In-House Loans and Auxiliary Coordinator

In-House Loans and Auxiliary Coordinator

(Internal Only)

Student Financial Services
Job #540718
First Review Date: Thursday, September 19, 2024

Open Until Filled

At Cal Poly Humboldt, bold hearts and open minds shape the future.

Founded in 1913, Cal Poly Humboldt began as a small college for teachers. Today Humboldt has grown into a comprehensive university with rigorous science and liberal arts programs. Designated a polytechnic in 2022, Cal Poly Humboldt provides hands-on, impactful educational opportunities that lead to meaningful, measurable outcomes for the individual, for the state, and the world.

Cal Poly Humboldt is proud to have nearly 6,000 students of all backgrounds spread across 61 majors, 13 graduate programs, and 4 credential programs — all of whom contribute passion and creativity within their fields and set the stage for a future grounded in equity and sustainability. Hands-on learning, inspired teaching, ground-breaking research, and thought-provoking creative activity happen daily at Humboldt.

Cal Poly Humboldt is a Hispanic-Serving Institution that strives to foster an inclusive and equitable community to support our students of diverse backgrounds. We are committed to achieving the goals of equal opportunity and endeavors to employ faculty and staff of the highest quality committed to working in a multicultural and multiracial community that reflects the diversity of the state.

Finding a better future is a task for the bold and open, the down-to-earth and visionary. Cal Poly Humboldt strives to cultivate these qualities in leaders, innovators, and scholars in every field.

(Job #540718) Administrative Analyst/Specialist I - NE, In-House Loans and Auxiliary Coordinator, Salary Range: $3,879 - $7,488 monthly. This is a full-time, benefited, non-exempt, 12-month pay plan permanent position with a one-year probationary period in the Student Financial Services. This position comes with a premium benefits package that includes outstanding vacation, medical, dental, and vision plans, life insurance, voluntary pre-tax health and dependent care reimbursement accounts, a fee waiver education program, membership in the California Public Employees Retirement System (PERS), and 14 paid holidays per year. Additional benefits information can be found at https://hraps.humboldt.edu/employee-benefits. Please note that this is an internal recruitment open only to active, stateside, Cal Poly Humboldt Employees.

Position Summary:

Under the direct supervision of the Student Accounts Manager, the In-House Loans and Auxiliary Coordinator performs duties involving day-to-day routine and is responsible for accounting activities for the University. This including university and student account analysis, customer service, financial record-keeping, recording of financial transactions, reconciliation of financial data, and assisting the campus community with questions and problems of a financial nature. The position will perform duties involving routine student financial services accounting and general accounting activities, providing supporting documentation in accordance with the CSU or University’s policies and assisting to help ensure compliance with internal and external policies as they apply to student financial services. The office serves students, staff, faculty, campus departments and the general public at a walk-up service counter, by e-mail, text messaging and by telephone.

 

Key Responsibilities:

35% - Lead Analyst of the campus California Dream Loan Program and the CALSWEC Social Work Program- post payments on students account in the ECSI software.

• Submit advances, post incoming student payments, and prepare monthly reconciliations or reports to campus departments.
• Investigate discrepancies or disputes, analyze collection activities, and insure appropriate placements.
• Assist students with exit interviews, loan consolidation, deferments, or cancellations. Quarterly review of un-collectable debt and assignments to the Department of Education.
• Identify potential accounting problems and recommend corrective action.
• Submissions of delinquent accounts to Third Party Collection Agencies, monthly reconciliation of agency placements and researching updates to the bankruptcy laws. Analysis of student account activity, investigating discrepancies and/or disputes using general knowledge of the financial aid disbursement process, fee assessment process and payment applicatio