In-House Loans and Auxiliary Coordinator

(Internal Only)

Student Financial Services
Job #540718
First Review Date: Thursday, September 19, 2024

Open Until Filled

At Cal Poly Humboldt, bold hearts and open minds shape the future.

Founded in 1913, Cal Poly Humboldt began as a small college for teachers. Today Humboldt has grown into a comprehensive university with rigorous science and liberal arts programs. Designated a polytechnic in 2022, Cal Poly Humboldt provides hands-on, impactful educational opportunities that lead to meaningful, measurable outcomes for the individual, for the state, and the world.

Cal Poly Humboldt is proud to have nearly 6,000 students of all backgrounds spread across 61 majors, 13 graduate programs, and 4 credential programs — all of whom contribute passion and creativity within their fields and set the stage for a future grounded in equity and sustainability. Hands-on learning, inspired teaching, ground-breaking research, and thought-provoking creative activity happen daily at Humboldt.

Cal Poly Humboldt is a Hispanic-Serving Institution that strives to foster an inclusive and equitable community to support our students of diverse backgrounds. We are committed to achieving the goals of equal opportunity and endeavors to employ faculty and staff of the highest quality committed to working in a multicultural and multiracial community that reflects the diversity of the state.

Finding a better future is a task for the bold and open, the down-to-earth and visionary. Cal Poly Humboldt strives to cultivate these qualities in leaders, innovators, and scholars in every field.

(Job #540718) Administrative Analyst/Specialist I - NE, In-House Loans and Auxiliary Coordinator, Salary Range: $3,879 - $7,488 monthly. This is a full-time, benefited, non-exempt, 12-month pay plan permanent position with a one-year probationary period in the Student Financial Services. This position comes with a premium benefits package that includes outstanding vacation, medical, dental, and vision plans, life insurance, voluntary pre-tax health and dependent care reimbursement accounts, a fee waiver education program, membership in the California Public Employees Retirement System (PERS), and 14 paid holidays per year. Additional benefits information can be found at https://hraps.humboldt.edu/employee-benefits. Please note that this is an internal recruitment open only to active, stateside, Cal Poly Humboldt Employees.

Position Summary:

Under the direct supervision of the Student Accounts Manager, the In-House Loans and Auxiliary Coordinator performs duties involving day-to-day routine and is responsible for accounting activities for the University. This including university and student account analysis, customer service, financial record-keeping, recording of financial transactions, reconciliation of financial data, and assisting the campus community with questions and problems of a financial nature. The position will perform duties involving routine student financial services accounting and general accounting activities, providing supporting documentation in accordance with the CSU or University’s policies and assisting to help ensure compliance with internal and external policies as they apply to student financial services. The office serves students, staff, faculty, campus departments and the general public at a walk-up service counter, by e-mail, text messaging and by telephone.

Key Responsibilities:

35% - Lead Analyst of the campus California Dream Loan Program and the CALSWEC Social Work Program- post payments on students account in the ECSI software.

• Submit advances, post incoming student payments, and prepare monthly reconciliations or reports to campus departments.
• Investigate discrepancies or disputes, analyze collection activities, and insure appropriate placements.
• Assist students with exit interviews, loan consolidation, deferments, or cancellations. Quarterly review of un-collectable debt and assignments to the Department of Education.
• Identify potential accounting problems and recommend corrective action.
• Submissions of delinquent accounts to Third Party Collection Agencies, monthly reconciliation of agency placements and researching updates to the bankruptcy laws. Analysis of student account activity, investigating discrepancies and/or disputes using general knowledge of the financial aid disbursement process, fee assessment process and payment application processes.

30% - Responsible for processing all student stipends.

• Review request forms, verify completeness, coordinate with Financial Aid, request funds transfers, process stipends, and communicate awards to students.
• Verify appropriate payments, confirm student eligibility, investigate discrepancies, and submit return of funds transfers as needed.

15% - Post and facilitate Sponsored Programs Foundation third party tuition payments.

• Coordinate with Financial Aid and verify student eligibility. Investigate and resolve discrepancies.
• Process third party billings during the semester and verifying that funds are received.

15% - Coordinate various cashiering and data entry functions for all incoming Sponsored Programs Foundation payments for the University.

• Responsible for communicating and coordinating with Accounting and Sponsored Programs Foundation to solve payment issues.
• Provide support and assistance to the Sponsored Programs Foundation office to accommodate changes in business processes, create efficient procedures, and establish written procedures/processing documents.

