Financial Aid Student Loan Analyst

Job Description:

Financial Aid Student Loan Analyst

Description

Job Summary

The Financial Aid Student Loan Analyst coordinates and conducts Title IV student loan processing, private student loan processing, and related compliance activities for the CSULB Office of Financial Aid. The incumbent serves as the operational point for Federal Direct Loans and private loans, ensuring accurate origination, disbursement, and monthly reconciliation within federal and other regulatory timelines. The analyst also partners closely with the Federal Grants Coordinator and serves as backup for Federal Pell Grant origination, disbursement, error resolution, and reconciliation. Responsibilities include data integrity monitoring; issue triage and resolution; liaison work with external partners (COD, NSLDS, NSC, ELM, and servicers); internal reporting; quality assurance; and staff training-supporting timely, compliant delivery of aid to students and strong stewardship of university and federal funds.

Furthermore, the incumbent provides services that are equitable, inclusive, and culturally sensitive to enhance the quality of campus life. This position uses a student-centered and equity-minded approach in all communication and service efforts.

Key Responsibilities

• Federal and Private Loan Program Administration & Compliance. Lead end-to-end Direct Loan and Private Loan processing (origination through disbursement, error resolution, holds/overrides, and monthly reconciliation); monitor edits and rejects; resolve complex cases; serve as campus expert and primary point of contact with COD/NSLDS/ELM/lenders/servicers.
• Fiscal Processing, Reconciliation & Reporting. Coordinate daily/weekly reviews of edits and exception reports; data analysis of loan errors; complete month-end and year-end close activities; collaborate with Student Financial Services to reconcile loan accounts; resolve stale dated checks; prepare management reports. Assist in federal loan aid year program close-out. Coordinate with Financial Aid Technical Analyst on the review and error resolution of loan file transmission between PeopleSoft and third-party/federal systems.
• Systems, Data Integrity & Quality Assurance. Conduct functional testing for fixes/upgrades; write functional specs for configuration; maintain procedure documentation; monitor enrollment reporting intersections with NSC/NSLDS; ensure data quality controls. Coordinate with Associate Director of Systems on: annual loan programs' setup; implementing updates and enhancements to loan programs' setup to comply with federal and private loan regulation changes; onboarding setup for new private loan lenders.
• Federal Pell Grant Backup. When needed, perform Pell origination/disbursement, POP/MRR resolution, and monthly reconciliation; coordinate with the Federal Grants Coordinator on timelines, corrections, and COD communications.
• Training & Communication. Maintain fluency with regulations governing federal loans and private loans. Develop and maintain business process guides; train staff on loan/Pell processes and new regulatory changes; communicate policy clarifications to campus partners. Coordinate the sending of Student Loan Exit notifications at the end of each payment period.

Knowledge Skills and Abilities

Customer Service & Service Excellence; Strategic Thinking & Planning; Problem Solving & Decision Making; Team Building & Development; Professional Knowledge/Continuous Learning. Advanced working knowledge of Federal Direct Loans and Federal Pell Grant policies, cash management, and reconciliation requirements. Working knowledge of accounting and reconciliation principles related to financial aid. Experience with PeopleSoft Campus Solutions (preferred) or similar student administration and imaging/workflow systems; ability to run queries and analyze large data sets. Proficiency with COD and NSLDS (including enrollment intersections with NSC); familiarity with servicer portals and private loan platforms- ELM is preferred.

Demonstrated skill in testing and validating system changes, drafting functional specs and maintaining procedure documentation. Ability to analyze information, identify root causes, and recommend process and control improvements. Excellent written and verbal communication skills; ability to present to groups and to draft clear desk guides. Ability to manage multiple priorities, meet strict deadlines, and maintain high standards of data integrity and compliance. Commitment to equity, civility, and non-discrimination; ability to work effectively with students, faculty, and staff from diverse backgrounds.

Ability to communicate with an ethnically and culturally diverse campus community. Ability to follow all university policies, procedures, and guidelines including but not limited to safety, civility, information security, and non-discrimination policies and procedures. Ability to contribute to a positive university experience for each and every student, and assist in achieving the university's commitment to a "vision of excellence."

Education and Experience

• Equivalent to a bachelor’s degree and two (2) years of related experience required.
• Experience in financial aid operations or a related student services area with direct involvement in Title IV processing, or a combination of education and other relevant experience that provides the required knowledge and abilities preferred.

Physical Summary

Sedentary work - Involves mainly sitting. Walking and standing are minimal. Lifting is limited to lightweight objects. (10 pounds or less).

Department

Enrollment Services - Financial Aid

Classification

Admin Analyst/Specialist I (Non-Exempt)

Compensation

Salary placement is determined by the education, experience, and qualifications the candidate brings to the position, internal equity, and the hiring department’s fiscal resources.

Hiring Range: The hiring range for this position is $4,799 (Step 1)- $5,299 (step 6) per month commensurate with candidate's education, experience, skills, and training.

CSU Classification Salary Range: The CSU Classification Salary Range for this position is $4,799 (Step 1)- $6,992 (Step 20) per month.

1.0 time-base, 40 hours per week.

Duration of Appointment

This is a temporary position for one year with no permanent status granted. Temporary assignments may expire prior to the ending date.

Benefits

Excellent benefits through CalPERS (health, vision, dental), tuition fee waiver, generous vacation and sick leave, and 14 paid holidays each year.

Application Procedures

Click Apply Now to complete the CSULB Online Employment Application.

PLEASE FILL OUT THE APPLICATION COMPLETELY

It is important that all sections of the on-line application are filled out completely and accurately. Please include all relevant education and experience. Your application will be used to determine whether you meet the minimum qualifications for this position.

Additional Information

A background check (including a criminal records check) must be completed satisfactorily and is required for employment. CSULB 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.

CSULB is not a sponsoring agency for staff and management positions (i.e. H-1B Visas).

California State University Long Beach expects respectful, professional behavior from its employees in all situations. Acts of harassment or abusive conduct are prohibited. Demonstrated appropriate professional behavior, treating others with civility and respect, and refusing to tolerate abusive conduct is expected of all employees.

Equal Employment Statement

Consistent with California law and federal civil rights laws, CSULB provides equal opportunity in employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, national origin, or other protected status. CSULB complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California’s Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU’s Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices.

Accommodations

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 StaffHR-Accommodations@csulb.edu .

Out of State Employment Policy

California State University, Long Beach, 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 CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California.

Advertised: Oct 23 2025 Pacific Daylight Time
Applications close: Nov 06 2025 Pacific Standard Time