Financial Services Associate

Job Description

Financial Services Associate | San Joaquin Valley College Inc.

The Tone:
This is an on-site role at San Joaquin Valley College Inc., a higher education institution dedicated to student success. The college provides educational programs that prepare students for professional careers. This role is crucial in guiding applicants and students through the complex landscape of federal financial aid, ensuring they receive accurate information and appropriate funding to achieve their educational goals responsibly.

The TL;DR
• Role: Full Time
• Location: On-site (San Joaquin Valley College Inc. campus)
• Pay: $24–$28 hourly
• Mission: To guide students through federal financial aid programs, calculate awards, and ensure compliance with regulations to support their educational journey.
• Tech Stack: Microsoft Office, Internet applications, database software, Student Financial Aid software applications (preferred).

What You’ll Actually Do
• Student Guidance: Provide comprehensive overviews of financial aid processes and available programs to qualifying students.
• Aid Calculation: Perform detailed estimates and calculations for tuition and financial aid based on student eligibility.
• Financial Planning: Counsel students on award information, paperwork, and create effective funding plans for educational expenses.
• Compliance & Tracking: Evaluate financial aid documentation, track academic progress, and review changes impacting eligibility.
• Post-Enrollment Processing: Perform required document tracking for students who drop, terminate, or graduate, including Return to Title IV (R2T4), Post Withdrawal Disbursement (PWD), and loan exit materials.

The Must-Haves
• Background: Associate Degree in a relevant field with core domain knowledge in financial aid processes and programs.
• Experience: Must qualify for Professional Access to the National Student Loan Data System (NSLDS). Two plus years of related financial advising and/or training experience is preferred.
• Skills: Proficiency in PC skills including Microsoft Office, Internet applications, and database software; excellent oral and written communication skills; ability to multi-task and be a self-starter; strong understanding of Title IV, state, military, VA, and institutional compliance.
• Bonus: A Bachelor’s degree is preferred. Experience with Student Financial Aid software applications is a plus.