Financial Aid Wellness Coordinator (SSP III)/ Office of Financial Aid and Scholarships (2019-00768)

  • San Bernardino
  • San Bernardino, California
  • Apr 23, 2020
Full Time Accounting and Finance

Job Description

Employment Status: Full-time, "exempt" permanent position with a probationary period.

Work Schedule: Monday- Monday through Friday, 8:00 am to 5:00 pm. Some evening and weekend hour may be required.

First Review Deadline: This position will remain open until filled. Applications will be reviewed beginning December 9, 2019.

About the Department:

The Office of Financial Aid and Scholarships at CSUSB provides students and their families with information about financial aid resources and facilitates funding in an accurate and timely manner to assist students in pursuing their educational goals. It is the Financial Aid and Scholarships mission is to insure CSUSB's Students financial needs are meet to aid in their attainment of a college degree or teacher certification within a reasonable time frame and with minimal loan indebtedness.

Under general supervision, the Financial Wellness Coordinator will provide the ability for students to use knowledge and skills to make informed financial decisions before, during, and after college to include making decisions related to budgeting, borrowing and repayment strategies. Typical responsibilities included, but is not limited to:
Incumbent will provide administrative and program leadership in all aspects of the Financial Wellness program. The Financial Wellness Coordinator independently coordinates and facilitates education workshops for students, on an individual or group basis, helping them adjust to the new environment and successfully achieve their educational goals by providing programs and services to promote a healthy and holistic understanding of financial wellness, assisting them in solving their problems, thinking them through, evaluating them realistically, selecting suitable solutions, and implementing measures to successfully navigate college life.
The Financial Wellness Coordinator will develop creative and innovation approaches to address complex problems and issues related to financial well-being of CSUSB's student population.
The incumbent will develop and implement strategies to support and foster financial literacy to students, staff and faculty; develops partnerships with campus staff and student finance team to promote financial literacy initiatives/programs and provides training workshops.
The incumbent will, research, analyze, and present to the Leadership Team, various financial wellness programs and/or services that will enhance the student experience and support the needs of the students and campus.
Create and maintain webpage and/or other media sites to promote and provide financial wellness information to the campus community and outside constituents.
Will create an operations manual for all financial literacy information, programs, and guidelines.
Attend training workshop and/or conferences in order to learn and stay current on financial literacy best practices and/or financial aid regulations and processing.
Responsible for ensuring timely program management and communication with partner representatives and organizations including but not limited to First Year Experience, EOP, Orientation, Admissions, Registrar's. Manage program correspondence, document processing, report writing, and program assessment and improvement.
Responsible for collecting and collating service statistics for wellness related caseload on a monthly or term bases, as needed.
Along with the Director and Leadership Team in the Office of Financial Aid and Scholarships, the Financial Wellness Coordinator evaluates, analyzes, and initiates updates to the program to effectively and efficiently support and mentor at-risk, first generation, low-income students as part of the student success initiative.
The Financial Wellness Coordinator will utilize working relationships with extended networks of organizations, schools and university representatives to advance CSUSB's enrollment growth.
Serve on annual committees both in the Office of Financial Aid and Scholarship and external to the office that support student success.
Perform other duties as assigned by the Director


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.

Possession of these knowledge and abilities is typically demonstrated through the equivalent to three (3) 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.

Knowledge, Skills, 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:

Influence over key objectives and longer term goals of an organizational unit and/or program with high visibility or broad impact within and outside the organization.
Independent determination of approaches to project and priorities. Work is reviewed against overall goals and objectives, with full accountability for results.
Use of appreciable judgment in the development of policies and procedures related to issues frequently not covered by existing policies and procedures. Precedents and policies to guide development activities may be available for reference.
Use of appreciable ingenuity and innovation to conceive of new approaches and solutions to address complex problems and issues.
Serve as the prime contact for the program, specialty, and/or organizational unit. May manage relationships with outside entities or agencies and manage sensitive information and situations.
May oversee day-to-day program or organizational unit operations and provide lead work direction to other professional or administrative staff, with accountability for results.
Thorough knowledge of and ability to apply extensive expertise to complex programs and/or administrative specialties, including pertinent laws and regulations.
Demonstrated expertise in and advanced knowledge of the principles, problems, and methods of public and business administration and operational and fiscal management.
Expertise in administrative survey techniques, operations and systems analysis, statistical and research methods, and the ability to interpret and evaluate results to develop sound conclusions and recommend new or revised policies.
Ability to understand problems from a broad, interactive perspective and discern applicable underlying principles to conceive of and develop strategic solutions.
Ability to work with representatives from public and private entities and handle potentially sensitive situations. Demonstrated consultative skills in working with internal and external constituent groups.
Ability to effectively present ideas and concepts in written or presentation format and use consultative and facilitation skills to gain consensus.

A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who apply for the position.

The person holding this position is 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.

California State University, San Bernardino is an Affirmative Action/Equal Opportunity Employer. We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, or protected veteran status.

This position may be "Designated" under California State University's Conflict of Interest Code. This would require the filing of a Statement of Economic Interest on an annual basis and the completion of training within 6 months of assuming office and every 2 years thereafter. Visit the Human Resources Conflict of Interest webpage link for additional information:

This position adheres to CSU policies against Sex Discrimination, Sexual Harassment, and Sexual Violence, including Domestic Violence, Dating Violence, and Stalking. This requires completion of Sexual Violence Prevention Training within 6 months of assuming employment and on a two-year basis thereafter. (Executive Order 1096)
Closing Date/Time: Open until filled

Job Address

San Bernardino, California 92407 United States View Map