal IRS tax transcripts and financial verification documents. Establish financial need and generate financial assistance award packages including federal, state, institutional awards/loans accordingly. Perform verification on student files that are selected by the federal processors and on student files that are institutionally selected. Process both departmental and outside awards, as well as state grants. Responsible for knowing and following policies and regulations pertaining to all federal, state, university, and private financial assistance as applicable. Interact with departments to coordinate various student services. Uphold the University mission through work performed; and other related duties as assigned.


  • Responsible for managing approximately 30% of the undergraduate students financial aid files.
  • Generate financial assistance award packages for both prospective and current students.
  • Reply to emails from prospective and current students and families on a daily basis.
  • Process Cal Grant awards electronically via the Webgrants web site.
  • Coordinate and process departmental awards with other aid.
  • Audit student files for SAP after every semester.
  • Coordinate and process Outside Scholarship Organization funds with other aid and apply scholarship proceeds towards individual student account.
  • Attend Financial Aid conferences and workshops, give presentations at local high schools and on campus.
  • Review and process Special Circumstance Appeal Request Forms for families who have extenuating circumstances.
  • Complete Federal R2T4 Process for students who withdraw from the university.
  • Pro-rate financial assistance awards for students enrolled less than full-time.
  • Review and update sections of Policy and Procedure Manual, assist with updating office forms and brochures when needed.
  • Serve on various Committees for our office.
  • Audit files, run queries and reports on a regular basis.
  • Meet with students and families on a regular basis.
  • Uphold the University mission through work performed.
  • Perform other various related duties as assigned.

The above information has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.  

Skills and Qualifications

Required: Bachelor's degree, 2 years or more student services/customer service/office experience; must be able to multi-task and work as a team player; ability to work well under pressure, be able to prioritize and meet deadlines; strong communication and public relations/organizational skills, detail oriented; well-versed in Microsoft Word and Excel.

Preferred: Financial aid experience preferred; familiarity with PeopleSoft; working knowledge of federal programs and regulations; previous experience with Soft Docs (document imaging software).

Qualified individuals should be able to articulate a strong commitment to diversity, and have the ability to work effectively with individuals from different backgrounds.

Offers of employment are contingent upon successful completion of a criminal, education and employment screening.

This is a regular, nonexempt, 40 hour per week position.

Salary: Commensurate with Experience

Advertised: Pacific Daylight Time
Applications close:

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