Job Details

San Mateo County Community College District
  • Position Number: 5013922
  • Location: San Mateo, CA
  • Position Type: Financial Aid

Financial Aid Assistant

San Mateo County Community College District

Posting Number: 20141741S
Department: Financial Aid CSM (DEPT)
Location: College of San Mateo
Position Number: 4C0069
Percentage of Full Time: 100%
FLSA: Non-Exempt (accrues overtime)
Months per Year: 12
If other, please specify:
Salary Range:
Min Salary: $68,712 (annual)
Max Salary: $88,164 (annual)
Position Type: Classified Positions

Who We Are:
The San Mateo County Community College District is committed to achieving educational equity for all students. As outlined in the Districts Strategic Plan, "success, equity, and social justice for our students are longstanding goals." The Districts "Students First" Strategic Plan is focused on "Student Success, Equity and Social Justice." We provide students with a rich and dynamic learning experience that embraces differences - emphasizing collaboration and engaging students in and out of the classroom, encouraging them to realize their goals, and to become global citizens and socially responsible leaders. When you join our team at San Mateo County Community College District, you can expect to be part of an inclusive, innovative and equity-focused community that approaches higher education as a matter of social justice that requires broad collaboration among faculty, classified staff, administration, students and community partners.

The College and the District:
College of San Mateo (CSM) is part of the San Mateo County Community College District and is a Hispanic Serving Institution and Asian American Native American Pacific Islander Serving Institution. The college enrolls approximately 15,000 students each academic year. CSM has a diverse student population that is a reflection of the communities that it serves. Detailed information about the student population, including data related to student success, can be found on College of San Mateos Office of Planning, Research, Innovation, & Effectiveness (PRIE) website.

The President has called for the college community to be student-focused, always find a way to get to "yes" as one team, and serve local communities to the best of our abilities. The college recognizes the need for all students to achieve their goals and recognizes that as an institution we are stronger together. To learn more about CSMs antiracism and justice-centered efforts, please read our Solidarity Statement.

Who We Want:
We value the ability to serve students from a broad range of cultural heritages, socioeconomic backgrounds, genders, abilities and orientations. Therefore, we prioritize applicants who demonstrate they understand the benefits diversity brings to a professional educational community. The successful candidate will be an equity-minded individual committed to collaborating with faculty, classified staff, administration, students and community partners who are also committed to closing equity gaps. The San Mateo County Community District seeks employees who value mentorship and working in a collegial, collaborative environment, guided by a commitment to helping all students achieve their educational goals.

The Position:
The Financial Aid Assistant position involves clerical work at the first-level of assessment and processing of student eligibility for financial aid awards and services. Incumbents are involved in compilation of data, assessment, and processing of student eligibility for financial aid awards and services. Under general supervision, the employee provides initial overview information to students, staff, and others regarding financial aid and enrollment services policy and procedural information; compiles data for, and performs preliminary assessment of student eligibility for a variety of awards and related services. Public contact is extensive, primarily including students, staff, other educational institutions, community organizations, business representatives, funding agencies, and the general public, for the purpose of exchanging policy and procedural information about College and program services. A moderate degree of independent judgment and creativity are required to resolve frequent minor problems that arise and to apply prescribed criteria in
order to make appropriate client referrals. The Financial Aid Assistant leads the work of student assistants as assigned.

