Financial Services Representative/Counselor

Fordham University PortalRose Hill, VA
Onsite

About The 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. They provide administrative effectiveness and financial aid services through an emphasis on individual attention to students and high-quality customer service.

Requirements

  • 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.

Nice To Haves

  • Bachelor’s Degree.

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.
  • 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.
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