What are the responsibilities and job description for the Financial Success Coordinator, Texas One Stop for Enrollment Services position at The University of Texas at Austin?
Job Posting Title:
Financial Success Coordinator, Texas One Stop for Enrollment Services
Texas One Stop
All Applicants
40
Exempt from FLSA
Immediately
Expected to Continue
UT MAIN CAMPUS
General Notes
We are looking for team members who have a passion for helping others, thrive in a team environment an,d have a strong commitment to systemically improve the student experience. Must be eligible to work in the United States on a full-time basis for any employer. The salary is non-negotiable.
Purpose
The Financial Success Coordinator will counsel students on personal financial issues, including budget planning, credit management, and debt reduction. Provide financial literacy and financial aid information and programming to students so they can make informed decisions. Plan and lead various outreach events and activities to increase public awareness of UT Austin resources and programs while assisting families in better understanding the financial aid and financing college process and assist with supervising and coordinating the Peer Mentor team. Act as a point of contact for students, parents, campus, and community stakeholders regarding financial wellness. Must be willing to obtain Certified Personal Finance Counselor Certification (CPFC).
Responsibilities
Bachelor's degree. A combination of 4 years of experience in financial counseling, student financial aid, student personnel, student services, or related experience. Proficiency with software including Microsoft 365 Office Suit. Must be organized, detail-oriented, and customer focused. Candidates must have superior project, communication, and time-management skills and a professional demeanor. Must be capable of multi-tasking in a high-stress environment. Must be able to prioritize work assignments to complete work within required time periods. Willing to work evening and weekend events as required. Occasional overnight travel may be required. Must divest any stock or ownership interest in student loan lender before start of employment. Shares in publicly traded mutual funds or similar investment vehicles are exempt. For more info, read the UT Austin Policy on Individual Conflicts of Interest. As a condition of hire and continued employment, must be in good standing on all federal student loans and must grant permission for the office to access NSLDS to verify such standing.
Relevant education and experience may be substituted as appropriate.
Preferred Qualifications
Master’s degree. More than the required years of experience. Proficiency with software including Salesforce CRM and WaitWell. Extremely detail-oriented. Excellent interpersonal skills. Ability to handle stressful situations with composure. Knowledge of and proficiency with software including MS Word and Excel. Ideal candidates will be able to set priorities and manage multiple projects. Ability to remain productive in a fast-paced, shared space environment with frequent interruptions. Ability to make presentations to individuals and groups of various sizes. Spanish-speaking.
Salary Range
$50,000 depending on qualifications
Working Conditions
Important for Current university employees and contingent workers: As a current university employee or contingent worker, you MUST apply within Workday by searching for Find UT Jobs. If you are a current University employee, log-in to Workday, navigate to your Worker Profile, click the Career link in the left hand navigation menu and then update the sections in your Professional Profile before you apply. This information will be pulled in to your application. The application is one page and you will be prompted to upload your resume. In addition, you must respond to the application questions presented to upload any additional Required Materials (letter of interest, references, etc.) that were noted above.
Employment Eligibility:
Regular staff who have been employed in their current position for the last six continuous months are eligible for openings being recruited for through University-Wide or Open Recruiting, to include both promotional opportunities and lateral transfers. Staff who are promotion/transfer eligible may apply for positions without supervisor approval.
Retirement Plan Eligibility:
The retirement plan for this position is Teacher Retirement System of Texas (TRS), subject to the position being at least 20 hours per week and at least 135 days in length.
Background Checks:
A criminal history background check will be required for finalist(s) under consideration for this position.
Equal Opportunity Employer:
The University of Texas at Austin, as an equal opportunity/affirmative action employer, complies with all applicable federal and state laws regarding nondiscrimination and affirmative action. The University is committed to a policy of equal opportunity for all persons and does not discriminate on the basis of race, color, national origin, age, marital status, sex, sexual orientation, gender identity, gender expression, disability, religion, or veteran status in employment, educational programs and activities, and admissions.
Pay Transparency:
The University of Texas at Austin will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
Employment Eligibility Verification:
If hired, you will be required to complete the federal Employment Eligibility Verification I-9 form. You will be required to present acceptable and original documents to prove your identity and authorization to work in the United States. Documents need to be presented no later than the third day of employment. Failure to do so will result in loss of employment at the university.
The University of Texas at Austin use E-Verify to check the work authorization of all new hires effective May 2015. The university’s company ID number for purposes of E-Verify is 854197. For more information about E-Verify, please see the following:
Employees may be required to report violations of law under Title IX and the Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act (Clery Act). If this position is identified a Campus Security Authority (Clery Act), you will be notified and provided resources for reporting. Responsible employees under Title IX are defined and outlined in HOP-3031.
The Clery Act requires all prospective employees be notified of the availability of the Annual Security and Fire Safety report. You may access the most recent report here or obtain a copy at University Compliance Services, 1616 Guadalupe Street, UTA 2.206, Austin, Texas 78701.
Financial Success Coordinator, Texas One Stop for Enrollment Services
Texas One Stop
All Applicants
40
Exempt from FLSA
Immediately
Expected to Continue
UT MAIN CAMPUS
General Notes
We are looking for team members who have a passion for helping others, thrive in a team environment an,d have a strong commitment to systemically improve the student experience. Must be eligible to work in the United States on a full-time basis for any employer. The salary is non-negotiable.
