Enrollment Services Specialist (Student Services Professional III), Strategic Enrollment Management and Marketing

California State University, San Bernardino

Job no: 558300
Work type: Staff
Location: Southern California|San Bernardino - San Bernardino Campus
Categories: Bargaining Unit|Unit 4 - APC - Academic Professionals of California,Job Search Category/Discipline|Administrative,Appointment Type|Probationary,Time Basis|Full Time,Workplace Type (Exclude Inst Fac)|On-site (work in-person at business location)

The purpose of this position is to assist students in making successful progress toward their degree objectives by providing financial aid information, direction, and wrap-around detailed and structured service from various offices.


Job Summary:

The purpose of this position is to assist students in making successful progress toward their degree objectives by providing financial aid information, direction, and wrap-around detailed and structured service from various offices.

Responsibilities:

Coyote Central Support Services and Aid Coordination

• The Enrollment Services Specialist will provide resolutions to highly complex situations in an expedited environment. If full services are needed, the case may be forwarded to a higher level.
• Administer complex aid programs to support the Office of Financial Aid and Scholarships.
• Conduct at a minimum, monthly reconciliation for assigned program(s).
• Utilize PeopleSoft queries/reports to reconcile program expenditures.
• Administer the special programs sponsored by the California Student Aid Commission including but not limited to Teach and Cal State Teach.
• Create presentations and/or materials to advertise programs as needed
• Meet with appropriate agency/office to review and reconcile program expenditure balances.
• Ensure reconciliation activity details are included in program policies and procedures.
• Responsible for reviewing a variety of critical and complex data reports that reoccur on a weekly basis.
• Utilizing these various reports, manually analyzing data, resolving inconsistencies in the students' files, adjusting student aid as needed, requesting new ISIR, gathering additional information from various sources including CSAC, Web Grants, NSLDS, COD, Department of Education, IFAP & ELM websites.
• Serve as second level specialist of financial aid and other office services within Coyote Central in support of student success by performing work activities requiring independent thinking and applying professional judgment.
• The specialist independently administrates activities which include, but are not limited to, coordinating financial aid resources, communicating with campus colleagues, providing communication to students one-on-one or in a group setting/presentation, support with admission inquiries, registrar's information, student financial services inquiries, and basic needs information.
• The specialist must attend all training activities for effectiveness.
• Function as the second level specialist recognizing and diffusing any problems that arise and modeling exceptional interpersonal skills when providing service via telephone and/or in-person.
• Assist with the planning and development of comprehensive informational discussions in individual and group settings on services available through the Coyote Central area and the university.

Verification

• Verifies information students provide on the Free Application for Federal Student Aid (FAFSA).
• Using sound judgement, request, review and evaluate data elements to clear discrepancies based on federal guidelines and when required, recalculate the Expected Family Contribution (EFC) to determine student aid eligibility.
• Data elements must be corrected and sent to CPS through the electronic corrections process.
• Under general supervision, the Specialist is responsible for performing a portion of complex financial aid assignments related to financial aid applications received annually.
• Accept and process applications/reports for a variety of student financial aid programs.
• The Specialist will analyze and correct data elements in the automated financial aid delivery system, which includes verification and/or resolving inconsistencies on financial aid application data used to determine eligibility.
• Determine financial aid eligibility, award financial aid to students and perform revisions based on but not limited to exceptional circumstances or per regulatory requirements, change of budget, loss of income, changing enrollment (R2T4), over-awards, etc.
• Monitor Satisfactory Academic Progress (SAP) of financial aid applicants. Review and analyze SAP appeals and apply federal and institutional policy to assess approval or denial.
• Notify students of decision and follow-up with 1:1 counseling when needed. Make academic guidance referrals when and where appropriate.

