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Associate Director of Financial Aid, Compliance, and Training (Administrator II)

Apply now Job no: 536012
Work type: Management (MPP)
Location: Fullerton
Categories: MPP, Administrative, At-Will, Full Time

Job Title

Associate Director of Financial Aid, Compliance, and Training


Administrator II




Financial Aid


Student Transitions

Salary Range

Classification Range $4,812 - $15,449 per month

(Hiring range depending on qualifications, not anticipated to exceed $6,800 - $9,000 per month)

Appointment Type


Time Base

Full Time

Work Schedule

Monday – Friday, 8:00 AM – 5:00 PM

About CSUF

Standing on 241 acres in the heart of Southern California, the University was founded in 1957 and has grown into a population of over 40,000 students. As Titans, we believe that diverse perspectives deepen our understanding. We are committed to giving students the support they need to graduate, while responding to California’s revolving workforce needs. At California State University, Fullerton we strive for continual improvement of students, staff, faculty, and administrators through orientations, training programs, and professional development opportunities. As part of the Titan Community, you have access to many campus facilities and services including but not limited to the Grand Central Art Center in Santa Ana, the Arboretum and Botanical Garden at Cal State Fullerton, cultural events and performances in the Clayes Performing Arts Center, Cal State Fullerton Athletics sports events, Titan Recreation Center, and the Employee Wellness Program.

Job Summary

It is an exciting time to join Cal State Fullerton as we are an in demand comprehensive university that is driven to shape the future of education and foster a vibrant community of diverse students, faculty, staff, and administrators who uphold values of inclusive excellence, free speech, and an environment free from discrimination. We are continuously seeking individuals from various career disciplines that share the University’s mission and core values. We warmly welcome you to consider joining the Titan Community where minds expand and opportunities flourish.

About the Position: 

The Office of Financial Aid is available to remove the cost of barriers that may prevent individuals from pursuing their educational goals. We are seeking an exceptional individual to join our team as the Associate Director of Financial Aid, Compliance and Training (Administrator II). The ideal candidate in this role should have a positive attitude, an active, energetic mind, and a leadership style that is characterized by highly ethical practices and a commitment to diversity, openness, flexibility, integrity, and kindness.

This Management Personnel Plan (MPP) employee is an Administrator II and manages various teams: Compliance and Training, Student Personnel Technicians, and Records in the Office of Financial Aid. The Associate Director is collaborative and innovative in planning, organizing, and managing compliance issues, campus partnerships, serving as a liaison to various constituencies, responds to service escalations, and leads financial aid training and client service training for the Office of Financial Aid, the Titan One Stop, and the Scholarship Office in a manner, consistent with the University mission and strategic plan. The Associate Director duties include: (1) performs managerial activities inclusive of staff evaluations, staff training, team building, and staff onboarding (2) directs compliance activities and supports disbursement and systematic process testing, including but not limited check listing; (3) oversees the administration of financial aid programs, as well as disenrollment, Financial Aid database, annual federal audits, leads verification efforts, student satisfactory academic progress, R2T4, and all summer aid activities (4) directs operational calendar and activities (5) supports reporting, data requests, financial aid forms, presentations and campaigns, records related activity, and student communication inclusive of  virtual and in-person services (i.e., front desk, service now, social media, and website updates) (6) ensures regular policy and procedure updates and the development of business process guides, (7) supervises the day-to-day operation of financial aid processing (8) Other duties as assigned. 

