Financial Services Representative and Counselor

FORDHAM University

New York (NY)

Hybrid

USD 55,000 - 60,000

Full time

14 days+

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Job summary

Fordham University is seeking a Financial Services Representative and Counselor to advise students and families on paying for an education and to manage financial aid processes. The role requires some evening/weekend hours and travel to other Fordham campuses.

You will help market payment plans, monitor progress through the payment process, and support compliance across programs while delivering high-quality customer service.

Qualifications

High School Diploma or equivalent.
Minimum of 1 year of relevant experience.
Proven Administrative skills.
Effective oral presentation skills.
Demonstrated excellence in customer service skills.
Minimum 3 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.

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, 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.
Interacts with other University offices.
Performs Financial Aid, Financing and Admission presentations
Participates in professional development workshops.
Assumes other tasks as assigned.

Skills

Administrative skills

Oral presentation

Customer service

Experience in financial aid or related

Experience in consumer credit

Education

High School Diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Financial aid software

Job description

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

Title of Position Financial Services Representative and Counselor

Reporting to the Campus Director for Student Financial Services, 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 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

Minimum Starting Salary $55,000

Maximum Starting Salary

Maximum Starting Salary $60,000

Note

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

Is this a Union position?

Is this a Union position? No

Posting Number

Posting Number A1144P

Number of Vacancies

Number of Vacancies 1

Start Date

Start Date ASAP

Posting Date

Posting Date 09/15/2026

Special Instructions

EEO Statement

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

Fordham University is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Physical Activity and Work Environment

Physical Activity

Sitting Often

Repetitive Hand Motion (such as typing)

Repetitive Hand Motion (such as typing) Often

Hearing, Listening, Talking Often

Standing

Standing Seldom

Walking

Walking Seldom

Running

Running Not Required

Bending, Stooping, Kneeling, squatting, Crouching, Crawling

Bending, Stooping, Kneeling, squatting, Crouching, Crawling Not Required

Climbing stairs Seldom

Climbing ladders

Climbing ladders Not Required

Reaching overhead

Reaching overhead Seldom

Pulling, pushing

Pulling, pushing Not Required

Shoveling

Shoveling Not Required

Lifting – up to 20 pounds

Lifting – up to 20 pounds Seldom

Lifting – up to 50 pounds

Lifting – up to 50 pounds Not Required

Lifting – over 50 pounds Not Required

Work Environment Office Environment: Employees are protected from weather conditions or contaminants, but not necessarily occasional temperature changes.

Documents Needed to Apply

Required Documents