Lead Advisor/Coach- TRIO EOC & Upward Bound (UEC)

Lead Advisor/Coach- TRIO EOC & Upward Bound (UEC)

California State University, San Bernardino

Job
no: 559514
Work type: Auxiliary
Location: Southern California|San Bernardino – San Bernardino Campus,Southern
California|San Bernardino – Palm Desert Campus
Categories: Bargaining Unit|Excluded,Job Search
Category/Discipline|Administrative,Appointment Type|At-Will,Job Search Category/Discipline|Child/Youth Education and Development,Appointment
Type|Temporary,Time Basis|Full Time,Workplace Type (Exclude Inst Fac)|On-site (work in-person at business location)

The California
State University, San Bernardino TRIO Upward Bound and TRIO Educational Opportunity Center (EOC) seek a dedicated full-time Lead
Advisor/Coach to provide direct participant services, leadership, and coordination of academic coaching support across both programs. This
position supports high school students and adult learners at multiple TRIO EOC and Upward Bound sites by offering academic advising, career
and college readiness support, financial aid advising, and other services as permitted under TRIO program regulations.

About University Enterprises Corporation at CSUSB

(This is not a state
position)

University Enterprises Corporation at CSUSB (“UEC”) supports the university’s educational mission by providing
quality services that complement the instructional program. The University depends upon UEC to provide services that cannot be supported
with state funds. We’re responsible for business enterprises on campus including, but not limited to, dining, bookstore, convenience store,
and vending services. We also serve as the grantee for federal, state, and local funding for research and sponsored projects.

Position Summary

Temporary, Staff, Non-Exempt, Full Time, Benefited position through 9/30/2026 (Appointment may be
renewed annually based upon availability of funds, availability of work and satisfactory job performance).

Salary:
$3,200.00-$3,500.00 per month.

Location: CSUSB and PDC Campuses- Multiple Sites.

Work
Schedule

40 hours per week. Typically, Monday-Friday from 8:00AM – 5:00PM. Evening and weekend availability is required.

First Review Deadline

This position will remain open until filled.

Typical
Activities

Under minimal supervision of the Program Direcotr, and Program Manager, the Lead Advisor/Coach will work
independently to:
The Lead Advisor/Coach will perform the following essential functions to ensure the effective delivery of services for
TRIO Upward Bound and TRIO EOC:

• Provide Direct Services: Deliver academic, college, and career readiness support
  to high school students and adult learners at assigned program sites.
• Lead and Supervise Part time Staff
  (Coaches/SAs): Mentor, train, and coordinate part-time Success Coaches and student staff to ensure consistent, high-quality
  services.
• Recruitment and Eligibility Determination: Support participant recruitment efforts, determine
  eligibility, and review applications and supporting documents.
• Case Management: Maintain a caseload of
  participants, keeping detailed and accurate records of all services and activities in the program’s student records management system
  (Blumen).
• Educational & Career Guidance: Assist participants with exploring, applying, and enrolling into
  postsecondary education programs, workforce readiness resources, and certificate programs/training opportunities.
• Financial
  Aid Assistance: Guide participants through financial aid processes including FAFSA, state and federal grants, scholarships, and
  loan programs.
• Outreach and Representation: Represent TRIO EOC and Upward Bound programs at community outreach
  events, college admissions presentations, financial aid workshops, and parent nights.
• Partnership Development:
  Build and maintain effective relationships with school staff, community partners, and other stakeholders to support participant
  success.
• Program Coordination: Coordinate logistics for program activities, including transportation, field trips,
  workshops, and special events to ensure safety and compliance.
• Training & Development: Develop and deliver
  training sessions for Success Coache/student staff to ensure consistent program delivery and professional development.
• Policy Compliance: Adhere to all CSUSB, UEC, OPP, TRIO EOC, and TRIO Upward Bound policies, procedures, and reporting
  requirements.
• Team Collaboration: Work closely with program managers and other OPP staff to align services,
  minimize duplication, and respond effectively to participant needs.
• Travel Required.
• Other Duties
  as Assigned: Perform additional duties to support the success of TRIO EOC and Upward Bound programs as directed by the Director or
  Program Managers.

