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Finance Service Advisor jobs at San Joaquin Valley College

- 63 jobs
  • Academic and Finance Advisor I (Jan Start)

    National University 4.6company rating

    California jobs

    Compensation Range: Annual Salary: $20.00 - $21.63 If you love helping others, thrive in a collaborative, fast-paced environment, and find joy in making a real impact, this is the role for you! Our Academic and Finance Advisor role is a full-time work-from-home opportunity. Apply today! As an Academic and Finance Advisor at National University, you'll be a trusted partner and go-to resource for students throughout their academic journey, providing academic and financial assistance. You'll spend your day connecting with students through calls, emails, texts, and chats, answering questions, celebrating wins, and helping them overcome challenges that may impact their progress toward graduation. AFAs are problem solvers, motivators, and trusted partners who make sure every student feels supported on their journey to graduation. Essential Functions: Manage assigned student load and complete daily tasks as directed by leadership through the Roadrunner System, Student Portfolio Report, or other tools. Proactively identify and support at-risk students, providing early resolutions and connecting them to resources for success. Monitor student degree plans, course schedules, and academic progress to ensure compliance with University policies and Satisfactory Academic Progress (SAP) standards. Advise students on financial aid requirements, university policies, and changes to their course of study. Track student balances, recommend lockouts or dismissals when necessary, and assist with collection efforts to maintain reasonable receivables. Maintain professionalism while supporting escalated students and delivering University communications. Participate in team meetings, trainings, and departmental or special projects, contributing to a positive and collaborative work environment. Maintain regular and reliable attendance, and perform other duties as assigned. Requirements: Education & Experience: Bachelor's degree preferred. Minimum of one (1) year of experience in advising, customer service or related is required. Experience in student services or training and development in a collegial setting preferred. Experience working in a fast-paced customer or student-centric position preferred. Experience in higher education and technology-driven enterprise preferred. All skills, abilities, and education will be considered for minimum qualifications. Competencies/Technical/Functional Skills: Knowledge of academic and business practices in an online university environment. Knowledge of University policies, procedures, and updates. Strong customer service focus with the ability to manage conflict, de-escalate concerns, and communicate professionally across all channels with students. Solution-oriented approach when supporting students, colleagues, faculty, and staff while following University and federal guidelines. Understanding of financial aid programs, the FDCP Act, and standard payment practices. Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced setting. Maintains confidentiality and integrity in all interactions and documentation. Skilled in written communication, report preparation, and the use of technology for online engagement. Collaborative team player who contributes to a positive and productive work environment. Knowledge of and alignment with the University's mission, vision, and goals. Proficient in Microsoft Office. Must be eligible to receive access to the National Student Loan Data System (NSLDS What We Offer In addition to competitive compensation and a comprehensive benefits package - including medical, dental, vision, 403b with match, paid holidays, and PTO - National University supports the professional growth of our team members through free education benefits and other growth opportunities. Location: Remote, USA #LI-Remote Candidate receiving offers will be offered a salary/pay rate commensurate with experience that vary based on a candidate's qualifications, skills, and competencies. Absent exceptional circumstances, candidates will be offered a salary within this range for this position. The minimum salary will be offered based on the minimum exemption threshold based on state of residency. Base pay is one component of National University's total rewards package, as we are dedicated to supporting the needs of the “whole you” with our holistic approach to employee benefits by offering comprehensive well-being benefits for you and your family. For full details about our benefit plan offerings, please visit benefits.nu.edu. For Part-time benefits, please click here. National University is committed to maintaining a high-quality workforce representative of the populations we serve. National University employs more than 4,500 faculty and staff and serves over 45,000 students. We are united in our mission to meet the global education demands of the 21st Century and are dedicated to creating a supportive academic and work environment that allows students, faculty and staff to develop their interests and talents while experiencing a sense of community. With programs available both online and at our many campus locations, National University is a leader in creating innovative solutions to education and meeting the needs of our student population, including adult learners and working professionals. National University (NU) is proud to be an equal opportunity employer and does not discriminate against any employee or applicant per applicable federal, state and local laws. At NU, a mix of highly talented, innovative and creative people come together to make the impact of a lifetime for each of our student learners. All qualified applicants will receive equal consideration for employment, education, and admission at National University.
    $20-21.6 hourly Auto-Apply 27d ago
  • Grants and Finance Specialist (Hybrid/Remote Eligible)

    Stanford University 4.5company rating

    Stanford, CA jobs

    Stanford University, Department of Medicine, is seeking a highly motivated, hard-working professional to work in the role of Grants and Finance Specialist under the general direction of the Research Operations Manager to develop, implement and administer the vision, strategy, and goals of the various research efforts within the Division of Primary Care and Population Health (PCPH). The role of this position will oversee both pre and post award portfolios for our research population, collaborating with faculty and researchers to develop and manage their funding sources. This role requires serving as a resource expert, supporting the growth and development of our faculty and research efforts. Given the significant growth of our Division in recent years, we are seeking a candidate who is adept at multitasking, extremely detail-oriented, self-motivated, and a strong team player. Excellent communication skills are essential for high-level interactions within our diverse academic and medical community. This role will be in a hybrid agreement frequenting our Stanford campus but is remote eligible. Duties include: * Participate with principal investigator in the preparation of the administrative components of proposals within parameters of sponsored and non-sponsored research guidelines. Oversee and communicate submission process, both paper and electronic; review documents for completeness and compliance. * Develop, prepare, and finalize project budgets, and provide budget justification. * Serve as liaison and active partner between principal investigators, Office of Sponsored Research, research groups, and other departments; respond to sponsor inquiries. * Collaborate with Office of Sponsored Research to ensure awards are set up properly and cost sharing requirements are fulfilled; initiate cost transfers. * Review and approve expenditures, advise on post award spending and commitment activity, and oversee compliance related to fund and revenue. * Develop and communicate reports supporting project status; create effective forecasting and decision aides. * Understand, apply, and advise on university and government policies for projects. * Serve as a resource on subject area and overall technical resource to principal investigator and other university staff. DESIRED QUALIFICATIONS: * Higher Education experience preferred. * Extensive knowledge of policies related to research administration (Uniform Guidance, sponsor policies and practices). * Strong understanding of Stanford systems: Stanford Electronic Research Administration (SeRA) and Oracle financials. * Commitment Management System, iLab, Business Intelligence reporting module. EDUCATION & EXPERIENCE (REQUIRED): * Bachelor's degree and three years of job-related experience, or combination of education and relevant experience. KNOWLEDGE, SKILLS AND ABILITIES (REQUIRED): * Basic knowledge of governmental regulations. * Ability to understand, interpret, and communicate policies and procedures. * Excellent oral, written, and communication skills. * Excellent analytical skills; demonstrated proficiency in Excel and web-based tools. * Strong accounting skills; knowledge of accounting principles. * Ability to complete Cardinal Curriculum I and II within first year in role. * Knowledge of procurement needs, including sole sourcing, cost analyses, vendor requirements, and small business reporting. * Knowledge of property management requirements related to Stanford or non-Stanford title of equipment and fabrications. * Competency in project management. * Extreme attention to detail. * Ability to work well independently, but also to seek or offer assistance when needed. * Ability to review a proposal or manage a project with understanding of the overall scope and goal of each sponsored project. * Excellent time management and organizational skills. CERTIFICATIONS & LICENSES: * Cardinal Curriculum I and II must be completed to remain in this position. * Certified Accountant or Auditor or similar credential desired. PHYSICAL REQUIREMENTS*: * Frequently sit, grasp lightly, use fine manipulation and perform desk-based computer tasks, lift, carry, push and pull objects weighing up to ten pounds. * Occasionally stand, walk, grasp forcefully, use a telephone, write by hand and sort and file paperwork or parts. * Rarely lift, carry, push and pull objects weighing 11-20 pounds. WORKING STANDARDS: * Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations. * Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned. * Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University's Administrative Guide, ******************************** This role is open to candidates anywhere in the United States. Stanford University has five Regional Pay Structures. The compensation for this position will be based on the location of the successful candidate. The expected pay range for this position is $100,653 to $116,979 (within the 10 Bay Area counties) or $77,315 to $102,338 per annum (all other regions). Stanford University provides pay ranges representing its good faith estimate of what the university reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location, and external market pay for comparable jobs. At Stanford University, base pay represents only one aspect of the comprehensive rewards package. The Cardinal at Work website (***************************************************** provides detailed information on Stanford's extensive range of benefits and rewards offered to employees. Specifics about the rewards package for this position may be discussed during the hiring process. Why Stanford is for You Imagine a world without search engines or social platforms. Consider lives saved through first-ever organ transplants and research to cure illnesses. Stanford University has revolutionized the way we live and enrich the world. Supporting this mission is our diverse and dedicated 17,000 staff. We seek talent driven to impact the future of our legacy. Our culture and unique perks empower you with: * Freedom to grow. We offer career development programs, tuition reimbursement, or audit a course. Join a TedTalk, film screening, or listen to a renowned author or global leader speak. * A caring culture. We provide superb retirement plans, generous time-off, and family care resources. * A healthier you. Climb our rock wall or choose from hundreds of health or fitness classes at our world-class exercise facilities. We also provide excellent health care benefits. * Discovery and fun. Stroll through historic sculptures, trails, and museums. * Enviable resources. Enjoy free commuter programs, ridesharing incentives, discounts and more. Consistent with its obligations under the law, the University will provide reasonable accommodations to applicants and employees with disabilities. Applicants requiring a reasonable accommodation for any part of the application or hiring process should contact Stanford University Human Resources by submitting a contact form. Stanford is an equal employment opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. The job duties listed are typical examples of work performed by positions in this job classification and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Specific duties and responsibilities may vary depending on department or program needs without changing the general nature and scope of the job or level of responsibility. Employees may also perform other duties as assigned. Additional Information * Schedule: Full-time * Job Code: 4482 * Employee Status: Regular * Grade: H * Requisition ID: 107781 * Work Arrangement : Remote Eligible
    $100.7k-117k yearly 20d ago
  • Grants and Finance Specialist (Hybrid/Remote Eligible)

