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Skills

  • Financial aid regulatory compliance
  • Strategic planning for institutional aid programs
  • Scholarship Program Management
  • Change management in financial aid processes
  • Parent and student engagement programs
  • Team management
  • Project organization
  • Customer service
  • Budgets
  • Process equipment

Work Experiences

  • Transported QuickBooks to one year customer locations.
  • Analyzed and interpreted complex federal and state legislation to ensure institutional compliance with updated financial aid regulations.
  • Adjusted strategies accordingly.
  • Had an excellent attendance record and was always on time for work.
  • Achieved a 73% reduction in student inquiries.
  • Developed new loan prospects by making weekly cold calls to 6 people.
  • Explained highly technical financial information to applicants in an easy-to-understand manner.
  • Handled customer complaints with relative ease by conducting research, listening carefully, and taking appropriate action.
  • Conducted federal aid compliance audits.
  • Conducted a comprehensive review of institutional aid strategies.

Summaries

  • Cut review times significantly.
  • Recognized on a regular basis for outstanding performance and contributions to the Accounting and Finance industry's success.
  • Championed targeted approaches to service delivery, improving financial aid applications by 35% while cutting review times significantly.
  • Committed to compliance and efficiency.
  • Collaborated across departments like Admissions and Bursar, reducing outstanding student balances by $10 through proactive financial aid discrepancy resolution.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Accomplished Senior Financial Aid Coordinator with over 6 years of experience managing federal, state, and institutional aid programs, ensuring regulatory compliance and maximizing student funding opportunities.
  • Accomplished Senior Financial Aid Coordinator.
  • Within Accounting and Finance, senior Senior Financial Aid Coordinator and outstanding performer in project management and stakeholder engagement.
  • Committed to enhancing team efficiency.

Accomplishments

  • Instrumental in simplifying the award letter process for 8 recipients, increasing transparency and comprehension by 75%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Successfully advocated for an increase in institutional grant funding by 10, leading to more aid availability for underserved students.
  • Directed internal audits of 15 financial aid files per semester, leading to a 38% compliance with federal and state requirements.
  • Improved FAFSA application accuracy rates by 61% through staff training and enhanced verification processes.
  • Enhanced institutional relationships with external scholarship providers by securing 4 in external aid for eligible students.
  • Documented and resolved procedure which led to process.
  • Successfully implemented automated FAFSA corrections, reducing manual review times by 37% and increasing submission quality.
  • Directed a cross-functional team to streamline financial aid disbursement processes, decreasing disbursement time by 25% and improving accuracy.
  • Monitored and adjusted institutional loan policies to better align with federal guidelines, decreasing noncompliance issues by 44% over the past year.

Affiliations

  • National Council of Higher Education Resources (NCHER) Participant
  • Project Management Institute
  • Founding Member, Financial Aid Compliance Officers Forum
  • Member, National Community College Financial Aid Administrators
  • Co-Chair of Scholarship Funds Allocation Committee at Cedar Works
  • Member, College Scholarship Service (CSS) Profile Advisory Committee
  • Member, Financial Aid Innovators Network
  • Mentor, First-Generation College Student Assistance Program at Northwind
  • International Council of Nurses
  • Volunteer, North Carolina Financial Aid Awareness Campaign

Certifications

  • Certification in Professional Excellence in Financial Aid
  • Certification in Postsecondary Financial Counseling
  • Certified Educator in Financial Management by National Financial Educators
  • Certified Higher Education Professional (CHEP) – Finance Specialization
  • Certified Business Analysis Professional (CBAP)
  • Salesforce
  • Cisco Certified Internetwork Expert (CCIE)
  • FAFSA & Verification Completion Training 2018
  • Federal Student Aid Training from the U.S. Department of Education
  • Google Certified Professional Cloud Architect

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