Lead Advisor​/Coach- TRIO EOC & Upward Bound; UEC

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

Job No: 559514 | Work type:
Auxiliary |

Location:

Southern California – San Bernardino Campus & Palm Desert Campus.

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. The role supports high school students and adult learners by offering academic advising, career and college readiness support, financial aid advising, and other services as permitted under TRIO program regulations.

• 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 Coaches and 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: Regular travel between CSUSB campus sites and partner schools within the service area.
• Other Duties as Assigned: Perform additional duties to support the success of TRIO EOC and Upward Bound programs as directed.

• Education: Bachelor’s degree from an accredited institution.
• Experience:
  • 3 years of relevant professional experience in education, student services, or program management.
  • Experience working with first‑generation college students, TRIO programs, or similar populations.
  • Demonstrated experience in 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,…