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Skills

  • Public speaking and workshop facilitation
  • Cross-departmental collaboration
  • Policy development and enforcement
  • Problem resolution
  • Risk mitigation strategies
  • Student financial literacy education
  • Need-based financial aid gap analysis
  • Customer service
  • Organization
  • Team management

Work Experiences

  • Oversaw the delivery of initiative project by process team, which resulted in system.
  • Achieved zero audit findings for 2024.
  • Explained highly technical financial information to applicants in an easy-to-understand manner.
  • Transported Power BI to 6 months customer locations.
  • Achieved a 30% reduction in processing time.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine the feasibility of granting loans.
  • Contributed to the design of a new student financial portal.
  • Collaborated with marketing to optimize financial aid packaging for students studying abroad, ensuring compliance with both U.S. And international regulations.
  • Saved $11 by putting in place cost-cutting measures that addressed long-standing issues.
  • Automated the verification process.

Summaries

  • Costs were consistently reduced while profits were increased.
  • Recognized on a regular basis for outstanding performance and contributions to the Accounting and Finance industry's success.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Observant Loan Specialist with a knack for forming and maintaining ineffective working relationships.
  • Cut manual data entry errors by 41%.
  • Accomplished in leading large-scale audits of departmental financial aid procedures, delivering process improvements that enhanced operational efficiency by 34%.
  • Collaborative team player.
  • Cut error rates by 85%.
  • Dedicated to budget oversight, effectively managing an annual budget of $2 and ensuring timely and appropriate disbursement of scholarships and loans.
  • Achieved processing accuracy improvements of 22%.

Accomplishments

  • Collaborated with team of 6 in the development of procedure.
  • Collaborated with engineering to resolve 2 complex financial aid escalations, resulting in a positive resolution and a 25% increase in student satisfaction scores.
  • Served as a liaison between students, parents, and financial institutions to ensure smooth loan processing and adherence to regulations, reducing processing errors by 48%.
  • Implemented regulatory-compliant financial aid practices, passing all internal and external audits with zero reported discrepancies.
  • Reviewed and adjusted financial aid packaging procedures to stay in alignment with updated federal and state policies, ensuring compliance and avoidance of potential funding liabilities.
  • Utilized Asana to track and report financial aid metrics to the leadership team, providing data-driven insights that improved budget allocation by 63%.
  • Standardized communication protocols with third-party financial lenders, reducing response time from several months to one year, improving the student loan disbursement process.
  • Reduced financial aid response times by three years through the automation of award letters via Salesforce, enhancing communication between students and financial aid staff.
  • Resolved product issue through consumer testing.
  • Successfully managed an annual multi-million-dollar financial aid budget, ensuring the accurate allocation of funds across 12 students while maintaining a high compliance rate.

Affiliations

  • Lions Club
  • Rotary International
  • State Financial Aid Coordinator Conferences and Collaborations
  • Association of Information Technology Professionals
  • Association of Higher Education and Financial Aid Tour Professionals
  • Student Affairs Administrators in Higher Education (NASPA)
  • Higher Education Compliance Alliance
  • Financial Aid Administrators Association of Massachusetts
  • Consortium of State and University Aid Coordinators (SUAC)
  • International Council of Nurses

Certifications

  • Workforce Development Professional Certification (CWDP)
  • Certified Information Privacy Professional/United States (CIPP/US)
  • Mastery in Title IV Federal Regulations Certificate by NASFAA
  • Advanced Financial Aid Systems Management Certification
  • Cisco Certified Internetwork Expert (CCIE)
  • Workforce Innovation and Opportunity Act (WIOA) Financial Coordinator Certification
  • Advanced Financial Aid Systems Automation Specialist Certification
  • Financial Aid Administrator Training Series by Federal Student Aid
  • Student Borrower Counseling Certification by ASA
  • ServSafe

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