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Skills

  • Customer Relationship Management (CRM)
  • Data-driven financial aid reporting
  • Project organization
  • Advanced knowledge of process
  • Disbursement process management
  • Operational improvement
  • Organization
  • CRM System Implementation and Utilization
  • Relationship development
  • Conflict resolution in financial settings

Work Experiences

  • Counseled over 4 students annually on their loan options, resulting in a 38% increase in financial literacy among applicants.
  • Went over 8 financial statements in the past year and reviewed them.
  • Addressed complex multi-channel inquiries, ensuring a consistent and accurate dissemination of financial information to stakeholders.
  • Authored clear communications regarding financial assistance policies.
  • Oversaw the delivery of standard project by system team, which resulted in process.
  • Coordinated with product for emergency funding.
  • Analyzed scholarships' effects on program participation.
  • Achieved compliance for 10 consecutive audits.
  • Looked for industry trends on social media and through online sources.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.

Summaries

  • Committed to financial literacy education, achieving significant improvement in client understanding of financial policies, with customer satisfaction increasing by 44%. Skilled communicator with expertise in policy updates.
  • Strengths in risk assessment and performance reporting backed up by Accounting and Finance training.
  • Achieved significant improvement in client understanding of financial policies.
  • Data-focused leader with a sharp focus on organizational efficiency, driving down duplicate financial aid submissions by 75% through internal collaboration.
  • Achieved performance goals consistently.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • All credit procedures are well-understood.
  • Adhered to changing institutional and federal policies.
  • Coordinated emergency funding for clients.
  • A results-focused professional with extensive experience in managing client payment plans, helping 9 individuals avoid collections while maintaining positive relationships.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Implemented a new tracking system that reduced discrepancies in financial aid disbursement by 82%, contributing to the successful resolution of 18 cases.
  • Managed client portfolio of 10, guiding applicants through complex financial aid processes, resulting in 26% reduction in processing errors.
  • Reduced financial aid discrepancies by monitoring and reconciling outstanding balances, saving the company $12 in potential write-offs.
  • Designed and delivered training for 13 new financial advisors, increasing team proficiency in process and aid policies.
  • Reduced refund processing time by 52%, ensuring faster financial recovery for over 16 clients.
  • Collaborated with sales to streamline the disbursement of financial assistance for 11 clients, improving accuracy by 26%.
  • Provided one-on-one financial aid consulting to 12 households, resolving complex issues with a 78% success rate.
  • Orchestrated the successful disbursement of $13 in financial assistance, achieving 49% client satisfaction and compliance.
  • Created a streamlined disbursement calendar, which optimized transfer schedules and reduced late disbursements by 26%.

Affiliations

  • Jaycees
  • International Association of Financial Executives Institutes (IAFEI)
  • Finance and Treasury Division of the American Campus Communities (ACC)
  • Rotary International
  • American Medical Informatics Association
  • Local Chamber of Commerce Financial Assistance Committee
  • National Grants Management Association (NGMA)
  • Association for Financial Counseling and Planning Education (AFCPE)
  • National Financial Educators Council (NFEC)
  • Financial Management Association International (FMA)

Certifications

  • Certified Risk and Compliance Management Professional (CRCMP)
  • Certified Fraud Examiner (CFE)
  • National Higher Education Benchmarking Institute (NHEBI) Compliance and Financial Aid Certification
  • CompTIA Security+
  • SHRM Certified Professional (SHRM-CP)
  • Customer Relationship Management (CRM) Implementation Specialist Certification
  • Certified Business Analysis Professional (CBAP)
  • Contract and Budget Certification Brightline 2017
  • Certified Access Specialist (CASp)
  • Certified Regulatory and Compliance Professional (CRCP)

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