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Financial Aid Advisor

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Requisition Details

Position Information

Position Title Financial Aid Advisor
How many positions are you recruiting for? 1
Campus West Valley College

Position Summary Information


The Department of Financial Aid is seeking a talented individual to fill the position of Financial Aid Advisor.

West Valley College, though just minutes from the heart of the Silicon Valley, is in a beautiful park-like setting on 175 wooded acres. Our staff and faculty are among the most qualified in the state and our students appreciate the college for its friendly staff and supportive atmosphere.

The purpose of this position is to perform a variety of technical functions related to financial aid, institutional scholarships, and related programs; to evaluate and prepare comprehensive financial aid packages; and to maintain and coordinate updates to relevant computer software systems.

Applicants who possess the knowledge, skills, and life experiences to address the cultural and educational needs of a culturally diverse student population are encouraged to apply.


100% of full time, 37.5 hours per week, 12 months per year, with anticipated start date of February 26, 2018. Schedule may change to include some evening or weekend hours, as needed. This position is a member of the West Valley-Mission Classified Employees Association (WVMCEA), Office, Technical & Business Services Employee Unit.

Work Location: West Valley College, Saratoga, CA.

Salary and Benefits

Anticipated Hiring Range:

  • $4,471–$4,867 monthly (WVMCEA Salary Schedule, Range 57, Steps A-C).

Benefits include:

  • Employer-contributed medical, dental and vision for employee, spouse, and/or dependents.
  • Employer-paid long term disability for employee.
  • Voluntary life insurance.
  • 13 paid holidays, plus 1 floating holiday annually; paid non-workdays between Christmas and New Year.
  • 12 days vacation leave accrued annually; rate increases step-wise up to maximum 22 days vacation leave accrued annually.
  • 12 days sick leave accrued annually.
  • Personal necessity leave and personal business leave.
  • Educational growth incentive program from $40 to $200 monthly.
  • $500 longevity award annually after 10 years of service and $1,000 longevity award annually after 15 years of service.
  • CalPERS retirement.
  • Position is union affiliated with required dues.
Minimum Qualifications

Any combination of experience and education that would provide the required knowledge and abilities is qualifying. A typical way to obtain the required knowledge and abilities would be:

1. Understanding of, and sensitivity to the diverse academic, socio-economic, ethnic, religious and cultural backgrounds, disability, and sexual orientation of community college students, faculty and staff.

2. Equivalent to an Associate’s degree from an accredited college with major coursework in accounting, business, general education, or a related field.

3. Two years of responsible financial aid experience.

Desired Qualifications
  • Experience working with disadvantaged persons.
  • Possess working knowledge of Title IV regulations and experience in determining eligibility criteria, awarding and disbursing funds.
Knowledge and Abilities

Knowledge of:

  • Eligibility requirements of a variety of state and federal financial aid programs.
  • Public benefits and entitlement programs.
  • Pertinent federal, state, and district laws, rules and regulations, including Title IV program fund regulations.
  • Methodology of financial aid needs analysis and packaging.
  • Applicable financial aid databases.

Ability to:

  • Read and interpret financial statements, income tax reports and related documents, and advise students regarding financial aid application procedures, eligibility and requirements.
  • Intermittently, review and evaluate documents related to department operations; observe, identify and problem solve office operations and procedures; understand, interpret and explain department policies and procedures; explain operations and problem solve issues for the public and with staff.
  • On a continuous basis, sit at desk for long periods of time or stand at public counter; intermittently twist to reach equipment surrounding desk; perform simple grasping and fine manipulation; use telephone; write or use a keyboard to communicate through written means; and lift or carry weight of 10 pounds or less.
  • Determine eligibility for a variety of federal, state, and district grants, services, loans, and other financial assistance.
  • Research regulatory information and resolve complex financial questions.
  • Utilize modern office equipment, including computers and relevant software programs.
  • Perform arithmetic calculations and reconcile financial data.
  • Perform needs analysis and package financial awards according to program eligibility requirements.
  • Review and assess student academic progress to ensure compliance with program requirements.
  • Use sound judgment in recognizing scope of authority.
  • Operate and use modern office equipment including computers and applicable software.
  • Maintain regular attendance and adhere to prescribed work schedule to conduct job responsibilities.
  • Utilize appropriate safety procedures and practices for assigned duties.
  • Communicate effectively orally and in writing.
  • Relate effectively with people of varied academic, cultural, and socio-economic backgrounds using tact, diplomacy, and courtesy.
  • Establish and maintain effective, cooperative, and collaborative working relationships with others.
Examples of Duties and Responsibilities

Duties may include, but are not limited to, the following:

