Financial Aid Advisor

Financial Aid Advisor x2

Financial Aid Office
Job #543861
First Review Date: Thursday, March 27, 2025

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 more than 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.

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 #543861) Student Services Professional I-A, Financial Aid Advisor, Salary Range: $4,150 - $5,076 monthly. Hiring Range: $4,150 – $4,358 monthly. This is a full-time, benefited, non-exempt, 12-month pay plan permanent position with a one-year probationary period in the Financial Aid Office. 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.

Position Summary:

Under lead oversight of the Coordinator of Student Services, the Financial Aid Advisor provides quality customer service, advising and assistance to students, parents, staff, faculty and community members about a wide variety of general University policies and requirements and about complex financial aid programs specifically. Often functions as the first University contact with individuals interested in attending Cal Poly Humboldt, refers for attention and service as appropriate. The Financial Aid Advisor also performs a number of general clerical and administrative duties in support of Financial Aid Office functions and tracks incoming documents through the use of imaging and workflow technology.

Key Responsibilities:

Student Services – 35%

• Provides supportive initial in-person and phone services to students and parents and serving as a liaison between clients and Financial aid counselors.
• Explains procedures for students and parents appropriately.
• Screens client questions for referral to counselors
• Records file notes of contacts to the student’s record, thereby leaving a clear and understandable record of these contacts.
• Provides general information regarding student loan rights and responsibilities, loan entrance counseling and exit counseling obligations, including basic information about repayment, deferment and forbearance options, referring students to applicable websites for information and assistance, and to loan servicers as appropriate.
• Employs general knowledge of external university functions in assisting students with various activities such as registration, housing payments, degree checks, etc., associated with receipt of financial assistance.
• Acts as initial contact person to off-campus agencies seeking student information, while adhering to strict confidentiality requirements.

 

Document Tracking – 30%

• Develops an ability to work with students in finding the resources they need to succeed.

Financial Aid Eligibility – 30%

• Reviews incoming documents for completeness and compliance with requirements.
• Utilizes StudentForms workflow to forward documents to appropriate counselor

Other Duties as Assigned – 5%

 

Knowledge, Skills, and Abilities Associated with this Position Include:

• Working knowledge of the basic principles of individual a