Financial Services Representative Counselor

FORDHAM University; New York (NY); Hybrid; USD 55,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Flexible spending accounts

Retirement plans

Life insurance

Short and long-term disability

Employee assistance program (EAP)

Tuition remission

Generous time off

Job summary

Fordham University in New York seeks a Financial Services Representative/Counselor to guide students and families through financial aid and payment options with a focus on personal service.

The role advises on payment plans, monitors progress, and supports financial aid administration, including packaging, eligibility and use of financing options, while engaging with campus offices and applying federal work-study procedures.

Qualifications

• High School Degree or equivalent.
• Minimum 1 year of relevant experience.
• Demonstrated excellence in customer service.
• Bachelor’s Degree preferred.
• Minimum three years’ experience in financial aid or related field.
• Experience in customer-oriented or consumer credit financing.
• Knowledge of Word, Excel and financial aid software.

Responsibilities

• Advises families and students on how to pay for a university education and available financial aid.
• Formulates and communicates monthly payment plans and alternative loan options.
• Monitors progress of students through the payment process.
• Supports financial services and financial aid administration, including counseling, processing, and packaging.
• Assists in awarding, adjusting and reconciling Federal Work Study funds.
• Administers specified financial services procedures and programs.

Skills

Customer service

Communication

Education

High School Diploma or equivalent

Bachelor’s Degree (preferred)

Tools

Microsoft Word

Excel

financial aid software

Job description

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.

• medical, dental, and vision insurance
• flexible spending accounts
• retirement plans
• life insurance
• short and long-term disability
• employee assistance program (EAP)
• tuition remission
• generous time off

Successful candidates should have a knowledge of and commitment to the goals of Jesuit Education.

Title of Position

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. This role 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.

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 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.

Required Qualifications: Education and Experience

High School Degree or equivalent.

Minimum of 1 year of relevant experience.

Required Qualifications: Knowledge and 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.

Minimum Starting Salary

$55,000

Maximum Starting Salary

$60,000

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

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

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 Not Required

Climbing ladders

Climbing ladders Not Required

Reaching overhead

Reaching overhead Not Required

Pulling, pushing

Pulling, pushing Not Required

Shoveling

Shoveling Not Required

Lifting – up to 20 pounds

Lifting – up to 20 pounds Not Required

Lifting – up to 50 pounds

Lifting – up to 50 pounds Not Required

Lifting – over 50 pounds

Lifting – over 50 pounds Not Required

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