Duties and Responsibilities:
The duties below are representative of the duties of the classification and are not intended to cover all of the duties performed by the incumbent(s) of any particular position. The omission of specific statements of duties does not exclude them from the position if the scope of work is similar, related, or a logical assignment to this classification.
  1. Exchanges preliminary financial aid and other enrollment services policy and procedural information with students, parents, staff, other educational institutions, community organizations, business representatives, funding agency personnel, and the general public
  2. Participates in community outreach activities to promote financial aid and enrollment services as directed
  3. Drives a motor vehicle to attend off-site meetings, workshops, recruitment programs, and other special events to obtain and provide current information
  4. Makes presentations to small and large groups regarding available loans and grants, eligibility criteria, programs and enrollment services offered, required forms, timelines, and other information
  5. Interviews students to assess their financial aid eligibility, college standing and projected financial and enrollment service needs
  6. Distributes and collects required application and supplemental forms
  7. Audits forms and materials for accuracy
  8. Contacts outside agencies and organizations to assist students in obtaining required forms and information
  9. Screens student inquiries and refers students to appropriate department, College and community personnel as appropriate; assists supervisory staff on special and regular projects and reports as assigned
  10. Uses a database and a variety of computer software to set up, maintain, and monitor confidential and other student records and files
  11. Uses spreadsheets and a variety of other computer software to compose and prepare routine correspondence, memoranda, research file data for and prepare routine reports as assigned
  12. Interviews students regarding student employment and skills in conjunction with other staff
  13. Confers with requesting departments regarding student employment opportunities and placement
  14. Audits and tracks student work hours, pay rates and work schedules, as assigned
  15. Organizes and manages copying and distribution of forms and documents to current and prospective students
  16. Manages supply inventory and ordering of office supplies and equipment
  17. Performs other duties as assigned

Minimum Qualifications:
  • Graduation from high school and college courses in business administration, accounting, or a closely related field OR an equivalent combination of education and experience
  • Successful complex clerical experience of increasing responsibility that has included financial record keeping, preferably in banking or related financial loan services
  • Demonstrated cultural competence, sensitivity to and understanding of the diverse academic, socioeconomic, ethnic, neurodivergent, and LGBTQIA+ backgrounds of community college students, faculty and staff
  • Demonstrated skill in oral communication, including public speaking
  • Demonstrated skill in written communication
  • Experience with the use of a variety of computer software to compose and prepare correspondence, reports, presentations, and other written materials
  • Experience with detailed record keeping
  • Experience with research and compiling data for, formatting, and preparing statistical, financial and other reports
  • Demonstrated skill in multi-tasking, prioritizing workloads, and working independently
  • Demonstrated skill in working as part of a customer service team
  • Possession of a valid California Drivers license (or the ability to obtain one) and the ability to drive a motor vehicle to off-site locations

Physical Requirements:
This position requires direct contact with individuals and groups; public speaking; selective listening; selecting alternatives using prescribed criteria; persuasive communication; visual comparison; good memory; tact; patience; discretion; work accurately under deadline pressure with details; ability to diffuse anger; manual dexterity; driving a motor vehicle to off-site locations; discretion; sensitivity; pulling, pushing; and multi-tasking in order to perform the essential functions.

Equivalence to Minimum Qualifications:

Knowledge, Skills and Abilities:
  1. Knowledge of state and federal financial aid policies, procedures, guidelines, and required forms related to the awarding, continuation and follow-up of student loans, grants and related services
  2. Knowledge of District and College programs, services, and other resources available to assist students in counseling, immigration procedures, employment, tutoring, enrollment, record keeping, and other areas
  3. Skill in communicating respectfully, sensitively, and effectively with people at various levels within an organization who are diverse in their academic, socioeconomic, ethnic, neurodivergent, and LGBTQIA+ backgrounds
  4. Skill in the use of a computer database and a variety of software to set up and maintain detailed records and to compose and prepare a variety of written materials
  5. Skill in organization, multi-tasking, and workload prioritizing under deadline pressure, using independent judgment for decision-making
  6. Skill in oral communication, including giving clear and concise instructions
  7. Skill in written communication
  8. Ability to follow written instructions, formulas, and guidelines to analyze data for the purpose of drawing conclusions
  9. Ability to work cooperatively and effectively with others as part of a customer service team
  10. Ability to use tact and discretion in handling confidential information

Preferred Qualifications:

Benefits include paid holidays, vacation and sick leave. The District pays all or a portion of monthly medical plan premiums (depending on the coverage) and pays all of the monthly dental and vision plan premiums for employees and eligible dependents. Additional paid benefits include life insurance, salary continuance insurance, and an Employee Assistance Program. Classified employees participate in the Public Employees Retirement System, a defined-benefit retirement plan through the State of California. Optional tax-deferred 403(b) and 457 retirement plans are also available.

