Financial Aid Counselor - 129992 (2024)

UCSD Layoff from Career Appointment: Apply by 5/24/24 for consideration with preference for rehire. All layoff applicants should contact their Employment Advisor.

Special Selection Applicants: Apply by 6/11/24. Eligible Special Selection clients should contact their Disability Counselor for assistance.

Reporting to the Assistant Director of Financial Aid and Scholarships, the Financial Aid Counselor position is empowered to serve every financial aid customer (prospective students, current students, and families) at every stage of contact with the university.

Independently applies a broad understanding of student aid program practices and policies including federal, state and university regulations to determine appropriate allocation of aid awards, authorize exceptions, and provide individual counseling on non-routine, sensitive aid issues.

As a specialty/project leader, may plan, develop, implement and coordinate at least one financial aid related program or specialty with the ability to be flexible and demonstrate a supportive team attitude.

~Cover letter required for a complete application.

  • Working knowledge of University policies, processes, and procedures. Thorough knowledge and understanding of the mission of the University and Student Affairs and the integral role of financial aid in student recruitment and retention.

  • Critical understanding of the fiduciary responsibility of the university as approval decisions for funding each student are made and the associated reconciliation and reporting are completed on behalf of the university to external agencies.

  • Ability to interpret policies and develop procedures to ensure compliance. In-depth knowledge of regulations in interpreting and administering of federal Title IV, state and university financial aid programs to ensure compliance. Ability to research interpret and apply complex rules and laws. Write and present concise findings with recommended course of action.

  • Ability to calculate financial aid with attention to detail and accuracy. Understand financial aid eligibility requirements pertaining to academic progress, citizenship eligibility, default and overpayment of federal aid, etc.

  • Working knowledge of policies, regulations, and practices for awarding financial aid; specialized knowledge of particular programs. In-depth knowledge of the financial aid service partners with a thorough understanding of the processing relationships and the technology of different mechanisms between entities (Federal Government, State Government, IRS, central processing agencies, lenders, guarantors, scholarship agencies, etc) to facilitate eligibility confirmation and problem resolution.

  • Strong written and verbal communication skills. Active listening skills. Possesses strong customer service orientation skills. Ability to communicate effectively and in a sensitive and confidential manner with campus colleagues to ensure student success and to respond to students who are in financial crisis.

  • Working knowledge of advising and counseling techniques.

  • Experience using complex databases. Ability to define specifications for database programming. Strong technology skills with financial aid management software systems. Knowledge and understanding of databases and external financial aid systems (ProSAM, EdExpress, COD; NSLDS, CPS, Web Grants, ELM) and experience with document management and imaging systems.

  • Problem identification, critical thinking, and problem-solving skills; judgment and decision-making ability.

  • Strong ability to assess processes and implement improvements. Thorough interpersonal skills. Ability to work with community members and to provide outreach presentation as part of recruitment and enrollment management.

  • Organizational skills and ability to prioritize work and meet deadlines. Ability to prioritize, organize, assess, and coordinate programs and activities with other staff, departments and organizations to meet multiple deadlines and goals.

  • Strong proficiency with standard office software as well as internet and email applications. Working knowledge of common University-specific computer application programs.

  • Duties may require direct contact with children (defined as individuals under the age of 18). Completion of the Child Abuse and Neglect Reporting Act (CANRA) form is required.

  • Job offer is contingent upon a satisfactory clearance based on background check results.

  • Available to work evenings/weekends during peak periods; some domestic travel may be expected.

  • Must be able to withstand the demands of heavy public contact

  • Cover letter required for a complete application.

Pay Transparency Act

Annual Full Pay Range: $61,800 - $108,000 (will be prorated if the appointment percentage is less than 100%)

Hourly Equivalent: $29.60 - $51.72

Factors in determining the appropriate compensation for a role include experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Hiring Pay Scale referenced in the job posting is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Annual Full Pay Range may be broader than what the University anticipates to pay for this position, based on internal equity, budget, and collective bargaining agreements (when applicable).


If employed by the University of California, you will be required to comply with our Policy on Vaccination Programs, which may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements.

To foster the best possible working and learning environment, UC San Diego strives to cultivate a rich and diverse environment, inclusive and supportive of all students, faculty, staff and visitors. For more information, please visit UC San Diego Principles of Community.

UC San Diego is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status.

For the University of California’s Affirmative Action Policy please visit: https://policy.ucop.edu/doc/4010393/PPSM-20
For the University of California’s Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination

UC San Diego is a smoke and tobacco free environment. Please visit smokefree.ucsd.edu for more information.

