Counselor I Counseling & Outreach (2 positions)

La Verne
May 01, 2017
Institution Type
Four-Year Institution

University of La Verne

Counselor I Counseling & Outreach (2 positions)

Job Description Summary:
The Counselor I is responsible for independently processing many components of the life cycle of a financial aid applicant/recipient. This may involve determining aid eligibility using both federal and institutional methodologies, with discretion exercising professional judgment, working directly with students and families, and having a clear and comprehensive understanding of Federal Title IV regulations.

Specific Duties:

Counsels students and families within a student-centered service culture to provide exceptional counseling services and outreach in support of successful recruitment and retention of the La Verne student.

Supports policies, procedures, systems and controls as necessary in light of changing and dynamic organizational needs, changes in federal and state regulations, and changes in institutional policies to promote the delivery of student-centered services and excellent customer service to the La Verne students and their families.

Facilitates financial aid appeals process for students. Exercises professional judgment to allocate additional aid to students make sure that any additional aid meets the full compliance criteria under the regulations of the Department of Education. Professional judgment includes independently making adjustments or revisions to students contribution, need or dependency status.

Responsible for web development and maintaining the Financial Aid Offices website. Ensures content is clear, precise, and communicates to constituents on how to apply for financial aid, dates and deadlines, how to complete verification, forms and documents, financial aid awarding information and guides, aid financial aid policies and procedures regarding student eligibility for federal, state and institutional financial aid.

Conducts financial aid appointments, assists students with financial aid applications, counsels and advises students and parents regarding available financial aid programs. Assists in the preparation and validation of student awards; Financial aid counseling services, in person, by phone or email; Internal outreach and student advocacy work in residence halls, teams, or groups requesting group training/support; Participation in university recruitment events, including open house and orientation; Coordination of and participation in local area college nights/workshops; Liaison support efforts with Athletics, Study Abroad, Housing etc.; Collaborate effectively with University departments to actively support student recruitment and retention at the Law School, ROC and other academic units; Provide targeted student cohort support in areas of Veterans Affairs, Foster Youth, and Undocumented (AB540) students; Evaluate mitigating circumstance documentation provided by the student.

As a member of the Counseling & Outreach team, contributes to the planning and implementation of short and long-term goals and objectives.

Supports counseling efforts and communication strategies for the office, including but not limited to the website, self-service portal and routine and non-standard email communications to students (and parents) regarding the aid application and the awarding processes, Satisfactory Academic Progress, Appeals and Aid Disbursement, etc.

Support as needed, the reception area and staff where duties include greeting visitors, answering phone, and receiving documents and assisting with other projects as assigned.

Contribute as needed in the document management efforts including receipt of inbound documents (mail, fax and by email), document imaging and indexing, tracking documents in the Banner, the OFAI’s Financial Aid Management System (FAM), routing documents where appropriate.

Provide feedback on OFA forms and documents, time lines and web content, and Banner generated letters and messages generated to students by email and thru Banner Self Service (MyLaVerne).

Provide timely and accurate counseling and advisement of high risk student thru the Satisfactory Academic Progress, Withdrawal and Financial Aid Appeals Processes and alternative loan options.

Independently process student financial aid revision requests for additional loans and work, coordinate Student Eligibility (CFLAGS).

Assists with federal, state and institutional aid reconciliation, on a monthly, semester and/or year-end close.

Process financial aid disbursement reports and clear aid to disburse according to federal, state and institutional policy and procedure; completes cancellation or proration of financial aid awards as needed.

Independently analyze various system generated reports to verify compliance and eligibility of students receiving aid under federal and institutional guidelines.

Participates in outbound call campaigns as needed to assist students in completing documents or required steps to ensure timely disbursement of financial aid.

Ensures timely, effective service to students, families, and other constituencies on all financial aid and auxiliary service matters (admissions, registrar, student accounts, residential life and student employment.

Minimum Qualifications:

Diploma / GED

At least 1 year each of the following:

Knowledge and experience in working with federal, state, and institutional financial aid programs in a highly regulated environment, a commitment to statutory and regulatory compliance, and knowledge of policies, regulations, and practices for awarding financial aid, including needs analysis and packaging.

Working experience with technology in higher education systems, preferable, Ellucian’s Banner SIS and FAM.

Experience in WEB design using HTML ; Working understanding of responsive design and other modern web techniques; Familiar with design best practices for page layout, typography and usability.

The ability to manage multiple competing priorities and to work with several constituencies required. Detail-oriented with strong organizational and problem-solving skills, and able to manage and meet deadlines. Must be able to demonstrate strong research, analytical, critical thinking, and interpersonal, oral and written communication skills.

Must be able to work well with all levels of employees, be flexible in nature, and have sound judgment with an open and collaborative style that encourages teamwork and cooperation beyond the immediate team to the broader organization. Must have a passion for excellent customer service and commitment to exceptional quality.

Strong desire to collaborate and inform multiple constituents in a complex, ambitious university environment focusing on both traditional and innovative programs. Experience in public speaking that reflects an ability to professionally represent the university in both small and large group environments. Excellent analytical skills, including the ability to translate information and needs into student/parent action plans.

Current on all financial aid regulations and policies by subscribing to list-serves, reading all financial aid regulations, policies, and procedures that are distributed by federal, state, and institutional sources, networking with other financial aid officers, and attending workshops, conferences, and seminars.

Work is performed under minimal supervision and performance evaluation is based upon completion of assignments and results obtained.

Ability to establish and maintain effective work relationships with students, faculty, staff, and the public. Ability to organize work effectively, conceptualize and prioritize objectives and exercise independent judgment based on an understanding of organizational policies and activities.

Ability to integrate resources, policies, and information for the determination of procedures, solutions, and other outcomes. Ability to communicate effectively -orally, by phone, in person, and in writing. Ability to represent the department and University in a friendly, courteous, and professional manner.

Ability to perform mathematical calculations and/or verify information accurately. Ability to maintain high level of confidentiality. Represent ULV at professional associations and other settings.

Performs special projects and other duties as assigned.

Preferred Qualifications:
Knowledge of Higher Education
Bachelor’s Degree
Bilingual in Spanish

Location: La Verne Central Campus

Special Instructions:
To be considered for this position please visit our web site and apply on line at the following link:

The University of La Verne is an equal opportunity employer and does not discriminate against employment or employees on any basis prohibited by state and federal law. University of La Verne hires and promotes individuals based on their qualifications and is consistent with applicable state and federal laws, without regard to race, color, religion, gender, disability, medical condition a or sexual orientation


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