Financial Aid Advisor II

Job Description

Job Title

Financial Aid Advisor II

Position Type


Position Code




Pay Rate (or Annual Salary)


Job Location

Las Positas College, 3000 Campus Hill Dr., Livermore, CA 94551


Financial Aid

Job Summary

Las Positas College
Las Positas College provides an inclusive, learning-centered, equity-focused environment that offers educational opportunities and support for completion of students transfer, degree, and career-technical goals while promoting lifelong learning. At Las Positas College we know that equity will be achieved by changing the impacts of structural racism, ableism, homophobia, and systematic poverty on student success and access to higher education, achieved through continuous evaluation and improvement of all services. We believe in a high-quality education focused on learning and an inclusive, culturally-relevant environment that meets the diverse needs of all our students and staff. ?

Equity is parity in student educational outcomes; it places belonging for students of color and disproportionately impacted students at center focus. Our prized and emerging equity efforts include Puente, Umoja, ConnectUp, Brother 2 Brother, Sister 2 Sister, Black Student Union, Presidential Task Force on Systemic and Institutionalized Racism, the Presidential Speaker Series, Black Education Association, UndocuAlly Taskforce, curriculum reviews and a linguistic justice curriculum.

Located in Livermore, Las Positas College is becoming an institution that reflects the diversity in California. We are a learning-centered institution focused on excellence and student success, and are fully committed to supporting all Tri-Valley residents in their quest for education and advancement.

Joining Our College Community
We seek equity-minded applicants who demonstrate they understand the benefits diversity brings to an educational community. We look for applicants who:

1. Value and intentionally promote diversity and consciousness of difference
2. Demonstrate cultural humility and an ongoing desire to improve cultural competence
3. Are dedicated to addressing issues of social justice
4. Accept their shared role and responsibility in addressing opportunity and achievement gaps experienced by students
5. Have experience and success in closing student equity gaps and engaging in equitable practices, or are knowledgeable and enthusiastic about implementing practices that achieve these goals
6. Actively seek to identify, disrupt, and remove institutional and/or systemic barriers that adversely impact historically marginalized communities
7. Empower the underrepresented and underserved
8. Foster students potential to become global citizens and socially responsible leaders
9. Believe that all people have the right to an education and work environment free from fear, harassment, or discrimination

The Chabot-Las Positas Community College District is seeking a Financial Aid Advisor II for Las Positas College in Livermore, California.

Under general supervision, perform a variety of complex duties involved in providing financial aid services and recommending available alternatives for students; process and verify student financial aid applications; develop and award student financial aid packages in accordance with prescribed policies, procedures, regulations and guidelines; exercise professional judgment to determine whether adjustments should be made regarding student eligibility; investigate, analyze information, and solve problems with students and campus and external entities; and certify qualified federal and state grant award amounts in accordance with federal, state and District guidelines.

Financial Aid Advisor I – Employees at this level are not expected to function with the same amount of program knowledge or skill level as employees allocated to the Financial Aid Advisor II level and exercise less independent discretion and judgment in matters related to work procedures and methods. Work is usually supervised while in progress and fits an established structure or pattern. Exceptions or changes in procedures are explained in detail as they arise.

Financial Aid Advisor II – Work at this level is distinguished from the Financial Aid Advisor I by the level of complexity and the degree of independence and judgment with which the employee is expected to perform. Employees at this level receive only occasional instruction or assistance as new or unusual situations arise, and are fully aware of the operating procedures and policies of the work unit. Positions assigned to this classification perform office-related and people-assisting services that includes complex and varied tasks and requires a high degree of independent judgment.

This is a grant/categorically funded position. Continuation of this position is contingent upon available funding on a year to year basis.

Representative Duties

The following duties are typical for this classification. Incumbents may not perform all of the listed duties and/or may be required to perform additional or different duties from those set forth below to address business needs and changing business practices.

1. Assist and advise students applying for federal, state and institutional financial aid programs; research available options and sources; discuss various eligibility criteria and explain ineligibility as necessary; interpret and explain the Districts financial aid policies and procedures.

2. Provide students with proper applications, documents, forms and reading materials; order brochures, applications and forms as necessary; assist students in filling out and reviewing applications and supporting documentation for completeness and accuracy.

3. Analyze and verify financial data and evaluate student and parent ability to pay for education; evaluate and verify financial aid applications to determine eligibility requirements including parent and student income and assets, household size, untaxed income, investments and business assets and debts.

4. Prepare and award well balanced financial aid packages based upon determined needs; disperse award notification; advise students on terms, conditions, requirements and limitations of awards; resolve data conflicts and over-awards as necessary.

5. Maintain financial aid student records and other records by reviewing and updating pertinent data via remote computer terminal; review and prepare computer inputs under prescribed guidelines.

6. Participate in a full range of reporting duties; assist in compiling, analyzing, and maintaining data for the maintenance of various records and the preparation of various reports.

7. Maintain current knowledge and learn new state and federal laws, rules, and regulations pertaining to financial aid; attend seminars, conferences, workshops, and other training sessions; participate in the development of new/revised procedures to accommodate changes that will positively impact efficiency and quality of services provided.

