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Skills

  • Problem resolution
  • MS Office
  • Team management
  • Customer service
  • Cross-functional team leadership
  • Revenue generation
  • Team building
  • Reporting familiarity
  • Discrepancy resolution and error analysis
  • Audit compliance assurance

Work Experiences

  • Designed and launched financial aid compliance webinars.
  • Achieved a 18% improvement in key performance indicators.
  • Collaborated with external auditors to ensure full compliance with initiative and university financial aid guidelines, resulting in successful yearly audits.
  • Created detailed performance dashboards for senior leadership.
  • Developed a comprehensive compliance checklist for financial aid verification processes, leading to a 70% reduction in federal rejections.
  • Achieved a 28% reduction in federal rejections.
  • Used effective networking to identify and capitalize on community business opportunities.
  • Collaborated with external auditors.
  • Coordinated efforts across 13 departments.
  • Achieved a 6% decrease in loan default rates within one year.

Summaries

  • Achieved 100% compliance with procedure.
  • Within Accounting and Finance, senior Corporate Financial Aid Operations Manager and outstanding performer in data analysis and team leadership.
  • Collaborated with external auditors.
  • Ambitious banker with extensive experience in bank leadership, fraud detection, and teller operations.
  • Corporate Financial Aid Operations Manager with 8 years of successful process improvement and project management experience.
  • Adept at process improvements and system overhauls, reducing application processing times by 70% through automation and enhanced workflows.
  • Strengths in workflow optimization and stakeholder engagement backed up by Accounting and Finance training.
  • Well-organized, proactive, and able to adapt to changing circumstances.
  • Achieved reductions through automation.
  • With over 6 years of experience in sales and branch management, loan management, and general bank operations, I am a results-oriented self-motivator.

Accomplishments

  • Led efforts on audit preparedness and compliance checks, ensuring a clean audit report from federal financial aid regulators for method years.
  • Developed customized financial reporting dashboards using ServiceNow, allowing senior leadership to track real-time aid distribution across 16 campuses.
  • Developed key relationships with financial institutions, securing an additional $16 in financial aid resources, exceeding annual aid quotas by 16%.
  • Authored and presented quarterly financial aid performance reports to board members, demonstrating how operational adjustments yielded a 75% improvement in student awards.
  • Developed and monitored team-based key performance indicators (KPIs), achieving 29% of target goals in 2017 while maintaining operational cost controls.
  • Optimized student loan processing workflows using Adobe Creative Suite, increasing daily process volume efficiency by 71%, and reduced backlog files by 16.
  • Orchestrated the successful migration of legacy financial aid data to a cloud-based platform, ensuring zero data loss and seamless operational continuity.
  • Designed and implemented department-wide diversity and inclusion initiatives for financial aid eligibility reviews, increasing inclusivity compliance by 38% over 14 years.
  • Partnered with academic and administrative leadership to design financial aid packages, increasing student retention by 55% across underrepresented demographics.
  • Regularly assessed team performance metrics and spearheaded improvement initiatives that led to a 77% increase in aid processing speed over 2017.

Affiliations

  • International Council of Nurses
  • American Marketing Association
  • National Association of Independent Colleges and Universities (NAICU)
  • The Association for Financial Professionals (AFP)
  • Council on Federal Relations (CFR)
  • Society of Corporate Compliance and Ethics (SCCE)
  • Association for Institutional Research (AIR)
  • Council for Education Finance Leaders (CEFL)
  • Student Affairs Administrators in Higher Education (NASPA)
  • Council for Higher Education Accreditation (CHEA)

Certifications

  • Certified Education Finance Manager (CEFM) - Global Academy of Finance and Management (GAFM)
  • Chartered Financial Analyst (CFA) – standard
  • Certified Financial Aid Administrator (CFAA), National Association of Student Financial Aid Administrators (NASFAA)
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Public Accountant
  • Certified in Financial Aid Leadership (CFAL) - American Association of Financial Aid Administrators (AAFSA)
  • Apple Certified Associate (ACA)
  • Financial Process Improvement Certification - Institute of Financial Operations
  • Certified Fraud Examiner (CFE) – Association of Certified Fraud Examiners (ACFE)
  • Cisco Certified Network Associate (CCNA)

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