    Stanford University 4.5company rating

    Stanford, CA jobs

    **School of Medicine, Stanford, California, United States** Finance Post Date Nov 21, 2025 Requisition # 107781 Stanford University,Department of Medicine, is seeking a highly motivated, hard-working professional to work in the role of Grants and Finance Specialist under the general direction of the Research Operations Manager to develop, implement and administer the vision, strategy, and goals of the various research efforts within the Division of Primary Care and Population Health (PCPH). The role of this position will oversee both pre and post award portfolios for our research population, collaborating with faculty and researchers to develop and manage their funding sources. This role requires serving as a resource expert, supporting the growth and development of our faculty and research efforts. Given the significant growth of our Division in recent years, we are seeking a candidate who is adept at multitasking, extremely detail-oriented, self-motivated, and a strong team player. Excellent communication skills are essential for high-level interactions within our diverse academic and medical community. This role will be in a hybrid agreement frequenting our Stanford campus but is remote eligible. **Duties include:** + Participate with principal investigator in the preparation of the administrative components of proposals within parameters of sponsored and non-sponsored research guidelines. Oversee and communicate submission process, both paper and electronic; review documents for completeness and compliance. + Develop, prepare, and finalize project budgets, and provide budget justification. + Serve as liaison and active partner between principal investigators, Office of Sponsored Research, research groups, and other departments; respond to sponsor inquiries. + Collaborate with Office of Sponsored Research to ensure awards are set up properly and cost sharing requirements are fulfilled; initiate cost transfers. + Review and approve expenditures, advise on post award spending and commitment activity, and oversee compliance related to fund and revenue. + Develop and communicate reports supporting project status; create effective forecasting and decision aides. + Understand, apply, and advise on university and government policies for projects. + Serve as a resource on subject area and overall technical resource to principal investigator and other university staff. **DESIRED QUALIFICATIONS:** + Higher Education experience preferred. + Extensive knowledge of policies related to research administration (Uniform Guidance, sponsor policies and practices). + Strong understanding of Stanford systems: Stanford Electronic Research Administration (SeRA) and Oracle financials. + Commitment Management System, iLab, Business Intelligence reporting module. **EDUCATION & EXPERIENCE (REQUIRED):** + Bachelor's degree and three years of job-related experience, or combination of education and relevant experience. **KNOWLEDGE, SKILLS AND ABILITIES (REQUIRED):** + Basic knowledge of governmental regulations. + Ability to understand, interpret, and communicate policies and procedures. + Excellent oral, written, and communication skills. + Excellent analytical skills; demonstrated proficiency in Excel and web-based tools. + Strong accounting skills; knowledge of accounting principles. + Ability to complete Cardinal Curriculum I and II within first year in role. + Knowledge of procurement needs, including sole sourcing, cost analyses, vendor requirements, and small business reporting. + Knowledge of property management requirements related to Stanford or non-Stanford title of equipment and fabrications. + Competency in project management. + Extreme attention to detail. + Ability to work well independently, but also to seek or offer assistance when needed. + Ability to review a proposal or manage a project with understanding of the overall scope and goal of each sponsored project. + Excellent time management and organizational skills. **CERTIFICATIONS & LICENSES:** + Cardinal Curriculum I and II must be completed to remain in this position. + Certified Accountant or Auditor or similar credential desired. **PHYSICAL REQUIREMENTS*:** + Frequently sit, grasp lightly, use fine manipulation and perform desk-based computer tasks, lift, carry, push and pull objects weighing up to ten pounds. + Occasionally stand, walk, grasp forcefully, use a telephone, write by hand and sort and file paperwork or parts. + Rarely lift, carry, push and pull objects weighing 11-20 pounds. **WORKING STANDARDS:** + Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations. + Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned. + Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University's Administrative Guide,******************************** **This role is open to candidates anywhere in the United States. Stanford University has five** **Regional Pay Structures** **. The compensation for this position will be based on the location of the successful candidate.** **The expected pay range for this position is $100,653 to $116,979 (within the 10 Bay Area counties) or $77,315 to $102,338 per annum (all other regions). Stanford University provides pay ranges representing its good faith estimate of what the university reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location, and external market pay for comparable jobs.** **At Stanford University, base pay represents only one aspect of the comprehensive rewards package. The Cardinal at Work website (** ******************************************************** **) provides detailed information on Stanford's extensive range of benefits and rewards offered to employees. Specifics about the rewards package for this position may be discussed during the hiring process.** **Why Stanford is for You** Imagine a world without search engines or social platforms. Consider lives saved through first-ever organ transplants and research to cure illnesses. Stanford University has revolutionized the way we live and enrich the world. Supporting this mission is our diverse and dedicated 17,000 staff. We seek talent driven to impact the future of our legacy. Our culture andunique perksempower you with: + **Freedom to grow.** We offer career development programs, tuition reimbursement, or audit a course. Join a TedTalk, film screening, or listen to a renowned author or global leader speak. + **A caring culture.** We provide superb retirement plans, generous time-off, and family care resources. + **A healthier you.** Climb our rock wall or choose from hundreds of health or fitness classes at our world-class exercise facilities. We also provide excellent health care benefits. + **Discovery and fun.** Stroll through historic sculptures, trails, and museums. + **Enviable resources.** Enjoy free commuter programs, ridesharing incentives, discounts and more. _Consistent with its obligations under the law, the University will provide reasonable accommodations to applicants and employees with disabilities. Applicants requiring a reasonable accommodation for any part of the application or hiring process should contact Stanford University Human Resources by submitting a_ _contact form_ _._ _Stanford is an equal employment opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law._ _The job duties listed are typical examples of work performed by positions in this job classification and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Specific duties and responsibilities may vary depending on department or program needs without changing the general nature and scope of the job or level of responsibility. Employees may also perform other duties as assigned._ Additional Information + **Schedule: Full-time** + **Job Code: 4482** + **Employee Status: Regular** + **Grade: H** + **Requisition ID: 107781** + **Work Arrangement : Remote Eligible**
    $100.7k-117k yearly 26d ago
  • Education Finance Advisor

    Paul Mitchell Schools 3.8company rating

    Modesto, CA jobs

    Paul Mitchell Schools in Modesto, CA, is currently seeking a full-time Education Finance Advisor to join our esteemed team. This pivotal role offers a competitive hourly rate ranging from $20 to $25/hour, coupled with the opportunity to contribute to our institution's mission of empowering students in the beauty industry. If you're an experienced professional looking to make a difference, we welcome your application. ABOUT THIS ROLE The Education Finance Advisor position is a full-time commitment, with a standard schedule of Monday to Friday, 8:30 am to 4:30 pm. This consistent timetable provides the stability necessary for you to excel in our supportive work environment. As an Education Finance Advisor, your primary responsibility is to guide students and their families through the complex financial aid process. Your day will involve providing personalized assistance with financial planning, meticulously preparing documentation for grants and loans, and ensuring strict adherence to federal and state regulations. Additionally, you'll conduct regular audits of financial files to maintain compliance and confidentiality, all while offering unwavering support to our students as they pursue their educational goals. OUR COMPANY At Paul Mitchell Schools, we're all about uplifting others and making dreams come true! We provide comprehensive, hands-on education to help future professionals advance their cosmetology skills and develop fulfilling careers in the beauty industry. With schools all across the country, we're dedicated to helping people find their niche and follow their passions. Not only do we help our students, but we also give back to our community by offering scholarships and raising money through local FUNraising campaigns. If you're looking for a workplace where your skills are valued and you make a meaningful difference, this is it! WHAT WE'RE LOOKING FOR IN AN EDUCATION FINANCE ADVISOR Bachelor's degree or equivalent experience Computer and data entry skills Ability to multitask and coach others Excellent interpersonal and communication skills, both verbal and written Strong work history with verifiable references Passion for the beauty industry Honesty and professionalism Contracting experience is preferred. If you're a seasoned professional seeking to leverage your expertise as an Education Finance Advisor, we invite you to take the next step in your career. Our initial application process takes just three minutes to complete and is accessible from any mobile device.
    $20-25 hourly 60d+ ago
  • Education Finance Advisor

    Paul Mitchell Schools 3.8company rating

    Modesto, CA jobs

    Job Description Paul Mitchell Schools in Modesto, CA, is currently seeking a full-time Education Finance Advisor to join our esteemed team. This pivotal role offers a competitive hourly rate ranging from $20 to $25/hour, coupled with the opportunity to contribute to our institution's mission of empowering students in the beauty industry. If you're an experienced professional looking to make a difference, we welcome your application. ABOUT THIS ROLE The Education Finance Advisor position is a full-time commitment, with a standard schedule of Monday to Friday, 8:30 am to 4:30 pm. This consistent timetable provides the stability necessary for you to excel in our supportive work environment. As an Education Finance Advisor, your primary responsibility is to guide students and their families through the complex financial aid process. Your day will involve providing personalized assistance with financial planning, meticulously preparing documentation for grants and loans, and ensuring strict adherence to federal and state regulations. Additionally, you'll conduct regular audits of financial files to maintain compliance and confidentiality, all while offering unwavering support to our students as they pursue their educational goals. OUR COMPANY At Paul Mitchell Schools, we're all about uplifting others and making dreams come true! We provide comprehensive, hands-on education to help future professionals advance their cosmetology skills and develop fulfilling careers in the beauty industry. With schools all across the country, we're dedicated to helping people find their niche and follow their passions. Not only do we help our students, but we also give back to our community by offering scholarships and raising money through local FUNraising campaigns. If you're looking for a workplace where your skills are valued and you make a meaningful difference, this is it! WHAT WE'RE LOOKING FOR IN AN EDUCATION FINANCE ADVISOR Bachelor's degree or equivalent experience Computer and data entry skills Ability to multitask and coach others Excellent interpersonal and communication skills, both verbal and written Strong work history with verifiable references Passion for the beauty industry Honesty and professionalism Contracting experience is preferred. If you're a seasoned professional seeking to leverage your expertise as an Education Finance Advisor, we invite you to take the next step in your career. Our initial application process takes just three minutes to complete and is accessible from any mobile device. Job Posted by ApplicantPro
    $20-25 hourly 9d ago
  • Career Services Officer

