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California State University, Bakersfield
  • Position Number: 3840391
  • Location: Bakersfield, CA
  • Position Type: Financial Aid
CLASSIFICATION TITLE: Student Services Professional II


FT/PT: Full-time

PAY PLAN: 12-month

WORKPLACE TYPE: Telecommute eligible (work onsite as scheduled and/or as requested and telecommute as scheduled)

ANTICIPATED HIRING RANGE: Starting salary upon appointment is not expected to exceed $4,610 per month


PAY BASIS: Monthly

BENEFITS: CSUB offers a best-in-class benefit package for eligible employees that includes an array of medical plans, choice of dental plans, vision coverage, retirement participation in CalPERS, CSU tuition waiver, up to 24 vacation days per year, sick leave with unlimited accrual, 14 paid holidays per year and more! See our benefits website for additional information.

CANDIDATES ELIGIBLE TO APPLY: Open to all qualified applicants


CSU requires faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19 or declare a medical or religious exemption from doing so. Any candidates advanced in a currently open search process should be prepared to comply with this requirement. The systemwide policy can be found at CSU Vaccination Policy [] and questions may be sent to


As a financial aid advisor, the position is expected to provide in-depth counseling to students, parents, faculty and staff regarding the financial aid process. Duties include: review files; evaluate exceptional circumstances; use professional judgment; determine need/eligibility for aid; monitor satisfactory academic progress; verify and revise financial aid files; refer and interact with many offices on and off campus to assist students in resolving complex issues; provide financial aid advising during various campus outreach events, which may occur on weekends or evenings; participate on committees; attend professional conferences; and, perform other duties as assigned, which may include ad hoc projects.

  1. Processing Duties
    • Complete Financial Aid Verification Review in Campus Logic
    • Complete weekly discrepancy queries
  2. Front Office Assistance
    • Assist students at the front counter and on phones. Provide guidance and assistance to student workers in the front office area
  3. Review and Approve Loss of Income and Cost of Attendance Appeals
    • Review all Loss of Income Appeals to determine if documentation warrants a change to a student's FAFSA which would positively effect aid eligibility
    • Review all Cost of Attendance appeals to determine if documentation warrants an increase to a student's Cost of Attendance which would allow them to receive a greater amount of financial aid
  4. Resolve Multiple Reporting Records (MRR)
    • Entails resolving federal award payments by multiple institutions for the same student for the same period of enrollment. Usually requires contacting other institutions and student to determine which school is eligible to process the award.
  5. Award Eligible Credential students Pell Grant
    • Entails pulling eligible students from a query and adding Pell grant awards to their financial aid package



Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration, or job-related field and two (2) years of recent related experience. Specialized experience during which the applicant has acquired and successfully applied the appropriate knowledge and abilities may be substituted for the required education on a year-for-year basis. A master's degree in a job-related field may be substituted for one year of the professional experience.


  • Regular and reliable attendance is required.
  • Demonstrated ability to quickly develop comprehensive knowledge about CSUB and CSU/CSUB enrollment requirements, policies, and procedures, as well as general knowledge about financial aid processes and procedures.
  • Incumbent must have the ability to: gather and analyze data; reason logically, draw valid conclusions, and make appropriate recommendations; and participate in and contribute to group meetings.
  • Ability to use initiative and resourcefulness in planning work assignments and in implementing long-range program improvements.
  • Ability to obtain factual and interpretative information through interviews; reason logically; collect, compile, analyze and evaluate data and make verbal or written presentations based on these data.
  • Ability to advise students individually and in groups on routine matters where required.
  • Ability to recognize multicultural, multi-sexed, and multi‑aged value systems and work accordingly.
  • Demonstrated ability to make decisions and carry through actions having implications regarding other program or service areas.
  • General knowledge of the principles, practices and trends of the Student Services field as well as knowledge of advising and academic policies and procedures.
  • Excellent ability to interpret and apply policies and procedures independently and use sound judgment and discretion to act when precedents do not exist.
  • Skill in interviewing and advising, and proven ability to communicate effectively, both verbally and in writing including one-to-one, small group, and large group presentations.
  • Excellent ability to exercise confidentiality, discretion, and independent judgment and to handle moderately sensitive interpersonal issues.
  • Demonstrated organization and analytical skills
  • Demonstrated customer service experience requiring a very high level of diplomacy and professionalism.
  • Ability to use tact and diplomacy to effectively handle a broad range of high level and sensitive interpersonal situations with diverse personalities, and to respond appropriately to conflicts and problems.
  • Ability to initiate, establish, and foster communication and teamwork by maintaining a positive, cooperative, productive work atmosphere in the University with the ability to establish and maintain effective working relationships within a diverse population and with those from various cultural backgrounds.
  • Excellent communication skills; ability to effectively communicate information in a clear and understandable manner, both verbally and in writing.
  • Thorough knowledge of English grammar, spelling and punctuation.
  • Excellent organizational and time management skills with the ability to set own priorities to coordinate multiple assignments with fluctuating and time-sensitive deadlines.
  • Excellent computer skills and competence with a variety of computer applications including word-processing, spreadsheets, databases, on-line systems, Internet as well as online calendaring and email.
  • Working knowledge of or ability to quickly learn University infrastructure, policies and procedures.
  • Must be willing to travel and attend training programs off-site for occasional professional development.
  • Must be able to work occasional holidays and adjust working hours to meet special jobs. May be called back periodically to perform work as needed on an emergency basis.

  • Master's degree in one of the behavioral sciences, public or business administration, or job-related field.
  • At least one year of recent experience in a college or university student services area (preferably financial aid office).
  • Thorough working knowledge of federal, state and institutional financial aid programs, policies, procedures
  • PeopleSoft experience in a college or university financial aid office.
  • Demonstrated skills in an institutional/educational environment utilizing a customer-oriented and service-centered attitude.
  • Bi-lingual - English and Spanish language skills.

PHYSICAL DEMANDS: SEDENTARY WORK – involves mainly sitting; minimal walking and standing; lifting light weight objects limited to 15 pounds.



SCREENING: Only those applicants possessing experience most directly related to the immediate needs of the office will be invited to appear before a Qualifications Appraisal Board for the purpose of appraising training, experience, and interest in the position.

BACKGROUND CHECK: Satisfactory completion of a background check (including a criminal records check) is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.

SENSITIVE POSITION: Sensitive positions are designated by the CSU as requiring heightened scrutiny of individuals holding the position, based on potential for harm to children, concerns for the safety and security of the people, animals, or property, or heightened risk of financial loss to the CSU or individuals in the university community.

MANDATED REPORTER: Limited: The person holding this position is considered a limited mandated reporter under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083, revised July 21, 2017.

GENERAL INFORMATION: It is the policy of California State University, Bakersfield to hire only United States citizens and aliens lawfully authorized to work in the United States. All new employees will be required to present documentation verifying their right to accept employment. You will also be requested to present a social security card at the time of initial appointment in compliance with state payroll regulations. State regulations require that every state employee sign the Oath of Allegiance prior to commencing the duties of his/her State employment, except legally employed non-citizens. These individuals are required to sign the Declaration of Permission to Work.

EEO STATEMENT: California State University, Bakersfield is committed to Equal Employment Opportunity. Applicants will be considered without regard to gender, race, age, color, religion, national origin, sexual orientation, genetic information, marital status, disability or covered veteran status.

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