Financial Services Representative/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. Successful candidates should have a knowledge of and commitment to the goals of Jesuit Education.

About the role

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, and by email. Provides administrative effectiveness and financial aid services through an emphasis on individual attention to students and high-quality customer service.

Responsibilities

• 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, such as 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.
• Supports compliance with procedures for all programs.
• Assists with the 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.
• May be required to work at other Fordham campuses.

Requirements

• High School Degree or equivalent.
• Minimum of 1 year of relevant experience.
• Proven administrative skills.
• Effective oral presentation skills.
• Demonstrated excellence in customer service skills.

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.

Benefits

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.

Pay

Minimum starting salary $55,000. Maximum starting salary $60,000.

Schedule

• 35 scheduled hours per week.
• Hybrid work arrangement. Review the Hybrid Policy.