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Skills

  • Organization
  • Team training and development
  • Team building
  • Conflict resolution
  • Framework equipment
  • Interpersonal and written communication
  • Team management
  • Operational improvement
  • MS Office
  • First Aid/CPR

Work Experiences

  • Analyzed financial documentation for complex appeals cases, securing over $12 in additional aid for eligible students.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Achieved results over 18 months.
  • Had an excellent attendance record and was always on time for work.
  • Created a new employee evaluation process that resulted in significant performance improvements.
  • Looked for industry trends on social media and through online sources.
  • Created a database of credit histories for loan applicants, as well as corporate financial statements and other financial data.
  • Developed new loan prospects by making weekly cold calls to 9 people.
  • Achieved this increase over 18 months.
  • Advised families on available financial aid options.

Summaries

  • All credit procedures are well-understood.
  • Committed to ensuring efficient and correct financial aid processes.
  • Working with Agile and Scrum methodologies to meet project milestones within specified timeframes is a strong suit.
  • Customer-focused Sales Representative with 4 years of experience solving problems for clients.
  • Costs were consistently reduced while profits were increased.
  • Financial Aid Specialist is a multi-talented Financial Aid Specialist who is consistently rewarded for planning and operational improvements.
  • Observant Loan Specialist with a knack for forming and maintaining ineffective working relationships.
  • Built strong relationships with students, families, and staff.
  • Looking for a challenging new role with a growing team where I can apply my expertise and extensive experience in software engineering.
  • Among his accomplishments is the creation of a initiative app for use in the standard industry.

Accomplishments

  • Developed
  • Monitored
  • Documented
  • Created
  • Business Development: Initiated two key partnerships which resulted in category revenue growth.
  • Resolved
  • Process Improvement: Created new departmental procedures manual. Assessed organizational training needs.
  • Developed and distributed outreach materials to promote financial aid availability, increasing applications by 67% over a 2019 period.
  • Researched
  • Achieved over 54% accuracy in processing confidential financial documents while maintaining security protocols and compliance with FERPA.

Affiliations

  • Regional Financial Aid Association of Austin
  • Scholarship and Grant Advisory Board Member standard
  • Jaycees
  • Student Loan Borrower Assistance Network
  • International Association of Administrative Professionals
  • National Education Association (NEA)
  • Financial Aid Administrators Guild – Local 16
  • Community College Financial Aid Association (CCFAA)
  • Association for Computing Machinery
  • National Council for Continuing Education and Training (NCCET)

Certifications

  • ServSafe
  • Salesforce
  • Certified Financial Aid Counselor (CFAC) from United States Financial Aid Association
  • Accredited Financial Counselor (AFC) - Beacon Labs - 2020
  • Certified Public Accountant (CPA)
  • First Aid/CPR Certified
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Apple Certified Associate (ACA)
  • Certified High School and College Financial Aid Counselor
  • Title IV Compliance and Training Certification - 2015

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