Classification:   Student Services Professional II
Hours:  Full-time / 40 hours per week 
FLSA:  Exempt

Anticipated Hiring Salary:  $$5,084 *per mont
CSU Salary Schedule
*CSUMB provides pay scales representing its good faith estimate of what the university reasonably expects to pay for this position. The pay offered to a selected candidate will be determined 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, and CSU systemwide pay for comparable jobs.

Priority Screening Date: September 20, 2025
Recruitment Status:  Open Until Filled - CSUMB Internal Recruitment

Employment with the California State University System

ABOUT CSUMB

California State University, Monterey Bay is a mid-sized university in California’s Central Coast that grants undergraduate and graduate degrees. Powered by an inspiring Founding Vision Statement, CSUMB is part of the nation’s largest four-year public university system, California State University, which educates nearly 460,000 students every year. 

With a vibrant, diverse student body of over 7,000 students, CSU Monterey Bay is both a Minority Serving Institution and a Hispanic Serving Institution. Our staff and faculty transform students’ lives with a focus on student success and engagement through experiential learning, service learning, and a strong emphasis on multicultural and global perspectives. CSUMB’s sustainability goal is to be carbon neutral by 2030. 

The university’s Strategic Plan prioritizes inclusive excellence through recruiting and investing in developing a diverse body of faculty, staff and administrators. Many appreciate living and working close to the shores of beautiful Monterey Bay, with easy access to recreational areas from Big Sur to Santa Cruz. Nearby opportunities for collaborative research include working in the Monterey Bay National Marine Sanctuary and Silicon Valley, and with colleagues at local research universities, including UC Santa Cruz and Stanford University.

As one of the 22 campuses in the CSU system, CSUMB offers excellent benefits, including access to below-market-rate rental housing on East Campus, and competitive salaries for faculty and staff. With proximity to the San Francisco Bay Area and San Jose, opportunities for faculty, staff and students are as endless as the shores of the nearby Pacific Ocean.

PURPOSE:

Under the general direction of the Senior Director of Financial Aid & Enrollment Services and the daily supervision of the Associate Director of Financial Aid, the Financial Aid Outreach Counselor independently performs a variety of basic and complex student services functions characterized by advising and counseling students applying for financial aid. The Financial Aid Outreach Counselor supports the University's outreach and enrollment management efforts by participating in recruitment and retention initiatives, representing the Office of Financial Aid at on campus and community events, and providing prospective and continuing students with accurate financial aid information to promote student access to financial aid programs and enrollment to the university.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following: 

1. Using appropriate Federal, State, and Institutional standards, evaluates information provided by financial aid applicants to determine eligibility for specific types of assistance. Explains the financial  aid award cycle, answers questions related to the financial aid award process, and communicates to  students and parents. Ensures completeness, accuracy, and timeliness of all operational functions.  Recommends and implements guidelines to support the functions of the overall Financial Aid Office.  Provides support to other counselors  as needed by determining the  importance of each task and completes functions according to established deadlines and changing  priorities.Performs the financial aid verification process and awards financial aid.
2. Provide support for financial aid outreach and enrollment management initiatives by collaborating with campus partners to promote student recruitment, retention, and success. Represents the Office of Financial Aid at on- and off-campus recruitment events, including admissions programs, orientation, high school and community college outreach, and financial aid workshops. Develops and delivers presentations that educate prospective and continuing students and their families on financial aid programs, application processes, and financing options. Works collaboratively with Enrollment Management, Admissions, and other campus departments to support institutional enrollment goals such as the Enrollment Management calling campaigns.
3. Provides financial aid counseling to prospective, current, and alumni students and families through  email, telephone, and in-person appointments. Maintains a positive, effective, working environment  between the Financial Aid office and other on-campus departments. Plans, counsels, and uses  professional judgment and effective decision-making to ensure that the student population is  processed efficiently and effectively. Provides telephone and front counter reception.

Other Functions:

1. Perform other job-related duties and special projects as assigned.

KNOWLEDGE, SKILLS AND ABILITIES:

Working knowledge of the principles of individual and group behavior; procedures and activities of the program to which assigned; general knowledge of the methods and problems of organizational and program management.  General knowledge of research and interview techniques; and of the principles of individual and group behavior.