Minimum Qualifications

• Education: Bachelor’s degree from an
  accredited institution.
• Experience:
• 3 years of relevant professional experience in (field/area, e.g.,
  education, student services, program management).
• Experience working with (specific populations, e.g., first-generation college
  students, TRIO programs, or other relevant groups).
• Demonstrated experience in competencies relevant to the role, such as program
  coordination, student advising, data management, outreach, or leadership is an asset.
• Knowledge:
  • Principles and practices of academic advising, career counseling, and college access programs.
  • Financial aid processes, including
    FAFSA, state and federal grants, scholarships, and loan programs.
  • Postsecondary pathways (certificate programs, vocational/trade
    schools, community colleges, and four-year universities).
  • Barriers to education faced by first-generation, low-income, and
    system-impacted individuals.
  • Data management and reporting procedures, including use of student records systems such as Blumen.
  • University, state, and federal regulations related to TRIO and similar programs.
  
  

• Skills:
  • Strong interpersonal and communication skills, both written and oral.
  • Effective leadership,
    mentoring, and training of part-time staff and student employees.
  • Excellent organizational and time-management skills to handle
    multiple priorities.
  • Skilled in outreach, recruitment, and community engagement.
  • Proficiency in Microsoft Office Suite,
    Google Workspace, and database systems.
  • Problem-solving and conflict-resolution skills to support diverse student populations.
  
  
• Abilities:
  • Build and maintain positive relationships with students, families, school staff, and
    community partners.
  • Provide culturally responsive services to individuals from diverse backgrounds.
  • Work independently
    with minimal supervision while also functioning as part of a collaborative team.
  • Manage and maintain accurate participant records
    and reports.
  • Adapt to varying work environments (office, school sites, outdoor events) and flexible schedules, including evenings
    and weekends.
  • Exercise sound judgment, maintain confidentiality, and adhere to program policies and regulations.
  
  
• Travel:
  • Regular travel between CSUSB’s San Bernardino and Palm Desert campuses, partner school sites, and
    community locations within the program’s service area (Riverside and San Bernardino Counties).
  • Frequent travel to support
    outreach events, college visits, field trips, and workshops during weekdays, evenings, and occasional weekends.
  • Ability to
    transport program materials and supplies to and from event sites as needed.
  • Valid California driver’s license, proof of current
    automobile insurance, and CSUSB Defensive Driving Certification are required prior to driving on behalf of the program.
  • Occasional overnight travel may be required for conferences, trainings, or extended program events/activities.
  
  

Preferred Qualifications

• Experience in TRIO programs or other federally funded educational programs.
• Strong knowledge of college access, retention strategies, and first-generation student support.
• Proven ability to develop
  and implement programs, workshops, or initiatives that support student success.
• Excellent interpersonal, communication, and
  organizational skills, with experience working collaboratively across departments or with community partners.
• Proficiency in
  Office Suite, student information systems, and/or data management platforms.
• Experience working with justice-impacted
  individuals.

• Benefits Include:
• Medical, Dental, Vision, Flex Cash option
• CalPERS Retirement and CalPers 457
• Group Term Life/ Accidental Death & Dismemberment (AD&D)
• Holidays & Personal
  Holiday
• Vacation and Sick pay accruals
• Educational Assistance Benefit is based on availability of funding.
• Workers’ Compensation, Unemployment Insurance, State Disability Insurance

EQUAL OPPORTUNITY EMPLOYER

University Enterprises Corporation at CSUSB is committed to a diverse workforce and affirmative action, and is an equal opportunity
employer. UEC maintains and promotes a policy of non-discrimination and non-harassment on the basis of race, sex, gender, color, age,
religion, national origin, ancestry, marital status, sexual orientation, physical or mental disability, pregnancy, medical condition,
genetic characteristics, status as a disabled veteran, or disabled veteran of the Vietnam era.

To view the UEC Affirmative Action
Program, please contact UEC Human Resources at UEC-HR@csusb.edu Monday through Friday between
the hours of 8:00am and 5:00pm.

As an equal opportunity employer, University Enterprises Corporation at CSUSB (UEC) is committed to a
diverse workforce. If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable
accommodation if you are unable or limited in your ability to use or access UEC’s career website as a result of your disability. You may
request reasonable accommodations by contacting UEC’s Human Resources Manager at UEC-HR@csusb.edu.

EEO AA Policy Statement

Employment of Individuals with Disabilities and Protected Veterans

Supplemental
Information

UEC is an EOE – Minority/Female/Disability/Veterans. This position will remain open until filled. This has been
designated as a sensitive position. The selected candidate must successfully pass a thorough background investigation to include a criminal
history check prior to appointment.

Applications close:

To apply, please visit: https://careers.pageuppeople.com/873/sb/en-us/job/559514

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