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Lead Financial Counselor

Employer
Virginia Commonwealth University
Location
Virginia, United States
Salary
Salary Not Specified
Posted date
Oct 21, 2021

View more

Position Type
Administrative, Business & Administrative Affairs, Financial Affairs, Student Affairs, Counseling, Financial Aid, Other Student Affairs, Student Activities & Services
Salary Band
Not specified
Employment Type
Full Time
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Summary

VCU is seeking a student-focused and innovative candidate to fill the new role of Lead Financial Counselor in VCU’s recently established Student Financial Management Center within the unit of Student Financial Services. The primary purpose of the Lead Financial Counselor is to lead a team of Financial Counselors who guide and counsel students, parents, and families on options to pay for college including financial aid eligibility and financing options. The ideal candidate will have knowledge of financial aid programs, eligibility requirements, financing options, financial aid literacy, billing questions, student accounting payment options, and policies and procedures at the University.
The position also manages providing information and advice about all financial aid programs to students and others through various forums including in-person meetings and other outreach efforts; reviews, evaluates, verifies, and analyzes financial aid and student accounting applications, forms, and records in compliance with federal and state regulations, policies, and procedures; and resolves conflicting information, investigates unusual situations, and works with appropriate university officials on implementing the appropriate outcome.
Counseling Team Leadership:
• Support, guides, trains, and manages performance of team of Financial Counselors including training on federal regulations, policies, and procedures.
• Develop team skills to enhance a student-centered service delivery model, utilize a holistic counseling approach including advocacy, and ability to lead and run outreach programs including teaching UNIV courses.
• Build relationships with other University offices and outside vendors to better serve the student and resolve conflicting information that may prevent student from being successful.
Financial Counseling:
• Advise and counsel student and parents about financial aid programs, eligibility requirements, financing options, policies, and procedures at the university.
• Manage a reduced caseload of students utilizing a holistic approach to counseling and case management for students (and parents) which includes: affordability, costs of education, financial awareness, campus resources, and payment options.
• Have direct contact with students and parents on an appointment, walk-in basis, over the phone, and other communication platforms.
• Provide information about all student financial aid programs and program characteristics such as type of aid, funding source, amounts, interest rates, repayment requirements, application procedures and individual student eligibility requirements such as academic, financial, citizenship, enrollment, etc.
• Discuss confidential financial data and other family circumstances with students and others. Advise about impact and eligibility to participate in various aid programs.
• Exercise “professional judgment” in individual student situations. Professional judgement delineates that the financial aid counselor determines, after reviewing the student’s situation, that the student does not fall into the standard categories outlined in program regulation and that the student should be an “exception to the rule.”
• Partner with academic advisors to suggest various academic strategies to help a student meet the financial aid satisfactory academic progress requirements for the retention of aid.
• In addition to providing accurate information, explanations of federal, state, and institutional policies and procedures, and guidance to the student, the employee must project a sensitive and caring attitude.
• The employee must recognize the impact his/her interaction with the student and/or parent in this situation can have on his/her college career and personal life.
• As part of the position’s counseling activities, may contact other university offices to seek advice for the student or serve as an advocate for the student. The position also may contact private lenders, guarantee agencies, state and federal agencies, and the US Department of Education for information or as an advocate for the student.
Program Knowledge:
• Thoroughly understand and clearly communicate federal, state, and institutional financial aid and student accounting programs, policies, and procedures.
• Utilize Banner student system to navigate through the student’s record to find necessary information to assist the student, complete appropriate processes, tracking and notations.
• This position must be knowledgeable of important dates and deadlines each semester to ensure correct information is given.
Financial Aid Outreach and Literacy:
• Manages, plans, leads, and implements outreach programs within the University such as orientation, open houses, workshops and other various outreach requests that include both on and off campus events. This may include some daily and overnight travel.
• Trains counseling team to support and lead outreach programs.
• Presents financial aid and cost of education information to parent and student groups on and off campus.
• Assists with other projects in the office, Student Financial Services unit, or the Division of Strategic Enrollment Management during peak periods and as assigned.
• Serves as a college instructor for module/section(s) of UNIV first time freshman students.
• Represents the Student Financial Services unit at various University functions.
• Promotes the values and mission of VCU to all constituents in a positive and professional manner.
Information and Records Administration:
• Position will review applicable documents that pertain to a student’s financial aid application and review for completeness and compare it with information already contained on student’s financial aid Banner record.
• Position must understand the Federal and State regulations surrounding Financial Aid to determine if additional information is needed or if the file is complete to determine the award package.
• Position will be responsible for determining award based on these guidelines.

Required Hiring Standards

• Master’s degree in Business, Counseling, Student Services, or related field.
• 3 or more years of experience in school or college counseling, financial aid activities, or related field including supervisory experience.
• Quantitative and analytical skills, organizational skills, and attention to detail.
• Ability to project a positive image of the University and the office at all times.
• Ability to explain complex concepts in clear and concise language.
• Ability to teach UNIV courses.
• Demonstrated experience working in and fostering a diverse faculty, staff and student environment or commitment to do so as a staff member at VCU.

Preferred Hiring Standards

• 5 or more years of experience in school or college counseling, financial aid activities, or related field including supervisory experience.
• Bilingual ability specifically with Spanish, Arabic, or Mandarin Chinese.

University Job Title: Senior Student Advisor 1 (35214)

Position is open to VCU Employees Only. Position will remain open through November 4, 2021.

Salary Range: up to $45,000



Position Details:

Department: Student Financial Services
Employment Type: UF - University Employee FT
Restricted Status:
FTE: 1
Exemption Status: Exempt




Contact Information:

Contact Name: Meredith Lane

Contact Email: mlane2@vcu.edu




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