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Skills

  • Regulatory compliance
  • Loan forgiveness program implementation
  • Loan management software proficiency (Tableau)
  • Federal and state grant management
  • Mentorship and professional development
  • Data analysis for aid distribution
  • Parent and student engagement programs
  • Public speaking for student aid workshops
  • Process equipment
  • Financial communications strategy development

Work Experiences

  • Looked for industry trends on social media and through online sources.
  • Advocated for increased institutional aid resulting in a 33% growth in available institutional scholarships for students in need.
  • Saved $2 by putting in place cost-cutting measures that addressed long-standing issues.
  • Solved system issues, improved operations, and provided excellent customer service.
  • Collaborated with external audit teams.
  • Chaired the Financial Aid Appeals committee.
  • Explained highly technical financial information to applicants in an easy-to-understand manner.
  • Awarded funds in alignment with compliance regulations.
  • Went over 11 financial statements in the past year and reviewed them.
  • Achieved Top Performer for outstanding audit performance.

Summaries

  • Cut review times significantly.
  • All credit procedures are well-understood.
  • Built strategic relationships with 14 external scholarship providers.
  • Collaborated across departments.
  • Achieved a 30% boost in team productivity.
  • Observant Loan Specialist with a knack for forming and maintaining ineffective working relationships.
  • Bilingual Loan Specialist with 11 years of experience processing loan applications and negotiating payments.
  • Committed to enhancing team efficiency.
  • Achieved a 64% approval rate in appeals.
  • Balanced institutional priorities and regulatory requirements.

Accomplishments

  • Enhanced institutional relationships with external scholarship providers by securing 4 in external aid for eligible students.
  • Successfully closed 4 escalated financial aid cases within several months, leading to a 18% resolution rate.
  • Improved FAFSA application accuracy rates by 61% through staff training and enhanced verification processes.
  • Coordinated multi-departmental efforts to develop financial literacy programming, increasing student participation by 83% year-over-year.
  • Worked alongside the admissions department on outreach initiatives, resulting in 52% more diverse student enrollment who qualified for aid.
  • Successfully implemented automated FAFSA corrections, reducing manual review times by 37% and increasing submission quality.
  • Successfully advocated for an increase in institutional grant funding by 10, leading to more aid availability for underserved students.
  • Negotiated loan repayment options with lenders, achieving reductions in student default rates of 41%.
  • Resolved high-level escalated financial aid disputes with a 41% win rate in favor of students, minimizing institutional risk.
  • Collaborated with recruitment offices to ensure informative communication on financial aid options that helped increase enrollment by 26%.

Affiliations

  • Founding Member, Statewide Financial Aid System Development Group
  • Founding Member, Financial Aid Compliance Officers Forum
  • Member, Council for Opportunity in Education (COE)
  • American Medical Informatics Association
  • Toastmasters
  • International Council of Nurses
  • Certified, Student Loan Law Training through Vantage
  • Member, College Scholarship Service (CSS) Profile Advisory Committee
  • National Association of Student Financial Aid Administrators (NASFAA) Member
  • Association of Information Technology Professionals

Certifications

  • Advanced Title IV Aid Processing Series Vantage 2019
  • Cisco Certified Network Associate (CCNA)
  • Student Loan Servicing Best Practices Certification Harbor & Co.
  • Project Management Professional (PMP)
  • National Direct Student Loan Program (NDSL) Training Harbor & Co.
  • Apple Certified Associate (ACA)
  • Advanced Financial Literacy Educator Credential
  • CompTIA Network+
  • Higher Education Act (HEA) Compliance Certification
  • Certified Professional in Financial Aid (CPFA)

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