Financial Aid Counselor - 129992 (2024)

FAQs

Should you answer yes to need based financial aid? ›

Need based grants examples include the Federal Pell Grant, Federal Supplemental Educational Opportunity Grant (FSEOG) and state-based grants. In other words, always say “yes” to grants if your child receives them on the financial aid award! However, check into the requirements for the grant.

What are good reasons for a financial aid appeal? ›

Valid reasons for an appeal include:
  • medical emergencies.
  • severe health issues.
  • severe personal or family problems.
  • financial or personal catastrophe.
  • return for a second degree or certificate.

How to get the most money from FAFSA? ›

Also remember that FAFSA isn't the whole picture when it comes to financial aid.
  1. File Early. Perhaps the easiest move you can make is to fill out the FAFSA as early in the year as possible. ...
  2. Minimize Your Taxable Income. ...
  3. Clarify Who Owns Your Assets. ...
  4. Don't Assume You Won't Qualify. ...
  5. FAFSA Isn't the Whole Picture.

What questions should I ask my college financial aid counselor? ›

Financial Aid Questions to Ask Your College

What are the full costs associated with attending your college? Besides tuition and housing, ask about meal plans, transportation costs, campus or course fees, and books and supplies needed for classes. What type of payment plans do you offer?

Do I have to answer all FAFSA questions? ›

If you're completing the FAFSA form on paper, the instructions will guide you towards which questions are required. If you're an independent student, you don't need to provide parental information and may skip the questions about parent household and finances.

What happens if I say yes to work-study on FAFSA? ›

You'll get your work-study funds through a regular paycheck.

You'll get paid at least once a month, although some schools may pay you weekly or biweekly. Most schools offer direct deposit, but some may still use paper paychecks. Check with your school's financial aid office about how you would be paid.

Is it hard to win a financial aid appeal? ›

Appeals aren't always successful —- my success rate for my clients is a little more than 50 percent. But by using these tips, you can increase your chances of success right from the start.

What happens if your financial aid appeal is denied? ›

If the appeal is denied, students can regain their financial aid eligibility by taking action that brings them back into compliance with satisfactory academic progress standards.

What is high income for FAFSA? ›

What income is too high for FAFSA? There is no income that is too high to file a FAFSA. No matter how much you make, you can always submit a FAFSA. Eligibility for need-based financial aid increases as the cost of attendance increases, so even a wealthy student might qualify for financial aid at a higher-cost college.

How does FAFSA decide how much money you get? ›

The financial aid staff starts by determining your cost of attendance (COA) at that school. They then consider your Student Aid Index (SAI) (2024-25 FAFSA form) or Expected Family Contribution (EFC) (2023–24 FAFSA form).

What is the maximum FAFSA payout? ›

$57,500 for undergraduates-No more than $23,000 of this amount may be in subsidized loans. $138,500 for graduate or professional students-No more than $65,500 of this amount may be in subsidized loans. The graduate aggregate limit includes all federal loans received for undergraduate study.

How long is the FAFSA loan counseling? ›

The entire counseling process must be completed in a single session. Most people complete counseling in 20-30 minutes.

What is the goal of a financial aid counselor? ›

The primary goal of the financial aid professional is to help students achieve their educational potential by providing appropriate financial resources. NASFAA members are required to exemplify the highest level of ethical behavior and demonstrate the highest level of professionalism.

What questions are asked by counselor? ›

10 Common Therapist Questions
  • What brings you here today?
  • Have you ever seen a counselor/therapist/psychologist before?
  • What do you see as being the biggest problem?
  • How does this problem make you feel?
  • What makes the problem better?
  • Why does that make you feel angry?
Mar 31, 2023

Should you say yes on financial aid common app? ›

What if you are unsure if you are eligible for financial aid? Every college should have its own Net Price Calculator, found on its website (federal policy ensures they have one). Try inputting your family's financial numbers to see if you qualify for aid. If you do, confidently mark "Yes" on the Common App question.

What is the meaning of need-based financial aid? ›

The term “need-based” is a designation that is based on a student's financial need. For example, a need-based grant might be awarded based on a student's low income.

How do you answer financial need questions? ›

Body: Your financial situation and hardships

Make sure you describe your parents' occupation, any savings (like a 529 College Savings Account), and any student jobs. You might also discuss any sudden changes in fortune (e.g. parent fell ill or lost their job) that have ruined your original financial plans.

What do you say when asking for financial aid? ›

Your letter should clearly state the facts of your family's financial situation and your financial need. It should explain why you need additional aid, even if the reason is something you find difficult or even embarrassing to talk about. Be candid and honest about your family finances.

References

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