Financial Aid Officer (FINANCIAL AID OFCR 3 SV)

Job Summary

Reporting to the Assistant Director in the Student Experience, Financial Literacy and Outreach Unit within Financial Aid and Scholarships, the Financial Aid Officer is responsible for managing the Financial Aid Information Services (FAIS), promoting and advancing the student financial literacy program and participating in outreach that will enhance the student experience. The Financial Aid Officer serves as a link between the students and the university and motivates students who participate in various activities while at school.

Apply By Date 03/06/2026 by 11:59PM

Qualifications

Minimum Qualifications - For full consideration, applicants are encouraged to upload license and/or certification if required of the position

• No Minimum Education required.
• Experience and/or formal training in federal, state and University financial aid principles, practices, and processes.
• Experience working independently with minimal supervision.
• Experience interacting with individuals of varying ages and cultural backgrounds and perspectives; to research, secure, and/or provide information to clarify situations, resolve problems, make public presentations, and/or train/guide other staff members.
• Experience in interviewing, selecting, training, motivating and evaluating staff. Experience using Microsoft Word, Excel, and Access.
• Knowledge of Financial Aid and Scholarships business operations, best practices and processes to provide recommendations regarding the Student Experience, Financial Literacy and Outreach programming efforts. Understanding of financial aid packaging policy, verification and interpretation of federal tax forms and information.
• Analytical skills to compile, extract and interpret Student Experience, Financial Literacy and Outreach programming data and make recommendations to senior management. Technical skills sufficient to assess computer support needs that apply to new system upgrades within financial aid systems. Initiative and ability to work cooperatively and effectively as part of a team.
• Customer services skills to exercise tact and diplomacy in dealing with others as to secure necessary information and cooperation from a variety of individuals, and to effectively resolve disagreements and conflicts.
• Organizational skills to achieve timely progress on multiple simultaneous projects, distribute effort appropriately among the projects, meet deadlines and maintain a high level of productivity.

Preferred Qualifications

• Experience using UC financial and student information systems (e.g., DAFIS, Banner); knowledge of network capabilities to access printers, servers, and the internet.
• Knowledge of current and emerging federal, state, University and campus policies, financial aid processing and application procedures.
• Skill to initiate contact with students and/or parents; analysis and interpretation of data to assess financial aid eligibility. Ability to use professional judgment to address individual student issues and circumstances that could be sensitive, unwelcome, or highly confidential. Ability to work effectively with conflicting deadlines and changing priorities. Skills to solve intermediate to complex program, system, or procedural problems and develop solutions.
• Knowledge of the fundamental school and academic program principles and standards, i.e. admissions, registration, financial aid, gift acceptance. Ability to establish and maintain cooperative working relationships with administrators, staff and a diverse student population. Technical knowledge to coordinate programs that cross undergraduate and graduate definitions for funding; in depth knowledge of a number of financial aid specialties, student billing statements and budgetary planning. Ability to complete several processes, work under general guidelines, and establish written procedures/instructions when there are deviations or changes in policy/practice.
  

Key Responsibilities

• 35% - Programming
• 35% - Management and Leadership
• 15% - Records/Processing
• 15% - Advising/Public Relations

Department Overview

The FAIS unit is responsible for handling over 26,000 calls per year, 10,000+ emails, thousands of documents and a large volume of front desk traffic. Efficient management of this unit allows FAO to disburse aid in a timely fashion.

POSITION INFORMATION

• Salary or Pay Range: $61,992.72/yr - $108,993.60/yr
• Salary Frequency: Monthly
• Salary Grade: STEPS
• UC Job Title: FINANCIAL AID OFCR 3 SV
• UC Job Code: 004988
• Number of Positions: 1
• Appointment Type: Staff: Career
• Percentage of Time: 100%
• Shift (Work Schedule): M-F, 8-5
• Location: Davis, CA
• Union Representation: SV - Student Service Advising Professionals
• Benefits Eligible: Yes
• This position is 100% on-site

Benefits

Outstanding benefits and perks are among the many rewards of working for the University of California. UC Davis offers a full range of benefits, resources and programs to help you bring your best self to work, as well as to help you and your family achieve your health, wellness, financial and career goals. Learn more about the benefits below and eligibility rules by visiting either our handy Benefits Summary for UC Davis Health Employees or Benefits Summary for UC Davis Employees and our Benefits Page.

