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Job Summary
Reporting to the Associate Director of Financial Aid and Scholarships, this position assists the university in retaining and graduating students needing financial assistance through a comprehensive program of financial aid and support services. Financial Aid program offerings include grants, loans, work-study opportunities, and scholarships. In accordance with state and federal regulations, a proactive approach will be used to meet and monitor students' financial eligibility.
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Department Summary
The Financial Aid Office is responsible for the determination of eligibility for and awarding of federal, state, institutional and private grants, scholarships, and work and loan programs in excess of $150M annually to over 13,000 eligible students. The office is responsible for adhering to the regulatory requirements as outlined in federal and state regulations as well as donor and institutional policies and for assuring compliance by the University. The Office's primary function is to provide appropriate financial aid based on federal and state parameters and in keeping with CSU and Cal Poly institutional policies.
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Key Qualifications
- Functions as Senior Lead Counselor responsible for training, mentoring, and leading (6) full-time SSPII and SSPIII counseling staff.
- Establish, modify, and implement counselor-specific policies and procedures with minimal supervision including, but not limited to: verification, professional judgment reviews, reports, and dashboards.
- Promote an environment of student support and service excellence by providing a broad range of student and supporter-facing financial aid services, including counseling and outreach activities with a focus on equity and inclusion in all efforts.
- Through an extensive list of weekly, monthly and quarterly reports, complete timely review of student records to confirm financial aid eligibility and revise financial aid awards, ensuring that all aid (loans, grants, scholarships and work-study) is properly awarded within federal, state and institutional guidelines.
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Education and Experience
- Equivalent to graduation from a four-year college or university in a related field plus upper division or graduate course work in counseling techniques, interviewing and conflict resolution. Four years of progressively responsible professional student services work experience, which includes experience in advising students individually and in groups, and in analysis and resolution of complex student services problems.
- A master’s degree in Counseling, Clinical Psychology, Social Work or a job‑related field may be substituted for one year of professional experience.
- A doctorate degree and the appropriate internship or clinical training in counseling, guidance or a job‑related field may be substituted for two years of the required professional experience for positions with a major responsibility for professional, personal or career counseling.
Licenses, Certificates, Credentials:
- Possession of a valid driver’s license or the ability to obtain by date of hire.
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Salary and Benefits
Anticipated Hiring Range: $75,000 - $90,000 Per Year
Classification Range: $72,228 - $103,020 Per Year
Cal Poly offers a best-in-class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees. See our benefits website for additional information.
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Cal Poly
Cal Poly is a nationally-ranked public university located in San Luis Obispo, California, and known for its Learn by Doing philosophy. Each year more than 20,000 top-tier students come to San Luis Obispo to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities and the built environment. Cal Poly’s hands-on philosophy, small class sizes and close student-faculty mentorships result in graduates ready from day one to impact their communities, California and the world. For more information, visit calpoly.edu.
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Diversity Statement
At Cal Poly, we believe that cultivating an environment that embraces and promotes diversity is fundamental to the success of our students, our employees and our community. Bringing people together from different backgrounds, experiences and value systems fosters the innovative and creative thinking that exemplifies Cal Poly's values of free inquiry, cultural and intellectual diversity, mutual respect, civic engagement, and social and environmental responsibility.
Cal Poly's commitment to diversity informs our efforts in recruitment, hiring and retention. Cal Poly is an equal opportunity employer.
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Supplemental Information
Following a conditional offer of employment, a background check (including a criminal records check) must be completed satisfactorily before any candidate may start work with Cal Poly. Failure to satisfactorily complete the background check may result in the withdrawal of the offer of employment. Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive.
The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
Cal Poly, San Luis Obispo is not a sponsoring agency for staff positions (i.e. H-1B visas).
Positions are posted for a minimum of 14 calendar days.
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