UC Santa Barbara hiring Community Financial Fund Advisor - 65245 in Santa Barbara, CA | LinkedIn (2024)

Job Posting Details

Payroll Title: STDT LIFE DEV SPEC 2 (004563)

Job Code: 004563

Job Open Date: 02/23/2024

Application Review Begins: 3/11/2024

Department Code (Name): ASTD

Percentage of Time: 100%

Union Code (Name): 99 - Non-Represented (PPSM)

Employee Class (Appointment Type): 2 - Staff Career

FLSA Status: Non-Exempt

Classified Indicator Description (Personnel Program): PSS

Salary Grade: Grade 18

Hiring/Budgeted Salary or Hourly Range: The budgeted salary range that the University reasonably expects to pay for this position is $28.38 - $33.18/hr.

Full Salary Range: The full salary range for this position is $24.95 - $42.10/hr. Salary offers are determined based on final candidate qualifications and experience; the budget for the position; and the application of fair, equitable, and consistent pay practices at the University.

Work Location: University Center - 2537

Working Days and Hours: Varies

Benefits Eligibility: Full Benefits

Type of Remote or Hybrid Work Arrangement if applicable: Hybrid (Both UC & Non-UC locations)

Special Instructions For full consideration, please include a resume and a cover letter as part of your application.

Department Marketing Statement The Associated Students (AS) of the University of California, Santa Barbara is a non-profit organization and a department of the UCSB campus, funded by undergraduate student fees. Through elected student positions and appointments we voice student concerns and express student opinion to the UCSB administration, UC system, our community, and state and local governments. We have dozens of boards, committees, and commissions that are organized and funded through AS to enrich student life and give students services and opportunities not offered by the administration. Our mission is to help students uphold the high academic standards and give them leadership, employment, cultural and growth opportunities to serve the campus community.

Benefits of Belonging Working at UC means being part of this vibrant institution that shines a light on what is possible. People make UC great, and UC recognizes your contributions by making this a great place to work. Excellent retirement and health are just one of the rewards. Learn more about the benefits of working at UC and why You Belong at UC .

Brief Summary Of Job DutiesEstablishes and implements procedures for the Community Financial Fund. Provides training in financial literacy, coordinates grants and oversees loans, serves as liaison with the Financial Aid office and advises students on the Community Financial Fund Committee. Provides guidance and counsel to Business and Finance Committee members in their responsibility to properly advise A.S. organizations and student groups. Assists Business and Finance Committee chair in training students to present workshops regarding the expenditure of funds, financial policies and administrative procedures. Conducts workshops for A.S. staff, A.S. Boards and Committees and student organizations as needed to include information on all A.S. Financial Policies and University Policies and Procedures. Basic Needs Resource: Connects students with the appropriate basic needs resources on- and off-campus, serving as the liaison to AS and community resources.

Preferred Qualifications

• Bachelor's Degree in related area and / or equivalent experience / training
• Experience in bookkeeping or accounting

Special Conditions of Employment

• Satisfactory completion of a criminal history background check
• Must be able to work occasional evenings.
• UCSB is a Tobacco-Free environment

