Counselor, Client Services

Colorado State University
Fort Collins, Colorado, United States
04 Feb 2018
End of advertisement period
04 Mar 2018
Academic Discipline
Social Sciences, Law
Contract Type
Full Time

Description of Work Unit

Colorado State University is a Carnegie research-extensive land grant university committed to the ideal that educated and motivated people can make a difference in the world. Colorado State expects its graduates to become active, responsible citizens who excel in a competitive world. The Office of Financial Aid (OFA) oversees and administers financial aid, billing, residency, and student employment. OFA operates under the Division of Enrollment and Access to provide student-centered assistance by working under federal, state, and university guidance, enabling students to enroll, manage their finances, achieve their academic goals, and graduate in a timely manner. Seventy-five percent of CSU students are financial aid recipients, and OFA disburses over $300 million of financial aid annually. OFA seeks professionals who wholeheartedly believe in access to and success in higher education and want to be part of a culture of diversity and inclusion.

Position Summary

Reporting to the Assistant Director of Student Access, the Counselor is a critical member of the Client Services team whose primary role is to communicate with students, parents, and applicants, and educational personnel in and outside of the University regarding financial aid, student billing, student employment, and tuition classification. In serving such constituents, the Counselor must demonstrate strong customer service skills including efficiency, accuracy, organization, and tact. This position also works with the supervisor on office outreach and communication efforts, including participating in outreach events on and off campus.

As part of CSU’s land grant mission, the Office of Financial Aid is committed to the principle of inclusive excellence. A successful candidate will share in our common goal to welcome, value, and affirm everyone on our campus, embracing their various identities, skills, ideas, talents, and contributions. In addition, a successful candidate will equitably assist students in navigating the often complex and confusing financial aid process in support of access and success.

“In accordance with Federal regulatory requirements, all finalists must be in good standing on any outstanding Federal Title IV student loans and cannot have a repayment due for a Title IV grant.”

Required Job Qualifications

A Bachelor’s Degree and at least two years of professional work experience providing counseling and/or assistance in customer service environment.

Excellent written communications skills, as demonstrated by application materials submitted.

Demonstrated experience to deliver excellent customer service to students, families, and both on- and off-campus constituents.

“In accordance with Federal regulatory requirements, all finalists must be in good standing on any outstanding Federal Title IV student loans and cannot have a repayment due for a Title IV grant.”

Preferred Job Qualifications

Previous professional financial aid or college counseling experience in a Title IV Financial Aid Office with a demonstrated knowledge of federal student financial aid regulations.

Similar experience as a student employee in a college or university financial aid office may be considered.

Demonstrated public speaking experience to small or large groups.

A strong understanding of the Land Grant Mission of Colorado State University.

Personal or professional commitment to diversity as demonstrated by persistent effort, active planning, allocation of resources and/or accountability for diversity outcomes.

Diversity Statement

Personal and professional commitment to diversity as demonstrated by involvement in teaching, research, creative activity, service to the profession and/or diversity/inclusion activities.

Essential Duties

Job Duty Category Counseling Duty/Responsibility

Beyond assisting incoming students and families through matriculation, the counselor also advises the continuing student throughout their educational career regarding financial matters that run the gamut of personal financial literacy and budgeting to paying their bill each semester, to assisting with any special circumstances involving their scholarships, loans, grants, work-study, residency, etc. . This is done through phone, email correspondence and face to face interactions.
The counselor supports university retention goals by connecting the student to on-campus and off-campus resources as needed. Many times while the student is visiting with the financial aid counselor, they will have additional needs which are best fitted to a different resource provider or advocacy office. The financial aid counselor serves as a connection point to get the student the help they need and will make referrals as appropriate.

Percentage Of Time 35 Job Duty Category Recruiting, Outreach & Communication Duty/Responsibility

Represent Colorado State University at college events & high school financial aid nights. Answers questions & presenting information related to student financial aid, student billing, student employment, and tuition classification.
Also works daily with prospective students and their families to review options for funding their education.

Percentage Of Time 30 Job Duty Category Training Duty/Responsibility

The financial aid counselor adheres to a consistent training schedule throughout the year. Trainings require continual learning with leading subject matter experts in the areas of Loans, Scholarships, Special Programs, Student Eligibility, Student Employment, Tuition Classification/Residency and Client Services.
This ensures compliance with Title IV and other federal and state regulations in order to safeguard the institution. The counselor must also be well versed and trained in the most current policies and procedures of student account billing They must answer questions that a student or family may have regarding their financial responsibility to Colorado State University.

Percentage Of Time 15 Job Duty Category Professional Development Duty/Responsibility

Remain current on all matters associated with financial aid, student billing, student
employment, and tuition classification through attendance at in-and off-campus training.

Develop professionally by attending industry conference training as required, staff meetings, seminars, and reading professional publications.

Personal or professional commitment to diversity as demonstrated by persistent effort, active planning, allocation of resources and/or accountability for diversity outcomes through active participation in dialogue, University events/presentations, reading publications, and/or attendance at events targeted for diversity/inclusion.

Percentage Of Time 15 Job Duty Category Colorado State University Information Resource Duty/Responsibility

The Counselor must be well rounded in their overall knowledge of campus
resources so that a student can be successful. In addition to specific financial aid training topics, continual learning will take place about advocacy offices, specialized academic counseling services, and basics of how food and housing impact students.

Percentage Of Time 5

Application Details

Special Instructions to Applicants

For full consideration, please apply by 01/28/2018, 11:59 pm (MT) with a cover letter addressing the required and preferred qualifications, resume, and 3 professional references. References will not be contacted without prior notification of candidates.

All applications must be submitted through the CSU website.

“In accordance with Federal regulatory requirements, all finalists must be in good standing on any outstanding Federal Title IV student loans and cannot have a repayment due for a Title IV grant.”

Conditions of Employment

Pre-employment Criminal Background Check (required for new hires), On-call Status - Addressing inherent technology issues, disbursement challenges, etc. which may require assistance during "off-work" hours, Travel - Travel to conferences fro federal updates, industry training, etc., Special Requirements/Other - Credit Check Required

Search Contact Lori Woodruff

EEO Statement

Colorado State University is committed to providing an environment that is free from discrimination and harassment based on race, age, creed, color, religion, national origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, gender identity or expression, or pregnancy and 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. Colorado State University is an equal opportunity/equal access/affirmative action employer fully committed to achieving a diverse workforce and complies with all Federal and Colorado State laws, regulations, and executive orders regarding non-discrimination and affirmative action. The Office of Equal Opportunity is located in 101 Student Services.

The Title IX Coordinator is the Executive Director of the Office of Support and Safety Assessment, 123 Student Services Building, Fort Collins, CO 80523 -2026, (970) 491-7407.

The Section 504 and ADA Coordinator is the Associate Vice President for Human Capital, Office of Equal Opportunity, 101 Student Services Building, Fort Collins, CO 80523-0160, (970) 491-5836.

Background Check Policy Statement

Colorado State University (CSU) strives to provide a safe study, work, and living environment for its faculty, staff, volunteers and students. To support this environment and comply with applicable laws and regulations, CSU conducts background checks. The type of background check conducted varies by position and can include, but is not limited to, criminal (felony and misdemeanor) history, sex offender registry, motor vehicle history, financial history, and/or education verification. Background checks will be conducted when required by law or contract and when, in the discretion of the university, it is reasonable and prudent to do so.