    Stanbridge University 4.2company rating

    Irvine, CA jobs

    Job Description Stanbridge University, a premier leader in nursing and allied health education, is dedicated to preparing compassionate, skilled healthcare professionals through innovative, service-driven learning. The Career Services Officer plays a key role in supporting this mission by empowering students and alumni to navigate today's healthcare job market, providing strategic career coaching, building strong employer partnerships, and advancing licensure-aligned employment outcomes across all programs. Key Responsibilities: Career Coaching & Student Development- Provide one-on-one and group coaching in resume writing, LinkedIn optimization, interview preparation, and job search strategies tailored to healthcare careers. Conduct behavioral mock interviews, leveraging recruiter-level expertise to improve student performance and confidence. Assess students' strengths, competencies, and career goals to guide them toward appropriate employment pathways. Develop and deliver career readiness workshops informed by real-world recruiter expectations, hiring trends, and competency models. Employer Relations & Partnerships- Identify, engage, and maintain relationships with hospitals, clinics, long-term care providers, rehabilitation centers, and other healthcare employers. Conduct prospecting, outreach, and relationship-building activities to expand the university's employer network and externship pipelines. Communicate employer needs and hiring expectations to students and faculty. Support the planning and execution of employer panels, healthcare career fairs, recruitment events, and networking forums. Program Development & Collaboration- Develop targeted resources such as job search guides, competency-based resume templates, interview preparation tools, and market-specific career materials. Contribute insights from employer engagement activities to support departmental planning and service enhancements. Data Tracking, Reporting & Continuous Improvement- Track and report student engagement, job placement metrics, alumni outcomes, and employer activity using CRM or career services management systems. Apply data-driven decision making to evaluate program effectiveness, identify gaps, and implement enhancements to services and employer engagement strategies. Stay current on healthcare hiring trends, credentialing requirements, licensure pathways, and regulatory changes impacting employment. Additional Responsibilities- Attend trainings, conferences, and professional development workshops to remain current in career services best practices. Perform other duties as assigned in support of departmental and institutional goals. Qualifications: Required- Bachelor's degree in a relevant field. Exceptional communication and interpersonal skills. Proficient in Microsoft Office Suite. Ability to work independently and collaboratively in a fast-paced setting. Strong organizational and time management abilities. $21.00 - $24.00/hr. (Compensation is dependent upon education and experience). Preferred- Experience in career services, advising, or student services, ideally in higher education or healthcare. Confidence and proficiency in conducting cold calls and proactive outreach to prospective healthcare partners to expand graduate placement opportunities. Knowledge of healthcare licensure pathways and industry expectations. Familiarity with healthcare-specific job search strategies and employer relations. Experience with job placement metrics, database systems, or career tracking platforms. Conditions of Employment: A job-related assessment may be required during the interview process. Must be able to perform each essential duty satisfactorily and be physically present in the office (unless otherwise noted). Employment verification will be conducted to validate work experience per accreditation standards. Offers of employment are contingent upon the successful completion of a background check. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Work Environment: Standard office/classroom/lab or clinical setting. Duties are typically performed while sitting at a desk or computer workstation. May include time spent in skills labs or bedside environments as required by the program. Subject to frequent interruptions, noise from talking or office equipment, and demanding timelines. Physical Demands: Regularly sits for extended periods. Physical ability to perform program- or department-related duties. Proficient in using electronic keyboards and office equipment. Effective verbal communication via phone and in person. Ability to read fine print, operate computers, and understand voices clearly. Able to lift, carry, and/or move objects weighing 10-25 pounds as needed. Employee Benefits: Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Exciting university events Seasonal motivational health and wellness challenges Work/Life Balance initiatives Onsite wellness program / Staff Chiropractor Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Institutional Values: Diversity and Inclusion: Stanbridge University's motto, “Strength through Diversity,” reflects our deep commitment to honoring the diverse backgrounds of our students, faculty, staff, and surrounding communities. We strive to build an inclusive learning environment and uphold anti-discrimination practices in all aspects of university life. Innovation and Technology: We embrace cutting-edge technology to enhance student learning through interactive, hands-on experiences, including virtual reality and simulation labs-ensuring students are prepared for the demands of modern healthcare practice. Community Engagement: Through initiatives such as Stanbridge out REACH, students are empowered to give back to local and global communities, cultivating compassion, civic responsibility, and social awareness. Equal Opportunity Employer: Stanbridge University is an Equal Opportunity Employer. We are committed to building a diverse and inclusive workplace. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity, or any other protected status. All qualified applicants are encouraged to apply.
    $21-24 hourly 6d ago
  • Financial Aid Specialist - Student Financial Services/ Student Services - Modesto Junior College

