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Financial Literacy Specialist

Anaheim, California Job ID: 204156
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** This is a position where you will travel amongst our three campuses in Anaheim, Los Angeles and Ontario 5 days/week.

Summary: Provides information and assistance to student borrowers so that they are able to make informed borrowing and repayment decisions.  Conducts formal student loan exit counseling sessions with upcoming graduates at each campus.  Provides general financial literacy and debt management counseling to students and alumni.  Assists students and potential students trying to connect with federal servicers or private lenders in regard to outstanding loans.  Assists default management efforts by reaching out to delinquent federal loan borrowers to offer advice and secure updated contact information.  Assists campus Financial Aid Directors with 1st appointments and other financial aid processing needs as volume and personnel needs dictate.

Responsibilities:

  • Provides information and assistance to student borrowers so that they are able to make informed borrowing and repayment decisions.
  • Monitors all student cohorts to identify students who are nearing graduation.  Collaborates with academic and student affairs leaders at each campus to schedule exit counseling workshops.  Conducts formal student loan exit counseling sessions with upcoming graduates at each campus.  Provides individual loan counseling sessions with borrowers who are unable to attend group sessions.
  • Provides general financial literacy and debt management counseling to students and alumni in a variety of venues, such as orientation, workshops, information booths etc. Prepares materials for counseling and outreach efforts for distribution to students and alumni.
  • Assists students and potential students trying to connect with federal servicers or private lenders in regard to outstanding loans.Serves as liaison between borrowers and lenders/servicers as needed to help resolve delinquency or repayment issues.
  • Assists default management efforts by reaching out to delinquent federal loan borrowers to offer advice and secure updated contact or reference information.
  • Scans and links documents into electronic student financial aid files (e.g. reference forms, counseling disclosures, FERPA forms, permission to text forms, etc.).  Inputs references collected from students into National Student Loan Database system.
  • Maintains an open-door policy while on campus for student borrowers who have questions about federal, private, and institutional loan repayment and education financing.  Explains financial consequences for students who are considering withdrawal from the College.  Appropriately directs students to other College personnel to answer questions or resolve issues that are outside of the scope of financial literacy.
  • Assists Financial Aid Directors at all campuses with conducting 1st appointments with prospective students, contacting students with missing required documents, and assist with other processing functions as necessary due to workload or staffing needs.
  • Adheres to College policies and procedures and conducts job responsibilities in accordance with the standards set out in the College Code of Ethical Conduct, Compliance Agreement, Sexual Harassment Policy or any of its policies and procedures, applicable federal and state laws, and applicable professional standards.
  • Maintains regular and timely attendance, reports to work as scheduled and as required to meet the needs of the College and assures time worked and/or time-off is recorded properly.
  • Exercises care, proper use and maintenance of department equipment and supplies and identifies unsafe conditions and makes appropriate adjustments.
  • Maintains order, cleanliness and safety at work.
  • Performs other duties as assigned.

Education:

  • High school graduate or equivalent required; Associate degree from an accredited University or College preferred.

Licenses/Certifications:

  • Current U.S. Drivers License required.
  • May not be in default on a federal student loan, or owe repayment of a federal grant.
  • Consent to audio and video recorded student exit counseling sessions required.

Knowledge/Experience(One of the following is required):

  • Minimum one year of experience as a customer service provider in a professional environment.
  • Familiarity with Federal Title IV student loan products, terms, and conditions.
  • Experience preparing and delivering informational presentations to large groups.

Qualifications/Skills:

  • Ability to demonstrate the highest levels of integrity and professional ethics in all aspects of the job function.

  • Ability to demonstrate excellent communication skills through active listening, and delivery of information in a clear and effective manner, both one-on-one and in groups.

  • Ability to demonstrate excellent customer service skills, with a professional, helpful, and positive demeanor.

  • Willingness to work a flexible schedule that includes regular travel between all ACC campus locations.

#LI-CM1

#HEJ

ABOUT US

For over 100 years, West Coast University has been educating and preparing students for professional careers across our six campuses located in Southern California, Dallas, Miami, and Online. As part of our unique student-centric approach to advanced healthcare education you will be empowering future healthcare professionals. At West Coast University our students are Ahead of the Curve. Our Mission is to embrace a student-centric learning partnership that leads to professional success. We deliver transformational education within a culture of integrity and personal accountability.

Our benefited faculty and associates are offered a comprehensive benefit package including:

  • Health & Wellness
  • Financial & Retirement
  • Family & Parenting
  • Vacation & Time Off
  • Perks & Discount
  • Professional Development

West Coast University is proud to be an equal opportunity employer, and we seek candidates who desire to work in and serve an ethnically-diverse population.

Primary Location: Anaheim, California Campus: Shared Services Function: Professional
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My colleagues and coworkers are sincerely passionate about student success and have a strong team spirit. Our fundamental goal is to improve the quality in our education and service. WCU rewards people with strong team-spirit, a great vision, dedicated commitment, and a high ethical standard.

SOPHIE S.ASSOCIATE PROFESSOR, GEN ED SCI, ORANGE COUNTY
ASSOCIATE SINCE 2017

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