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Financial Aid Technician

California State University, Long Beach

Last Updated: 5/12/23

Job Description

Financial Aid Technician

Job No: 515856
Work Type: Staff
Location: Long Beach
Categories: Unit 4 - APC - Academic Professionals of California, Temporary, Full Time, Student Services

Job Summary

The Financial Aid Technician performs a variety of complex and technical duties involved in providing financial assistance for students, including the verification of eligibility and the awarding of aid. The Technician also serves as a comprehensive point of contact in Financial Aid - providing accurate direction and guidance to students, their families and staff in all aspects of the financial aid process - identifying those who need to meet with a financial aid counselor or administrator to resolve more complex issues.
Key Responsibilities

  • Provide advising and general customer service to prospective, newly admitted, and current students and parents regarding various aspects of the financial aid process, including application steps, student eligibility, educational costs, types of financial aid available, and loan activities, while tailoring the information to the particular needs, situation, and level of background of each customer.
  • Assist in determining and evaluating student financial aid eligibility by performing verification of individual student application data, reviewing and confirming general student eligibility criteria (i.e., citizenship, selective service, NSLDS, etc. database matches), and performing/calculating need analysis.
  • Provide specialized processing and customer support specific to assigned financial aid program(s), assist with information dissemination and training of students and staff on various aspects of assigned program - under direction of the program lead.
  • Provide processing and technical assistance to support the administration of general financial aid programs and functions, which includes monitoring and re-evaluating continued student eligibility, making and revising financial aid awards, processing reports, and other activities during various stages of the financial aid cycle.
Knowledge Skills and Abilities

Knowledge and experience with technology, including equipment (computers, scanners, etc.) and software applications (MS Office, student systems). The ability and motivation to acquire and apply new knowledge and implement new software applications. Ability to work with numbers with accuracy. Ability to maintain accurate records. Ability to exercise sound judgment and to maintain confidentiality of student records. The Financial Aid Technician has a key role in electronically processing a high volume of financial aid records daily, including loans, grants, and scholarships. The technician performs advanced work related to award revisions, resolving data discrepancies, and adjustments to aid packages in order to coordinate various types of aid. The technician has responsibility for analyzing and determining the accuracy and completeness of all incoming information, including - but not limited to - federal tax documents, INS documentation, Independent Certification documents, Selective Service and Veteran documentation, etc. The use of technology, analytical skills, and attention to accuracy is vital to the success of the Technician and the Financial Aid Office as errors may result in significant liability for students as well as the institution.

In-depth knowledge and understanding of current financial aid needs analysis methodology and federal and state financial aid program guidelines. Knowledge of financial aid regulations, practices, and resources. Knowledge of online student information systems. Ability to interpret, apply, and communicate financial aid and academic policies and procedures. The Financial Aid Technician is responsible for communicating and processing many components of the financial aid life cycle for a financial aid applicant. The technician must possess a strong understanding of federal, state, and institutional policies and procedures in order to accurately guide students through financial aid, scholarship, and loan processes. Federal law is reauthorized every 5 to 6 years with regulatory changes and new legislation inserted within those spans. State aid can change annually with each session of the legislature. Institutional costs and processes may change even more often in response to improvements and limitations to technology, approval and revisions of budget priorities, and structural organizations. Every technician must participate in ongoing training to ensure they remain aware of these changes and the effects on student awards at the University. The technician must successfully utilize competent and increasingly complex computer system skills to meet their job requirements. Specific assigned programs may be complex and require specialized training or skills. Demonstrated ability to conduct presentations to groups of varying sizes. Experience representing a department/organization as knowledgeable and authoritative while remaining supportive, calm and professional even under highly charged circumstances. Ability to handle information in a confidential and professional manner. Demonstrated ability to communicate technical information and convey disappointing information. Ability to handle multiple tasks with short deadlines.

Ability to communicate with an ethnically and culturally diverse campus community. Ability to follow all university policies, procedures, and guidelines including but not limited to safety, civility, information security, and non-discrimination policies and procedures. Ability to contribute to a positive university experience for each and every student and assist in achieving the university's commitment to a "vision of excellence."
Education and Experience
  • Equivalent to two years of responsible general clerical experience in a college or university financial aid office required.
  • Bachelor's Degree preferred.

Enrollment Services - Financial Aid

Student Personnel Technician, Financial Aid

The salary range for this classification is $3,866 to $5,440 per month.

Excellent benefits through CalPERS (health, vision, dental), tuition fee waiver, generous vacation and sick leave, and 14 paid holidays each year.
Time Base

Full-time temporary position for one year with no permanent status granted. Temporary assignments may expire prior to the ending date.
Application Procedures

Click Apply Now to complete the CSULB Online Employment Application.
Additional Information

A background check (including a criminal records check) must be completed satisfactorily and 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.

Due to the nature of this position, current CSULB employees are subject to a criminal record check unless they have successfully completed a criminal background check through CSULB within the past 12 months.

California State University Long Beach expects respectful, professional behavior from its employees in all situations. Acts of harassment or abusive conduct are prohibited. Demonstrated appropriate professional behavior, treating others with civility and respect, and refusing to tolerate abusive conduct is expected of all employees.
Equal Employment Statement

CSULB is committed to creating a community in which a diverse population can learn, live, and work in an atmosphere of tolerance, civility and respect for the rights and sensibilities of each individual, without regard to race or ethnicity (including color or ancestry), nationality, religion or religious creed, gender (or sex), gender identity (including transgender), gender expression, sexual orientation, marital status, disability, medical condition, genetic information, age, veteran or military status. CSULB is an Equal Opportunity Employer.

To view the University's Annual Campus Crime Report go to: Copies of the report are available upon request. To request a copy, contact the University Police Department at [Register to View] .
CSU Vaccination Policy

The 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 as a condition of employment. The system wide policy can be found at and questions may be sent to
Out of State Employment Policy

California State University, Long Beach, as part of the CSU system, is a State of California Employer. As such, the University requires all employees upon date of hire to reside in the State of California.

As of January 1, 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California.

Application Closes: Jan 24, 2023 (8:15 AM)

To apply, visit

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Company Details

Long Beach, California, United States
CSULB, one of the largest universities in the CSU system, is located in Long Beach on a beautifully landscaped, 320-acre campus near the ocean and the thriving downtown area. The school’s faculty and staff are engaged in a broad array of high-quality undergraduate and graduate programs, significant research, in addition to a wide range of community and professional service organizations.