Financial Literacy Coordinator Student Services Professional IV - Office of Student Financial Aid 511117

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Job Description
Description:
Working Title
Financial Literacy Coordinator
SF State
University
San Francisco State is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, National origin, sex, sexual orientation, covered veteran status, or any other protected status. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting the Senior Human Resources Manager.
Applicants may visit titleix.sfsu.edu for more information on SF State's policy prohibiting discrimination, and how to file an online report using the procedures under Executive Order 1096 Revised. Inquiries can be directed to the campus Title IX Coordinator and Discrimination, Harassment, and Retaliation Administrator by calling (415) 338-2032 or emailing ****.
San Francisco State is a 100% Smoke/Vapor-Free Campus. Smoking or Vaping of any tobacco/plant-based substance is not permitted on any University properties.
The person holding this position may be 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.
This position may be a designated position in the California State University's Conflict of Interest Code. The successful candidate accepting this position may be required to file Conflict of Interest forms subject to the regulations of the Fair Political Practices Commission.
Department
Office of Student Financial Aid
Appointment Type
This is a one-year probationary position.
Time Base
Full-Time (1.0)
Work Schedule
Monday through Friday; from 8:00am to 5:00pm
Anticipated Hiring Range
$5,351 per month ($64,212 annually)
Salary is commensurate with experience.
Position Summary
The Office of Student Financial Aid Outreach and Financial Literacy coordinator is responsible for counseling students; determining and monitoring students' eligibility for federal and state financial aid programs, and responsible for coordinating the financial literacy and outreach program for the Office of Student Financial Aid. This position will ensure that financial literacy is embedded in activities throughout the student college experience. The coordinator will have significant interaction with students in ensuring students have a comprehensive understanding of financing their education and understand the tools to overcome financial barriers.
Position Information
Financial Aid Caseload Management and Duties
Provides supportive initial in-person and phone services to students and parents
Reviews incoming documents for completeness and compliance with requirements
Explains procedures for students and parents appropriately
Records file notes of contacts to the student's record, thereby leaving a clear and understandable record of these contacts; provides general information regarding student aid programs and requirements
Employs general knowledge of university functions in assisting students with various activities such as registration, housing payments, degree checks, etc., associated with receipt of financial assistance; develops an ability to work with students in finding the resources they need to succeed
Develops an understanding of office procedures and of the functional and organizational structure of the office
Financial Literacy Workshops, Seminars, and Coaching
Create, coordinate, organize, and lead financial literacy-related workshops and seminars.
Develop and give presentations on topics like budgeting, saving, managing credit, loan requirements and responsibilities, and SFSU student billing system.
Coordinate with SFSU and outside personnel to come and speak/teach/present on financial literacy topics.
Analyze research to offer programming relevant to the financial barriers SFSU students encounter.
Create and maintain a one-on-one financial literacy coaching program.
Train student employees in financial literacy coaching.
Develop a working knowledge of SFSU financial aid, billing, and all relevant financial account details.
Understand federal and state financial aid administrations and regulations.
Outreach, Coordination, and Program Management
Coordinate and lead tabling and participation at SFSU events.
Create and chair a financial literacy committee made up of SFSU staff, faculty, and others.
Establish relationships with relevant campus partners and outside organizations.
Conduct research on financial literacy topics relevant to SFSU students' needs and interests.
Establish and collect data for yearly data-driven program assessment.
Build relationships with relevant SFSU offices (i.e. REACH council, Basic Needs and other campus partners) in order to assist students in meeting financial goals and providing coordinated outreach to SFSU students.
Responds to referrals from campus partners on student cases and concerns.
Supervise student employees.
Provide Coordination for In-Person Assistance in the One-Stop, via Phone/Email & at Campus-Wide Events and Activities
Schedule counseling and outreach events for the Office of Student Financial Aid
Provide student and parent in-person contact at the One-Stop Student Services Center, answering telephone calls, and responding to email inquiries.
Problem solves to ensure that students are being accurately awarded and receiving their financial aid funds in a timely manner.
Be available during evenings and weekends, as requested, to represent financial aid at campus recruitment, retention and outreach events and programs.
Financial Literacy, Marketing
Create learning materials.
Create and maintain webpage content and communications. • Work with OSFA staff to create non-financial literacy-related marketing materials.
Other Duties as Assigned.