Counseling, Advising and Customer Service

• Counsel and advise students and parents from diverse backgrounds on Federal, State, and University financial aid policies and procedures.
• Exercise sound interviewing skills when discussing personal and sensitive issues that may affect student eligibility, admissions, registrar's, basic needs, or student financial aid services.
• Advise students and parents with possible options for financial difficulties. Use sound and insightful judgment to evaluate and determine appropriate courses of action for highly complex financial aid problem situations.
• Provide financial aid advising during various campus recruitment or outreach events, which may occur weekends or evenings.
• Provide guidance and clarification to campus colleagues seeking information, clarification, and guidance on general financial aid information and Title IV program policies and procedures.
• Appropriately refer to other resources on campus such as the Counseling & Psychological Services (CAPS), SAIL, Learning Center, EOP, Services to Students with Disabilities (SSD) or Academic Services. Also provide written, verbal, and/or electronic communications on behalf of a student aid recipient to ensure student receives, to the extent possible, help needed to progress holistically.
• When appropriate consult with management and other professional staff regarding interpretation of regulations and procedures in processing awards and advising.

Student Support

• Provides appropriate campus resources to students' and campus colleagues
• Assists with mitigation measures related to the health, safety, and personal well-being of students.
• Works closely with Strategic Enrollment Management and Marketing professional staff to ensure accurate information is shared with students and campus stakeholders.
• Refer the most complex student cases to professional staff in the various offices within Strategic Enrollment Management and Marketing, or other appropriate campus offices.
• Responds to student inquiries (via phone, email, and in person).
• Works directly with students who need support and resolution with Basic Needs, Student Financial Services, and assists with financial aid inquiries and requests.
• Maintains highly confidential student information following current state and federal guidelines.
• Proficient in various software programs to assist students and document student inquiries.

Communication and Outreach

• Support Coyote Central and Communication hub in-person and virtual services and inquiries with Financial Aid/Scholarships, Admissions, Student Financial Services, Basic Needs, and Registrar's.
• Support the coordination of communication efforts to students and campus partners representing but not limited to the above-mentioned areas.
• Present and support outreach activities for the above-mentioned area.
• Other Classification-Related Duties as assigned

Minimum Qualifications:

• Equivalent to graduation from an accredited four-year college or university in a related field including or supplemented by upper division or graduate course work in counseling techniques, interviewing, and conflict resolution where such are job-related.
• Possession of these knowledge and abilities is typically demonstrated through the equivalent of three years of progressively responsible professional student services work experience.
• One year in the program area to which assigned may be preferred but is not required.
• A master's degree in Counseling, Clinical Psychology, Social Work, or a directly related field may be substituted for one year of experience.
• A doctorate degree and the appropriate internship or clinical training in counseling or guidance may be substituted for the three years of experience for positions with a major responsibility for professional career or personal counseling.

Required Qualifications:

• The following knowledge and abilities as well as those listed at the lower levels in the Student Services Professional series are required for appointment into this classification.
• Thorough knowledge of individual and group behavior principles.
• General knowledge of student services principles, practices, and trends; program policies, procedures, and practices; individual counseling techniques; and the ability to quickly acquire knowledge of campus organizational procedures and activities.
• Working knowledge of student services programs outside the immediate assignment area.
• Ability to accurately analyze complex situations and implement effective solutions; advise students individually and in groups on complex matters; manage sensitive or argumentative interactions using appropriate techniques; evaluate and interpret problems presented by individuals or student organizations, draw valid conclusions, and assess outcomes of alternative actions; complete complex professional assignments independently; and maintain cooperative working relationships with diverse individuals.

Preferred Qualifications:

• Knowledge of PeopleSoft software or CMS is desirable.
• The Candidate must have previous extensive experience in administration of Title IV programs and knowledge of financial aid, need analysis, professional judgment, federal and state programs.
• The successful candidate uses sensitivity, interviewing, and counseling skills to explain the bases for recommendations, decisions, or actions.
• Thorough knowledge of the principles of individual and group behavior is required.
• Independently analyzes existing and new policies, procedures, regulations, and guidelines to arrive at sound conclusions.
• Must be able to independently problem-solve, exercise initiative, and make appropriate judgments on a daily basis.
• The ability to carry out a variety of professionally complex assignments without detailed instructions and on an overall results basis is a must.
• Must be able to work cooperatively and congenially and work under pressure of deadlines.
• Previous experience with managing a complex highly regulated program is required.
• Must be able to plan and use time effectively and efficiently with the ability to anticipate and plan for heavy workload periods.
• The selected candidate must be able to provide easily understood, well-written procedures/instructions.
• They must be organized, resourceful, level headed, excel around people, and be team oriented.
• PeopleSoft is desirable.

