Job Description

Job Number: CLA00563P

Position Title: Financial Aid Technician II (2 positions)

Position Type: Classified Full Time

Percentage Employee: 100%

Number of Months Assignment: 12

Starting Date: As soon as possible

Current Work Schedule: First position: Monday – Friday 8:00am – 4:30pm; Second Position: Monday – Friday 10:30am – 7:00pm; Days and hours of employment may change depending on District needs.

Salary Range: 29

Salary: $5,483.10 – $7,022.15 monthly; Successful candidate will start at step 1 except in cases where District deems appropriate.

FLSA: Non-Exempt

Location: Main Campus

Department: Financial Aid

Open Date: 09/08/2025

Closing Date: 09/22/2025

Basic Function

Under the direction of an administrator or manager, performs specialized administrative duties in support of Financial Aid programs and services; provides assistance in specialized programs including but not limited to Statutory Accounting Principles (SAP), R2T4, Cal Grant, Federal Work Study, Direct Loans, and PELL Grants.

Representative Duties

1. Performs a variety of specialized and technical duties in support of one or more assigned programs and services, such as Veteran Affairs, Student Direct Loan program, Cal Grants, Federal Supplemental Educational Opportunity Grant (FSEOG), Federal Work Study, PELL, SAP, R2T4, Overpayments, Foundation and Outside Scholarships, Chaffee Grant, AB19, and various additional federal and state programs.
2. Reviews financial aid rules against system updates, provides recommendations to ensure compliance.
3. Partners with Information Technology (IT) to monitor data integrity for assigned programs.
4. Performs accounting/billing and/or budget related activities related to program; receives, counts, reconciles, and maintains records related to the collection and disbursement of funds.
5. Participates in year-end closing processes and procedures; identifies and verifies collection notices; sends to students as necessary; submits reports to state and government agencies.
6. Provides technical assistance and information to students regarding Financial Aid programs and services; instructs students in correct procedures for completion of forms, applications, and requirements; reviews student loan submissions for accuracy, completeness, and compliance.
7. Answers questions and provides information and assistance to students and others regarding assigned programs; explains department policies, procedures, and functions according to established guidelines; responds to requests for information from District officials, faculty, students, and other institutions within the purview and scope of the assignment.
8. Performs specialized duties in support of the Federal Student Loan program as assigned.
9. Distributes, receives, reviews, completes, verifies, and determines the amount of borrowing eligibility per application; explains loan requirements, procedures, and related information.
10. Evaluates academic progress, student budgets, grade level eligibility, length of program, family contribution, and prorated loan amounts; responsible for institutional certification signature on loan applications.
11. Prepares and disburses loan funds in coordination with the student business office.
12. Analyzes, interprets, and explains financial aid disbursement transactions.
13. Processes Financial Aid applications and forms; review records for changes in status; requests transcripts, records, and other information as needed.
14. Assists in verification and determination of student need and eligibility for Financial Aid; monitors continued eligibility for student awards; amends student awards according to status changes; adjusts student payments and bills student accordingly.
15. Operates computer hardware, software, and system applications to obtain and/or verify Financial Aid information and records; enters a variety of information and data into student information system; maintains and updates records and files.
16. Coordinates communications and activities with other District departments, personnel, educational institutions, government, private agencies, and the public.
17. Develops and conducts training workshops for staff, faculty, students, and the public.
18. Oversees SAP appeal committee process.
19. Monitors Satisfactory Academic Progress (SAP) of students to ensure compliance with applicable requirements and guidelines.
20. Extracts and compiles information and data; generates and prepares various reports and forms related to Financial Aid and other assigned programs; prepares, updates, and maintains forms, correspondence, requisitions, and documents.
21. Establishes and maintains a variety of files, records, and filing systems; maintains confidentiality of information and records.
22. Trains and provides work direction to student assistants, student workers, and short-term, temporary staff as assigned.
23. Performs a variety of clerical and administrative responsibilities in support of the departments day-to-day activities and/or operations utilizing a variety of communication modalities including but not limited to answers and responds to phone calls, emails, text messages, and chat platforms; opens, screens, and distributes mail and correspondence; photocopies documents and requests duplication services; ensures maintenance and repairs of assigned work areas, facilities, or equipment; enters various requests for services from IT, Facilities, and Maintenance; contacts vendors for equipment service, when needed; follows-up with vendors to ensure satisfactory completion of requests; may perform simple repairs or maintenance to standard office equipment.
24. Performs related duties that support the overall objective of the position.

Knowledge and Abilities

KNOWLEDGE OF: District and college policies, procedures, rules, and regulations related to the area of assignment; District organization, operations, policies, and objectives pertaining to student admissions and financial aid; Specialized software applications and programs related to the scope of the assignment; Operations, functions and procedures of a Financial Aid office; District and college operations, rules, regulations, policies, procedures, and objectives related to the scope of the assignment; Federal, state, and local financial aid programs and regulations; Research and reporting methods, techniques, and procedures; Principles and practices of data collection and report preparation; Financial, administrative, and statistical recordkeeping, filing, file sharing, and filing system methods and techniques; Mobile devices and applications utilized by the District and/or college; Elements of proper grammar usage, spelling, punctuation, and vocabulary; Effective communication skills both verbally and written; Elements of proper grammar usage, spelling vocabulary, and basic mathematics; Financial Aid advisory techniques; Federal verification requirements and federal needs analysis; Database management; Business letter and report writing; Modern office methods, practices, and procedures, and equipment including financial filing systems, customer service, telephone techniques, and etiquette; Interpersonal skills using tact, patience, and courtesy; Techniques for providing a high level of customer service by effectively dealing with the public, vendors, students, and District staff; Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint).