    Yosemite Community College District 4.6company rating

    Modesto, CA jobs

    Job Title Financial Aid Specialist - Student Financial Services/ Student Services - Modesto Junior College Site: Modesto Junior College Salary Range / Other $4,817 to $6,148 per month- Range 32 (2024-2025 Classified Salary Schedule) Appointments are hired at the first step of the range. The second step is paid after the first year of satisfactory service with subsequent steps annually thereafter to a maximum sixth step. Workplace: Modesto Junior College; Modesto, CA 40 hours per week, 12 months per year Monday through Friday: 8:00am - 5:00pm (Some evening and weekend hours may be required) Benefits The District currently pays for a health options for the employee and dependents. Employees may elect to pay a premium for a higher health option. Vision care and dental insurance premiums for the employee and dependents is District paid. Income protection and life insurance premiums for the employee are also District paid. The estimated cost of District provided benefits (health, dental, vision, and life) is $24,408 annually. Position Summary Information Job Description DEFINITION Under general supervision, performs technical duties related to evaluation of student financial aid information; determines financial need and eligibility for various federal, state, District and other financial aid programs; researches and verifies data in manual and computerized records systems; advises and assists students regarding financial aid problems; and performs related work as assigned. DISTINGUISHING CHARACTERISTICS This is the first technical level class in the Financial Aid Support Series within the Yosemite Community College District (YCCD). Positions in this class are responsible for reviewing and verifying financial aid applications and related information and determining financial aid eligibility and need. Duties often require substantial research/follow-up with various parties in order to obtain and validate information. This class may be distinguished from the lower-level class of Financial Aid Assistant because incumbents in that class preponderantly perform clerical duties related to the initial intake of information and the provision of customer service. This class may be distinguished from the higher-level class of Financial Aid Specialist because incumbents in that class preponderantly perform highly specialized technical financial aid functions involving the most complex application, graduation and/or grade evaluation activities and/or may serve as lead workers on a regular basis with ongoing responsibility for assigning, directing, reviewing and monitoring the work of subordinates. SUPERVISION RECEIVED AND EXERCISED Incumbents in this class work under the general supervision of a manager or senior manager, working alone on routine or regular work assignments and checking with a supervisor on non-routine assignments or when in doubt as to the correct procedures to follow. An incumbent in this class does not directly lead or supervise other full-time employees, but may assign, direct and/or monitor the work of subordinate full time, part time, and/or student employees on a project or assignment basis. Minimum Qualifications MINIMUM QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The knowledge and ability requirements are representative of essential duties. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the position. Knowledge of: * Technical administrative office processes and procedures. * Practices, methods, and procedures pertaining to academic financial aid. * Policies, regulations and laws that apply to financial aid operations. * Standard office machines and equipment; the use of management data systems and computers. * Methods of technical administrative research and data summation. * Appropriate English usage, spelling, grammar, punctuation, and arithmetic concepts. * Basic techniques and strategies of organization and follow through. * Operational procedures and rules specific to the assignment. Ability to: * Perform technical administrative work requiring accuracy and attention to detail. * Review financial aid documents for adherence to established requirements. * Understand and apply legal mandates, District policies, rules, and regulations. * Effectively and efficiently operate a personal computer; maintain computer database and spreadsheet information. * Interview and gather information regarding financial aid eligibility from students. * Read, understand and explain complex financial aid policies and procedures. * Work with individuals of various backgrounds and under stressful situations. * Perform moderately complex arithmetical calculations and verify the results. * Communicate effectively, both orally and in writing. * Establish and maintain cooperative working relationships with those contacted during the course of the work. Education and Experience Education and Experience: Any combination of education, experience and/or training that would likely provide the above-required knowledge, skills and abilities is qualifying. Typical background patterns that would provide the knowledge, skills and abilities are: * Education: Possession of an associate's degree from an accredited college or university, with course work in business administration, finance, accounting, or a closely related field. * Experience: Two years performing general office administrative support work. Example of Duties EXAMPLES OF DUTIES (Illustrative Only) * Conducts and performs a variety of complex technical duties using independent judgement in interpreting and applying policies and procedures, while maintaining compliance with federal and state financial aid requirements * Conducts comprehensive reviews of student financial aid files to verify completeness, and accuracy of all information and documentation supporting a student's financial aid status; identifies and assists in resolving compliance issues for required procedural or regulatory reporting, filling or submission. * Masters the detailed technical knowledge and procedural requirements of each assigned program to serve as the program's in-house expert (Dream Act, Cal Grant, Chafee grants, etc.). * Perform Financial Need Analysis and documentation in applicant files prior to awarding student. Re-evaluate and adjust awards for eligibility and enrollment changes. * Serves as a financial aid liaison for on campus departments and programs; and community agencies. * Assists in establishing financial aid parameters for the records management system; helps test and implement system changes; assists with investigating and correcting system failures. * Performs technical administrative tasks involving research, verification and processing of student financial aid applications and information. * Maintains a caseload of student aid files; compiles and organizes information. * Advise and counsel students/parents on all aspects of financial aid including, but not limited to, satisfactory academic progress, eligibility, appeals, rules and regulation and processes. * Researches, verifies and assesses student financial histories, including records of defaulted loans and/or repayment obligations at other institutions. * Determines aid eligibility for a variety of federal, state, District and other financial aid programs based on well-defined financial aid regulations, policies and practices. * Advises and assists students with special financial aid problems; determines whether exceptions to policy may apply because of unusual circumstances; submits recommendations for student loan exceptions. * Performs complex arithmetic calculations to determine award eligibility; performs and verifies complex computations related to special circumstances such as dependent support issues, military pay, tax credits, and other issues. * Receives and processes disqualification and other appeals; notifies students of continued eligibility or disqualification; advises students of appeal processes. * Receives and/or researches information pertaining to students who need to make financial aid repayments due to insufficient academic progress or other issues; identifies overdue debt amounts; notifies students of repayment requirements and attempts to set up repayment schedules. * Locates and abstracts data from a variety of informational sources; enters student information into computerized records systems; updates hard copy files. * Researches and responds to inquiries and complaints received from students, counselors, staff, faculty and others; explains federal, state and District financial aid regulations, policies and procedures. * Retrieves student financial aid records for campus offices and student requests. * Maintains and prepares reports for grant programs. * Researches checks that have not been claimed by students; attempts to contact students and otherwise determine whether checks should be held, voided or replaced. * Helps conduct financial aid workshops or presentations; attends conferences and trainings to stay current on financial aid requirements; * Prepares correspondence, reports and other documents regarding technical issues; may prepare brochures and other informational material regarding financial aid and scholarship programs. * Performs other related duties as assigned. Licenses and Certificates Licenses and Certificates: * Depending upon assignment, a valid license to drive in California may be required. Physical and Mental Standards Physical and Mental Standards: * Mobility: ability to sit and stand for long periods, move about an office, and occasionally reach above and below desk level. * Dexterity: fine manipulation sufficient to operate a computer keyboard, handle individual papers, write and take notes. * Lifting: frequent lifting of papers, files, equipment and material weighing up to 10 pounds. * Visual Requirements: close vision sufficient to read files, documents, and computer screens and do close-up work; ability to adjust focus frequently. * Hearing/Talking: ability to hear normal speech, speak and hear on the telephone, and speak in person. * Emotional/Psychological Factors: ability to make decisions and concentrate; frequent contact with others including frequent public contact; frequent deadlines and time-limited assignments. * Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the position. TYPICAL WORKING CONDITIONS * Work is generally performed in a standard office environment. Additional Applicant Information Applications are accepted online only at: ************************************************************* Select Job Openings, Select Search Jobs, Select Job Title, Create an account and Apply to this job. Classified: This is a classified bargaining unit position. SELECTION PROCEDURES Only online application packets will be accepted including: * YCCD Administrative online application, including contact information for at least three professional references . * Resume * Personal letter of interest Applications will be reviewed by a screening committee which will select candidates to be interviewed. Those applicants selected for personal interview will be notified by email or phone. In accordance with Board policy official offers of employment will be made only by the Chancellor or Vice Chancellor/Human Resources, YCCD. Final appointment is subject to confirmation by the Board of Trustees. Federal law requires the District employ only US citizens and aliens authorized to work in the United States. Written verification of employment eligibility is required. BACKGROUND CHECK: A background investigation of new employees is required, including reference checks and a state criminal history report. Employment will not begin until the history check has been cleared by Human Resources. The cost for the criminal history report will be the responsibility of the successful candidate. The District may hire more than one applicant from this applicant pool. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the position. The Yosemite Community College District is an Equal Opportunity Employer. It is the policy of Yosemite Community College District (Modesto Junior College and Columbia College) not to discriminate on the basis of race, color, national origin, sex or disability in its educational programs and its employment practices. YCCD BP 3410 Nondiscrimination can be found at: *************************************************************************** Title IX Sexual Harassment regulations define Title IX Sexual Harassment to include four terms "as defined in" the Clery Act and the Violence Against Women Act (VAWA): Sexual Assault, Dating Violence, Domestic Violence, and Stalking. In accordance with 34 C.F.R. §§ 100.6(d), 104.8, and 106.9; and 28 C.F.R. § 35.106, the following person has been designated to handle inquiries regarding Title IX, Section 504/Title II policies: District Title IX/Civil Rights Compliance Coordinator Yosemite Community College District 2201 Blue Gum Ave., Modesto, CA 95358 Posting Detail Information Open Date 11/24/2025 Close Date 01/05/2026 Open Until Filled No
    $4.8k-6.1k monthly 23d ago
  • Finance Council Advisor

    La Sierra University 4.3company rating

    Riverside, CA jobs

    Job Description: Ability to meet quarterly or as deemed necessary throughout the academic year in what are generally open-ended discussions involving students, staff, faculty and administrators. Presentations/Reports/Assignments for meetings to include: Student Surveys New Initiative Testing Research and review of specific items Review student documents General knowledge of all students' functions as they relate to Financial Administration, Bursar, Student Financial Services, and Accounts & Loans. Assist Financial Administration to better understand the needs of students and how to best help them. Job Requirements: Must currently be a registered student at La Sierra University Able to communicate both written and orally. Able to analyze, critique, and provide feedback. Wage: $25/hour
    $25 hourly 60d+ ago
  • Enrollment & Financial Services Advisor

    West Valley Mission Community College District 3.9company rating

    Santa Clara, CA jobs

    Mission College is seeking a talented Enrollment and Financial Services Advisor on the Financial Aid team. Mission College, located in Santa Clara, the heart of the Silicon Valley, is a proud Hispanic Serving Institution (HSI) and Asian American Native American Pacific Islander Serving Institution (AANAPISI). As a designated Caring Campus, we prioritize connection, compassion, and belonging in all that we do. We are deeply committed to diversity, equity, inclusion, and anti-racism, not just as values, but as everyday practices. Our greatest strength is our people. At Mission, employees are encouraged to bring their full, authentic selves to work. We lead with heart, honor lived experience, and center students in every decision. With innovative programs, a student-focused culture, and award-winning faculty and staff, Mission College has earned recognition for advancing equitable student outcomes, supporting basic needs, and driving workforce development. This is more than a place to work - it's a place to belong, grow, and make a real impact. Reporting to the Program Director of Enrollment and Financial Services, the Enrollment and Financial Services Advisor provides a variety of technical duties related to financial aid and admissions and records; provides accurate and timely information to students, families, faculty, and staff in a customer-service oriented manner, effectively advises eligible students to apply for free grants, emergency aid, scholarships, and loans; assists with warm handoffs to other support services, including counseling services and the rising scholars program, reviews applications in suspense and follows up with students, completes the verification process referencing federal and state regulations; completes timely and accurate Return to Title IV calculations, awards federal and state grants and loans to eligible students; processes loan applications; uses federal and state software tools to verify application status, eligibility and makes corrections to applications; uses and updates Banner Financial Aid, references Banner Student module, use of Banner Document Management System to archive documents for auditing purposes; use of federal and state systems. Maintains comprehensive procedures; provides training to new hires, knowledgeable of federal and state policies; actively participates in committees, work groups, and training with Financial Aid and Admissions and Records staff, counselors, IS staff, and others. Implements process improvements to strengthen the overall student financial aid experience. Scheduling may include evenings and occasional weekends.
    $42k-52k yearly est. 22d ago
  • Nature Finance Specialist

