Financial Aid Advisor - Strategic Enrollment Management

Cal Poly is a nationally-ranked public university located in San Luis Obispo, California, known for its Learn by Doing philosophy. The Financial Aid Advisor serves as the initial contact for students and their families regarding financial aid, ensuring the accuracy of awards and disbursement of financial aid.

Responsibilities

• Serve as the initial contact via phone, in-person and via email correspondence for current and prospective students and their families as well as general public inquiries
• Document in-take and complete necessary reviews of financial aid files to ensure accuracy of awards and disbursement of financial aid

Skills

• General knowledge of research and interview techniques, including the ability to obtain factual information through interviews
• General knowledge of the principles of individual and group behavior
• Ability to advise students individually and in groups on routine matters
• Excellent organizational and time management skills with the ability to manage a caseload and set own priorities to coordinate multiple assignments with fluctuating and time-sensitive deadlines
• Ability to successfully interact with a diverse student population and to assess student needs
• Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration, or a job-related field
• One year of experience in professional Student Services work at the entry trainee level
• Equivalent amounts of graduate level job-related education may be substituted for the required experience
• Additional specialized experience during which the applicant has acquired and successfully applied the required knowledge and abilities may be substituted for the required education on a year-for-year basis

Benefits

• Health, dental and vision insurance
• Retirement participation in the Public Employees' Retirement System
• Educational benefits for eligible employees

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