Position Number: 40075911

Payroll Title: Financial Aid Advisor; FINANCIAL AID OFCR 2 SV (004987)

Job Code: 004987

Job Open Date: 6/12/26

Application Review Begins: 6/29/26

Department Code (Name): FINC (FINANCIAL AID OFFICE - Operation)

Percentage of Time: 100%

Union Code (Name): SV- Student Services and Advising Professionals

Employee Class (Appointment Type): Staff: Career

FLSA Status: Non-Exempt

Classified Indicator Description (Personnel Program): PSS

Salary Grade: STEPS

Pay Rate/Range: The budgeted salary range that the University reasonably expects to pay for this position is $29.47 to $32.52 /hour. Salary offers are determined based on final candidate qualifications and experience; the budget for the position; and the application of fair, equitable, and consistent pay practices at the University. The full salary range for this position is $29.47 to $50.69/hour.

Work Location: 2101 Student Affairs and Administrative Services Building

Working Days and Hours: Monday - Friday, 8AM - 5PM

Benefits Eligibility: Full Benefits

Type of Remote or Hybrid Work Arrangement, if applicable: In-Person; Hybrid Eligible

Special Instructions:

For full consideration, please include a resume and a cover letter as part of your application.

Department Marketing Statement:

OFAS Mission Statement: The University of California, Santa Barbara Office of Financial Aid and Scholarships provides students with the financial resources and related services necessary to achieve their educational goals. We are committed to providing accurate, user-friendly, responsive, and respectful service to students and their families. We administer federal, state, and university aid and scholarship programs in accordance with applicable policies and regulations while striving to be an innovative and service-minded department.

Benefits of Belonging

Working at UC means being part of this vibrant institution that shines a light on what is possible. People make UC great, and UC recognizes your contributions by making this a great place to work. Excellent retirement and health are just one of the rewards. Learn more about the benefits of working at UC

Brief Summary of Job Duties:

Under the direction of the Assistant Director, serves as coordinator of a major aid program. Performs tasks at the operational level in all areas of financial aid administration including need analysis, packaging, and revisions to aid packages. Exercises professional judgment to make necessary adjustments when standard need analysis methodology is inappropriate. Advises students and parents regarding the application process, available aid, and alternative financing. Conducts workshops and gives presentations to various campus organizations.

Required Qualifications:

• Bachelor's Degree in related area and / or equivalent experience / training
• Proven adaptability and ability to work effectively with multiple deadlines and schedules

Preferred Qualifications:

• Financial aid administrative experience.
• Basic working knowledge of federal aid programs and application process.
• Ability to apply policies to individual situations
• Basic knowledge of policies, regulations, and practices for awarding financial aid.
• Basic knowledge of University policies, processes, and procedures.
• Basic knowledge of advising and counseling techniques.
• Ability to calculate financial aid with attention to detail and accuracy.
• Problem identification and critical thinking skills.
• Organizational skills and ability to prioritize work and meet deadlines.
• Demonstrates written and verbal communication skills. Active listening skills. Possesses customer service orientation skills.
• Ability to assess processes and recommend improvements. Good interpersonal skills.
• Proficiency with standard office software, internet, and email applications. Basic knowledge of common University-specific computer application programs.
• Strong interpersonal and written skills
• Strong analytical and technical skills
• Experience using complex databases.

Special Conditions of Employment:

• Limited vacation during the month of September/October.

• Satisfactory criminal history background check



• UCSB is a Tobacco-Free environment

Misconduct Disclosure Requirement:

As a condition of employment, the final candidate who accepts an offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; or have filed an appeal of a finding of substantiated misconduct with a previous employer.

“Misconduct” means any violation of the policies governing employee conduct at the applicant’s previous place of employment, including, but not limited to, violations of policies prohibiting sexual harassment, sexual assault, or other forms of harassment, or discrimination, as defined by the employer. For reference, below are UC’s policies addressing some forms of misconduct:

UC Sexual Violence and Sexual Harassment Policy
UC Anti-Discrimination Policy
Abusive Conduct in the Workplace

Job Functions and Percentages of Time:

• 25% Program Coordination - I. Program Responsibility: Coordinates and administers one or more financial aid programs. a. Interprets requirements, policies, and procedures as they relate to UCSB's financial aid operations. Insures that UCSB is in compliance with all program policies. As needed, develops new methods, procedures, and policy proposals that insure adherence to federal and state regulations as well as improve departmental student services. b. Analyzes and resolves all problems related to the program. Serves as the main resource person to the systems programmers for developing specifications and testing related software. Serves as a campus resource on questions related to the program(s). c. If applicable, works with the compliance officer and applicable external offices to insure reconciliation of all payment and reporting activity. d. As needed, prepares analytical reports. Keeps the manager informed of all programmatic changes and proposed changes. Prepares and presents program updates to staff at weekly meetings and at ad hoc training workshops.
• 20% Appeals Processing - II. Appeals Processing: Regularly exercises professional judgment in the following tasks: a. Responsible for reviewing and making a decision on all appeals (dependency overrides, on-time status, satisfactory academic progress, and budget increases) submitted by students. In this capacity, is responsible for an alpha-string that averages 2500 students. b. Independently reviews students' and parents' unique circumstances, analyzes documentation submitted in support of the unique circumstances, and, as appropriate, makes adjustments to federal need analysis methodology and students' awards. These adjustments occasionally override standard office policy.
• 30% Advising - I. Advises students, parents, campus staff, and the general public in all areas of financial aid administration. a. Explains the application process, the rationale behind federal need analysis, program regulations, aid eligibility criteria, university award policies, aid distribution procedures, and budgeting and money management. b. Performs the more difficult and sensitive counseling and advising which generally involves a higher degree of problem solving. This includes not only exploring personal situations, but also resolving procedural difficulties associated with financial aid and other federal, state, and university offices' procedures. c. Uses a broad range of knowledge of other departments' (Billing Office, Registrar, the Graduate Division, Housing, and the various Colleges) and federal, state, and private agencies policies and has constant interaction with the staff from these offices.
• 20% Need Analysis - I. Performs tasks at the operational level associated with the administration of student financial aid. a. Independently applies all elements of need analysis and award packaging to individual aid applications and the supporting verification documentation (federal tax returns, INS documents, Selective Service verifications, citizenship documents, etc.). Adheres to federal and state policies, procedures, and guidelines as well as those of the university and campus aid programs. b. When warranted, manually determines aid eligibility and authorizes original or revised aid packaged. c. Analyzes and solves problem situations in those instances when the standard need analysis model is not applicable. Serves as a resource person in assisting lower level staff solve complicated, problematic cases.
• 5% Workshops/Committees - Conducts workshops for student groups, campus departments, and for organizations outside of the University. Participates on ad hoc committees that review current departmental policies and procedures and recommend changes to management. May be assigned as chairperson of a committee. Actively participates in various weekly staff meetings by providing feedback and making recommendations for improved office procedures.