Essential Qualifications

The Candidate must have a Bachelor's degree from an accredited four-year college or university and a minimum of four years of progressively responsible university experience, including at least three years of managing in a complex organization or office. Several of these years must be in financial aid. Excellent analytical, written, oral, and interpersonal communication skills are required. A background that includes organizational development, data management and use of associated computer systems, public relations and staff supervision is essential. Knowledge of need analysis, professional judgment, and federal and state financial aid programs is required. The Associate Director of Financial Aid, reports to the Director of Financial Aid and is one of six managers who lead the daily activities of the office. The successful candidate must be able to relate effectively and work well with students, parents, and all campus departments. They must have an outstanding aptitude to anticipate and analyze problems and make appropriate judgments daily. Strong basic mathematical and analytical skills, ability to document work clearly, work accurately and efficiently with attention to detail in a deadline driven setting.. Must be able to analyze highly complex situations and perform assignments without supervision. Proficiency with Windows NT, Outlook, Excel, electronic mail, Internet applications, and Word required.

A background check (including a criminal records check) must be completed satisfactorily and is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to complete the background check satisfactorily may affect the continued employment of a current CSU employee who was conditionally offered the position.

Preferred Qualifications

Knowledge of CMS or PeopleSoft, and Financial Aid operations and systems knowledge. Possession of a Master’s degree.  Experience directly supervising people, including mentoring, evaluating, and developing individuals. Demonstrated skills in an educational environment utilizing a customer-oriented and service-centered attitude.


Must have a valid California driver's license and reliable means of transportation to travel to off-campus outreach sites and professional development opportunities.

Special Working Conditions

Notice of Non-Discrimination on the Basis of Gender or Sex and Contact Information for Title IX Coordinator

Decisions can influence other university offices such as admissions, cashiering, and departmental offices and can affect enrollment management decisions. Employment is contingent upon a satisfactory fingerprint background check.

Additional Information

California State University, Fullerton celebrates all forms of diversity and is deeply committed to fostering an inclusive environment where students, staff, administrators, and faculty thrive. Individuals interested in advancing the University’s strategic diversity goals are strongly encouraged to apply. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose.

As of January 1, 2022, the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California.

The scope of responsibilities for this position includes the making or participating in the making of decisions that may have a material financial benefit on the incumbent. Therefore, you will be required to file an initial “Conflict of Interest Form 700: Statement of Economic Interests” within thirty (30) days from date of hire and on an annual basis; and complete the CSU sponsored ethics on-line training within thirty (30) days of appointment, and at least once during each consecutive period of two calendar years following the appointment.

The person holding this position is considered a limited mandated reporter under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirement set forth in CSU Executive Order 1083, revised July 21, 2017.

Multiple positions may be hired from this recruitment based on the strength of the applicant pool.
If you are applying for a staff position, please note that you are not eligible to work concurrently in a staff position and an Academic Student position such as a Graduate Assistant, Teaching Associate, Instructional Student Assistant, or Student Assistant position.
Regular attendance is considered an essential job function; the inability to meet attendance requirements may preclude the employee from retaining employment.

Employee/applicant who applies for a position may be required to successfully complete job-related performance test(s) as part of the selection process.

Online application/resume must be received by electronic submission on the final filing date by 9:00 PM (Pacific Standard Time)/midnight (Eastern Standard Time). Applicants who fail to complete all sections of the online application form will be disqualified from consideration. 
California State University, Fullerton is not a sponsoring agency for staff or management positions (i.e., H1-B Visas).

Advertised: Pacific Daylight Time
Applications close: Pacific Daylight Time

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Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act Notification:
Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the current Annual Security Report (ASR) is available for viewing at: https://hr.fullerton.edu/risk-management/clery-act/. This report contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for California State University, Fullerton for the last three (3) calendar years. Paper copies are available upon request at the CSUF Police Department.


Notice of Availability of the Annual Fire Safety Report (AFSR)
In addition, pursuant to the Higher Education Opportunity Act, the AFSR is also available at https://hr.fullerton.edu/risk-management/clery-act/. The purpose of this report is to disclose statistics for fires that occurred within California State University, Fullerton housing facilities for the last three (3) calendar years, and to distribute fire safety policies and procedures intended to promote safety on campus. A paper copy of the AFSR is available upon request by contacting the Housing Office located at The Housing & Residential Engagement Main Office.