Texas Financial Wellness Counselor - Office of Scholarships and Financial Aid jobs in United States
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University of Miami · 6 months ago

Texas Financial Wellness Counselor - Office of Scholarships and Financial Aid

The University of Texas at Austin is seeking a Texas Financial Wellness Counselor for the Office of Scholarships and Financial Aid. This role involves counseling students on personal financial issues, providing financial literacy information, and planning outreach events to enhance awareness of financial aid resources.

EducationHigher EducationTrainingUniversities
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Responsibilities

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 Wellness 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
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
Oversee the Financial Wellness digital resources. Plan and execute strategies for delivering digital content to students to meet the needs of students and leadership
Assist OSFA with financial aid and scholarship processing, including monitoring output, verifying applicant eligibility and resolving eligibility issues. Review and resolve financial aid and scholarship files. Award state, university, and federal financial aid funds to students
Perform the duties of a Texas One Stop counselor during peak times
Other related functions as assigned

Qualification

Financial counselingFinancial literacy programmingCertified Personal Finance CounselorMS WordMS ExcelSpanish-speakingProject managementCommunication skillsInterpersonal skillsTime managementDetail-oriented

Required

Bachelor's degree
A combination of 4 years of experience in student financial aid, student personnel, student services, or related experience
Proficiency with software including MS Word and Excel
Willing to work evening and weekend events as required
Occasional overnight travel may be required
Must be organized, detail-oriented, and customer focused
Candidate 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
Must divest of any stock or ownership interest in student loan lender before start of employment
Shares in publicly traded mutual fund or similar investment vehicle are exempt
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

Preferred

Master's degree
More than the required years of experience
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 candidate 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

Benefits

Teacher Retirement System of Texas (TRS)

Company

University of Miami

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University of Miami is a public research university that provides undergraduate, graduate, and professional degree programs.

Funding

Current Stage
Late Stage
Total Funding
$7.82M
Key Investors
Angel AlvarezNational Oceanic and Atmospheric AdministrationHealth Foundation of South Florida
2024-02-06Grant· $5M
2023-11-16Grant· $1.8M
2023-02-14Grant· $1M

Leadership Team

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Kyle L. Mazzei, MS, MBA, CSM, PMP
Portfolio Manager- Health Applications (in partnership with Evergreen Healthcare Partners)
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