University of La Verne
Financial Literacy Counselor (Spanish/English Bilingual)
Job Description Summary:
The Financial Literacy Counselor is responsible for counseling
students/prospective students and families on financial aid
processes, requirements, and aid eligibility to support the
recruitment and retention goals of the University. The counselor
engages in outreach opportunities to strengthen student financial
literacy and preparedness, in collaboration with a broad coalition
of student advocates. The counselor develops and delivers public
presentations on financial literacy for the University community.
The counselor independently processes many components of the life
cycle of a financial aid applicant/recipient. This may involve
determining aid eligibility using both federal and institutional
methodologies, working directly with students and families, and
having a clear and comprehensive understanding of Federal Title IV
regulations as well as state and institutional policies. Bilingual
fluency in English and Spanish is required.
The University of La Verne is a private not-for-profit
university founded in 1891 located in La Verne, California. The
core values that we live by are Ethical Reasoning, Diversity and
Inclusivity, Lifelong Learning and Community and Civic
If you're passionate about these values, join us at the University
of La Verne!
Financial Literacy Outreach & Counseling (50%)
• Work with the La Verne Experience Financial Literacy Lead to
design and present programming for the Summer Bridge and Skills for
Success (LVE SfS) curriculum.
• Meet one-on-one with students and families and give large-group
presentations with a specific focus on increasing financial
• Serves grant-funded initiatives as part of University role as
Hispanic Serving Institution.
• Share the culturally-responsive pedagogies as well as student
feedback and lessons learned from the LVE SfS project.
• Be sensitive to the needs of first-generation and
underrepresented students as it pertains to student financial aid
and financial literacy.
• Providing leadership and collaboration with other University
constituencies (Student Accounts, Associated Students, Student
Affairs, etc.) develop and deliver financial literacy educational
sessions for students.
• Regularly review all print and electronic communication with
students concerning student loan borrowing, repayment, indebtedness
and default to ensure clarity and accessibility of communications
for diverse populations, and be able to speak to these
communications with students and families, both in English and
• Maintain current knowledge of best practices in serving
first-generation and underrepresented student populations,
culturally-sensitive financial counseling, and holistic student
• Regularly meet with and provide feedback to the Assistant
Director of Counseling & Outreach, the Director of Financial
Aid, and the La Verne Experience Financial Literacy Lead.
Financial Aid Counseling (50%)
• Provide timely and accurate counseling and advisement to all La
Verne students/prospective students and families within a
student-centered service culture with the goal to deliver
exceptional services and outreach in support of recruitment and
retention of the La Verne student.
• Supports policies, procedures, systems and controls as necessary
in light of changing and dynamic organizational needs, changes in
federal and state regulations, and changes in institutional
policies to promote the delivery of student-centered services and
excellent customer service to the La Verne students and their
• Conducts financial aid appointments, assists students with
financial aid applications, counsels and advises students and
parents regarding available financial aid programs. Financial aid
counseling services may be in person, via videoconference, by
phone, or through email.
• Internal outreach and student advocacy work in residence halls,
teams, or groups requesting group training/support.
• Participation in university recruitment events; coordination of
and participation in local area college nights/workshops; liaison
support efforts with Athletics, Study Abroad, Housing etc.
• Be a culturally competent employee who attends/completes
mandatory diversity and inclusivity trainings as provided by the
• Collaborate effectively with University departments to actively
support student recruitment and retention of all populations of La
Verne students, including but not limited to the Law School,
regional campuses, and other academic units
• Provide targeted student cohort support in areas of Veterans
Affairs, foster youth, and undocumented students.
• Supports counseling efforts and communication strategies for the
office, including but not limited to the website, self-service
portal and routine and non-standard email communications to
students/prospective students, and parents regarding the aid
application, pending requirements, the awarding processes,
Satisfactory Academic Progress, appeals, aid disbursement,
• Support as needed, the reception area and staff where duties
include greeting visitors, answering phone, receiving documents,
• Contribute as needed in the document management efforts including
receipt of inbound documents, document imaging and indexing,
tracking documents in the OFA’s Financial Aid Management System
(FAM), routing documents as appropriate.
• Review and process Student Eligibility documentation
• Independently process student financial aid revision requests, as
well as proration of financial aid awards as needed.
• Assist with financial aid reports to clear students for awarding
and/or disbursement according to federal, state, and institutional
policy and procedure.
• Participate in outbound call campaigns.
• Ensures timely, effective service to students, families, and
other constituencies on all financial aid and auxiliary service
matters (admissions, registrar, student accounts, residential life
and student employment).
• Other duties as assigned.
• Bilingual fluency in Spanish and English as necessary to serve
families where Spanish is the primary language spoken and read in
• Bachelor’s degree.
• 2 years’ experience and passion for providing exceptional
customer service preferably within higher education.
• 1 year of experience working in a highly regulated environment
with a commitment to statutory and regulatory compliance;
preferably within financial aid.
• 1 year of experience managing multiple competing priorities
working with several constituencies.
• 1 year of experience collaborating with multiple constituencies
in a complex environment focusing on providing excellent customer
• 1 year of experience in public speaking.
• Ability to establish and maintain effective work relationships
with students, faculty, staff, and the public. Ability to organize
work effectively, conceptualize and prioritize objectives and
exercise independent judgment based on an understanding of
organizational policies and activities.
• Ability to communicate effectively orally, by phone, in person,
and in writing. Ability to represent the department and University
in a friendly, courteous, and professional manner at all
• Ability to perform mathematical calculations and/or verify
• Ability to maintain high level of confidentiality.
• Ability to professionally represent the University of La Verne at
• Knowledge of higher education
• Experience in financial aid
• Working experience with technology in higher education systems,
preferably Ellucian Banner
La Verne Central Campus
To be considered for this position please visit our web site and
apply on line at the following link: http://laverne.edu
Located in Southern California, the University of La Verne offers a
distinctive and relevant educational experience to a diverse
population of students, preparing them for successful careers and a
commitment to lifelong learning across the liberal arts and
professional programs. The academic units of the not-for-profit
university include the College of Arts and Sciences, the College of
Business and Public Management, the LaFetra College of Education,
and the College of Law. The university offers both undergraduate
and graduate programs, including degree programs tailored for
working adults. The university's central campus is located 30 miles
east of Los Angeles in the historic Old Town section of La Verne, a
city with a population of approximately 35,000 at the foothills of
the San Gabriel Mountains. The university also has eight regional
campuses throughout California and the College of Law campus in
Ontario, California. The university is classified as a Carnegie
Doctoral Institution with moderate research activity. Core values
are reflected throughout all curricular and co-curricular programs,
its emphasis on close professor-student interaction, personal
support of its students, and its diversity.
The University of La Verne prides itself in being reflective of the
diversity of Southern California. Approximately 80 percent of its
nearly 8,500 students come from diverse backgrounds and the U.S.
Department of Education has designated the university as a Hispanic
Serving Institution (HSI). With 80,000 alumni, the university
fulfills a critical community function in educating students from
underserved populations, many of whom are the first generation in
their family to attend college.
The University of La Verne is an equal opportunity employer and
does not discriminate against employment or employees on any basis
prohibited by state and federal law. University of La Verne hires
and promotes individuals based on their qualifications and is
consistent with applicable state and federal laws, without regard
to race, color, religion, gender, disability, medical condition a
or sexual orientation