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Texas Financial Wellness Counselor - Office of Scholarships and Financial Aid
full-timeUnited States

Summary

Location

United States

Type

full-time

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About this role

Job Posting Title:

Texas Financial Wellness Counselor - Office of Scholarships and Financial Aid

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Hiring Department:

Office of Scholarships and Financial Aid

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Position Open To:

All Applicants

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Weekly Scheduled Hours:

40

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FLSA Status:

Exempt

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Earliest Start Date:

Immediately

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Position Duration:

Expected to Continue

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Location:

UT MAIN CAMPUS

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Job Details:

General Notes

Our goal is to recruit and support staff and students with a wide range of backgrounds, ideas, and viewpoints. Must be eligible to work in the United States on a full-time basis for any employer.

Purpose

The Texas Financial Wellness (TFW) Counselor 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. Act as 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

  • 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.

Required Qualifications

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. 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. 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.

Salary Range

$54,000

Working Conditions

  • May work around standard office conditions.
  • Repetitive use of a keyboard at a workstation.

Required Materials

  • Resume/CV
  • 3 work references with their contact information; at least one reference should be from a supervisor
  • Letter of interest

Important for applicants who are NOT current university employees or contingent workers: You will be prompted to submit your resume the first time you apply, then you will be provided an option to upload a new Resume for subsequent applications. Any additional Required Materials (letter of interest, references, etc.) will be uploaded in the Application Questions section; you will be able to multi-select additional files. Before submitting your online job application, ensure that ALL Required Materials have been uploaded.  Once your job application has been submitted, you cannot make changes.

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.

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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.

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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.

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Background Checks:

A criminal history background check will be required for finalist(s) under consideration for this position.

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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.

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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.

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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.

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E-Verify:

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:

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Compliance:

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.

Other facts

Tech stack
Budget Planning,Credit Management,Debt Reduction,Financial Literacy,Financial Aid,Event Planning,Communication,Time Management,Customer Service,Project Management,Detail-Oriented,Organizational Skills,Interpersonal Skills,Presentation Skills,Spanish Speaking

About University of Texas at Austin

UT Health Austin is the clinical practice of the Dell Medical School at The University of Texas at Austin. We collaborate with our colleagues at the Dell Medical School and The University of Texas at Austin to utilize the latest research, diagnostic, and treatment techniques, allowing us to provide you with an unparalleled quality of care.

Your reasons for wanting to get and stay healthy are just as important to us as they are to you. We put you, your family, your goals, and your needs at the forefront of your care, bringing an elevated level of excellence to value-based health care in Texas.

Our experienced healthcare professionals deliver personalized, whole-person care of uncompromising quality and treat each patient as an individual with unique circumstances, priorities, and beliefs. Where possible, we have redesigned the care model to enable patients to see multiple specialists during the same visit depending on their specific health needs. This multidisciplinary, coordinated care model makes it easier for you to get the care you need without having to make multiple trips to various locations.

Our mission is to serve the community of Central Texas and beyond by not only providing care, but also supporting our physician leaders in modeling new ways of delivering care that build a better, more equitable health system. We strive to create a diverse and inclusive climate and culture that deepens our intellectual environment, impacts the academic experience, improves patient care and health outcomes, and advances equity.

Working with you, your care team creates an individualized care plan to help you reach the goals that matter most to you — in the care room and beyond. For more information, call us at 1-833-UT-CARES or request an appointment at uthealthaustin.org

Team size: 201-500 employees
LinkedIn: Visit
Industry: Hospitals and Health Care
Founding Year: 2017

What you'll do

  • The Texas Financial Wellness Counselor will counsel students on personal financial issues and provide financial literacy programming. They will also plan outreach events to increase awareness of financial aid resources and assist families in understanding the college financing process.

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Frequently Asked Questions

What does a Texas Financial Wellness Counselor - Office of Scholarships and Financial Aid do at University of Texas at Austin?

As a Texas Financial Wellness Counselor - Office of Scholarships and Financial Aid at University of Texas at Austin, you will: the Texas Financial Wellness Counselor will counsel students on personal financial issues and provide financial literacy programming. They will also plan outreach events to increase awareness of financial aid resources and assist families in understanding the college financing process..

Why join University of Texas at Austin as a Texas Financial Wellness Counselor - Office of Scholarships and Financial Aid?

University of Texas at Austin is a leading Hospitals and Health Care company.

Is the Texas Financial Wellness Counselor - Office of Scholarships and Financial Aid position at University of Texas at Austin remote?

The Texas Financial Wellness Counselor - Office of Scholarships and Financial Aid position at University of Texas at Austin is based in United States, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Texas Financial Wellness Counselor - Office of Scholarships and Financial Aid position at University of Texas at Austin?

You can apply for the Texas Financial Wellness Counselor - Office of Scholarships and Financial Aid position at University of Texas at Austin directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about University of Texas at Austin on their website.