If you are represented by a union, benefits are negotiated between the University of California (UC) and your union and finalized in a contract. Read your bargaining unit's employment contract, stay abreast of current negotiations and learn about collective bargaining at UC: https://ucnet.universityofcalifornia.edu/labor/bargaining-units/index.html

• High quality and low-cost medical plans to choose from to fit your family's needs
• UC pays for Dental and Vision insurance premiums for you and your family
• Extensive leave benefits including Pregnancy and Parental Leave, Family & Medical Leave
• Paid Holidays annually as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Paid Time Off/Vacation/Sick Time as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Continuing Education (CE) allowance and Education Reimbursement Program as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Access to free professional development courses and learning opportunities for personal and professional growth
• WorkLife and Wellness programs and resources
• On-site Employee Assistance Program including access to free mental health services
• Supplemental insurance offered including additional life, short/long term disability, pet insurance and legal coverage
• Public Service Loan Forgiveness (PSFL) Qualified Employer & Student Loan Repayment Assistance Program for qualified roles
• Retirement benefit options for eligible roles including Pension and other Retirement Saving Plans. More information on our retirement benefits can be found here

Physical Demands

• Standing - Occasional Up to 3 Hours
• Walking - Occasional Up to 3 Hours
• Sitting - Frequent 3 to 6 Hours
• Lifting/Carrying 0-25 Lbs - Occasional Up to 3 Hours
• Lifting/Carrying 26-50 lbs - Never 0 Hours
• Lifting/Carrying over 50 lbs - Never 0 Hours
• Pushing/Pulling 0-25 Lbs - Occasional Up to 3 Hours
• Pushing/Pulling 26-50 lbs - Never 0 Hours
• Pushing/Pulling over 50 lbs - Never 0 Hours
• Bending/Stooping - Occasional Up to 3 Hours
• Squatting/Kneeling - Occasional Up to 3 Hours
• Twisting - Occasional Up to 3 Hours
• Climbing (e.g., stairs or ladders) - Never 0 Hours
• Reaching overhead - Occasional Up to 3 Hours
• Keyboard use/repetitive motion - Frequent 3 to 6 Hours

Environmental Demands

• Chemicals, dust, gases, or fumes - Never 0 Hours
• Loud noise levels - Never 0 Hours
• Marked changes in humidity or temperature - Never 0 Hours
• Microwave/Radiation - Never 0 Hours
• Operating motor vehicles and/or equipment - Never 0 Hours
• Extreme Temperatures - Never 0 Hours
• Uneven Surfaces or Elevations - Never 0 Hours

Mental Demands

• Sustained attention and concentration - Frequent 3 to 6 Hours
• Complex problem solving/reasoning - Occasional Up to 3 Hours
• Ability to organize & prioritize - Frequent 3 to 6 Hours
• Communication skills - Frequent 3 to 6 Hours
• Numerical skills - Occasional Up to 3 Hours
• Constant Interaction - Frequent 3 to 6 Hours
• Customer/Patient Contact - Frequent 3 to 6 Hours
• Multiple Concurrent Tasks - Frequent 3 to 6 Hours

Work Environment

UC Davis is a smoke and tobacco free campus effective January 1, 2014. Smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes) will be strictly prohibited on any UC Davis owned or leased property, indoors and outdoors, including parking lots and residential space.

Work flexible hours and on weekends to meet operational needs. Limited vacation usage during peak workload periods.

Special Requirements - Please contact your recruiter with questions regarding which activities apply by position

• This is a critical position, as defined by UC Policy and local procedures, and as such, employment is contingent upon clearing a criminal background check(s) and may include drug screening, medical evaluation clearance and functional capacity assessment
• This position is designated as a mandated reporter under CANRA and UC policy, and employment is contingent on compliance with applicable policies, procedures and training requirements

Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

A Culture of Opportunity and Belonging

At UC Davis, we're committed to solving life's most urgent challenges and building a healthier, more resilient world. We believe in growing through every challenge, continually striving to improve, and welcoming new perspectives that strengthen our community. We recognize that a vibrant and innovative organization values both individual strengths and shared purpose. The best ideas often emerge when people with different experiences come together.

As you consider joining UC Davis, we invite you to explore our Principles of Community, our Clinical Strategic Plan and strategic vision for research and education. We believe you belong here. The University of California, Davis is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status.

To view the University of California's Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination

Because we want you to feel seen and valued, our recruitment process at UC Davis supports openness and authenticity. Research shows that some individuals hesitate to apply unless they meet every qualification. You may be an excellent fit for this role-or the next one. We encourage you to apply even if your experience doesn't match every listed requirement. #YouBelongHere

To learn more about our background check program, please visit: https://hr.ucdavis.edu/departments/recruitment/ucd/selection/background-checks