Financial Aid Advisor Strategic Enrollment Management

Cal Poly

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profile Job Location:

San Luis, CO - USA

profile Yearly Salary: $ 53784 - 58000
Posted on: 3 days ago
Vacancies: 1 Vacancy

Job Summary

Job Summary

Under the general direction of the Associate Director of Financial Aid this position serves as the initial contact via phone in-person and via email correspondence for current and prospective students and their families as well as general public inquires; does document in-take; and completes necessary reviews of financial aid files to ensure accuracy of awards and disbursement of financial aid.

This is a full-time temporary position and is eligible for full benefits including medical dental vision and CalPERS retirement.

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 13000 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 Financial Aid Office serves the University by assisting students in obtaining financial aid and scholarships to attend Cal Poly. The Offices primary function is to provide appropriate financial aid based on federal and state parameters and in keeping with CSU and Cal Poly institutional policies.

Key Qualifications

  • General knowledge of research and interview techniques including the ability to obtain factual information through interviews.
  • General knowledge of the principles of individual and group behavior.
  • Ability to advise students individually and in groups on routine matters.
  • Excellent organizational and time management skills with the ability to manage a caseload and set own priorities to coordinate multiple assignments with fluctuating and time-sensitive deadlines.
  • Ability to successfully interact with a diverse student population and to assess student needs.

Education and Experience

  • Equivalent to graduation from a four-year college or university in one of the behavioral sciences public or business administration or a job-related field. One year of experience in professional Student Services work at the entry trainee level.
  • Equivalent amounts of graduate level job-related education may be substituted for the required experience.
  • Additional specialized experience during which the applicant has acquired and successfully applied the required knowledge and abilities may be substituted for the required education on a year-for-year basis.

Salary and Benefits

Anticipated Hiring Range:$53784 - $58000 Per Year

Classification Range: $49800 - $60912 Per Year

Factors in determining the appropriate compensation for a role include experience skills knowledge abilities education licensure and certifications and other business and organizational needs. The Anticipated Hiring Range referenced in the job posting is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Classification Range may be broader than what the University anticipates paying for this position based on internal equity budget and collective bargaining agreements (when applicable).

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.

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 20000 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 Polys 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 .

Equal Opportunity and Excellence in Education and Employment

This position is open and available to all regardless of race sex color ethnicity or national origin. Consistent with California law and federal civil rights laws Cal Poly provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race sex color ethnicity or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. Cal Poly complies with Title VI of the Civil Rights Act of 1964 Title IX of the Education Amendments of 1972 the Americans with Disabilities Act (ADA) Section 504 of the Rehabilitation Act the California Equity in Higher Education Act Californias Proposition 209 (Art. I Section 31 of the California Constitution) other applicable state and federal anti-discrimination laws and CSUs Nondiscrimination Policy. We prohibit discriminatory preferential treatment segregation based on race or any other protected status and all forms of discrimination harassment and retaliation in all university programs policies and practices.

Cal Poly is a diverse community of individuals who represent many perspectives beliefs and identities committed to fostering an inclusive respectful and intellectually vibrant environment. We cultivate a culture of open dialogue mutual respect and belonging to support educational excellence and student success. Through academic programs student organizations and activities faculty initiatives and community partnerships we encourage meaningful engagement with diverse perspectives. As a higher education institution we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development faculty and staff training student mentorship and comprehensive support programs. At Cal Poly excellence is built on merit talent diversity accessibility and equal opportunity for all.

Supplemental Information

Satisfactory completion of a background check (including a criminal records check) is required for employment. Cal Poly 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 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 to satisfactorily complete the background check may affect the continued employment of a current CSUemployee who was conditionally offered the position.

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 or management positions. Applicants for staff and management positions must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Positions are posted for a minimum of 14 calendar days.


Required Experience:

Unclear Seniority

Job Summary Under the general direction of the Associate Director of Financial Aid this position serves as the initial contact via phone in-person and via email correspondence for current and prospective students and their families as well as general public inquires; does document in-take; and comp...
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Key Skills

  • Business Development
  • Estate Law
  • Sales Experience
  • Trusts
  • Wealth Management
  • Financial Services
  • Investment Experience
  • Military Experience
  • Securities Law
  • Customer relationship management
  • Financial Planning
  • Wills

About Company

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California public university with more than 150 undergraduate programs, united by one philosophy — Learn by Doing.

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