Job Details

Financial Aid Reconciliation Specialist

San Mateo County Community College District


Posting Number: 20141287S
Department: Financial Aid SKY (DEPT)
Location: Skyline College
Position Number: 4C0377
Percentage of Full Time: 100%
FLSA: Non-Exempt (accrues overtime)
Months per Year: 12
If other, please specify:
Salary Range:
Note:
Min Salary: $74,724 (annual)
Max Salary: $95,328 (annual)
Position Type: Classified Positions

Who We Are:
The San Mateo County Community 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:
Skyline College is part of the San Mateo County Community College District and is designated as a Hispanic Serving Institution (HSI), enrolling approximately 16,000 students each academic year. Skyline College 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 Skyline Colleges Office of Planning, Research and Institutional Effectiveness (PRIE) website.



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 College 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 Reconciliation Specialist performs highly responsible accounting support work involving preparation, reconciliation, and maintenance of financial aid accounting documents, data, and records for the District and College financial aid programs. The Financial Aid Reconciliation Specialist must possess a combination of functional and technical expertise and, under the supervision and direction of the Financial Aid Director, will assist ITS staff in configuring and testing the annual new year roll setup, Banner upgrades, and related system changes, as well as current and forthcoming software, from the Department of Education and California Student Aid Commission for monitoring, processing, and reporting of grants, scholarships, loans, and other sources of financial assistance. 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 concerning eligibility criteria, assessment, and award packages, and related program services. A high degree of independent judgment and creativity are required to apply prescribed policies and guidelines to a variety of individual situations in order to arrive at appropriate recommendations. Consequences of errors in judgment could be costly in public relations, employee time and result in institutional liability and audit exceptions. The Financial Aid Reconciliation Specialist can lead and direct 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. Processes all reports or required documentation (either web-based or via paper) to various agencies of the Department of Education on a regularly scheduled basis
2. Works with the District on fiscal management of federal financial aid funds
3. Reconciles and tracks accounts for assigned financial aid programs, grant funds, or special projects; monitors the distribution, reconciliation, and collection of funds in accordance with federal, state, and District guidelines
4. Uses strategic and independent judgment to coordinate reporting and funds management for federal loans and grants as well as state grant programs
5. Creates computerized reports, exception reports, merges and evaluates data from multiple sources, to include: (i.e. DL Tools from the Department of Education), cashiering, District data, and the BANNER Financial Aid system to complete the reconciliation of federal to institutional funds
6. Compiles fiscal and accounting reports for submission by the Directors of Financial Aid
7. Maintains current knowledge of Federal Title IV regulations pertaining to financial aid
8. Works closely with the District accounting department and the colleges financial aid and cashiering offices
9. Responds to inquiries, questions, and problems for assigned programs related to Title IV
10. Assists the colleges financial aid offices and the District grants office on year-end closeout reporting responsibilities related to financial aid programs by comparing data from institutional and reporting sources, making adjustments and expense transfers, identifying outstanding payments, and other collections and/or adjustments in order to accurately balance accounts
11. Prepares detailed statistical, financial, or operational reports as assigned
12. Routinely accesses and utilizes a personal computer using established applications including word-processing, spreadsheet, and accounting software
13. Files documents and records; maintains confidentiality and security of sensitive information. Attends workshops, conferences, and training as needed to remain current on regulatory changes, technical requirements and processes, and other areas
14. Maintains close working relationship with Admissions and Records, Cashiering, and other offices as necessary
15. Performs other related duties as assigned

Minimum Qualifications:

• Associates degree or the equivalent in business administration, accounting, or a closely related field OR an equivalent combination of education and experience
• Successful work experience of increasing responsibility that has included accounting, budgeting, or other financial record keeping, preferably in banking or related financial loan services-experience in an academic setting or public agency is especially desirable
• Demonstrated cultural competence, sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds of community college students, faculty, and staff
• Demonstrated skill in oral and written communication, including public speaking
• Experience and skill in leading the work of others
• Skill in compiling data for, composing, and preparing reports, correspondence, memoranda, and other written materials; using a variety of software; detailed record-keeping and use of a database
• Ability to manage compliance issues for federal, state, and District procedures and regulations
• Demonstrated skill in working as part of a customer service team

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 federal, state, District, and institutional financial aid policies, procedures, guidelines, and required reports related to the award, continuation, and follow-up of student loans, grants, student employment, Return to Title IV Programs Multiple Pell Reporting and Potential Pell Overpayments and other related services
2. Knowledge of enterprise computer systems and a variety of federal and state websites and various software programs
3. Knowledge of policies, practices, and procedures of governmental programs and grant funds budgeting and accounting, as well as internal control and practices and procedures
4. Skill in communicating respectfully, sensitively, and effectively with people at various levels within an organization who are diverse in their cultures, language groups, and abilities
5. Skill in following written instructions, formulas, and guidelines to analyze data for the purpose of drawing conclusions
6. Proficiency in the use of computer systems and a variety of software to set up and maintain detailed records and to compose a variety of written materials
7. Skill in oral communication, including persuasive communication skills
8. Skill in written communication, including composing technical documentation
9. Skill in working cooperatively and effectively with others as part of a team
10. Skill in working accurately with financial and statistical data
11. Skill in directing the work of others
12. Skill in the use of the Microsoft Office Suite and web-based content management systems
13. Ability to use tact and discretion in handling confidential information

Preferred Qualifications:


Benefits:
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: 04/05/2022
First Review Date: 08/03/2022
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 https://jobs.smccd.edu 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, cultural, disability, gender identity, sexual orientation, and ethnic 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
Email: smccdjobs@smccd.edu
Web Page: https://smccd.edu/humanresources/



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.


Accommodations:
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) 2021 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 2021 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 2021 Annual Security Report also includes important tips to help every member of the community remain safe and avoid becoming a victim of crime. The 2021 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: https://jobs.smccd.edu/







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