Financial Literacy Coordinator
On-siteBridgeport, Connecticut, United States
Job Summary
Conduct one-on-one financial counseling sessions to assist students in navigating the financial aid process, understanding available resources, and developing personalized financial plans based on their academic and career goals. Create and maintain budgets to help students manage expenses effectively, while offering practical tools for budgeting, saving, and financial planning. Provide guidance on student loan options, terms, and repayment strategies, and conduct counseling to ensure responsible debt management. Establish and lead workshops and seminars for specific student groups, including first-year and international students. Refer students to relevant scholarships, grants, and external financial literacy resources. Collaborate with Bursar, Advancement, and Admissions offices, as well as academic advisors and student organizations, to address the intersection of academic and financial goals. Maintain accurate records of student interactions and generate reports on program impact. Stay informed about federal, state, and institutional financial aid policies to ensure compliance.
Required Qualifications
- Bachelor's degree in Business, Finance, Education, Social Sciences or related field
- At least 2 years' experience developing and implementing financial education and instruction for post-secondary students
- Experience with administering student loans relating to grace periods, repayment, and interest rates helpful
- Familiarity with Internet Websites such as the National Student Loan Data System for tracking status of student loans and research purposes and online resources of financial literacy models
- Knowledge of financial literacy and counseling issues as well as budgeting/debt reduction, problem-solving and intervention strategies
- Knowledge and understanding of applicable federal rules and regulations
- Skill in interpreting and effectively communicating rules and regulations to a diverse audience, both in one-on-one sessions and group presentations
- Ability to work with diverse academic, cultural and ethnic backgrounds of students and staff
- Ability to maintain confidentiality of sensitive data
Desired Qualifications
- Comfortable with basic computer skills including MS software such as Word, Excel and PowerPoint
- Strong written and verbal skills to communicate on a one-on-one, team, and presentation level capacity
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