Financial Education Specialist

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

Description of Work Unit

The DVM Student Services Program provides administration of the Doctor of Veterinary Medicine (DVM) Program. The Program includes curriculum development, admissions, DVM Student Services, degree tracking, financial education, clinical rotation support, outcomes assessment, and counseling services.

Position Summary

The Financial Education Specialist provides financial guidance for the approximately 600 Doctorate of Veterinary Medicine (DVM) students, current Interns and Residents and new DVM alumni (up to 1 year after graduation) as a member of the DVM Student Services Program. The specialist conducts one-on-one and group advising sessions, develops financial education programs and teaches financial literacy as part of the DVM curriculum. The specialist develops financial education content for online access on various personal finance topics. The specialist provides individual education debt counseling for current students enrolled in the DVM program and serves as a liaison with Student Financial Services to help students identify all available financial resources. The specialist should be knowledgeable about scholarship opportunities for DVM students both at CSU and outside CSU and be able to help advise/educate students on this topic. This position reports to the Associate Dean for Veterinary Academic and Student Affairs.

Required Job Qualifications

  • Bachelor’s degree in business or closely related field.
  • A minimum of 5 years of experience in individual financial advising/planning and delivering financial education workshops to individuals or groups.
  • Designation as a Certified Financial Planner or an equivalent designation and/or an advanced degree in finance/accounting or a similar field

Preferred Job Qualifications

  • Experience with financial aid or advising in higher education.
  • Experience or knowledge in the field of veterinary medicine.

Diversity Statement

Reflecting departmental and institutional values, candidates are expected to have the ability to advance the Department’s commitment to diversity and inclusion.

Essential Duties

Job Duty Category Advising Duty/Responsibility

  • Advise/Counsel DVM students individually and in groups on financial planning, financial aid and scholarship programs to help alleviate debt burden of students. This responsibility will require a flexible schedule in order to coordinate with students’ availability.
  • Liaise with CSU Student Financial Aid Office
  • Provide education debt counseling through review of individual financial circumstances and guide students through debt management/student loan repayment options.
  • Develop and conduct group presentations on financial related topics for students and alumni.
  • Become an expert regarding loan repayment options and loan forgiveness programs to educate and help students choose the best option for their individual situation.
  • Serve as expert resource of DVM Student Services Program regarding DVM financial aid and scholarship programs. Become a resource on helping to guide students through completion of financial aid application.
  • Become familiar with the CSU Scholarship Application (CSUSA) on RAMweb and market these opportunities to DVM students in addition to DVM scholarships.
  • Together with Student Chapter of the American Veterinary Medical Association (SCAVMA) oversee this emergency loans program as well as the Webster-Barnes loan programs for DVM students.

Percentage Of Time 60% Job Duty Category Education Program Development Duty/Responsibility

  • Develop a life-cycle financial education curriculum to encompass financial literacy throughout the DVM degree cycle from pre-admission planning to post-graduate debt management.
  • Generate & maintain online resources surrounding financial literacy.
  • Teach financial education literacy online and in the classroom as part of the DVM curriculum and make information available to alumni as requested.
  • Collaborate with other personal finance experts to develop and implement all teaching strategies.
  • Strategically collaborate with other organizations at CSU and outside CSU to develop these services.

Percentage Of Time 30% Job Duty Category DVM Student Services Support/Special Events Duty/Responsibility

  • Assist in major student events, including student orientations, commencement, career fairs, pre-vet visit and DVM Showcase Days, Non-Admin Seminar and others as needed.
  • Speak at these events on personal finance topics.

Percentage Of Time 10%

Application Details

Special Instructions to Applicants

Applicants must submit a resume, cover letter addressing required and preferred qualifications, and three professional references

To receive full consideration applications must be received by March 15th, 2018.

References will not be contacted without prior notification of candidates.

Conditions of Employment

Pre-employment Criminal Background Check (required for new hires)

Search Contact Geoff Heffner -

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.