Opt For Healthy Living
Financial Aid Advisor - Strategic Enrollment Management
Opt For Healthy Living, San Luis Obispo, California, us, 93403
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Job no:
553345 Work type:
Staff Location:
San Luis Obispo Categories:
Unit 4 - APC - Academic Professionals of California, Temporary, Full Time, Student Services, Telecommute eligible (work onsite as scheduled and/or as requested and telecommute as scheduled) Position Description
Job Summary Under the general direction of the Associate Director of Financial Aid, this position serves as the initial contact via phone, in-person and via email correspondence for current and prospective students and their families as well as general public inquires; does document in-take; and completes necessary reviews of financial aid files to ensure accuracy of awards and disbursement of financial aid.
Responsibilities Perform initial contact with students, families, and public inquiries via phone, in-person, and e‑mail.
Conduct intake documentation and complete review of financial aid files for accuracy of awards and disbursement.
Maintain caseload and set priorities to meet fluctuating and time‑sensitive deadlines.
Provide individual and group advisement on routine matters to a diverse student population.
Key Qualifications
General knowledge of research and interview techniques, including the ability to obtain factual information through interviews.
General knowledge of the principles of individual and group behavior.
Ability to advise students individually and in groups on routine matters.
Excellent organizational and time management skills with the ability to manage a caseload and set own priorities to coordinate multiple assignments with fluctuating and time‑sensitive deadlines.
Ability to successfully interact with a diverse student population and to assess student needs.
Education and Experience
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. One year of experience in professional Student Services work at the entry trainee level.
Equivalent amounts of graduate level job‑related education may be substituted for the required experience.
Additional specialized experience during which the applicant has acquired and successfully applied the required knowledge and abilities may be substituted for the required education on a year‑for‑year basis.
Salary and Benefits Anticipated Hiring Range: $53,784 – $58,000 Per Year
Classification Range: $49,800 – $60,912 Per Year
Compensation is based on experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Anticipated Hiring Range is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Classification Range may be broader than what the University anticipates paying for this position, based on internal equity, budget, and collective bargaining agreements (when applicable).
Cal Poly offers a best‑in‑class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees. For additional information, visit https://www.calpoly.edu.
About Cal Poly Cal Poly is a nationally‑ranked public university located in San Luis Obispo, California, and known for its Learn by Doing philosophy. Each year more than 20,000 top‑tier students come to San Luis Obispo to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities and the built environment. Cal Poly’s hands‑on philosophy, small class sizes and close student‑faculty mentorships result in graduates ready from day one to impact their communities, California and the world.
For more information, visit https://www.calpoly.edu.
Equal Opportunity and Excellence in Education and Employment This position is open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, Cal Poly provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed. Cal Poly complies with Title VI of the Civil Rights Act of 1964, Title IX, the Americans with Disabilities Act, Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, and CSU’s Non‑Discrimination Policy. We prohibit discriminatory preferential treatment, segregation on the basis of race or any other protected status, and all forms of discrimination, harassment, and retaliation.
Cal Poly is a diverse community dedicated to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations, and community partnerships, we encourage meaningful engagement with diverse perspectives.
Supplemental Information Satisfactory completion of a background check (including a criminal records check) is required for employment. Cal Poly will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information or if the candidate knowingly withheld or falsified information. Employees offered positions on campus will be required to undergo a background check for any position where a background check is required by law or designated as sensitive. Failure to satisfactorily complete the background check may affect continued employment of a current CSU employee who was conditionally offered the position.
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.
Cal Poly, San Luis Obispo is not a sponsoring agency for staff or management positions. Applicants for staff and management positions must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Posting Information Advertised: Jan 05 2026 Pacific Standard Time Applications close:
#J-18808-Ljbffr
Job no:
553345 Work type:
Staff Location:
San Luis Obispo Categories:
Unit 4 - APC - Academic Professionals of California, Temporary, Full Time, Student Services, Telecommute eligible (work onsite as scheduled and/or as requested and telecommute as scheduled) Position Description
Job Summary Under the general direction of the Associate Director of Financial Aid, this position serves as the initial contact via phone, in-person and via email correspondence for current and prospective students and their families as well as general public inquires; does document in-take; and completes necessary reviews of financial aid files to ensure accuracy of awards and disbursement of financial aid.
Responsibilities Perform initial contact with students, families, and public inquiries via phone, in-person, and e‑mail.
Conduct intake documentation and complete review of financial aid files for accuracy of awards and disbursement.
Maintain caseload and set priorities to meet fluctuating and time‑sensitive deadlines.
Provide individual and group advisement on routine matters to a diverse student population.
Key Qualifications
General knowledge of research and interview techniques, including the ability to obtain factual information through interviews.
General knowledge of the principles of individual and group behavior.
Ability to advise students individually and in groups on routine matters.
Excellent organizational and time management skills with the ability to manage a caseload and set own priorities to coordinate multiple assignments with fluctuating and time‑sensitive deadlines.
Ability to successfully interact with a diverse student population and to assess student needs.
Education and Experience
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. One year of experience in professional Student Services work at the entry trainee level.
Equivalent amounts of graduate level job‑related education may be substituted for the required experience.
Additional specialized experience during which the applicant has acquired and successfully applied the required knowledge and abilities may be substituted for the required education on a year‑for‑year basis.
Salary and Benefits Anticipated Hiring Range: $53,784 – $58,000 Per Year
Classification Range: $49,800 – $60,912 Per Year
Compensation is based on experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Anticipated Hiring Range is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Classification Range may be broader than what the University anticipates paying for this position, based on internal equity, budget, and collective bargaining agreements (when applicable).
Cal Poly offers a best‑in‑class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees. For additional information, visit https://www.calpoly.edu.
About Cal Poly Cal Poly is a nationally‑ranked public university located in San Luis Obispo, California, and known for its Learn by Doing philosophy. Each year more than 20,000 top‑tier students come to San Luis Obispo to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities and the built environment. Cal Poly’s hands‑on philosophy, small class sizes and close student‑faculty mentorships result in graduates ready from day one to impact their communities, California and the world.
For more information, visit https://www.calpoly.edu.
Equal Opportunity and Excellence in Education and Employment This position is open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, Cal Poly provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed. Cal Poly complies with Title VI of the Civil Rights Act of 1964, Title IX, the Americans with Disabilities Act, Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, and CSU’s Non‑Discrimination Policy. We prohibit discriminatory preferential treatment, segregation on the basis of race or any other protected status, and all forms of discrimination, harassment, and retaliation.
Cal Poly is a diverse community dedicated to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations, and community partnerships, we encourage meaningful engagement with diverse perspectives.
Supplemental Information Satisfactory completion of a background check (including a criminal records check) is required for employment. Cal Poly will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information or if the candidate knowingly withheld or falsified information. Employees offered positions on campus will be required to undergo a background check for any position where a background check is required by law or designated as sensitive. Failure to satisfactorily complete the background check may affect continued employment of a current CSU employee who was conditionally offered the position.
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.
Cal Poly, San Luis Obispo is not a sponsoring agency for staff or management positions. Applicants for staff and management positions must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Posting Information Advertised: Jan 05 2026 Pacific Standard Time Applications close:
#J-18808-Ljbffr