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Financial Literacy Counselor (Spanish/English Bilingual)

University of La Verne
California, United States
Salary Not specified
Posted date
Jul 14, 2021

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Position Type
Administrative, Student Affairs, Financial Aid
Employment Level
Employment Type
Full Time
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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 Engagement.

If you're passionate about these values, join us at the University of La Verne!

Specific Duties:
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 awareness.

• 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 Spanish.

• Maintain current knowledge of best practices in serving first-generation and underrepresented student populations, culturally-sensitive financial counseling, and holistic student well-being.

• 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 families.
• 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 university.
• 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, etc.
• Support as needed, the reception area and staff where duties include greeting visitors, answering phone, receiving documents, etc.
• 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 (C-Flags).
• 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.

Minimum Qualifications:
• Bilingual fluency in Spanish and English as necessary to serve families where Spanish is the primary language spoken and read in the household.

• 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 service.
• 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 times.
• Ability to perform mathematical calculations and/or verify information accurately.
• Ability to maintain high level of confidentiality.
• Ability to professionally represent the University of La Verne at outreach/presentation events.

Preferred Qualifications:
• Knowledge of higher education
• Experience in financial aid
• Working experience with technology in higher education systems, preferably Ellucian Banner

Location: La Verne Central Campus

Special Instructions:
To be considered for this position please visit our web site and apply on line at the following link:

Institutional Profile
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


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