Financial Literacy Coordinator (Student Services Program Mgr I) - Financial Services - 13571


The Financial Services Department at the University of Wisconsin-Whitewater seeks a Financial Literacy Coordinator (Student Services Program Mgr I).


The Financial Literacy Coordinator is responsible for the development and ongoing management of financial literacy program for the benefit of the students, but that may eventually serve a broader audience. The primary function of this position is to develop a program, plan and successfully implement the program, and serve as a financial literacy expert and spokesperson to the institution and community. In collaboration with campus leaders this position will provide strategic direction and ensure that we offer a comprehensive and progressive financial literacy program. The employee is expected to have a full understanding of institutional financial aid programs, application processes and ability to identify and develop all avenues of training offered in such a program.

This is a full-time position and generally works standard hours Monday through Friday, but will work some evenings and weekends as the program develops. The position reports to the Controller, but will work collaboratively with many departments on campus, including Financial Aid, Academic Advising and Exploration Center, First Year Experience program, Tutorial Services Center, Student Diversity, Engagement and Success programs, Career and Leadership Development and academic departments offering courses where financial literacy should be integrated into the curriculum to improve student success. Work is performed under general supervision, but it is expected the staff person will progress to independent work quickly after gaining knowledge and experience working within the UW System.


Minimum Qualifications:

Masters degree in a relevant discipline and at least three years of related experience in personal financial planning, financial aid, student accounts, or a student development environment.

Highly Desired Qualifications:

Proven proficiency in financial literacy programs with experience in personal financial counseling, conducting workshops or teaching, and mentoring others.

Knowledge, Skills and Abilities:

  • Program management experience in effective planning, development, and implementation of new programs.
  • Exceptional interpersonal, verbal and written communication skills.
  • Demonstrated presentation and public speaking skills.
  • Self-starter with proven ability to work independently and in a team environment.
  • Strong ability to read, interpret, analyze, and develop materials or communications to inform others about financial data and information.
  • Strong computer and data analysis skills.
  • Knowledge of personal financial planning, financial aid programs.
  • Demonstrated experience working with a wide variety of constituents including college students, parents, staff, faculty, administrators and the community.
  • Ability to manage and maintain confidential information.
  • Possess sound decision making skills with the ability to prioritize tasks.
  • Ability to interact respectfully with people with diverse socioeconomic cultural and ethnic backgrounds, demonstrating commitment to helping others.

65%   A. Develop and Promote a Financial Literacy Program
  1. Develop an educational program to be offered to all UWW students that will cover responsible personal financial dealings, financial wellness, literacy, budgeting, responsible student loan borrowing, and credit/debt management.
  2. Develop collaborative partnerships with university departments, programs and community stakeholders to support an ongoing program.
  3. Research new and valid methods and strategies (e.g. through professional materials, journals, etc) to assist students with financial and academic success.
  4. Produce outreach materials to recruit and screen potential volunteers to serve as mentors, as well as to increase program awareness among the campus community.
  5. Manage communication plans to students using multiple channels of communication.
  6. Develop and provide engaging and sustainable opportunities for students to participate in academic and co-curricular activities on campus related to financial awareness and literacy.
  7. Develop an intervention strategy for financially at risk students and work with groups to inspire greater understanding of cause and effect of financial literacy.
  8. Develop pre and post survey tools to gauge success of program efforts.
  9. Participate in student advocacy groups to promote the program.
  10. Develop a “center” for students to obtain information even if not willing to request assistance.
  11. Develop and maintain a website offering students information and referral to the program coordinator for additional assistance.
25%   B. Perform Counseling, Conduct Workshops, Teach
  1. Meet independently with students to promote understanding of responsible financial decision making as it relates to their individual situations.
  2. Coordinate and schedule appointments or volunteers, including peer mentors, for the delivery of service.
  3. Lead financial literacy workshops/training/events/courses. Facilitate and instruct small group workshops and classes for students on specific topics in an effort to promote strategies for financial solvency, such as literacy, credit/debt management, alternative funding sources (some workshops may be held during evening and weekends at alternative locations).
  4. Develop a one credit course to be offered during an academic term to cover personal finance topics useful to students or impending graduates.
5%   C. Evaluate Program Success and Sustainability
  1. Keep records of efforts made in the first year of development, interest by other departments to participate, support or interaction with the program, etc.
  2. Use exit surveys or other tools for participants to evaluate the assistance provided, make suggestions, etc., track participation and assessment of workshop/training/course outcomes.
  3. Compile an annual report on the program, plans for the upcoming year, suggestions for future development or programs.
5%   D. Other Department Related Duties
  1. Perform queries to identify students with past due balances, and perform outreach and have collection/planning discussions with them prior to the start of the next term, or prior to sending to collection agency.
  2. Assist with year-end reports and reconciliations related to student collections.
  3. Assist in development of alternative payment plans. Research, evaluate, complete analysis of coordination efforts with current student system, identify possible solutions and practices needed to implement and maintain alternatives to current plan.
  4. Identify processes that could be automated to provide efficient, accurate and cost effective accounting for the campus.
  5. Be an active participant in following applicable safety rules and regulations including necessary training and drills.
  6. Other duties as may be assigned.

The University of Wisconsin-Whitewater is a regional comprehensive university with an enrollment of more than 12,000 students. UW-Whitewater has reached record enrollment four of the last five years and offers 50 majors in four colleges. UW-Whitewater also offers 15 master's degree programs and recently added a Doctorate of Business Administration. UW-Whitewater students achieve excellence in the classroom and on the playing field. In the 2014-15 Academic Year, UW-Whitewater was the first university in NCAA history at any level to win national championships in football, basketball and baseball in a single year. The campus offers more than 200 student organizations and is a vital economic engine for southeastern Wisconsin. UW- Whitewater is situated on 400 acres of land and has an annual budget of more than $219 million. - See more at:


UW-Whitewater is part of the 26-campus University of Wisconsin System. Located in a community of 14,622 residents near the scenic Kettle Moraine State Forest in southeastern Wisconsin, Whitewater is within convenient driving distance to the metropolitan areas of Milwaukee, Madison, and Chicago.


The University of Wisconsin-Whitewater is an Equal Opportunity and Affirmative Action Employer, and actively seeks and encourages applications from women, people of color, persons with disabilities, and all veterans.

Wisconsin Statute 19.36(7)(b) provides that applicants for positions may indicate in writing that his or her identity should be kept confidential. In response to a public records request, the University will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful candidate will be released. See Wisconsin Statutes 19.36 (7)(a).

The University of Wisconsin - Whitewater requires that all employees be active participants in following applicable safety rules and regulations including necessary training and drills.

UW-Whitewater conducts criminal background checks as a contingency to employment. A criminal background check will be conducted prior to an offer of employment.

For UW-W Campus safety information and crime statistics/annual Security Report, see If you would like a paper copy of the report please contact the UW-Whitewater Police at 262-472-4660.


Applications received by November 17, 2017 are ensured full consideration. Applications received after that date may be given consideration at the discretion of the search committee. Application materials will be evaluated and the most qualified applicants will be invited to participate in the next step of the selection process.

If you have questions regarding this recruitment, or if you are not able to complete the application online due to a disability or system problem, please contact us at 262-472-1024 or

For questions regarding the position please contact:

Vonnie Buske


Only complete application packages will be considered. A complete application includes online submission of the following documents:
  • Resume;
  • Cover letter describing your work experience as it relates to this position;
  • Work-related references will be requested of those who reach the in-person interview stage.
This Job ID is 13571.

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