    Stanford University 4.5company rating

    Stanford, CA jobs

    This position has been deemed critical by the Stanford Doerr School of Sustainability Dean's Office and is exempt from the hiring pause. This position is remote. Interested candidates must include a resume and cover letter to be considered for this position. This is a one-year fixed term position with the possibility of renewal dependent on programmatic need and budgetary availability. Applicants 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. About Us The Stanford Doerr School of Sustainability strives to create a future when humans and nature thrive in concert and in perpetuity. The school is made up of a three-part structure to drive global impact: Our academic departments and programs educate students and create new knowledge across areas of research that are crucial for advancing the long-term prosperity of the planet and people; Institutes bridge scholarship at Stanford and beyond, bringing multiple viewpoints to bear on urgent challenges; The Sustainability Accelerator drives new policy and technology solutions through a worldwide network of partners who work with our teams to develop solutions at a global scale. The school is dedicated to creating and supporting a community with the richness of experience and background needed to create solutions that benefit all people, particularly those most affected by environmental damage and climate change. For more information on the school, click here. The Natural Capital Project (NatCap) operates as a partnership between Stanford University, the Chinese Academy of Sciences, the University of Minnesota, the Stockholm Resilience Centre, The Nature Conservancy, and the World Wildlife Fund. NatCap's mission is to pioneer science, technology, and partnerships that enable people and nature to thrive. We do this to help make the world a more livable place; to secure human well-being with thriving ecosystems; to harmonize conservation and human development goals, by developing scientific tools and technology to model and map the distribution of biodiversity and to demonstrate the services provided by ecosystems. NatCap at Stanford is located within the Woods Institute for the Environment within the Stanford Doerr School of Sustainability. For more information on The Natural Capital Project, please click here. The Natural Capital Project seeks an expert in nature finance to join a research and engagement program focused on mainstreaming natural capital approaches into standard financing offerings and processes among international financial institutions (IFIs, such as the Inter-American Development Bank and Asian Development Bank), as well as into country government policy and finance pathways. A key goal of the program is to inspire the mainstreaming of development financing approaches in IFIs that integrate natural capital into standard financing offerings among IFIs and drive growth in overall investments, policies, and uptake of this approach among IFI member countries. The Nature Finance Specialist will join an interdisciplinary team of scientists, analysts, and consultants working with 6 focal country governments and several IFIs to co-develop natural capital approaches that lead to nature-positive outcomes. The ideal candidate will bring a strong understanding of the current state of nature finance as well as practical experience working collaboratively to advance nature-positive policy and finance. Your Responsibilities will include: * Lead nature finance-related aspects of a research and engagement program focused on mainstreaming natural capital approaches into standard financing offerings and processes among international financial institutions (IFIs) and into country government policy and finance pathways. * Conduct outreach to and coordinate among country-focused project teams as well as outreach to project collaborators (or prospective collaborators) at IFIs. * Identify opportunities for the program to accelerate mainstreaming of natural capital approaches into IFI policies and operations. * Identify and fill research gaps relating to nature finance and its effectiveness, co-developing priority research areas in collaboration with project partners. * Share program progress and results with the internal NatCap team, with collaborators, and with other experts by leading and/or contributing to written reports, white papers, policy briefs, and peer-reviewed publications. * Represent the program and the Natural Capital Project at meetings, workshops, conferences and other convenings, including delivering oral presentations. * Contribute to curriculum development and development of course materials and teaching on nature-finance topics as part of the Natural Capital Project's capacity development program, including in-person and virtual courses and training. * Contribute to the development of program strategies and funding proposals to further the program's goals. * The job duties listed are typical examples of work performed by positions in this job classification and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Specific duties and responsibilities may vary depending on department or program needs without changing the general nature and scope of the job or level of responsibility. Employees may also perform other duties as assigned. To be successful in this position, you will need: Education & Experience: Bachelor's degree and three years of relevant experience or combination of education, training, and relevant experience. Knowledge, Skills and Abilities: * Ability to develop program partnerships and funding sources. * Excellent oral, written, and analytical skills, exhibiting fluency in area of specialization. * Ability to oversee and direct staff. * Basic knowledge of managing budgets and developing financial plans. In addition, our preferred qualifications include: * Master's degree in international development, global policy, environmental governance, environmental finance, or a related field. * Experience working with multilateral development banks or other international finance institutions, or ministries of finance. * Strong understanding of scientific foundation of ecological principles, ecosystem services/nature's contributions to people or related topics. * Ability to collaborate as well as work independently and take initiative in line with established project goals. * Strong written and oral communication skills in English; proficiency in Spanish or other languages is a plus. * Ability to work effectively in matrix management context and adapt to changing priorities/needs. * Ability to travel internationally to meet with project collaborators. * Consistent with its obligations under the law, the University will provide reasonable accommodations to applicants and employees with disabilities. Applicants requiring a reasonable accommodation for any part of the application or hiring process should contact Stanford University Human Resources by submitting a contact form. This role is open to candidates anywhere in the United States. Stanford University has five Regional Pay Structures. The compensation for this position will be based on the location of the successful candidate. The expected pay range for this position is $116,966 to $150,114 per annum for the Stanford Work Location. The expected pay range for this position is $80,648 to $137,207 per annum for all other locations. Stanford University provides pay ranges representing its good faith estimate of what the university reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location, and external market pay for comparable jobs. At Stanford University, base pay represents only one aspect of the comprehensive rewards package. The Cardinal at Work website (***************************************************** provides detailed information on Stanford's extensive range of benefits and rewards offered to employees. Specifics about the rewards package for this position may be discussed during the hiring process. How to Apply We invite you to apply for this position by clicking on the "Apply for Job" button. Stanford is an equal employment opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. Additional Information * Schedule: Full-time * Job Code: 4112 * Employee Status: Fixed-Term * Grade: J * Requisition ID: 107692 * Work Arrangement : Remote Eligible
    $117k-150.1k yearly 40d ago
  • Nature Finance Specialist

    Stanford University 4.5company rating

    Stanford, CA jobs

    **Doerr School of Sustainability, Stanford, California, United States** Administration Post Date Nov 06, 2025 Requisition # 107692 **_This position has been deemed critical by the Stanford Doerr School of Sustainability Dean's Office and is exempt from the hiring pause._** **This position is remote. Interested candidates must include a resume and cover letter to be considered for this position.** **This is a one-year fixed term position with the possibility of renewal dependent on programmatic need and budgetary availability.** Applicants 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. **About Us** The Stanford Doerr School of Sustainability strives to create a future when humans and nature thrive in concert and in perpetuity. The school is made up of a three-part structure to drive global impact: Our academic departments and programs educate students and create new knowledge across areas of research that are crucial for advancing the long-term prosperity of the planet and people; Institutes bridge scholarship at Stanford and beyond, bringing multiple viewpoints to bear on urgent challenges; The Sustainability Accelerator drives new policy and technology solutions through a worldwide network of partners who work with our teams to develop solutions at a global scale. The school is dedicated to creating and supporting a community with the richness of experience and background needed to create solutions that benefit all people, particularly those most affected by environmental damage and climate change. For more information on the school, clickhere. The Natural Capital Project (NatCap) operates as a partnership between Stanford University, the Chinese Academy of Sciences, the University of Minnesota, the Stockholm Resilience Centre, The Nature Conservancy, and the World Wildlife Fund. NatCap's mission is to pioneer science, technology, and partnerships that enable people and nature to thrive. We do this to help make the world a more livable place; to secure human well-being with thriving ecosystems; to harmonize conservation and human development goals, by developing scientific tools and technology to model and map the distribution of biodiversity and to demonstrate the services provided by ecosystems. NatCap at Stanford is located within the Woods Institute for the Environment within the Stanford Doerr School of Sustainability. For more information on The Natural Capital Project, please clickhere. The Natural Capital Project seeks an expert in nature finance to join a research and engagement program focused on mainstreaming natural capital approaches into standard financing offerings and processes among international financial institutions (IFIs, such as the Inter-American Development Bank and Asian Development Bank), as well as into country government policy and finance pathways. A key goal of the program is to inspire the mainstreaming of development financing approaches in IFIs that integrate natural capital into standard financing offerings among IFIs and drive growth in overall investments, policies, and uptake of this approach among IFI member countries. The Nature Finance Specialist will join an interdisciplinary team of scientists, analysts, and consultants working with 6 focal country governments and several IFIs to co-develop natural capital approaches that lead to nature-positive outcomes. The ideal candidate will bring a strong understanding of the current state of nature finance as well as practical experience working collaboratively to advance nature-positive policy and finance. **Your Responsibilities will include** **:** + Lead nature finance-related aspects of a research and engagement program focused on mainstreaming natural capital approaches into standard financing offerings and processes among international financial institutions (IFIs) and into country government policy and finance pathways. + Conduct outreach to and coordinate among country-focused project teams as well as outreach to project collaborators (or prospective collaborators) at IFIs. + Identify opportunities for the program to accelerate mainstreaming of natural capital approaches into IFI policies and operations. + Identify and fill research gaps relating to nature finance and its effectiveness, co-developing priority research areas in collaboration with project partners. + Share program progress and results with the internal NatCap team, with collaborators, and with other experts by leading and/or contributing to written reports, white papers, policy briefs, and peer-reviewed publications. + Represent the program and the Natural Capital Project at meetings, workshops, conferences and other convenings, including delivering oral presentations. + Contribute to curriculum development and development of course materials and teaching on nature-finance topics as part of the Natural Capital Project's capacity development program, including in-person and virtual courses and training. + Contribute to the development of program strategies and funding proposals to further the program's goals. * _The job duties listed are typical examples of work performed by positions in this job classification and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Specific duties and responsibilities may vary depending on department or program needs without changing the general nature and scope of the job or level of responsibility. Employees may also perform other duties as assigned._ **To be successful in this position, you will need** **:** **Education & Experience** : Bachelor's degree and three years of relevant experience or combination of education, training, and relevant experience. **Knowledge, Skills and Abilities** : + Ability to develop program partnerships and funding sources. + Excellent oral, written, and analytical skills, exhibiting fluency in area of specialization. + Ability to oversee and direct staff. + Basic knowledge of managing budgets and developing financial plans. **In addition, our preferred qualifications include** : + Master's degree in international development, global policy, environmental governance, environmental finance, or a related field. + Experience working with multilateral development banks or other international finance institutions, or ministries of finance. + Strong understanding of scientific foundation of ecological principles, ecosystem services/nature's contributions to people or related topics. + Ability to collaborate as well as work independently and take initiative in line with established project goals. + Strong written and oral communication skills in English; proficiency in Spanish or other languages is a plus. + Ability to work effectively in matrix management context and adapt to changing priorities/needs. + Ability to travel internationally to meet with project collaborators. * _Consistent with its obligations under the law, the University will provide reasonable accommodations to applicants and employees with disabilities. Applicants requiring a reasonable accommodation for any part of the application or hiring process should contact Stanford University Human Resources by submitting a_ _contact form_ _._ **This role is open to candidates anywhere in the United States. Stanford University has five Regional Pay Structures. The compensation for this position will be based on the location of the successful candidate.** **The expected pay range for this position is $116,966 to $150,114 per annum for the Stanford Work Location.** **The expected pay range for this position is $80,648 to $137,207 per annum for all other locations.** **Stanford University provides pay ranges representing its good faith estimate of what the university reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location, and external market pay for comparable jobs.** **At Stanford University, base pay represents only one aspect of the comprehensive rewards package. The Cardinal at Work website (** ******************************************************** **) provides detailed information on Stanford's extensive range of benefits and rewards offered to employees. Specifics about the rewards package for this position may be discussed during the hiring process.** **How to Apply** We invite you to apply for this position by clicking on the "Apply for Job" button. _Stanford is an equal employment opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law._ Additional Information + **Schedule: Full-time** + **Job Code: 4112** + **Employee Status: Fixed-Term** + **Grade: J** + **Requisition ID: 107692** + **Work Arrangement : Remote Eligible**
    $117k-150.1k yearly 41d ago
  • Patient Financial Service Representative - Admitting - Per Diem 8 Hour Variable Shift (Union)

