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.
Position Summary
Reporting to the Senior Associate 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.
They will provide administrative effectiveness and financial aid services through an emphasis on individual attention to students and high-quality customer service.
This position requires some evening and weekend hours as well as travel to other Fordham campus locations.
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 as assigned.
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 to address financial aid issues and projects.
- Performs Financial Aid, Financing, and Admission presentations.
- Participates in professional development workshops.
Required Qualifications: Education and Experience
- High School Diploma or equivalent.
- Minimum of 1 year of relevant experience
Required Qualifications: Knowledge and Skills
- Proven Administrative skills.
- Effective presentation skills.
- Demonstrated excellence in customer service skills.
- 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 Microsoft Word, Excel, and financial aid software.
Minimum Starting Salary: $51,000
Maximum Starting Salary: $54,000
Note: Salary is commensurate with qualifications, experience, and skills.
START DATE: ASAP
APPLY HERE: https://careers.fordham.edu/postings/8526
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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