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Financial Services Representative/Counselor

Job Description

Financial Services Representative/Counselor

Student Financial Services, Rose Hill

Fordham University

 

Fordham University has an excellent reputation as a dynamic institution located in New York City.  Founded in 1841, Fordham enrolls more than 16,000 undergraduate and graduate students in its 9 Colleges and Schools. 

  • Fordham University offers a comprehensive and competitive benefits package to its employees, which includes medical, dental, vision, life, and disability insurance.
  • We offer tuition remission for employees and their dependents 
  • A generous employer match towards a 403(b) retirement plan.
  • As a tax-exempt organization under section 501(c)(3) of the Internal Revenue Code (IRC), Fordham is considered a qualifying employer for the Public Service Loan Forgiveness (PSLF) program, a federal program designed to forgive student loan debt for employees of certain public and certain nonprofit employers.
  • As part of its work-life balance program, the University provides generous PTO including 15 vacation days, 12 sick days, 2 personal days, 6 summer Fridays, and holidays that include paid time off between Christmas and New year.  
  • University employees have access to the Employee Assistance Program (EAP). EAP provides no-cost, professional, and confidential services, to help employees and family members address a variety of personal, family, life, and work-related issues.

 

Hybrid Policy:       

Please review the Hybrid Policy here.

https://www.fordham.edu/human-resources/policies-guides-and-agreements/hybridremote-work-policy-for-administrators/

 

Position Summary

Reporting to the Campus Director for Student Financial Services, the Financial Services Representative/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/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.

 

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.

 

Required Qualifications: Education and Experience        

  • Bachelor’s Degree required;
  • Or in lieu of the degree, a High School Diploma or GED and a minimum of 1 year of relevant experience

 

Required Qualifications: Knowledge and Skills     

  • Proven administrative skills, including delivery of high-quality customer service
  • Effective presentation and communication skills
  • Knowledge of Microsoft Word and Excel
  • Successful candidates should have a knowledge of and commitment to the goals of Jesuit Education.

 

Preferred Qualifications 

  • Experience in customer-oriented or consumer credit financing.
  • Knowledge of financial aid software

 

Minimum Starting Salary: $51,000

 

Maximum Starting Salary: $56,000

 

Note: Salary is commensurate with qualifications, experience, and skills.

         

START DATE: ASAP

 

APPLY HERE: https://careers.fordham.edu/postings/7335

 

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 9 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. 

 

Fordham University is committed to excellence through diversity and welcomes candidates of all backgrounds.

 

Fordham is an Equal Opportunity Employer – Veterans/Disabled and other protected categories

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