Ability to interpret and apply program rules and regulations; use initiative and resourcefulness in planning work assignments and in implementing long-range program improvements; obtain factual and interpretative information through interviews; reason logically; collect, compile, analyze and evaluate data and make verbal or written presentations based on these data; advise students individually and in groups on routine matters where required;  recognize multicultural, multi-sexed and multi-aged value systems and work accordingly; establish and maintain cooperative working relationships with faculty, CSU administrators, student organizations, private and public agencies and others in committee work, and student advising and community contacts; and, rapidly acquire a general knowledge of the overall operation, functions and programs of the campus to which assigned. Demonstrated ability to make decisions and carry through actions having implications with regard to other program or service areas. 

MINIMUM QUALIFICATIONS:

Education: 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 above may be substituted for the required education on a year-for-year basis.

Experience: Possession of these 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. 

PREFERRED QUALIFICATIONS/DESIRABLE EXPERIENCE:

Experience in advising students individually and in groups, and in analysis and resolution of complex student services problems. Experience in a Financial Aid Office in a comparable four-year institution. Second language proficiency.  Experience with electronic transfer of data, and other automated systems involved in a financial aid office.

Technical fluency with Oracle/PeopleSoft, CSU Common Management System, or equivalent student information system; Microsoft Office Professional Suite, Hyperion, Google Workspace (Gmail, Docs, Sheets, Drive, Calendar, Forms, etc.); 25Live; intranet drives; and internet browsers.  

SPECIAL CONDITIONS OF EMPLOYMENT & POSITION DESIGNATIONS:  

• All offers of employment are contingent upon the successful completion of a background check (including a criminal records check).
• The person holding this position will have a duty to report to the Campus Title IX Officer information pertaining to discrimination, harassment, sexual misconduct, sexual exploitation, dating violence, domestic violence, stalking, and retaliation and is required to comply with the requirements set forth in CSU Executive Order EO 1095, EO 1096, and EO 1097 as a condition of employment.
• 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. 
• This position has been designated as a sensitive position with access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards.
• This position is required to comply with confidentiality requirements outlined in the Department of Education’s Family Educational Rights and Privacy and California’s Educational Code Chapter 13 regarding sensitive student issues.
• This position is designated as a Campus Security Authority (CSA).  The position is required to participate in training at the direction of the Clery Director and must also promptly report allegations of reportable crimes according to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, its accompanying regulations; the California State Education Code, Chapter 15.5, of the Donahoe Higher Education Act, Section 67380; and the California State University system-wide policy, Code EO 1107.
• May require occasional evenings and/or weekend work.

PHYSICAL ENVIRONMENT:

Office environment with standard equipment and tasks. The position requires working at a computer and desk for extended periods of time.  May require travel between campus offices and off-campus locations. 

The health and safety of our students, faculty, and staff remain our highest priority. While on campus, students, faculty, staff, and the community will be expected to follow all campus safety mandates.  

BENEFITS/PERKS: 

CSUMB offers a premium benefit package that includes outstanding vacation, health, dental and vision plans; membership in the California Public Employees Retirement System (CalPERS); and 15 paid holidays a year. For more information, visit the Employee Benefits Summary. The University Corporation at Monterey Bay also provides access to affordable housing near main campus. The allocation of housing is subject to several factors, including availability, eligibility criteria, and specific program guidelines. For more information, visit: https://csumb.edu/corporation/employee-housing

APPLICATION PROCEDURE:

To receive full consideration, applicants must complete and submit the required online application by the priority screening date listed on the Careers at CSUMB website. Applications received after this date may be reviewed at the University’s discretion. All submitted materials become the property of CSUMB and will not be returned.

CSUMB is not a sponsoring agency for staff or management positions.

Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting Human Resources at (831) 582-3389 or emailinghumanresources@csumb.edu

All employees must be eligible for employment in the U.S.

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.

GENERAL INFORMATION:

CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with federal crime awareness and campus security legislation, including the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics, you can view the notice of availability and access the Cal State University, Monterey Bay annual security and fire safety reports at https://csumb.edu/clery/asr-and-fsr-notices-availability/.

CSUMB is a smoke and tobacco-free campus.

EQUAL OPPORTUNITY EMPLOYER:

CSUMB is an Equal Opportunity employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and without regard to race, color, religion, national origin, age, gender, gender identity or expression, sexual orientation, genetic information, medical condition, pregnancy, marital status, veteran status, or disability.