Financial Services Representative and Counselor

Founded in 1841, Fordham is the Jesuit University of New York, offering an exceptional education distinguished by the Jesuit tradition to more than 16,000 students in its nine colleges and schools. It has residential campuses in the Bronx and Manhattan, a campus in West Harrison, N.Y., the Louis Calder Center Biological Field Station in Armonk, N.Y., and the London Centre in the United Kingdom.

The University offers a comprehensive benefits package that includes medical, dental, and vision insurance; flexible spending accounts; retirement plans; life insurance; short and long-term disability; employee assistance program (EAP); tuition remission; and generous time off.

Successful candidates should have a knowledge of and commitment to the goals of Jesuit Education.
Title of Position
Financial Services Representative and Counselor
Position Number
PN0730
FLSA
Non-Exempt
Scheduled Hours Per Week
35
Department
Student Financial Services
Campus
Rose Hill
Work Arrangement
Hybrid
Hybrid Policy:
Please review the Hybrid Policy at www.fordham.edu/hybridpolicy.
Position Summary
Reporting to the Director of Compliance, the Financial Services Representative and Counselor counsels students and families regarding all aspects of financial aid and payment options through various means of communication such as in-person, by telephone, by email, etc. 

The Financial Services Representative and Counselor provides administrative effectiveness and financial aid services, through an emphasis on individual attention to students and high-quality customer service. 

This position will require some evening and weekend hours, as well as travel to other Fordham University campuses.

 

Essential Functions
Advises families and students on how to pay for a university education, including all sources of assistance and the delivery system for financial aid.

Takes responsibility for the marketing and formulation of individual payment plans, i.e., monthly payment plans and alternative loan options.

Works with enrolled students to monitor progress through the payment process.

Serves in all areas of financial services and financial aid administration, including but not limited to the counseling of students and parents, processing of applications, packaging, and facilitating the use of financing options.

Administers specified financial services procedures and programs and supports compliance with procedures for all programs.

 

Essential Functions Note
This list is not intended to be an exhaustive list.
The University may assign additional related duties as necessary.
Management Responsibilities
Not responsible for supervision or oversight of others.
Additional Functions
Supports compliance with procedures for all programs.

Assists with development of computer programs and reports to support functions, as well as implementing and testing of updated software.

Interacts with other University offices.

Performs Financial Aid, Financing and Admission presentations.

Participates in professional development workshops.

Assumes other tasks as assigned.

 

Required Qualifications: Education and Experience
High School Degree or equivalent.

Minimum of 1 year of relevant experience.

 

Required Qualifications: Knowledge and Skills
Proven Administrative skills.

Effective oral presentation skills.

Demonstrated excellence in customer service skills.

 

Preferred Qualifications
Minimum 3 years of diverse experience in either financial aid administration or related field.

Experience in customer-oriented or consumer credit financing.

Knowledge of Microsoft Word, Excel, and financial aid software.

 

Minimum Starting Salary
$55,000
Maximum Starting Salary
$60,000
Note
Salary is commensurate with qualifications, experience, and skills.
Is this a Union position?
No