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Skills

  • Analytical thinking
  • Raw materials, packaging and production
  • Quickbooks
  • Lean manufacturing and quality systems
  • Strong with derivatives
  • Budgets
  • Standard operations oversight
  • Risk investment analysis
  • Venture capital specialist
  • Savvy relationship-builder

Work Experiences

  • Was in charge of cash withdrawals.
  • Answered phone calls from clients, vendors, and a variety of other callers looking for information.
  • Conducted research and made recommendations to senior management on profitable investment opportunities.
  • Invented
  • Ensured
  • Received a regional branch recognition award for outstanding customer service.
  • Did a thorough analysis of each mutual fund, including a complete audit.
  • Was in charge of document preparation, financial models, and presentations.
  • Handled sales referrals and promoted bank services and products, increasing branch sales by 14%.
  • Identified

Summaries

  • Expert
  • Customer-focused
  • Proactive
  • Hardworking and dedicated, with a ruthless competitive spirit.
  • Pragmatic
  • Expert at providing comprehensive financial aid education to students and their families.
  • With extensive knowledge of both private and public loans, she is skilled at reviewing accounts and collecting payments on time.
  • Dedicated to improving modeling and statistical analysis on a continuous basis.
  • Bank Teller with experience in fast-paced financial environments who is goal-oriented.
  • Meticulous Financial Aid Assistant capable of creating exceptional communications, presentations, and spreadsheets that meet a variety of administrative needs using Workday.

Accomplishments

  • Built a resource center for students on financial aid queries, increasing first-touch resolution rate by 32% and reducing case escalation.
  • Developed a new student engagement strategy, increasing financial aid program awareness by 72% through email campaigns and on-campus events.
  • Resolved product issue through consumer testing.
  • Trained new hires on FAFSA guidelines and internal procedures, fostering a 50% decrease in common errors within the first 5 months.
  • Monitored student accounts and ensured that over 57% of accounts were accurately balanced with timely disbursements.
  • Collaborated with the Financial Aid Director to organize annual financial aid workshops, increasing student participation by 74% over 2022.
  • Successfully trained 18 new tellers over a 12 month time period.
  • Improved processing workflows within the office by 43%, utilizing ServiceNow, leading to enhanced office-wide efficiency in financial aid operations.
  • Reduced the number of pending financial aid applications by 54% by personally reviewing files and expediting the approval process.
  • Formally honored by the Investment Banking Institute for professional acumen.

Affiliations

  • Toastmasters
  • Phi Beta Kappa Society for Academic Excellence
  • Volunteer Income Tax Assistance (VITA) Program Participation
  • Association for Supply Chain Management (APICS)
  • Graduate Management Admission Council (GMAC)
  • National Association for College Admission Counseling (NACAC)
  • Jaycees
  • Association for Financial Counseling and Planning Education (AFCPE)
  • Society of Human Resource Management
  • Freemason

Certifications

  • Certified Higher Education Professional (CHEP) – Career Education Colleges and Universities (CECU)
  • Apple Certified Associate (ACA)
  • Project Management Professional (PMP)
  • Salesforce
  • Certified International Financial Aid Administrator (CIFAA) - Global Financial Aid Association
  • National Student Loan Data System (NSLDS) Access and Reporting - ServiceNow Certification
  • Accredited Financial Counselor (AFC) - Association for Financial Counseling & Planning Education (AFCPE)
  • Event Planning Professional Certification for Financial Aid Events - process
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • Cisco Certified Internetwork Expert (CCIE)

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