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Skills

  • Complex problem resolution
  • Problem resolution
  • Regulatory compliance
  • Process optimization
  • MS Office
  • Loan default prevention strategies
  • Regulatory compliance reviews
  • Confidential student information management
  • Process improvement
  • Relationship development

Work Experiences

  • Collaborated with Student Services to resolve over 4 student inquiries regarding financial aid eligibility and award discrepancies, improving overall satisfaction by 43%.
  • Aided students with changing financial needs.
  • Contributed to an increase of 73% in enrollment.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine the feasibility of granting loans.
  • Collaborated with marketing to optimize financial aid packaging for students studying abroad, ensuring compliance with both U.S. And international regulations.
  • Oversaw the delivery of initiative project by process team, which resulted in system.
  • Boosted understanding of the financial aid process.
  • Built a comprehensive tracking system for scholarship renewal criteria, resulting in a 48% improvement in student compliance and continuing eligibility.
  • Authored resource guides on financial aid literacy, reaching over 12 students and families, which led to Outstanding Service Award for outreach excellence.
  • Assisted in the verification process for student files.

Summaries

  • Achieved a 69% reduction in processing times.
  • Created additional scholarship opportunities.
  • Adept in financial aid workshops and counseling, helping over 2 students gain financial clarity and better managing post-graduation loan repayment options.
  • Adept at improving regulatory compliance.
  • Over 15 years of experience assisting clients, scheduling payments, and reviewing credit histories.
  • Accomplished problem solver who effectively reduced department processing times by 23% through process streamlining and system improvements.
  • Financial Aid Coordinator with 11 years of successful workflow optimization and data analysis experience.
  • Administered multiple aid programs.
  • All credit procedures are well-understood.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the initiative business.

Accomplishments

  • Reduced financial aid response times by three years through the automation of award letters via Salesforce, enhancing communication between students and financial aid staff.
  • Implemented regulatory-compliant financial aid practices, passing all internal and external audits with zero reported discrepancies.
  • Utilized financial aid management software, such as SAP, to streamline verification processes, reducing overall application time by two years.
  • Led cross-departmental training sessions on financial aid software integrations, significantly reducing user errors by 70% and improving efficiency.
  • Utilized Asana to track and report financial aid metrics to the leadership team, providing data-driven insights that improved budget allocation by 63%.
  • Actively collaborated with Admissions in developing and refining financial aid strategies to target underrepresented populations, increasing applications by 66%.
  • Developed and delivered financial counseling sessions to students and guardians, improving their understanding of how to manage financial aid packages effectively, leading to a 39% increase in plan adherence.
  • Performed comprehensive need-based financial aid assessments for 8 students annually, ensuring accurate awards and timely distribution of funds.
  • Collaborated with cross-functional teams including Student Services and Admissions to resolve over 5 financial aid inquiries, resulting in a 26% increase in student satisfaction.
  • 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.

Affiliations

  • Society of Women Engineers
  • Toastmasters
  • Association of American Colleges and Universities (AAC&U)
  • American Council on Education (ACE)
  • Jaycees
  • American Society of Safety Professionals
  • Higher Education Compliance Alliance
  • Rotary International
  • Coalition of State University Aid Administrators
  • International Council of Nurses

Certifications

  • CompTIA A+ Technician
  • Student Borrower Counseling Certification by ASA
  • ServSafe
  • Certified Education Loan Specialist (CELS)
  • Certified Public Accountant (CPA)
  • Title IV Federal Student Aid Compliance Certification
  • Certified Financial Counselor (CFC) – by NFCC
  • Student Accounts Receivable Management Certification
  • Project Management Professional (PMP)
  • Workforce Innovation and Opportunity Act (WIOA) Financial Coordinator Certification

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