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Skills

  • Budgets
  • Time management
  • Advanced Excel for loan data analysis
  • Customer service
  • Team management
  • Automating client follow-up processes
  • Negotiation of loan repayment terms
  • Compliance with federal student aid regulations
  • Handling private and federal loan types
  • Loan repayment counseling

Work Experiences

  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Achieved 7% of the student loan quota ahead of schedule by proactively assisting clients on repayment options.
  • Analyzed credit reports and financial profiles.
  • Collaborated with credit unions to manage and approve alternative loan options, serving Austin region students.
  • Identified solutions for customers who were having credit problems ahead of time.
  • Handled customer complaints with relative ease by conducting research, listening carefully, and taking appropriate action.
  • Achieved 14% of the student loan quota ahead of schedule.
  • Automated client onboarding tasks.
  • Achieved 72% client satisfaction.
  • Achieved retention through consistent communication.

Summaries

  • Contributed to a 77% increase in on-time payments.
  • Avoided regulatory issues for a large portfolio.
  • Contributed to outstanding client retention rates.
  • Creative problem-solver recognized for developing detailed corrective loan portfolio plans that reduced non-payment rates by 54%. Consistently praised for data accuracy and actionable insights.
  • Achieved a 30% increase in loan approval.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Collaborative Student Loan Advisor with a passion for reducing default rates by negotiating customized repayment terms, contributing to a 16% reduction in defaults over two years.
  • Consistently exceeded loan closing targets by 40% year-over-year.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Achieved a 70% increase in loan engagement.

Accomplishments

  • Analyzed student borrowing patterns and provided recommendations on loan products, helping reduce overall student debt by 4.
  • Documented and resolved standard which led to framework.
  • Proactively monitored legislative changes and communicated regulatory impact to 6 internal stakeholders to ensure continued compliance.
  • Organized and facilitated 15 workshops focused on debt management and financial literacy, educating over 16 attendees.
  • Effectively communicated and explained loan consolidation options, leading to a 55% increase in loan consolidation applications.
  • Cultivated a referral network with educational institutions, increasing student loan originations by 82% over 6 months.
  • Developed personalized repayment strategies for 17 student borrowers, helping reduce their average debt burden by 10 over 6 months.
  • Resolved product issue through consumer testing.
  • Led efforts to streamline loan application review processes, reducing review time by 49% through digital solutions like Tableau.
  • Actively mentored 7 new advisors, contributing to a 84% improvement in customer satisfaction within 18 months.

Affiliations

  • International Association of Credit Portfolio Managers (IACPM)
  • National Federation for Credit Counseling (NFCC)
  • Council for Opportunity in Education (COE)
  • Association for Supply Chain Management (APICS)
  • Education Finance Council (EFC)
  • Association of Credit and Collection Professionals (ACA International)
  • Association for Financial Counseling and Planning Education (AFCPE)
  • Advisory Committee on Student Financial Assistance (ACSFA)
  • National Debt Management Association (NDMA)
  • Certified Financial Planner (CFP) Board Affiliation

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Financial Education Instructor (CFEI)
  • First Aid/CPR Certified
  • Certified Credit Risk Specialist (CCRS)
  • Microsoft Certified Systems Engineer (MCSE)
  • Salesforce
  • Chartered Financial Analyst (CFA) Level I
  • Certified Personal Finance Coach (CPFC)
  • Accredited Financial Counselor (AFC)
  • Financial Planning Association (FPA) Professional Development Program

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