Job Functions And Percentages Of Time

• 50% Community Financial Fund - Independently establishes the processes needed for implementation of the Community Fund. Establishes procedures for loan processing, oversees the production of loan documentation relating to the opening, servicing and closing of loans and grants. This includes the creation of curriculum and presentations for student workshops on financial literacy and coordination of any outside speakers from financial institutions. Conducts regular workshops presenting this curriculum for students applying for loans and grants. Provides individual counseling on budgeting and provides information on a variety of financial resources. Establishes a relationship with the UCSB Office of Financial Aid and Scholarships and explores methods of utilizing the Community Fund to aid student scholarship efforts. Analyzes student need based on past usage and predicts future needs. Creates measures for determining the effectiveness of the program and evaluates results making recommendations and providing solutions for challenges being faced. Ensures confidentiality for students seeking assistance. Ensures compliance with any Associated Students policies, state and federal law and any Financial Aid regulations. Coordinates with the Assistant Director for Finance and Budget on loan collection through the BARC Office. Manages the Community Financial Fund Budget. Oversees outreach and public relations for the fund. Develops a strategic communication plan, ensures marketing through A.S. web pages, social media, local news and personal contact. Advises and guides student run Community Financial Fund Committee in developing realistic goals for the current academic year and maintain continuity into subsequent years. Suggest program ideas when appropriate. Provide feedback and training regarding group performance, group dynamics and ethics. Researches and identifies financial literacy needs within Associated Students and creates a curriculum for use in training of a variety of students involved in A.S. Boards and Committees. Areas of financial concern to be addressed concern the following: -How to plan for activities for the following year and create a budget to match goals -How to access Associated Student funds within the budget given and follow Associated Students financial policies -Resources within the University for assistance with programming both inside A.S. and on the wider campus
• 30% Business and Finance Committee - Serves as secondary advisor for A.S. Business and Finance Committee. Utilizes knowledge of A.S. policy, Campus Regulations, State and Federal law to guide Business and Finance Committee in the budget hearings and in the allocation process, encouraging fair and ethical distribution of funds. Strategizes with Business and Finance Committee Chair in development of Financial Policies workshops designed to guide others through the process of utilizing A.S. Funds. Assists Business and Finance Committee chair in training students to present workshops regarding the expenditure of funds, financial policies and administrative procedures. Conducts workshops for A.S. staff, A.S. Boards and Committees and student organizations as needed to include information on all A.S. Financial Policies and University Policies and Procedures. Oversees Business and Finance Committee recordkeeping to ensure the unallocated amounts are correct each week.
• 20% Basic Needs Liaison - Acts as a liaison for students in obtaining services. Refers students to other AS, campus and community basic needs resources. Maintain centralized records of all of AS funds distributed to students regarding basic needs, such as AS/EOP loans, AS Loans and usage of AS FoodBank resources. Develops and maintains relationships with internal and external organization stakeholders critical to program success. Connects students with the appropriate basic needs resources on- and off-campus, serving as a campus liaison to community resources. Identifies and documents the network of campus and community resources and services to meet specific needs related to basic needs insecurity. Serves as a point of contact for campus community members who are seeking consultation and advice about services for students experiencing basic needs distress. Responsible for gathering initial information, developing interventions, and communicating recommendations to appropriate parties. As needed, serves and assists the Community Volunteer and Basic Needs Coordinator with the communication and development of the program. Other duties as assigned by supervisor or Executive Director.

UC Vaccination Programs Policy – With Interim Revisions As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs – With Interim Revisions.*

As a condition of Physical Presence at a Location or in a University Program, all Covered Individuals** must participate in any applicable Vaccination Program by providing proof that they are Up-to-Date with any required Vaccines or submitting a request for Exception in a Mandate Program or properly declining vaccination in an Opt-Out Program no later than the Compliance Date (Capitalized terms in this paragraph are defined in the policy.). Federal, state, or local public health directives may impose additional requirements.

For More Information, Please Visit

• UC Santa Barbara COVID-19 Information https://www.ucsb.edu/COVID-19-information
• University of California Policy on Vaccinations – With Interim Amendments https://policy.ucop.edu/doc/5000695/VaccinationProgramsPolicy
• Note: The Policy on Vaccination Programs – With Interim Revisions was updated effective August 16, 2023. A systemwide review of this policy will take place in Fall 2023 with an expected issuance/effective date in early 2024.
• * Covered Individuals: A Covered Individual includes anyone designated as Personnel or Students under this Policy who physically access a University Facility or Program in connection with their employment, appointment, or education/training. A person accessing a Healthcare Location as a patient, or an art, athletics, entertainment, or other publicly accessible venue at a Location as a member of the public, is not a Covered Individual.

Equal Opportunity/Affirmative Action Statement UC Santa Barbara is an Equal Opportunity/Affirmative Action Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law . Reasonable Accommodations The University of California endeavors to make https://jobs.ucsb.edu accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Katherine Abad in Human Resources at 805-893-4664 or email katherine.abad@hr.ucsb.edu . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

Privacy Notification Statement and Notice of Availability of the UCSB Annual Security Report Disclosures

Application Status: If you would like to check the status of your application, please log into the Candidate Gateway where you applied and click on 'my activities'.