8. Coordinate and oversee one or more administrative programs and/or service area as assigned.

9. Monitor, review and maintain Cal Grant rosters; determine student eligibility and award grants according to established parameters; report all applicant eligibility and payments.

10. Oversee the Student Loan Program; develop procedures to facilitate the student loan application and disbursement process; prepare and send loan application response letters.

11. Conduct presentations, workshops, and orientations to inform high school students, the community and various groups of financial aid program requirements and deadlines.

12. Interact with federal, state, scholarship, social services and related agencies and financial institutions to facilitate the student eligibility process.

13. Respond to inquiries and research and resolve problems related to transactions handled by the unit; serve as liaison with other constituencies in the resolution of day-to-day administrative and operational issues.

14. Train and serve as an operational resource to other staff and/or students, as appropriate; may supervise student employees or lower-level staff.

15. Utilize professional judgment to adjust a students eligibility based on documented mitigating circumstances in accordance with federal statutes; may refer complex eligibility situations to the Director.

16. Provide support to students experiencing family, personal or economic crises which may impact school performance; work with special needs populations to identify unique needs and coordinate appropriate services.

17. Monitor and evaluate satisfactory academic progress, or academic eligibility, of students. Review and approve / deny student appeals relating to academic progress. 1

8. Perform related duties as required.

Minimum Education and Experience

Any combination of the following would provide a typical way to obtain the required knowledge and abilities.

Equivalent to completion of the twelfth grade supplemented by college level course work in business administration, accounting, or a related field.

Two years of experience including one year of experience performing duties at a level comparable to a Financial Aid Advisor I with the Chabot-Las Positas Community College District.

Minimum Qualifications

The following generally describes the knowledge and ability required to enter the job and/or be learned within a short period of time in order to successfully perform the assigned duties.

Knowledge of:
1. Student financial aid processes and procedures including federal, state, and local laws, policies, procedures, rules and regulations pertaining to student financial aid, grants and loans.

2. Methods and techniques of advising students regarding financial aid options and programs.

3. Methods and techniques of public relations.

4. Office procedures, methods, and equipment including computers and applicable software applications such as word processing, spreadsheets, and databases.

5. Principles of business letter writing and basic report preparation.

6. Principles and procedures of record keeping.

7. Effective oral and written communication skills.

8. English usage, spelling, grammar and punctuation.

Ability to:
1. Interpret, explain and apply District procedures and policies pertaining to financial aid.

2. Analyze and verify a variety of financial data and evaluate student ability to pay for education.

3. Determine eligibility of students for financial assistance through analysis and interpretation of data and guidelines.

4. Prepare and award well balanced financial aid packages based upon determined needs.

5. Identify student needs and assist students in locating financial alternatives.

6. Research regulatory information and resolve complex financial aid questions, to investigate, analyze information and draw conclusions.

7. Exercise good judgment and maintain confidentiality regarding critical and sensitive information, records, and reports.

8. Diffuse difficult, angry, or emotional situations with students and/or parents.

9. Prepare a variety of comprehensive and statistical reports.

10. Plan, organize and prioritize work in order to meet schedules and timelines.

11. Operate office equipment including computers and supporting word processing, spreadsheet, and database applications.

12. Respond to difficult inquiries and requests from students regarding financial aid options and programs.

13. Communicate clearly and concisely, both orally and in writing.

14. Establish and maintain effective working relationships with those contacted in the course of work.

15. Work with and exhibit sensitivity to and understanding of the varied racial, ethnic, cultural, sexual orientation, academic, socio-economic, and disabled populations of community college students.

Job Work Schedule

40 hours/week, Monday – Friday, 8:00 a.m. – 5:00 p.m., hours may vary depending on department needs, occasional evening and weekends required as needed, 12 months/year.

Physical Demands and Working Environment

The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Work is performed primarily in a standard office setting with frequent student and public contact.

Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; and to verbally communicate to exchange information.

EEO Statement

It is the policy of this District to provide equal opportunity in all areas of
employment practices and to assure that there shall be no discrimination against
any person on the basis of sex, ancestry, age, marital status, race, religious
creed, mental disability, medical condition (including HIV and AIDS), color,
national origin, physical disability, family or sexual preference status and other
similar factors in compliance with Title IX, Sections 503 and 504 of the
Rehabilitation Act, other federal and state non-discrimination regulations, and its
own statements of philosophy of objectives. The District encourages the filing of
applications by both sexes, ethnic minorities, and the disabled.

Posting Number


Open Date


Close Date


Open Until Filled


Special Instructions to Applicants

The Board of Trustees has implemented a vaccine mandate for all employees. Accordingly, finalist(s) must comply with the vaccine mandate prior to being forwarded to the Board of Trustees for approval. See vaccine mandate information at

Notification to Applicants

The Chabot-Las Positas Community College District reserves the right to close or not fill any advertised position

Instructions for Personal Qualifications Statement

The purpose of the personal qualifications statement is for you to provide information on how your education and experience relate to the requirements and duties of the position. There is no form to complete. Applicants are requested to provide their personal qualifications statement by uploading a document, the same way as you do for your cover letter.

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