Compensation and Benefits:

The salary offered will take into account internal equity and experience among other factors.

Initial salary placement will be $5,540 per month for qualified candidates.

The CSU system provides a comprehensive benefit package that includes medical, dental and vision plans, membership in the California Public Employees Retirement System (CalPERS), sick and vacation time, and 15 paid holidays a year. Eligible employees are also able to participate in the fee waiver education program. A summary of benefit information can be found here.

Position Information:

Work status: Full-time/Exempt/Probationary (up to one year with the possibility of further renewal)

Academic year schedule: Monday through Friday (8:00 am - 5:00 pm), some evenings/weekends.

Summer schedule: Monday through Thursday (7:00 am - 5:30 pm), some evenings/weekends.

The application deadline is June 02, 2026 at 11:55PM

California State University, San Bernardino, as part of the CSU system, is a State of California Employer. As such, the University requires all employees upon date of hire to reside in the State of California. As of January 1, 2022 the https://calstate.policystat.com/policy/10899725/latest/. Click or tap if you trust this link.' href='https://apptrkr.com/get_redirect.php?id=7172170&targetURL=https://nam10.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcalstate.policystat.com%2Fpolicy%2F10899725%2Flatest%2F&data=05%7C02%7CJoseph.Ornelas%40csusb.edu%7C20d6e15faa464cfdbf9308de6380b2de%7Cd73b9eaa07c947c4a6cef13bee0e8117%7C0%7C0%7C639057601570238608%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=IvxBluRyw312NQksnVNl1%2BWBcuDAy5fU%2Fu1b4OIn1eE%3D&reserved=0'>CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California.

California State University, San Bernardino is not a sponsoring agency for staff or management positions (i.e. H1-B Visas).

CSUSB is not an E-Verify employer and cannot support visa holders with certain requirements (e.g., H1B, F1, STEM OPT).

Education Code 89521 Requirements: Applicants will be required to disclose whether they have received a final administrative decision or final judicial decision determining that they have committed sexual harassment within the last 7 years only after a determination is made that they meet the minimum qualifications for the position, and before an offer of employment is extended. Applicants who reach the final stages of the application process must also sign a release form that authorizes the release of information by the applicant's current and/or former employers to the CSU concerning any substantiated allegations of misconduct.

Conditions of Employment

Background Check

Satisfactory completion of a background check (including a criminal records check) is required for employment. CSU 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 CSU employee who was conditionally offered the position.

Mandated Reporter

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.

I-9

CSUSB hires only individuals lawfully authorized to work in the United States. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. See Form I-9 Acceptable Documents at https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents.

Statement of Commitment to Diversity

In our commitment to the furthering of knowledge and fulfilling our educational mission, California State University, San Bernardino seeks a campus climate that welcomes, celebrates, and promotes respect for the entire variety of human experience. We welcome people from all backgrounds, and we seek to include knowledge and values from many cultures in the curriculum and extra-curricular life of the campus community. We will create, promote, and maintain activities and programs that further our understanding of individual and group diversity. We will also develop and communicate policies and promote values that discourage intolerance and discrimination.

California State University, San Bernardino is proud to be an Affirmative Action/Equal Opportunity Employer. We recruit, hire, train, and administer all personnel actions without regard to race, ethnicity, religion, color, caste, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, socioeconomic status, genetic information, medical condition, disability, marital status, protected military or veteran status, or any other status protected by applicable law. 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) For more information about Diversity & Inclusion at CSUSB, please visit https://www.csusb.edu/human-resources/diversity-inclusion

Closing Statement:

Reasonable Accommodation

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 CSUSB Benefits at benefits@csusb.edu.

Smoking

CSUSB is a smoke and tobacco-free campus. See policy at https://calstate.policystat.com/policy/6591951/latest/.

Clery Act

In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), the Cal State San Bernardino Annual Security and Fire Safety Report is available at: https://www.csusb.edu/clery-act

Learn more about working at the California State University and the impact of our mission.


Applications close: Wed, 03 Jun 2026 06:55:00 GMT

To apply, please visit: https://careers.pageuppeople.com/873/sb/en-us/job/558300









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