    University of Southern California 4.1company rating

    Glendale, CA jobs

    Review, and file patient account files for new registration; collate and match billing documents with patient account files; pull files for patients; and collect billing activity data. Review patient account files to ensure accuracy and completeness, determine appropriate billing distributions and process statements, monitor outstanding accounts; process refunds for overpaid accounts, receive and answer billing-related inquiries. Review past due bills and follow-up documents, and obtain other information on past due accounts. Contact patients and/or third party pay or organizations to secure payments or arrange alternative settlement plans, identify problem delinquencies and recommend disposition. Minimum Education: High School Diploma or GED Minimum Experience/Knowledge: Knowledge of basic computer operation. Required License/Certification: AB 508 Certification. If no card upon hire, one must be obtained within 30 days of hire or transfer into the department, and maintained by renewal before expiration date As part of Keck Medicine of USC, USC Verdugo Hills Hospital is the only community hospital in the Foothills area of Los Angeles backed by an academic medical center. With its 40-year legacy of personalized care from expert physicians, experienced nurses and a dedicated staff the community has come to know and trust, USC-VHH brings patients the latest medical advancements and 24/7 emergency services. Join this world-class team providing highly-specialized care, up-to-the-minute research and innovative clinical trials. The hourly rate for this position is $28.01. When extending an offer of employment, the University of Southern California considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, key skills, internal peer equity, federal, state, and local laws, contractual stipulations, grant funding, as well as external market and organizational considerations. USC will consider for employment all qualified applicants with criminal records in a manner consistent with applicable laws and regulations, including the Los Angeles County Fair Chance Ordinance for employers and the Fair Chance Initiative for Hiring Ordinance, and with due consideration for patient and student safety. Please refer to the Background Screening Policy Appendix D for specific employment screen implications for the position for which you are applying. USC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other characteristic protected by law or USC policy. USC observes affirmative action obligations consistent with state and federal law. USC will consider for employment all qualified applicants with criminal records in a manner consistent with applicable laws and regulations, including the Los Angeles County Fair Chance Ordinance for employers and the Fair Chance Initiative for Hiring Ordinance, and with due consideration for patient and student safety. Please refer to the Background Screening Policy Appendix D for specific employment screen implications for the position for which you are applying. We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact USC Human Resources by phone at **************, or by email at *************. Inquiries will be treated as confidential to the extent permitted by law. Notice of Non-discrimination Employment Equity Read USC's Clery Act Annual Security Report USC is a smoke-free environment Digital Accessibility If you are a current USC employee, please apply to this USC job posting in Workday by copying and pasting this link into your browser: *************************************************************
    $28 hourly Auto-Apply 10d ago
  • Finance Specialist - Accounting

    Stanford University 4.5company rating

    Redwood City, CA jobs

    SCHOOL/UNIT DESCRIPTION: Vice Provost and Dean of Research / Office of Technology Licensing: The Office of Technology Licensing (OTL) was established in 1970 to manage the intellectual property assets of Stanford University. OTL evaluates, markets, and licenses technology owned by the University. OTL's mission is to encourage effective technology transfer for the public benefit as well as generating royalty income for Stanford to benefit research and education. OTL is one of the country's most active offices in the field of technology transfer from the university to industry. Our staff, most of whom are professionals engaged directly in licensing, manages over 3,000 active dockets. Our VPDoR Diversity Journey: * We create a hub of innovation through the power of diversity of disciplines and people. * We provide equitable access and opportunity to all members of the community in order to do their best work, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. * We listen to and value all colleagues who bring diverse perspectives to the advancement and development of a respectful community. * We promote a culture of belonging, equity, and safety. * We embed these values in excellence of education, research, and operation. POSITION SUMMARY: The Office of Technology Licensing at Stanford University seeks to fill one Finance Specialist - Accountant position. This role will, under the direct supervision of the manager/director, perform moderately complex accounting activities and functions, including monitoring accounts, preparing documentation, expenditure reconciliations and reviews, revenue reporting/accounting, purchases and reimbursements, general ledger transactions, and journal entries. All accounting tasks are specific to licensing (patent) income and university setting. The position is open to both hybrid and remote options. Hybrid roles are based at a Stanford work location, with the option for a hybrid schedule subject to operational needs. This typically requires a regular on-site presence of two to four days per week, or an equivalent amount of time each month. Remote roles are open to candidates located anywhere in the United States. This is a 100% FTE, benefits-eligible position. For consideration, please submit a resume. All final candidates must complete a background check. CORE DUTIES: * Review, process, gather, and compile accounting transactions and documents for completeness, accuracy, and compliance. Contribute to the development of analyses to be used for key activities or decision-making. * Identify, prioritize, and resolve accounting issues; probe beyond stated situations; identify underlying issues; recognize exceptions; perform preliminary analysis. * Run, maintain, reconcile, review, combine, analyze, and validate financial data sets, utilizing financial reports, financial databases, and key financial information often from multiple systems. Assist in the preparation of basic management information reports. * Identify and resolve incorrect journal entries, data anomalies, deviations from established procedures, and unusual issues. * Collect data and perform research on the details of transactions. Ensure work complies with complex internal policies and external regulations, which may require interpretation. * Participate as a member of a project team and contribute to the change management strategy through communication and collaboration with others. * Recommend, assist, test, or implement process streamlining, system improvements, or workflow changes. * Contribute to the development and maintenance of desktop procedures and process documentation for the area of responsibility. * Serve as a liaison to other departments to resolve accounting-related issues. * May train, coach, and review the work of other staff, as needed. Contribute primarily through applying individual expertise. MINIMUM REQUIREMENTS: Education & Experience: Associate degree plus two years of applicable experience, or a combination of education and relevant work experience. Knowledge, Skills and Abilities: * Proficiency in basic business applications, such as Microsoft Office; user knowledge of Excel. * Basic knowledge of accounting systems and the internet; computer literacy. * Understanding of and ability to apply accounting skills and concepts. * Ability to draft professional e-mails, memos, business letters, and reports, and to clearly and effectively communicate information to internal audiences and client groups. * Ability to learn project management skills and to participate as part of a project team. Strongly desired Knowledge, Skills, and Abilities: * Financial Accounting Knowledge: Understanding of accounting principles, financial statements, and relevant regulations. * Analytical Skills: The ability to analyze financial data and trends is crucial for identifying areas of improvement, making informed financial decisions, and ensuring accurate financial reporting. * Attention to Detail: Given the precision required in financial work, a high level of attention to detail is necessary to avoid errors in financial statements and reports. This includes a thorough review of transactions and documentation. * Software Proficiency: Proficiency in accounting software and financial management tools is important. Ability to learn and adjust to new software preferred. * Communication Skills: Effective communication skills, both written and verbal, smooth interacting with team members, presenting financial information to non-finance stakeholders, and ensuring clear and transparent communication within the organization. * Comfort with Non-Accounting Finance Admin Tasks: In addition to traditional accounting duties, a finance specialist should be comfortable and adept at handling non-accounting finance administrative tasks. PHYSICAL REQUIREMENTS*: * (Frequently stand/walk, sit, perform desk-based computer tasks, and use a telephone. * Occasionally write by hand, twist/bend/stoop/squat, reach/work above shoulders, grasp lightly/fine manipulation, grasp forcefully, lift/carry/push/pull objects that weigh up to 10 pounds, sort/file paperwork. * Rarely kneel/crawl, operate foot and/or hand controls. * - Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of the job. WORKING CONDITIONS: * Travel on campus to schools/units, out of town. WORK STANDARDS: * Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations. * Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned. * Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University's Administrative Guide, ******************************* For On-site or Hybrid positions: The expected pay range for this position is $89,192 to $95,000 per annum/hour. Stanford University provides pay ranges representing its good faith estimate of what the university reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on a wide range of factors that are unique to each candidate including but not limited to geographic location, knowledge, skills and abilities, relevant education, depth and breadth of experience, performance; as well as other business and organization needs such as (but not limited to) the scope and responsibilities of the position, the minimum qualifications, departmental budget availability, and market and internal equity across the unit, department and reporting relationships. At Stanford University, base pay represents only one aspect of the comprehensive rewards package. The Cardinal at Work website (***************************************************** provides detailed information on Stanford's extensive range of benefits and rewards offered to employees. Specifics about the rewards package for this position may be discussed during the hiring process. For Remote positions (or positions open to the possibility of being remote): This remote role is open to candidates anywhere in the United States. Stanford University has five Regional Pay Structures. The compensation for this position will be based on the location of the successful candidate. The expected pay range for this position is $71,129 to $87,717 per annum/hour. Stanford University provides pay ranges representing its good faith estimate of what the university reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on a wide range of factors that are unique to each candidate including but not limited to geographic location, knowledge, skills and abilities, relevant education, depth and breadth of experience, performance; as well as other business and organization needs such as (but not limited to) the scope and responsibilities of the position, the minimum qualifications, departmental budget availability, and market and internal equity across the unit, department and reporting relationships. At Stanford University, base pay represents only one aspect of the comprehensive rewards package. The Cardinal at Work website (***************************************************** provides detailed information on Stanford's extensive range of benefits and rewards offered to employees. Specifics about the rewards package for this position may be discussed during the hiring process. Why Stanford is for You Imagine a world without search engines or social platforms. Consider lives saved through first-ever organ transplants and research to cure illnesses. Stanford University has revolutionized the way we live and enrich the world. Supporting this mission is our diverse and dedicated 17,000 staff. We seek talent driven to impact the future of our legacy. Our culture and unique perks empower you with: * Freedom to grow. We offer career development programs, tuition reimbursement, or audit a course. Join a TedTalk, film screening, or listen to a renowned author or global leader speak. * A caring culture. We provide superb retirement plans, generous time-off, and family care resources. * A healthier you. Climb our rock wall, or choose from hundreds of health or fitness classes at our world-class exercise facilities. We also provide excellent health care benefits. * Discovery and fun. Stroll through historic sculptures, trails, and museums. * Enviable resources. Enjoy free commuter programs, ridesharing incentives, discounts and more! The job duties listed are typical examples of work performed by positions in this job classification and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Specific duties and responsibilities may vary depending on department or program needs without changing the general nature and scope of the job or level of responsibility. Employees may also perform other duties as assigned. Consistent with its obligations under the law, the University will provide reasonable accommodations to applicants and employees with disabilities. Applicants requiring a reasonable accommodation for any part of the application or hiring process should contact Stanford University Human Resources by submitting a contact form. Stanford is an equal employment opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. Additional Information * Schedule: Full-time * Job Code: 4441 * Employee Status: Regular * Grade: G * Requisition ID: 107402 * Work Arrangement : Hybrid Eligible, Remote Eligible
    $89.2k-95k yearly 60d+ ago
  • Finance Specialist - Accounting