5% - Other Duties as Assigned

Knowledge, Skills, and Abilities Associated with this Position Include:

• Working knowledge of general practices, program, and/or administrative specialty.
• Basic knowledge of and ability to apply fundamental concepts.
• Working knowledge of budget policies and procedures, including working knowledge of operational and fiscal analysis and techniques.
• Ability to learn, interpret, and apply a wide variety of policies and procedures relating to and impacting the applicable program, organizational unit, and/or administrative specialty.
• Knowledge of basic methods and procedures for research and statistical analysis and the ability to apply them, including utilizing computerized systems and programs.
• Ability to analyze data and make accurate projections using business mathematics and basic statistical techniques.
• Ability to organize and plan work and projects including handling multiple priorities.
• Ability to make independent decisions and exercise sound judgment, like tact, courtesy, alertness.
• Ability to compile, write, and present reports related to program or administrative specialty.
• Demonstrated ability to establish and maintain effective working relationships within and outside the work group and serve as a liaison for the organizational unit, including ability to communicate effectively with others inside and outside the unit, and conveying technical information.
• Demonstrates the ability to work with a team of colleagues who represent a diversity of work and conflict resolution styles.
• Ability to operationalize sustainability concepts (economy, society, environment) into all aspects of performing job duties.

Minimum Qualifications:

Entry to this classification requires general knowledge and skills in the applicable administrative and fiscal analysis field with a foundational knowledge of public administration principles, practices, and methods.

This foundation would normally be obtained through a bachelor's degree and/or equivalent training and administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs.

Preferred Qualifications:

1. Knowledge of PeopleSoft Applications
2. Knowledge of banking and automated cashiering software.
3. Advanced Excel skill level
4. General knowledge of governmental financial record-keeping methods

Application Procedure: To apply, qualified candidates must electronically submit the following materials by clicking the Apply Now button:

• Letter of Interest
• Resume or Curriculum Vitae
• Contact information for at least three professional references

Application Deadline: The deadline to submit application materials for first review is on Thursday, September 19, 2024. This position is open until filled.

Any inquiries about this recruitment can be directed to careers@humboldt.edu or Cal Poly Humboldt’s Human Resources Office at (707) 826-3626.

We acknowledge that Cal Poly Humboldt is located on the unceded lands of the Wiyot people, where they have resided from time immemorial. We encourage all to gain a deeper understanding of their history and thriving culture. As an expression of our gratitude we are genuinely committed to developing trusting, reciprocal, and long lasting partnerships with the Wiyot people as well as all of our neighboring tribes. Cal Poly Humboldt was the first campus in the California State University system to offer a stand-alone major in Native American Studies.

Cal Poly Humboldt is committed to enriching its educational environment and its culture through the diversity of its staff, faculty, and administration. Persons with interest and experience in helping organizations set and achieve goals relative to diversity and inclusion are especially encouraged to apply.

Working in the state of California is a condition of employment for this position. Even if part or all of an employee's assignment can be performed remotely, the employee must maintain a permanent residence in the state of California. The employee must be able to accept on-campus work assignment, as assigned, and come to campus when needed.

CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measure established by each campus. The systemwide policy can be found at CSU Vaccination Policy and any questions you have may be submitted to hr@humboldt.edu.

Cal Poly Humboldt hires only individuals lawfully authorized to work in the United States. This position may be considered a “Campus Security Authority”, pursuant to the Clery Act, and is required to comply with the requirements set forth in CSU Executive Order 1107 a condition of employment.

CAL POLY HUMBOLDT IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS (e.g. H1-B VISAS)

Evidence of required degree(s), certification(s), or license(s) is required prior to the appointment date. Satisfactory completion of a background check (including a criminal records check, employment verification, and education verification) is required for employment. Cal Poly Humboldt will issue a contingent offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or if it is discovered that the candidate knowingly withheld or falsified information.  Certain positions may also require a credit check, motor vehicle report, and/or fingerprinting through Live Scan service. Failure to satisfactorily complete or adverse findings from a background check may affect the employment status of candidates or continued employment of current CSU employees who are being considered for the position.

Cal Poly Humboldt is committed to achieving the goals of equal opportunity and endeavors to employ faculty and staff of the highest quality reflecting the ethnic and cultural diversity of the state. Additional information about Cal Poly Humboldt can be found at www.humboldt.edu.

Cal Poly Humboldt is a Title IX/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, protected veteran status, or any other legally protected status.  Mandated Reporting: This position may be 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.

Additionally, all CSU staff and faculty receive training annually on their obligations in responding to and reporting incidents of sexual harassment and sexual violence. You will be notified by email when you are required to take this mandated training.

Class Code: 1038
Publication Date: September 5, 2024