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Skills

  • Stock market understanding
  • Financial document review for accuracy and compliance
  • Business operations
  • Team building
  • Organization
  • Presentation and public speaking
  • Cross-functional team collaboration
  • Investment advice
  • Team management
  • Financial aid policy compliance

Work Experiences

  • Transported Power BI to the past year customer locations.
  • Consulted with academic departments.
  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Analyzed student loan applications to assess financial needs, resulting in a 22% increase in qualified applicants for 2022.
  • Collaborated with marketing.
  • Achieved results within 18 months.
  • Solved framework issues, improved operations, and provided excellent customer service.
  • Analyzed student loan applications.
  • Collaborated with marketing team.

Summaries

  • Committed to compliance, reducing potential audit findings by 68% while ensuring department aligns with updated student financial aid regulations.
  • Contributed to a 79% increase in student retention.
  • Collaborative consultant, working cross-departmentally to resolve financial discrepancies, improving overall student satisfaction by 52%.
  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.
  • Committed to compliance.
  • Adept at leading departmental initiatives.
  • Analyzed debt trends.
  • Collaborates effectively with cross-functional teams to improve the aid application process, increasing application accuracy and accessibility by 23%.
  • Consistently boosted financial aid submissions by 62% through one-on-one counseling and workshops focused on timely application processes.
  • Determined planner and problem-solver with knowledge of marketing and sales tactics.

Accomplishments

  • Collaborated with team of 4 in the development of framework.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Optimized the appeals process for financial aid reconsideration, reducing wait times for student appeals by 17 days.
  • Enhanced internal processes for processing emergency financial aid requests, reducing response time by 18 hours per request and improving student satisfaction.
  • Managed financial aid program funds totaling $2, ensuring the correct allocation according to federal guidelines and preventing any non-compliance issues.
  • Developed targeted outreach strategies for students facing financial hardships, increasing overall retention by 81% in collaboration with student services.
  • Tracked individual student loan balances and repayment plans, ensuring over 78% adherence to structured repayment paths post-graduation.
  • Instrumental in developing a financial aid tracking system in Adobe Creative Suite, reducing processing time by 49% and minimizing errors in allocation.
  • Created a financial literacy course, facilitating workshops that improved student understanding of loan terms and repayment options, leading to increased borrower responsibility.
  • Assisted over 16 students annually in successfully appealing financial aid decisions, resulting in approved additional aid totaling $18.

Affiliations

  • Association for Computing Machinery
  • Council for Opportunity in Education (COE)
  • American Medical Informatics Association
  • International Council of Nurses
  • Student Loan Servicing Alliance (SLSA)
  • Society of Human Resource Management
  • Association for Financial Counseling and Planning Education (AFCPE)
  • International Institute of Business Analysis (IIBA)
  • National Association of Social Workers
  • Association of Independent Colleges and Universities Membership

Certifications

  • First Aid/CPR Certified
  • Certified Personal Financial Counselor (CPFC) – procedure, 2015
  • Certified Management Accountant (CMA) - Institute of Management Accountants, 2018
  • Student Loan Debt Certification (SLDC) – Meridian, 2015
  • Certified Banking & Credit Analyst - Cedar Works, 2015
  • Certified Administrator of School Finance and Operations (SFO) - category, 2023
  • Certified Credit Counselor (CCC) - Northwind, 2024
  • CompTIA A+ Technician
  • Certified Student Loan Counselor (CSLC) – Ironclad Systems, 2017
  • FAFSA Specialist Certification - Ironclad Systems, 2017

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