Financial Services Representative/Counselor
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At a glance
Job overview
Fordham University is hiring a Financial Services Representative/Counselor. The Financial Services Representative/Counselor at Fordham University counsels students and families on financial aid and payment options, providing individualized assistance and high‑quality customer service through in‑person, phone, and email communications.
Key focus areas include Advise families and students on payment options and all sources of financial aid., Take responsibility for marketing and formulating individual monthly and alternative loan payment plans., and Work with enrolled students to monitor progress through the payment process..
Preferred (not required): Customer Service, Microsoft Word, and Financial Aid Software.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
About Fordham:
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.
Department: Student Financial Services
Campus: Lincoln Center (LC) - NYC
Position Summary:
Reporting to the Campus Director, the Financial Services Representative/Counselor counsels’ students and families regarding all aspects of financial aid and payment options through various communication means such as in person, by telephone, by email, etc. Provides administrative effectiveness and financial aid services through an emphasis on individual attention to students and high-quality customer service.
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.
Assists in the awarding. adjusting and reconciliation of Federal Work Study funds in accordance with federal regulations and institutional policies.
Administers specified financial services procedures and programs as assigned.
Required Qualifications:
High School Degree or equivalent.
Minimum of 1 year of relevant experience.
Preferred Qualifications:
Bachelor’s Degree.
Minimum three years’ 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 Salary: $55,000
Maximum Salary: $60,000
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