Financial Aid Officer - Loan Manager (FINANCIAL AID OFCR 3)

Provide advice and guidance to students applying for financial aid; determine eligibility for financial aid programs and ensure that aid is available in a timely manner; remain current on Federal, State, and University financial aid policies and procedures; and manage special programs and activities. Work independently under general supervision; responsible for several programs, prepares and implements written procedures/instructions when required; relies on experience and judgment to plan and accomplish assigned goals; reviews progress and evaluates results.

Apply By Date

October 15, 2025 at 11:59pm

Qualifications

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

• Bachelor's degree in related area and / or equivalent experience / training.
• Experience and/or formal training in financial aid principles, practices, and processes; Federal, State and University policies and procedures; most financial aid specialties.
• Experience in applying guiding principles of professional judgment authority provided by the Higher Education Act. Basic knowledge of policies, regulations, and practices for awarding financial aid.
• Understanding of financial aid packaging policy; technical skills sufficient to assess computer support needs that apply to new system upgrades within financial aid systems. Knowledge of the University mission in providing financial aid to students.
• Interpersonal communication skills to clearly and effectively interact 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 training/guidance to other staff members.
• Mathematical skills to add, subtract, multiply, and divide. Computer knowledge and skills to utilize various programs and software for word processing, spreadsheets, and student database management programs.
• Skills to organize work effectively to achieve timely progress on multiple simultaneous projects, distribute effort appropriately among the projects, meet deadlines and maintain a high level of productivity. Skills to read, understand, analyze, interpret, evaluate, and apply federal/state/ university rules, regulations, and policies.
• Skills to assess budgetary needs, oversee budgetary allocations, and approve or deny requests for funds. Analytical skills to analyze and evaluate technical and non-technical program requirements, information, or problems in an objective manner and make logical conclusions; to provide a sound basis for establishment of priorities, selection of appropriate courses of action for pursuit or recommendations to others, and to resolve conflicts.

Preferred Qualifications

• Experience with UC & UC Davis policies & procedures.
• Knowledge of IRS tax forms and preparation.
• Writing skills to prepare a variety of proposals, correspondence, reports, procedures, agreements, and training documents.
• Knowledge of financial aid policies and procedures affecting programs, student issues, and confidentiality of records and information. Knowledge of the University mission in providing financial aid to students. Skills to research, identify, and validate student activities and programs.
• Skills to develop innovate solutions and programs, attempt difficult and unfamiliar projects/assignments and respond with flexibility to requests for assistance in problem-solving and program development and/or refinement.
• Leadership and decision-making skills to evaluate program/student needs, problem-solve, chair meetings/committees, and train other staff.
• Knowledge of fundamental school and academic program principles and standards (admissions, registration, financial aid, gift acceptance) to make effective judgments.

Key Responsibilities

• 45% - Regulation Compliance/Special Program Management
• 35% - Advising/Public Relations Management
• 15% - Records/Processing
• 5% - General Office/Program Support

POSITION INFORMATION

• Salary or Pay Range: $63,900/yr. - $112,100/yr.
• Salary Frequency: Monthly
• Salary Grade: Grade 20
• UC Job Title: FINANCIAL AID OFCR 3
• UC Job Code: 004527
• Number of Positions: 1
• Appointment Type: Staff: Career
• Percentage of Time: 100%
• Shift (Work Schedule): Monday - Friday, 8am-5pm
• Location: Davis, CA
• Union Representation: 99 - Non-Represented (PPSM)
• Benefits Eligible: Yes
• This position is hybrid (mix of on-site and remote work)

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
• Pushing/Pulling 0-25 Lbs - Occasional Up to 3 Hours
• Bending/Stooping - Occasional Up to 3 Hours
• Squatting/Kneeling - Occasional Up to 3 Hours
• Twisting - Occasional Up to 3 Hours
• Reaching overhead - Occasional Up to 3 Hours
• Keyboard use/repetitive motion - Frequent 3 to 6 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.
  
  

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

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

#CA-SE