ABILITY TO: Independently perform all the essential responsibilities of the position; Read, understand, interpret, apply, and explain District and department/program rules, regulations, policies and procedures; Integrate local, state, and federal laws and regulations; Learn, interpret, integrate, and explain local, state, and federal laws and regulations; Interpret rules, regulations, and policies regarding financial aid programs and awards and determine student eligibility; Perform financial and statistical recordkeeping duties for a variety of federal and state financial aid programs; Department and/or program policies and procedures; Work effectively and cooperatively with students with special needs; Use computer-related programs and software applications related to the area of assignment; Generate, prepare, and maintain financial and statistical records and reports; Work effectively and cooperatively with administrators, functional and technical team members, and users; Principles and techniques of interviewing and speaking with students to understand needs related to financial aid programs, resources, and services available including in-person counseling; Maintain complex technical rules in support of business processes; Operate office equipment including personal computers, computer hardware and peripherals; Make moderately complex mathematical calculations; Understand and follow verbal and written directions; Communicate clearly and effectively both verbally and in writing; Communicate professionally and exercise tact and diplomacy in dealing with sensitive and complex issues and situations; Plan, organize, and prioritize workload to meet schedules and timelines; Analyze situations accurately and adopt an effective course of action; Work independently with an emphasis on detail when faced with interruptions, distractions, and fluctuating workload; Compose correspondence and reports utilizing advanced software and techniques; Interact with individuals of various ages, disabilities, socioeconomic, and ethnic groups; Demonstrate clear evidence of sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability and ethnic backgrounds of community college students; Establish and maintain cooperative relationships with those contacted during the course of work.

Education and Experience

Associate degree in a related discipline; AND Three (3) years of increasingly responsible experience directly related to assisting students within a student services environment; Or, any combination of education and experience which would provide the required qualifications for the position.

Foreign Degrees

Any degree from a country other than the United States, including Canada and Great Britain, must be evaluated by an Evaluation Service prior to the closing date. Certification must be attached with copies of transcripts.

License Certificates/Credentials

Possession of, or ability to obtain, a valid driver license; May be required to travel for various off-site meetings, trainings, conferences, and or events in support of the overall objective of the position.

Desired Qualifications

College coursework in a financial or accounting related discipline; Experience in a student-centered division within higher education.

Distinguishable Characteristics

The Financial Aid Technician II is the journey-level classification within the Financial Aid Technician series. The Financial Aid Technician II performs specialized and technical responsibilities in support of one or more assigned programs and services. The incumbent requires technical knowledge of various local, state, and federal loan and grant programs available to qualifying students. The Financial Aid Technician II is distinguished from the Financial Aid Technician I in that the latter is the entry level classification within the Financial Aid Technician series. The incumbent performs routine tasks related to Financial Aid processes including the review, completion, and processing financial aid forms and applications, compilation, and maintenance of student records and files. The Financial Aid Technician II is distinguished from the Senior Financial Aid Technician in that the latter is the senior, experienced level classification within the Financial Aid Technician series. The incumbent performs duties of the Financial Aid Technician I and II and are assigned responsibilities in support of specialized programs and services. The Senior Financial Aid Technician demonstrates advanced knowledge of specialized local, state, and federal program features and internal system programs used for financial aid and student information.

Working Conditions

PHYSICAL DEMANDS: While performing the duties of this job, employees are regularly required to sit or stand for extended periods of time; talk or hear, in person and by telephone; use hands repetitively to finger, handle, feel, operate personal computers and other standard office equipment; and reach with hands and arms. Specific vision abilities required by this job include close vision, use of both eyes, ability to distinguish basic shades and colors and the ability to adjust focus. Employees are frequently required to walk and stand and occasionally lift up to 20 pounds.

MENTAL DEMANDS: While performing the duties of this class, incumbents are regularly required to use written and oral communication skills; read and interpret data; use math and mathematical reasoning; analyze and solve problems; learn and apply new information and skills; perform highly detailed work on multiple, concurrent tasks; and interact with District, students, vendors and others encountered in the course of work, some of whom are dissatisfied or abusive.

WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employees will encounter students under a variety of circumstances; work under typical office conditions, with constant interruptions, and the noise level may vary depending on activities of the office.

Position Description

Applications are currently being accepted for Financial Aid Technician II. This is a Full-Time 100%, 12-month position.

Application Procedure

Applications must be submitted by 11:59 p.m. PT on the closing date. Applicants must submit a complete online application that includes the items listed: Rio Hondo College online application (which includes supplemental questions); Résumé/Curriculum Vitae. PAPER APPLICATIONS AND APPLICATION MATERIALS SENT VIA MAIL, FAX, OR EMAIL WILL NO LONGER BE ACCEPTED. NOTE THAT ALL CORRESPONDENCE, INCLUDING INTERVIEW INVITATIONS, WILL BE SENT VIA EMAIL. Apply Now

Additional Information

The Immigration Reform and Control Act requires the District obtain documentation from every individual who is employed which verifies identity and authorizes his/her right to work in the United States. Successful candidate is responsible for verifying all prior work experience and providing all academic transcripts for purposes of salary placement. As a condition of employment, the selected applicant must provide a set of fingerprints (at the applicants expense) taken by an official LiveScan agency. Provide a Certificate of Tuberculosis Exam for initial employment (The certificate must be renewed every 4 years as a condition of continuing employment). For positions requiring a valid California drivers license, proof of insurability is required. Applicants who are protected under the Americans with Disabilities Act and require accommodations for completing the application process, testing (if required for position), or the interview, please notify the Human Resources Office. A copy of this announcement will be provided in Braille to visually impaired applicants upon request.

Commitment to Diversity

All applicants must have demonstrated cultural competency and sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds of community college students and staff.