    Stanford University 4.5company rating

    Stanford, CA jobs

    **Dean of Research, Redwood City, California, United States** Finance Post Date Oct 01, 2025 Requisition # 107402 **SCHOOL/UNIT DESCRIPTION:** Vice Provost and Dean of Research / Office of Technology Licensing: The Office of Technology Licensing (OTL) was established in 1970 to manage the intellectual property assets of Stanford University. OTL evaluates, markets, and licenses technology owned by the University. OTL's mission is to encourage effective technology transfer for the public benefit as well as generating royalty income for Stanford to benefit research and education. OTL is one of the country's most active offices in the field of technology transfer from the university to industry. Our staff, most of whom are professionals engaged directly in licensing, manages over 3,000 active dockets. **Our VPDoR Diversity Journey** : + We create a hub of innovation through the power of diversity of disciplines and people. + We provide equitable access and opportunity to all members of the community in order to do their best work, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. + We listen to and value all colleagues who bring diverse perspectives to the advancement and development of a respectful community. + We promote a culture of belonging, equity, and safety. + We embed these values in excellence of education, research, and operation. **POSITION SUMMARY:** The Office of Technology Licensing at Stanford University seeks to fill one Finance Specialist - Accountant position. This role will, under the direct supervision of the manager/director, perform moderately complex accounting activities and functions, including monitoring accounts, preparing documentation, expenditure reconciliations and reviews, revenue reporting/accounting, purchases and reimbursements, general ledger transactions, and journal entries. All accounting tasks are specific to licensing (patent) income and university setting. The position is open to both hybrid and remote options. Hybrid roles are based at a Stanford work location, with the option for a hybrid schedule subject to operational needs. This typically requires a regular on-site presence of two to four days per week, or an equivalent amount of time each month. Remote roles are open to candidates located anywhere in the United States. This is a 100% FTE, benefits-eligible position. For consideration, please submit a resume. All final candidates must complete a background check. **CORE DUTIES:** + Review, process, gather, and compile accounting transactions and documents for completeness, accuracy, and compliance. Contribute to the development of analyses to be used for key activities or decision-making. + Identify, prioritize, and resolve accounting issues; probe beyond stated situations; identify underlying issues; recognize exceptions; perform preliminary analysis. + Run, maintain, reconcile, review, combine, analyze, and validate financial data sets, utilizing financial reports, financial databases, and key financial information often from multiple systems. Assist in the preparation of basic management information reports. + Identify and resolve incorrect journal entries, data anomalies, deviations from established procedures, and unusual issues. + Collect data and perform research on the details of transactions. Ensure work complies with complex internal policies and external regulations, which may require interpretation. + Participate as a member of a project team and contribute to the change management strategy through communication and collaboration with others. + Recommend, assist, test, or implement process streamlining, system improvements, or workflow changes. + Contribute to the development and maintenance of desktop procedures and process documentation for the area of responsibility. + Serve as a liaison to other departments to resolve accounting-related issues. + May train, coach, and review the work of other staff, as needed. Contribute primarily through applying individual expertise. **MINIMUM REQUIREMENTS:** **Education & Experience:** Associate degree plus two years of applicable experience, or a combination of education and relevant work experience. **Knowledge, Skills and Abilities:** + Proficiency in basic business applications, such as Microsoft Office; user knowledge of Excel. + Basic knowledge of accounting systems and the internet; computer literacy. + Understanding of and ability to apply accounting skills and concepts. + Ability to draft professional e-mails, memos, business letters, and reports, and to clearly and effectively communicate information to internal audiences and client groups. + Ability to learn project management skills and to participate as part of a project team. **Strongly desired Knowledge, Skills, and Abilities:** + Financial Accounting Knowledge: Understanding of accounting principles, financial statements, and relevant regulations. + Analytical Skills: The ability to analyze financial data and trends is crucial for identifying areas of improvement, making informed financial decisions, and ensuring accurate financial reporting. + Attention to Detail: Given the precision required in financial work, a high level of attention to detail is necessary to avoid errors in financial statements and reports. This includes a thorough review of transactions and documentation. + Software Proficiency: Proficiency in accounting software and financial management tools is important. Ability to learn and adjust to new software preferred. + Communication Skills: Effective communication skills, both written and verbal, smooth interacting with team members, presenting financial information to non-finance stakeholders, and ensuring clear and transparent communication within the organization. + Comfort with Non-Accounting Finance Admin Tasks: In addition to traditional accounting duties, a finance specialist should be comfortable and adept at handling non-accounting finance administrative tasks. **PHYSICAL REQUIREMENTS*:** + (Frequently stand/walk, sit, perform desk-based computer tasks, and use a telephone. + Occasionally write by hand, twist/bend/stoop/squat, reach/work above shoulders, grasp lightly/fine manipulation, grasp forcefully, lift/carry/push/pull objects that weigh up to 10 pounds, sort/file paperwork. + Rarely kneel/crawl, operate foot and/or hand controls. _* - Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of the job._ **WORKING CONDITIONS:** + Travel on campus to schools/units, out of town. **WORK STANDARDS:** + Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations. + Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned. + Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University's Administrative Guide,******************************* For On-site or Hybrid positions: _The expected pay range for this position is $89,192 to $95,000 per annum/hour._ _Stanford University provides pay ranges representing its good faith estimate of what the university reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on a wide range of factors that are unique to each candidate including but not limited to geographic location, knowledge, skills and abilities, relevant education, depth and breadth of experience, performance; as well as other business and organization needs such as (but not limited to) the scope and responsibilities of the position, the minimum qualifications, departmental budget availability, and market and internal equity across the unit, department and reporting relationships._ _At Stanford University, base pay represents only one aspect of the comprehensive rewards package. The Cardinal at Work website (_ _***************************************************** _) provides detailed information on Stanford's extensive range of benefits and rewards offered to employees. Specifics about the rewards package for this position may be discussed during the hiring process._ For Remote positions (or positions open to the possibility of being remote): _This remote role is open to candidates anywhere in the United States. Stanford University has five_ _Regional Pay Structures_ _. The compensation for this position will be based on the location of the successful candidate._ _The expected pay range for this position is $71,129 to $87,717 per annum/hour._ _Stanford University provides pay ranges representing its good faith estimate of what the university reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on a wide range of factors that are unique to each candidate including but not limited to geographic location, knowledge, skills and abilities, relevant education, depth and breadth of experience, performance; as well as other business and organization needs such as (but not limited to) the scope and responsibilities of the position, the minimum qualifications, departmental budget availability, and market and internal equity across the unit, department and reporting relationships._ _At Stanford University, base pay represents only one aspect of the comprehensive rewards package. The Cardinal at Work website (_ _***************************************************** _) provides detailed information on Stanford's extensive range of benefits and rewards offered to employees. Specifics about the rewards package for this position may be discussed during the hiring process._ **Why Stanford is for You** Imagine a world without search engines or social platforms. Consider lives saved through first-ever organ transplants and research to cure illnesses. Stanford University has revolutionized the way we live and enrich the world. Supporting this mission is our diverse and dedicated 17,000 staff. We seek talent driven to impact the future of our legacy. Ourcultureandunique perksempower you with: + **Freedom to grow.** We offer career development programs, tuition reimbursement, or audit a course. Join a TedTalk, film screening, or listen to a renowned author or global leader speak. + **A caring culture.** We provide superb retirement plans, generous time-off, and family care resources. + **A healthier you.** Climb our rock wall, or choose from hundreds of health or fitness classes at our world-class exercise facilities. We also provide excellent health care benefits. + **Discovery and fun.** Stroll through historic sculptures, trails, and museums. + **Enviable resources.** Enjoy free commuter programs, ridesharing incentives, discounts and more! _The job duties listed are typical examples of work performed by positions in this job classification and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Specific duties and responsibilities may vary depending on department or program needs without changing the general nature and scope of the job or level of responsibility. Employees may also perform other duties as assigned._ _Consistent with its obligations under the law, the University will provide reasonable accommodations to applicants and employees with disabilities. Applicants requiring a reasonable accommodation for any part of the application or hiring process should contact Stanford University Human Resources by submitting a_ _contact form_ _._ _Stanford is an equal employment opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law._ Additional Information + **Schedule: Full-time** + **Job Code: 4441** + **Employee Status: Regular** + **Grade: G** + **Requisition ID: 107402** + **Work Arrangement : Hybrid Eligible, Remote Eligible**
    $89.2k-95k yearly 60d+ ago
  • Financial Aid Representative

