Skip to Main Content

Financial Services Representative/Counselor

Position Details

Position Information

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 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 Financial Services Representative/Counselor
Position Number PN0735
FLSA Non-Exempt
Scheduled Hours Per Week 35
Department Student Financial Services
Campus Rose Hill
Work Arrangement Hybrid
Hybrid Policy: Please review the Hybrid Policy here.
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.
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.
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


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.
Is this a Union position? No
Posting Detail Information

Posting Number A642P
Number of Vacancies 1
Start Date ASAP
Posting Date 05/08/2024
Special Instructions
EEO Statement
Fordham University is committed to excellence through diversity 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 Nearly Continuously
Repetitive Hand Motion (such as typing) Nearly Continuously
Hearing, Listening, Talking Often
Standing Seldom
Walking Often
Bending, Stooping, Kneeling, squatting, Crouching, Crawling Seldom
Climbing stairs Often
Climbing ladders Seldom
Reaching overhead Often
Pulling, pushing Seldom
Shoveling Seldom
Lifting – up to 20 pounds Often
Lifting – up to 50 pounds Seldom
Lifting – over 50 pounds Seldom
Work Environment

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

Documents Needed to Apply

Required Documents
  1. Resume
  2. Cover Letter
Optional Documents

Supplemental questions you will be required to answer on the application (No action is needed on this page)

Required fields are indicated with an asterisk (*).