Minimum Qualifications
Knowledge and Abilities:
The following knowledge and abilities as well as those listed at lower levels in the Student Services Professional series are required for appointment to this classification. Thorough knowledge of the policies, procedures, and practices of the program area to which assigned or the ability to quickly acquire such knowledge. General knowledge of the policies, practices, and activities of Student Services programs outside the program to which immediately assigned; general knowledge of the principles, problems and methods of public administration, including organizational, personnel and fiscal management; general knowledge of advanced statistical and research methods. Ability to carry out very complex assignments without detailed instructions; advise students individually or in groups on varied and complex matters; determine the appropriate course of action and proper techniques to utilize while engaged with individuals and groups in personal interactions of a sensitive nature; reason logically and analyze and solve organizational and operating problems of one or several program areas; plan, coordinate and initiate actions necessary to implement administrative or group decisions or recommendations; analyze and define complex organizational, policy or procedural problems, collect and evaluate data, draw valid conclusions and project consequences of various alternative courses of action; understand the roles and responsibilities of others and to gauge relationships accordingly by taking into account the variety of the interrelationships, motivations and goals of the members of the organization served; and establish and maintain effective, cooperative and harmonious working relationships in circumstances which involve the denial of requests or the necessity to persuade others to accept a different point of view. Possession of these knowledge and abilities is typically demonstrated through the Experience requirements below.
Experience:
Possession of these knowledge and abilities is typically demonstrated through the equivalent to four years of progressively responsible professional student services work experience which includes experience in advising students individually and in groups, and in analysis and resolution of complex student services problems. A master's degree in Counseling, Clinical Psychology, Social Work, or a job-related field may be substituted for one year of professional experience. A doctorate degree and the appropriate internship or clinical training in counseling, guidance, or a job-related field may be substituted for two years of the required professional experience for positions with a major responsibility for professional, personal or career counseling.
Education:
Equivalent to graduation from a four-year college or university in a related field plus upper division or graduate course work in counseling techniques, interviewing and conflict resolution where such are job related.
Preferred Qualifications
Experience in higher education setting.
Experience providing excellent customer service.
Experience assisting and advocating for students and parents, helping them navigate through Financial Aid processes.
Demonstrated experience working in student services.
Excellent writing, oral communication, interviewing, and counseling skills.
Detail oriented.
Ability to learn and interpret regulations and policies.
Ability to work in highly automated environment.
Experience with federal loan and grant programs.
Familiarity with Oracle Campus Solutions (CS), United States Department of Education electronic access: National Student Loan Data System (NSLDS) and Common Origination & Disbursement System (COD) websites.
Environmental/Physical/Special
Repetitive wrist/finger motions with use of a computer. Computer usage for extended periods of time. • Sustained computer use. • Must be able to work in a customer services environment and travel off-campus to facilitate and/or attend workshops or events during work hours.
Pre-Employment Requirements
This position requires the successful completion of a background check.
Eligibility to Work
Applicants must be able to provide proof of US Citizenship or authorization to work in the United States, within three business days from their date of hire.
Benefits
Threaded through our Total Compensation package is a commitment to Bridging Life's Transitions. SF State is committed to providing our employees with a comprehensive program that rewards efforts that are appreciated by your colleagues, students and the customers we serve.
We offer a competitive compensation package that includes Medical, Dental, Vision, Pension, 401k, Healthcare Savings Account, Life Insurance, Disability Insurance, Vacation and Sick Leave as well as State Holidays and a dynamic Fee Waiver program, all geared towards the University's commitment to attract, motivate and retain our employee.
Employment Requirement
CSU requires faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19 or declare a medical or religious exemption from doing so. Any candidates advanced in a currently open search process should be prepared to comply with this requirement. The systemwide policy can be found at ****and questions may be sent to ****
Additional Information
SF STATE IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (i.e. H1-B VISAS).
Thank you for your interest in employment with California State University (CSU). CSU is a state entity whose business operations reside within the State of California. Because of this, CSU prohibits hiring employees to perform CSU-related work outside of California with very limited exception. While this position may be eligible for occasional telework, all work is expected to be performed in the state of California, and this position is assigned to on-campus operations.
The Human Resources office is open Mondays through Fridays from 8 a.m. to 5 p.m., and can be reached at (415) 338-1872.
Please note that this position, position requirements, application deadline and/or any other component of this position is subject to change or cancellation at any time.
Closing Date/Time: Open until filled
Job Address
San Francisco
California
94132
United States
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