Associate Director, Financial Aid Operations (Administrator II) / Student Affairs

California State University, San Bernardino

Associate Director, Financial Aid Operations (Administrator II) / Student Affairs

Salary Depends on Qualifications

Location San Bernardino, CA

Job Type Full-Time

Division Student Affairs

Job Number 2019-00096

Closing Continuous


Employment Status: Full-time, exempt position, included in the Management Personnel Plan (MPP).

Work Schedule: Generally, Monday through Friday from 8:00 a.m. to 5:00 p.m., occasional evenings and weekends as needed.

First Review Deadline: This position will remain open until filled. Review of applications will begin February 25, 2019.

Required Application Materials:

Please attach a cover letter, resume (or curricula vitae) and diversity statement. The diversity statement may include your interpretation of diversity, inclusion, gender equity and must include specific examples of how your educational/professional experiences, background/philosophy has prepared you for the role you are applying for at California State University, San Bernardino. (Maximum 250 words)"

The University

California State University, San Bernardino is a preeminent center of intellectual and cultural activity in Inland Southern California. Opened in 1965 and set at the foothills of the beautiful San Bernardino Mountains, the university serves more than 20,000 students each year and graduates about 4,000 students annually. The "value added" by a CSUSB education ranks in the top 4 percent in the nation, according to the Collegiate Learning Assessment. CSUSB reflects the dynamic diversity of the region and has the most diverse student population of any university in the Inland Empire, and it has the second highest African American and Hispanic enrollments of all public universities in California. Seventy percent of those who graduate are the first in their families to do so. The university offers more than 70 traditional baccalaureate and master's degree programs, education credential and certificate programs, and a doctoral program.

Typical Activities

Under the general supervision of the Director of Office of Financial Aid and Scholarships, the Associate Director of Financial Aid Operations directs the day to day operations, providing direction and guidance to financial aid staff that assure thorough, responsive, respectful customer service to students of students at California State University, San Bernardino (CSUSB). Responsibilities include, but not limited to:

  • Examine current operations to document and/or develop new policies, procedures, and processing using industry wide best practices that best serves the needs of CSUSB students.
  • Manage staff and ensure they receive ongoing professional training development to uphold/improve customer service in the delivery of financial aid and scholarships to over 20,000 student recipients.
  • Supervise the operations, financial literacy program coordination, peer advisor program and other Financial Aid initiatives.
  • Hire, evaluate and manage a team of professionals to implement and provide clear and accurate information about financial aid student programs using multiple mediums of delivery.
  • Analyze and resolve problems proactively and develop business processes to ensure program continuity.
  • Exercise judgment to determine appropriate courses of action.
  • Maintain updated information related to state and federal compliance issues for financial aid. This includes providing guidance and interpretation to others on financial aid regulations.
  • Supervise Financial Aid Technicians, processors and student assistants to assure accountability and stewardship of department resources (operational and human) in compliance with departmental goals and objectives.
  • Formulate procedures for functional area to ensure accurate, efficient, and timely delivery of student aid that complies with regulations and supports departmental objectives.
  • Coordinate the preparation of statistical reports as needed by both external and internal constituents.
  • Advise prospective new, current, and reactivating students with respect to financial literacy and all financial programs.
  • Represent Financial Aid Department on various CSUSB and external Boards/committees as needed.
  • Address issues and needs and reports back to Financial Aid team, Student Affairs and campus leadership as needed.
  • Performs other related duties as assigned

Minimum Qualifications

Education and Experience

Bachelor's degree (Master's degree preferred) and a minimum of five years of experience with administering policies, regulations, and practices for awarding financial aid, including needs analysis and packaging. A minimum of three years of supervisory experience, preferably in a higher education and collective bargaining environment.

Knowledge, Skills and Abilities

  • Expert knowledge of techniques for recruitment and retention of students through financial aid.
  • Advanced knowledge of University policies, processes, and procedures related to budget, accounting, human resources, IT, and student services
  • Advanced knowledge of advising and counseling techniques
  • Advanced skill in policy and program development
  • Advanced problem identification, critical thinking, and problem solving skills; judgment and decision-making ability
  • Customer service orientation
  • Ability to assess, process, and implement improvements
  • Advanced problem identification, critical thinking, and problem solving skills; judgment and decision-making ability.
  • Ability to define specifications for database programming.
  • Advanced knowledge of advising and counseling techniques.
  • Possesses strong written and verbal communication skills along with active listening, persuasion, and negotiation skills.
  • Organizational skills and ability to prioritize work for self and others to meet deadlines. Possesses strong project management skills.
  • Proficiency with standard office software, internet, and email applications.
  • Ability to assess processes and implement improvements.
  • Ability to interpret complex policies and develop procedures to ensure compliance.

Preferred Qualifications

  • Master's degree
  • Managerial experience
  • Advanced knowledge of University policies, processes, and procedures, including those related to supervising employees in a collective bargaining environment.
  • Experience using complex databases.
  • Working knowledge of common University-specific computer application programs, such as PeopleSoft.

Supplemental Information

A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who apply for the position.

The person holding this position is considered a `mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

California State University, San Bernardino is an Affirmative Action/Equal Opportunity Employer. We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, or protected veteran status.

This position may be "Designated" under California State University's Conflict of Interest Code. This would require the filing of a Statement of Economic Interest on an annual basis and the completion of training within 6 months of assuming office and every 2 years thereafter. Visit the Human Resources Conflict of Interest webpage link for additional information:

This position adheres to CSU policies against Sex Discrimination, Sexual Harassment, and Sexual Violence, including Domestic Violence, Dating Violence, and Stalking. This requires completion of Sexual Violence Prevention Training within 6 months of assuming employment and on a two-year basis thereafter. (Executive Order 1096)


California State University, San Bernardino


5500 University Parkway

San Bernardino, California, 92407


(909) 537-5138


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