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Skills

  • Operational improvement
  • Regulatory compliance
  • CRM system utilization QuickBooks
  • Metric equipment
  • Financial disbursement tracking
  • Inter-departmental collaboration
  • Federal and state financial aid compliance
  • Financial aid counseling
  • Team management
  • Financial Aid Audit Preparation

Work Experiences

  • Devised strategies to cut costs, modernize operations, and revamp procedures to improve the institution's operations.
  • Looked for industry trends on social media and through online sources.
  • Assessed and processed appeals packages, leading to the successful approval of over 2 special circumstances appeals per academic year.
  • Co-developed a financial aid forecasting tool with the IT department to minimize aid overcommitment, ensuring more accurate fund distribution.
  • Adapted policies to meet new state aid regulation changes, ensuring seamless transition and zero disruption in aid disbursement.
  • Analyzed department performance metrics and implemented strategies that improved overall processing time by 30%.
  • Adapted policies to meet new state aid regulations.
  • Automated scholarship renewals.
  • Advised student-athletes on complex financial aid packages involving scholarships, work-study, and grants, ensuring compliance with NCAA regulations.
  • Talked to teachers to figure out what was going on in the classroom and to come up with new ways to teach.

Summaries

  • Adept at managing financial aid programs.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Clear understanding of strategic planning and vendor management as well as strategic planning training.
  • Collaborated with financial aid agencies.
  • Advocate for process optimization, restructuring the financial aid reporting system to enable real-time monitoring, improving institutional fund distribution outcomes.
  • Collaborated with metric.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the initiative business.
  • Achieved error-free audits for 61% of the reviewed years.
  • Accomplished financial aid leader with strengths in compliance management, data utilization, and policy formation, maintaining full audit compliance through careful record-keeping and process management.
  • Committed to providing top-notch financial aid counseling while driving operational improvements, including a 46% boost in student satisfaction and reduction in session help times by 17 minutes.

Accomplishments

  • Maintained compliance with federal and state financial aid regulations, leading to 12 consecutive years of successful audits with no major findings.
  • Assigned and awarded need-based and merit-based financial aid packages, reducing rate of under-awarded students by 81%.
  • Resolved product issue through consumer testing.
  • Developed a dashboard using Jira to monitor and report on tuition assistance programs, improving response times by 19%.
  • Collaborated with the IT team to implement API integrations for digital financial aid applications, reducing completion errors by 59%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Reduced departmental operational costs by 75% through implementation of lean management techniques and better software utilization.
  • Led a financial aid awareness seminar attended by over 12 students, boosting applications by 84% year-over-year.
  • Improved communication strategies between the Financial Aid team and other departments resulting in a 78% reduction in processing delays.
  • Collaborated with the Enrollment Management team to develop targeted communications for at-risk students, contributing to a 55% reduction in student attrition.

Affiliations

  • College Board Financial Aid Network
  • Association for Institutional Research (AIR)
  • International Council of Nurses
  • National College Access Network (NCAN)
  • National Academic Advising Association (NACADA)
  • Jaycees
  • University Professional and Continuing Education Association (UPCEA)
  • Association for Computing Machinery
  • National Association of Student Financial Aid Administrators (NASFAA)
  • National Scholarship Providers Association (NSPA)

Certifications

  • Scholarship Administration Certification by process
  • CompTIA Security+
  • Workforce Planning and Analytics Certification by SHRM
  • Certified Financial Aid Administrator (CFAA) by NASFAA
  • ServSafe
  • Certified Professional in Financial Aid Management (CPFA)
  • Certified Financial Management Professional (CFMP)
  • Data Analytics for Higher Education Certification by process
  • Leadership in Enrollment Management Certification by NACAC
  • CompTIA A+ Technician

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