Under the direction of the Associate Director, Policy and Training, analyzes regulations and participates in the development of the UCI Financial Aid Office's policies and procedures for ensuring compliance and administering financial aid from all sources. Reviews on-time and satisfactory academic progress appeals as they pertain to student financial aid files. Provides financial aid policy and appeal information to students and parents in an accurate, timely, professional, and courteous manner. Disseminates critical information to staff and clientele as Federal, State and University laws, regulations and policies change the delivery of Student Financial Aid (SFA) or as required for the delivery of SFA. Completes assigned work on schedule. Willingly accepts special assignments and other duties as assigned.
BA/BS degree with a minimum of five (5) years of experience; or an equivalent combination of education and/or experience.
Knowledge of existing Federal, State and University policies, procedures, laws and regulations governing the delivery of student financial aid.
Skill to interpret Federal, State and University policies, regulations, and statutes and translate them into office policies and procedures in an orderly and logical means that enables them to be easily understood by staff.
Ability to exercise fair and impartial judgment when making decisions on financial aid appeals.
Conduct thorough investigation of the facts/circumstances when reviewing appeals and request additional information from families when appropriate.
Interpersonal skills to work with students, parents, staff, the university community, and outside personnel.
Possess a compassionate and respectful understanding of financially related issues students and parents can face and the level of stress caused by these issues.
Skill to communicate effectively, both in-person, on the telephone and in writing.
Skill to compose and edit documents ensuring they are clear, concise and factually, grammatically and syntactically correct.
Pay strict attention to detail.
Ability to create professional training documents/presentations.
Ability to react quickly to requests for information and service and re-prioritize workload to address highest priority needs first.
Skill in working independently, taking initiative and following through on assignments with minimal direction.
Ability to maintain a positive attitude and contribute, both as an individual and as a team member, in order to achieve the goals of the Financial Aid Office.
Ability to maintain security and confidentiality of information and records.
Computer skills using Microsoft Word, Microsoft Excel and Internet Explorer/Firefox; Calendaring software such as Microsoft Outlook, Adobe products, etc.
Five (5) or more years of financial aid experience.
Proficient with Microsoft PowerPoint
Below are general guidelines on the position's physical, mental, and environmental working
conditions. In accordance with applicable state and federal law, UCI provides reasonable accommodations for applicants with disabilities upon request. For more information, please contact Human Resources at (949) 824-0500.
Crawl: Not Applicable
Climb: Not Applicable
Handle Objects: Frequently
Push/Pull: Not Applicable
Reach above Shoulder Level: Occasionally
Walk: Not Applicable
Use Fine Finger Movements: Frequently
Carry/Lift Loads up to 25 Pounds: Not Applicable
Carry/Lift loads between 25-50 lbs: Not Applicable
Carry/Lift Loads over 50 Pounds: Not Applicable
Perform Calculations: Frequently
Communicate Orally: Frequently
Reason and Analyze: Constantly
Chemical/Biological Agent: Not Applicable
Construction Activities: Not Applicable
Contact with Water/Liquids: Not Applicable
Drive Motorized Equipment: Not Applicable
Confined Spaces: Occasionally
Elevated Work Location: Not Applicable
Radioactive Materials: Not Applicable
Temperature Variations: Occasionally
Gas System: Not ApplicableMust be available to work occasional evenings, weekends, and special events
Final candidate subject to background check. As a federal contractor, UC Irvine is required to use E-Verify to confirm the work status of individuals assigned to perform substantial work under certain federal contracts/subcontracts.
The University of California, Irvine is an Equal Opportunity/Affirmative Action Employer advancing inclusive excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the UC nondiscrimination policy.
Since 1965, the University of California, Irvine has combined the strengths of a major research university with the bounty of an incomparable Southern California location. UCI's unyielding commitment to rigorous academics, cutting-edge research, and leadership and character development makes the campus a driving force for innovation and discovery that serves our local, national and global communities.