    Southern California Seminary 3.4company rating

    El Cajon, CA jobs

    Job Details Southern California Seminary-Main Campus - El Cajon, CA Part Time High School Negligible AnyDescription The Financial Aid Representative glorifies God by assisting the students with the financial aid process, administering scholarship applications, grant-in-aid, and loan programs to provide timely, cheerful, and enthusiastic assistance to students consistent with the highest standards of Christian ethics, legal and regulatory requirements, accepted principles and procedures for postsecondary Christian education, and in cooperation with Southern California Seminary. This is a 20-25 hour a week position. Essential Functions 1. Acts as the main point of contact for students in dealing with the Financial Aid Office 2. Assists in the processing of awards and completes student financial aid eligibility in accordance to federal, state, and institutional regulations. 3. Contacts students regarding corrections or incomplete documents in files. 4. Assists in the awarding of financial aid to current and prospective students. 5. Prepares financial aid packets for future and current students. 6. Assists students with questions regarding the completion of the Financial Aid applications. 7. Accurately and timely prepares Financial Aid forms. 8. Provides timely reporting for external audits 9. Works on special projects as assigned by supervisor. 10. Perform collateral and occasional duties as assigned. Marginal Functions 1. File and organize financial aid paperwork and records. Qualifications Required Knowledge, Skills, and Abilities 1. Strong customer service and organizational skills. 2. Ability to communicate professionally, with clarity and brevity, both verbally and in writing 3. Knowledge and ability in computer data management 4. Knowledge of Title IV regulations and applicable policies and procedures. 5. Knowledge of Federal Direct loan programs, PELL/FSEOG grants, Federal Work Study and Cal Grants. 6. Strong problem-solving abilities. 7. Ability to self-start and self-monitor work projects. Education and Experience Education: High School Diploma or equivalency. College education is preferred. Minimum one year of Financial Aid experience. Or any combination of experience, education, and training that would provide the level of knowledge, skill, and ability required to perform essential functions effectively, as the Director of Financial Aid shall determine.
    $24k-30k yearly est. 60d+ ago
  • Personal Financial Rep I,II,III (Murrieta Madison)

    California Coast Credit 3.8company rating

    Murrieta, CA jobs

    California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339 Personal Financial Rep lll: $23.9440 - $29.9300
    $27k-35k yearly est. Auto-Apply 7d ago
  • Student Financial Center Advisor (Student Services Professional II)

    San Diego State University 4.5company rating

    San Diego, CA jobs

    San Diego State University is seeking a Student Financial Center Advisor to support student success through proactive financial guidance and retention initiatives. The Cal Coast Student Financial Center (CCSFC) provides a centralized, student-focused hub for financial aid, scholarship, and billing services that help students stay enrolled and achieve their academic goals. Key Responsibilities: Student Financial Retention Support: Implement proactive outreach and financial support programs to identify and assist students experiencing financial hardship and promote retention. Individualized Counseling: Advise students on financial options and resources to resolve outstanding balances and support continued enrollment. Data Analysis and Reporting: Analyze student account data and generate reports to inform program decisions and enhance financial success initiatives. Outreach and Education: Lead workshops and campaigns that educate students and families on financial literacy, deadlines, and payment planning. Campus Collaboration: Partner with campus departments and community organizations to connect students with financial and basic needs resources. Why Join Us? Student Impact: Make a meaningful difference by helping students overcome financial barriers to degree completion. Collaborative Environment: Work with supportive colleagues across Financial Aid, the Bursar's Office, and Student Affairs. Professional Growth: Gain expertise in student financial services and financial literacy education. Mission-Driven Work: Contribute to SDSU's commitment to access, equity, and student success. Position Information This is a full-time (1.0 time-base), benefits eligible, permanent/probationary position. This position is designated as exempt under FLSA and is not eligible for overtime compensation. Standard SDSU work hours are Monday - Friday, 8:00 a.m. to 4:30 p.m., but may vary based on operational needs. The individual hired into this role will work on campus at SDSU in San Diego. Department Summary Enrollment Services is comprised of Undergraduate and Graduate Admissions, Office of the Registrar, Office of Evaluations, Prospective Student Services, Out-of-State Recruitment and Strategic Partnerships, International Recruitment, Class Schedule, Communications, Financial Aid, Scholarships, and the Cal Coast Student Financial Center. Enrollment Services implements SDSU enrollment management policies and provides services to students from their initial point of interest in SDSU to their graduation. The Cal Coast Student Financial Center (CCSFC's) focus is to provide centralized, individual financial case management and counseling to students, parents and families. The CCSFC maximizes the efficiency and effectiveness of the Financial Aid Office, the Scholarship Office and the University Bursar's Office by providing a scalable, “one stop” shop approach to providing assistance with issues related to financial aid, scholarships and student billing regardless of where the students and staff physically are located. The CCSFC provides students and families with information related to the following areas: Financial Aid Application Assistance Financial Aid Resources- types of financial aid available Scholarship Application Processes Scholarship Resources- types of scholarships available SDSU Educational Costs- tuition, fee and housing costs Student Financial Aid Disbursements Student Billing Information Student Fee Waiver information and processes Financial Literacy Counseling in partnership with Cal Coast Credit Union The staffing model is a blend of permanent represented staff, graduate students, and undergraduate peer counselors led by a Director (MPPI). The center provides customer service by serving as a single point of contact to analyze and resolve questions about financial aid, scholarships, financial transactions, academic progress and transactional-based issues. For more information regarding the Student Financial Management Center, click here. 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. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown below may be substituted for the required education on a year-for-year basis. Possession of the required knowledge and abilities is typically demonstrated through the equivalent of two years of professional experience in one of the student services program areas or in a related field; experience should give evidence of competence and indicate the potential for further growth. A master's degree in a job-related field may be substituted for one year of the professional experience. Key Qualifications Strong communication and interpersonal skills to engage effectively with students, families, school staff, and colleagues in a professional and supportive manner. Ability to explain complex policies, processes, or decisions clearly and compassionately to diverse audiences. Commitment to expanding educational access and supporting student success, particularly for those from economically or educationally disadvantaged backgrounds. Strong organizational and time-management abilities to handle multiple priorities in a fast-paced, detail-oriented environment. Ability to maintain professionalism, diplomacy, and sound judgment in sensitive or high-pressure situations. Collaborative approach to working with others, fostering cooperation and mutual understanding across departments or stakeholder groups. Proficiency in preparing and delivering clear, engaging presentations or communications that reflect the mission and values of the institution. Capacity to interpret and apply regulations, policies, and procedures while maintaining fairness and flexibility. Skill in analyzing student information (academic, financial, or personal) to provide individualized guidance and equitable solutions is preferred. Knowledge of financial aid, scholarships, or related student support processes, including deadlines, documentation, and compliance requirements, is preferred. Compensation and Benefits San Diego State University offers competitive compensation and a comprehensive benefits package designed to support your well-being and professional growth. Compensation: Salary is based on your experience, education, and qualifications, within the department's budget and equity guidelines. CSU Classification Salary Range: $5,083 - $7,228/month; hiring salary not expected to exceed $5,083/month. Full Benefits Package Includes: Generous Time Off: 15 paid holidays, vacation, and sick leave. Retirement: CalPERS pension plan with retiree healthcare, and reciprocal agreements with other California public retirement systems, including the UC. Health Coverage: Medical, dental, and vision options at low or no cost. Education Support: CSU tuition fee waiver for employees and eligible dependents. Optional Offerings: FlexCash, life and disability insurance, legal and pet plans. Campus & Community: Access to the library, campus events, employee groups, and volunteer and social activities. Our benefits are a significant part of total compensation. Learn more at the SDSU Benefits Overview. SDSU Values At SDSU, our diversity gives us power and benefits every single member of our community. Consistent with California law and federal civil rights laws, SDSU provides equal opportunity for all in education and employment. We encourage all members of our community to purposefully learn from one another through open and respectful dialogue and responsible engagement. We strongly preserve the right to free expression and encourage difficult conversations that help lead to improved individual and community learning and cohesion. Principles of Community At San Diego State University, we are a community of diverse individuals who have and represent many perspectives, beliefs, and identities. This diversity lends our community strength, and we commit to creating and sustaining an inclusive and intellectually vibrant environment that benefits all members of our university. SDSU's Principles of Community is an aspirational statement that is intended to evolve over time. The statement reflects the ideals we are encouraged to uphold in our interactions with one another. Equal Opportunity and Excellence in Education and Employment All university programs and activities are open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, San Diego State University (SDSU) 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. SDSU 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, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's 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. SDSU 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 SDSU, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all. Supplemental Information Apply by November 2, 2025, to ensure full consideration. Applications submitted after this date will be reviewed on an as-needed basis, and the position will remain open until filled. 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. San Diego State University is not a sponsoring agency for staff or management positions (e.g., H-1B visa). Applicants must currently be authorized to work in the United States on a full-time basis. Offers of employment are contingent upon the presentation of documents that demonstrate a person's identity and authorization to work in the United States, which are consistent with the provisions of the Immigration Reform and Control Act. A background check (including a criminal records check) must be completed satisfactorily and is required for employment. SDSU 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 information. Failure to satisfactorily complete the background check may affect the continued employment of a current SDSU employee who was conditionally offered the position. SDSU is a smoke-free campus. For more information, please click here. Reasonable accommodations will be provided for qualified applicants with disabilities who request an accommodation by contacting Livia Peeples at *****************.
    $5.1k-7.2k monthly 60d ago
  • Personal Financial Rep I,II,III (Encinitas)

    California Coast Credit 3.8company rating

    San Diego, CA jobs

    California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required. o PFR I: 1 year experience in a financial institution or other related field o PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service o PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339 Personal Financial Rep lll: $23.9440 - $29.9300
    $27k-35k yearly est. Auto-Apply 60d+ ago
  • Personal Financial Rep I,II (El Cajon)

    California Coast Credit 3.8company rating

    El Cajon, CA jobs

    California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339
    $27k-35k yearly est. Auto-Apply 16d ago
  • Personal Financial Rep I,II (El Cajon)

    California Coast Credit 3.8company rating

    El Cajon, CA jobs

    Job Description California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required. o PFR I: 1 year experience in a financial institution or other related field o PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339
    $27k-35k yearly est. 16d ago

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