Position Details Req ID: req19618 Position Title: Manager Financial Planning Position Type: Staff Full-Time Position Number: AS6917 OSU Campus: Stillwater Department: Scholarships and Financial Aid Location Address:
119 Student Union
Stillwater, Oklahoma, 74078
United States Hiring Supervisor: Robert Raab Hiring Range
(Contingent upon available funding): 50,000.00 - 70,000.00, Salary Work Schedule: Monday - Friday 8 a.m. to 5 p.m. Faculty Appt Period: Job Summary:
Supervises assigned Financial Planning Coach staff, managing and training.Assists with other Financial Planning Coach staff as requested.Assist the Assistant Director with scheduling and other duties as assigned.Assist the Assistant Director in creating and maintaining policies and procedures.Through in-person contact, telephone, and email communication, provide information to prospective and continuing students regarding applying for financial assistance and the availability of federal, state and institutional aid. Provide individualized financial strategies and referral recommendations for students at risk for attrition due to financial reasons. Understand the student need/financial burden and leverage financial resources and opportunities in Enrollment Management and across campus. Work directly with other Scholarships and Financial Aid staff to address the immediate monetary needs of students via intervention activities, education, and financial counseling. Counsel students and families regarding missed opportunities for financial aid, loans, scholarships, work-study, part-time jobs, etc. Use professional judgment in determining student circumstances that warrant intervention and assistance. Support OSU's recruitment and retention mission through presentation of information and student communications. Seek out students at risk for attrition by electronic, text, written, verbal, and in person means and follow up with all contacts to encourage students to engage in successful college behaviors. Facilitate student outreach with current/new strategies through FPC and campus offices, academic colleges, and campus student support offices.
Personal finance is a highly-charged emotional issue and can result in confrontational situations when providing customer service.Work with Undergraduate Admissions counselors to ensure prospective students have accurate financial and scholarship information.Act as a financial liaison for assigned college or other campus offices outside the Enrollment Management division so that the university community is educated regarding financial planning coach programs, policies and procedures.
Special Instructions to Applicants
Please include a cover letter, resume and list of professional references with your completed application. Education & Experience Position Qualifications:
Required Qualifications:
Bachelor's degree in Sociology, Counseling, Psychology, Education or degree as determined by the department.
Three years of experience in a comparable position.
Strong interpersonal skills and excellent listening, verbal, and written communication skills.Ability to identify issues, investigate possible reasons/solutions, evaluate possible outcomes, and develop the most efficient and effective plan of action for each individual situation.Sensitivity to the emotional nature of discussions related to finances, and the ability to balance requirements of federal, state, and institutional programs with concepts of customer service.Because of the nature of the information available to this staff member, the employee must be able to incorporate the need for confidentiality of information into every aspect of the job.Ability to work effectively with students and others who become angry or upset.Must display a consistent attitude of customer service.
Preferred Qualifications:
Master's degree in Sociology, Counseling, Psychology, Education or degree as determined by the department.
Master's Degree (or equivalent certifications)Five years of experience in a comparable positionThree years of customer service experience working with students in a collegiate setting.Experience working with the financial aid process or experience in personal finance.Experience working in an online computer environment or with personal computer applications.Experience with student retention strategies, programming, and outcomes.Administrative experience that could include budgetary authority or similar levels of responsibility with unit programs and/or student groups; supervisory experience to include interviewing, training, and development, etc. of employees and/or student leaders; and/or coordination of special projects.Direct supervisory experience with students or staff.Completion of Professional/Talent development in the area(s) of leadership, supervisory responsibilities, and team building.
Oklahoma State University (OSU) 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, OSU conducts pre-employment background checks on final candidates. Offers of employment are contingent upon the successful completion of a background check. 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.
Oklahoma State University, as an equal opportunityemployer, complies with all applicable federal and state laws regardingnon-discrimination. Oklahoma State University is committed to a policy of equalopportunity for all individuals and does not discriminate based on race,religion, age, sex, color, national origin, marital status, disability, orveteran status with regard to employment, educational programs and activities,and/or admissions. For more information, visit eeo.okstate.edu.