Open Date: 02/01/2024
First Review Date: 03/01/2024
Close Date:
Open Until Filled: Yes

Special Instructions Summary:
Required Application Materials All applicants are required to submit:

1. A completed online District application form (go to to complete the application and to apply for this position).

2. A resume that details all relevant education, training, and other work experience.

3. A cover letter of no more than 3 pages that addresses the applicants cultural competence, sensitivity to and understanding of the diverse academic, socioeconomic, ethnic, neurodivergent, and LGBTQIA+ backgrounds of community college students, faculty and staff as well as the applicants qualifications as they relate to the requirements, knowledge, skills, and abilities listed in this announcement.

Candidates for interview will be selected from among those who most closely meet the requirements and knowledge, skills and abilities. Meeting the minimum qualifications does not guarantee an interview. As part of the interview process, candidates may be asked to demonstrate job-related knowledge and skills.

For questions related to this posting, please contact:
SMCCCD Office of Human Resources
3401 CSM Drive
San Mateo, CA 94402
Tel.: (650) 574-6555
Fax: (650) 574-6574
Web Page:

Conditions of Employment:
Prior to employment, the selected candidate will be required to complete the following:

1. Submit official transcripts (applies to all faculty or educational administrative positions)

2. Submit verifications of prior employment

3. Satisfactory references

4. Successfully being cleared for employment through the background checking process
In addition to background checks, the District may review publicly available information about a candidate on the Internet. If a candidate is aware of incorrect or inaccurate information that is available on the Internet, the candidate is welcome to address such an issue with the Office of Human Resources.

5. Present original documents for proof of eligibility to work in the United States

6. Approval of your employment by the SMCCCD Board of Trustees

7. Provide a certificate of Tuberculosis exam for initial employment.

8. Have fingerprints taken by a Live Scan computer (Clearance must be received prior to first day of employment). Please note that the California Education Code requires, in part, that community college districts shall not employ or retain in employment persons in public school service who have been convicted of certain felonies, a misdemeanor drug charge (including alcohol offenses) or misdemeanor moral turpitude (sexual offense) crime. However, consideration may be given to those whose drug convictions occurred more than five years ago. A conviction for other crimes may not necessarily disqualify you from the job for which you may be applying.

EEO Statement:
The San Mateo County Community College District is an Equal Opportunity Employer that seeks to employ individuals who represent the rich diversity of cultures, language groups, and abilities of its surrounding communities.

Applicants who have disabilities may request that special accommodations be made in order to complete the selection process. Accommodation requests and a copy of the Americans with Disabilities Act applicant procedures can be made by completing our: Applicant Reasonable Accommodation Request Form

Annual Security Report:
San Mateo County Community College Districts (SMCCCD) 2022 Annual Security Report (ASR), required by the Clery Act, includes statistics for the previous three years concerning reported crimes that occurred on campus; in certain off-campus buildings owned or controlled by SMCCCD; and on public property within, or immediately adjacent to and accessible from SMCCCD. Our 2022 Annual Security Report also outlines various campus safety and security policies, such as those concerning crime reporting, prevention and response to sexual and gender violence, alcohol and drug use, crime prevention, emergency response and evacuation procedures, and other matters. The 2022 Annual Security Report also includes important tips to help every member of the community remain safe and avoid becoming a victim of crime. The 2022 Annual Security Report is now available. You can also obtain a copy of this report by contacting the Department of Public Safety at the District Office or any of the three Campuses (650) 738-7000. The report includes information about criminal activity on our campuses, emergency procedures and resources.

To apply, visit:

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