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Skills

  • Financial communications strategy development
  • Advanced MS Excel for financial modeling
  • Budgets
  • Public speaking for student aid workshops
  • Scholarship Program Management
  • Loan management software proficiency (Tableau)
  • Supervision
  • Organization
  • Project organization
  • Relationship development

Work Experiences

  • Addressed aid-related issues effectively.
  • Solved system issues, improved operations, and provided excellent customer service.
  • Achieved Top Performer for outstanding audit performance.
  • Chaired the Financial Aid Appeals committee.
  • Achieved a 67% improvement in student satisfaction scores.
  • Went over 11 financial statements in the past year and reviewed them.
  • Had an excellent attendance record and was always on time for work.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Collaborated with external audit teams for federal aid compliance audits, leading to Excellence Award recognition for flawless adherence to all regulations.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.

Summaries

  • Collaborative approach to financial aid coordination, working closely with university departments to ensure comprehensive student financial support.
  • Adept in financial counseling.
  • Recognized on a regular basis for outstanding performance and contributions to the Accounting and Finance industry's success.
  • Championed targeted approaches to service delivery.
  • Observant Loan Specialist with a knack for forming and maintaining ineffective working relationships.
  • Boosted attendance rates by 54%.
  • Committed to enhancing team efficiency.
  • Bilingual Loan Specialist with 11 years of experience processing loan applications and negotiating payments.
  • Built strategic relationships with 14 external scholarship providers.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.

Accomplishments

  • Directed internal audits of 15 financial aid files per semester, leading to a 38% compliance with federal and state requirements.
  • Analyzed financial aid trends and reports to provide recommendations for future aid distribution, securing 50% more aid for future academic years.
  • Managed a portfolio of 17 student aid packages, maintaining compliance with all federal and state regulations.
  • Delivered presentations and workshops on financial aid processes to 3 students and parents, increasing application submission rates by 80%.
  • Resolved high-level escalated financial aid disputes with a 41% win rate in favor of students, minimizing institutional risk.
  • Reported financial aid trends to executive leadership on a quarterly basis, leading to policy changes that increased overall student retention by 77%.
  • Improved FAFSA application accuracy rates by 61% through staff training and enhanced verification processes.
  • Directed a cross-functional team to streamline financial aid disbursement processes, decreasing disbursement time by 25% and improving accuracy.
  • Cross-departmental collaboration on budget allocations improved institutional financial aid offerings by 83% year-over-year.
  • Monitored and adjusted institutional loan policies to better align with federal guidelines, decreasing noncompliance issues by 44% over the past year.

Affiliations

  • Member, National Community College Financial Aid Administrators
  • Project Management Institute
  • Volunteer, North Carolina Financial Aid Awareness Campaign
  • Lions Club
  • Volunteer, FAFSA Completion Assistance Programs, 2021
  • Member, Council for Opportunity in Education (COE)
  • Member, College Scholarship Service (CSS) Profile Advisory Committee
  • National Council of Higher Education Resources (NCHER) Participant
  • Certified in Financial Aid Systems, framework
  • Toastmasters

Certifications

  • Student Loan Servicing Best Practices Certification Harbor & Co.
  • SHRM Certified Professional (SHRM-CP)
  • Certification in Postsecondary Financial Counseling
  • Certification in Professional Excellence in Financial Aid
  • Cisco Certified Internetwork Expert (CCIE)
  • Grants and Scholarships Administration Certification Meridian 2021
  • Leadership in Education Financial Aid (LEFA) Certificate
  • Federal Student Aid Training from the U.S. Department of Education
  • Project Management Professional (PMP)
  • SHRM Senior Certified Professional (SHRM-SCP)

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