  • Inform and advise students and their families regarding eligibility and requirements for financial aid programs and scholarships; assist students with completion of required application and documentation; review and evaluate student financial aid files; disburse funds as appropriate.
  • Analyze and evaluate the financial need of students using federal and state guidelines; review special circumstances requests and render decisions based on established criteria; participate in financial aid appeals.
  • Provide technical expertise regarding student financial aid and scholarships to students, staff, faculty, and administrators.
  • Verify eligibility requirements for financial aid and scholarship programs are met; perform monthly disbursement reconciliation; render professional judgment regarding financial aid eligibility adjustments.
  • Utilize complex computer programs in the review, processing, recording and verification of statistical data; generate, verify and analyze computer reports to ensure accuracy with established requirements; reconcile financial and statistical data.
  • Monitor and troubleshoot problems and issues related to the efficiency of automated financial aid and scholarship system software modules and related databases; serve as key technical advisor and coordinate solutions and recommendations with information systems staff.
  • Liaison with office of instruction staff to ensure communication of newly approved programs and certificates through the State Chancellor’s office; ensure timely creation in the student system and program eligibility identification.
  • Develop, maintain, and disseminate calendar of events and deadlines pertinent to financial aid and scholarships; perform periodic reconciliation of assigned financial aid and scholarship programs.
  • Assure compliance with federal and state regulations and mandates related to record retention and destruction, and audit compliance.
  • Apply financial aid expertise when assigned to specialized related programs; act as liaison with other departments and outside agencies in the processing, tracking and monitoring of program requirements and documentation.
  • Attend and participate in professional development and training activities.
  • Assist and support outreach staff at various functions and events as needed.
  • Prepare and maintain accurate and timely reports; perform monthly and annual reconciliation of assigned programs.
  • Hire, train, and assign work to student workers; process and review work study student timesheets; may function as work study coordinator as required.
  • Build and maintain positive working relationships with co-workers, other district employees, and the public using principles of good customer service.
  • Foster an environment that embraces diversity, integrity, trust, and respect.
  • Be an integral team player, which involves flexibility, cooperation, and communication.
  • Perform related duties as assigned.
Working Conditions

Not applicable

Other Duties
Physical Demands

Not applicable

Applicant Information


  • Interested applicants must submit online all materials requested, including: (1) A completed online West Valley-Mission Community College District application; (2) Supplemental application questions; (3) Resume; (4) Unofficial copies of transcripts, if requested; (5) Cover letter and/or reference list, if requested; and (6) Any requested licenses or certificates, if applicable.
  • All sections of the online application, including Education and Educational Work History, must be completed thoroughly.
  • Supervisor(s) name(s) and telephone numbers must be included in the application.
  • Incomplete applications will not be considered.
  • Do NOT send unrequested materials. Unrequested materials will be removed from your application and will not be used for consideration of employment.
  • The employment application and supporting documents represent you; it is to your advantage to fill out the application form carefully and completely.


  • If a minimum requirement is possession of a degree, then a copy of transcripts is required to be included with your application to verify the degree being awarded. If no transcripts are included, the application may be screened as not meeting minimum requirements.
  • Should the minimum qualifications state “any combination equivalent to,” then additional relevant work experience may substitute for education. In this case, please upload a document stating such in the Required Transcripts document field.
  • Degrees must have been awarded by a college or university accredited by an accrediting body recognized by the U.S. Council on Post-Secondary Accreditation and/or the U.S. Department of Education.
  • Candidates with degrees earned outside of the United States must provide official certification of equivalency to U. S. degrees by a certified U. S. credential review service, must have a U.S. evaluation (course by course of the transcripts) and must be submitted with this online application.
  • If you do not have an electronic version of the transcript, you can get it scanned at an office supply or copy store; then attach the electronic version of your transcript to this online application.
  • Copies of diplomas, grade reports, graduation petitions, transcript evaluations requests, or similar documents WILL NOT be accepted in lieu of transcripts.

For assistance, contact:
Office of Human Resources, Attn: Recruitment
14000 Fruitvale Ave, Saratoga, CA 95070
Phone: (408) 741-2653 Fax: (408) 867-9059

Selection Process


  • After the deadline date, a committee will review and evaluate applications and supporting materials to select the applicants to be interviewed. Meeting the minimum qualifications does not assure the candidate an interview.
  • All candidates will receive an e-notification to acknowledge receipt of their application materials. If not contacted within 3-6 weeks following the close of the recruitment, no suitable match was determined at this time.
  • Travel expenses to attend first-level interview are the responsibility of the candidate.
  • Application materials become the property of the District and will not be returned or duplicated.
  • The District may choose to re-advertise or indefinitely delay filling a position. Some positions may include first and second level interviews.
  • The District reserves the right to contact former, current, the most recent employers, and others to investigate past employment records of applicants.
  • Any tentative verbal offer of employment is contingent upon formal approval of the college Governing Board.
  • Upon hire the successful candidate must provide the required documents of identity and authorization to work and attest he/she is authorized to work in the United States.

West Valley-Mission Community College District is an Equal Opportunity Employer that seeks to employ a diverse workforce who will contribute to an inclusive and welcoming educational and employment environment. The District is committed to nondiscrimination on the basis of ethnic group identification, race, color, national origin, religion, age, sex, physical disability, mental disability, genetic information, ancestry, gender identity, gender expression, sexual orientation, language, accent, citizenship status, transgender status, parental status, marital status, economic status, military or veteran status, and medical condition consistent with applicable federal and state laws.

Special Instructions to the Applicant

Posting Detail Information

Posting Number FY17/18-746FT
Open Date 11/30/2017
Close Date 01/25/2018
Open Until Filled No

Requisition Specific Questions

Required fields are indicated with an asterisk (*).

  1. * Describe your experience and/or knowledge working with highly sensitive, personal and confidential information.

    (Open Ended Question)

  2. * Describe your experience handling jobs with a high level of stress, attention to detail and competing deadlines and demands. Please be specific, but brief.

    (Open Ended Question)

  3. * Briefly explain what specific experience you have had in working with: a) Student financial aid programs or any detail-oriented database system; and b) customers in a service-related business.

    (Open Ended Question)

Applicant Documents

Required Documents
  1. Resume/CV
  2. Cover Letter
  3. Transcripts
Optional Documents
  1. Additional Transcripts
  2. Other Related Licenses or Certificates