Purpose
The Financial Success Coordinator will counsel students on personal financial issues, including budget planning, credit management, and debt reduction. Provide financial literacy and financial aid information and programming to students so they can make informed decisions. Plan and lead various outreach events and activities to increase public awareness of UT Austin resources and programs while assisting families in better understanding the financial aid and financing college process and assist with supervising and coordinating the Peer Mentor team. Act as a point of contact for students, parents, campus, and community stakeholders regarding financial wellness. Must be willing to obtain Certified Personal Finance Counselor Certification (CPFC).
Responsibilities
- Conduct financial wellness appointments and presentations that assist students with educational and personal financial wellness issues, including FAFSA completion, financial aid processes, budgeting, credit management, debt reduction, and more.
- Serve as point-of-contact and steward of financial wellness activities to university and community stakeholders. Plan and conduct various financial literacy and financial aid events and activities on and off campus, ensuring that stakeholder and leadership goals are met.
- Supervise the Financial Success Peer Mentor program. Plan and deliver ongoing training, provide feedback and assessment of peer mentor work. Hire peer mentors and ensure that their skills and availability meet the needs of the office.
- Assist Texas One Stop during peak periods via front counter or email to counsel students on a variety of enrollment services (i.e., financial aid, billing, academic records, registration). Apply critical analysis, independent discretion, and professional judgment to address a wide range of student needs and situations.
- Oversee the Financial Success digital resources. Plan and execute strategies for delivering digital content to students to meet the needs of students and leadership.
- Other related functions as assigned.
Bachelor's degree. A combination of 4 years of experience in financial counseling, student financial aid, student personnel, student services, or related experience. Proficiency with software including Microsoft 365 Office Suit. Must be organized, detail-oriented, and customer focused. Candidates must have superior project, communication, and time-management skills and a professional demeanor. Must be capable of multi-tasking in a high-stress environment. Must be able to prioritize work assignments to complete work within required time periods. Willing to work evening and weekend events as required. Occasional overnight travel may be required. Must divest any stock or ownership interest in student loan lender before start of employment. Shares in publicly traded mutual funds or similar investment vehicles are exempt. For more info, read the UT Austin Policy on Individual Conflicts of Interest. As a condition of hire and continued employment, must be in good standing on all federal student loans and must grant permission for the office to access NSLDS to verify such standing.
Relevant education and experience may be substituted as appropriate.
Preferred Qualifications
Master’s degree. More than the required years of experience. Proficiency with software including Salesforce CRM and WaitWell. Extremely detail-oriented. Excellent interpersonal skills. Ability to handle stressful situations with composure. Knowledge of and proficiency with software including MS Word and Excel. Ideal candidates will be able to set priorities and manage multiple projects. Ability to remain productive in a fast-paced, shared space environment with frequent interruptions. Ability to make presentations to individuals and groups of various sizes. Spanish-speaking.
Salary Range
$50,000 depending on qualifications
Working Conditions
- May work around standard office conditions.
- Repetitive use of a keyboard at a workstation.
- Letter of interest
- Resume/CV
- 3 work references with their contact information; at least one reference should be from a supervisor
Important for Current university employees and contingent workers: As a current university employee or contingent worker, you MUST apply within Workday by searching for Find UT Jobs. If you are a current University employee, log-in to Workday, navigate to your Worker Profile, click the Career link in the left hand navigation menu and then update the sections in your Professional Profile before you apply. This information will be pulled in to your application. The application is one page and you will be prompted to upload your resume. In addition, you must respond to the application questions presented to upload any additional Required Materials (letter of interest, references, etc.) that were noted above.
Employment Eligibility:
Regular staff who have been employed in their current position for the last six continuous months are eligible for openings being recruited for through University-Wide or Open Recruiting, to include both promotional opportunities and lateral transfers. Staff who are promotion/transfer eligible may apply for positions without supervisor approval.
Retirement Plan Eligibility:
The retirement plan for this position is Teacher Retirement System of Texas (TRS), subject to the position being at least 20 hours per week and at least 135 days in length.
Background Checks:
A criminal history background check will be required for finalist(s) under consideration for this position.
Equal Opportunity Employer:
The University of Texas at Austin, as an equal opportunity/affirmative action employer, complies with all applicable federal and state laws regarding nondiscrimination and affirmative action. The University is committed to a policy of equal opportunity for all persons and does not discriminate on the basis of race, color, national origin, age, marital status, sex, sexual orientation, gender identity, gender expression, disability, religion, or veteran status in employment, educational programs and activities, and admissions.
Pay Transparency:
The University of Texas at Austin will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
Employment Eligibility Verification:
If hired, you will be required to complete the federal Employment Eligibility Verification I-9 form. You will be required to present acceptable and original documents to prove your identity and authorization to work in the United States. Documents need to be presented no later than the third day of employment. Failure to do so will result in loss of employment at the university.
The University of Texas at Austin use E-Verify to check the work authorization of all new hires effective May 2015. The university’s company ID number for purposes of E-Verify is 854197. For more information about E-Verify, please see the following:
- E-Verify Poster (English and Spanish) [PDF]
- Right to Work Poster (English) [PDF]
- Right to Work Poster (Spanish) [PDF]
Employees may be required to report violations of law under Title IX and the Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act (Clery Act). If this position is identified a Campus Security Authority (Clery Act), you will be notified and provided resources for reporting. Responsible employees under Title IX are defined and outlined in HOP-3031.
The Clery Act requires all prospective employees be notified of the availability of the Annual Security and Fire Safety report. You may access the most recent report here or obtain a copy at University Compliance Services, 1616 Guadalupe Street, UTA 2.206, Austin, Texas 78701.
Salary : $50,000