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Skills

  • Satisfactory Academic Progress (SAP) Monitoring
  • Customer Relationship Management (CRM) Software Proficiency
  • CRM Data Management
  • Mentorship and Coaching
  • First Aid/CPR
  • Process improvement
  • Financial Aid Compliance Auditing
  • Problem resolution
  • Project organization
  • Negotiation and persuasion

Work Experiences

  • Handled customer complaints with relative ease by conducting research, listening carefully, and taking appropriate action.
  • Cross-trained team members on federal guidelines and requirements.
  • Conducted comprehensive financial aid workshops, improving awareness of available aid programs and increasing application submissions by 61% during 2020.
  • Achieved positive outcomes in 2% of cases.
  • Achieved a flawless audit record for 7 consecutive years by strictly adhering to federal and institutional financial aid policies.
  • Assessed the financial need of over 4 students for each academic year, ensuring equitable distribution of funds.
  • Went over 2 financial statements in several months and reviewed them.
  • Counseled over 8 students annually on financial aid options, resulting in a 40% increase in successful applications for federal grants and scholarships.
  • Created financial projections for student aid expenditures, accurately forecasting a budget surplus of $6 for 2018.
  • Achieved a flawless audit record for 16 consecutive years.

Summaries

  • Strengths in budget management and team leadership backed up by Miscellaneous training.
  • Boosted knowledge of aid opportunities.
  • Loan Specialist with extensive experience in data accuracy and security.
  • Achieved a 34% reduction in processing errors.
  • Customer-focused Financial Aid Planner.
  • Accomplished Financial Aid Planner with a talent for outreach and education. Spearheaded initiatives that led to a 72% increase in aid-related inquiries and applications from underrepresented student groups.
  • Observant Loan Specialist with a knack for forming and maintaining ineffective working relationships.
  • Financial Aid Planner is a multi-talented Financial Aid Planner who is consistently rewarded for planning and operational improvements.
  • Financial Aid Planner with 18 years of successful risk assessment and performance reporting experience.
  • Analytical Financial Aid Planner experienced in recalculating aid packages due to special circumstances. Successfully adjusted financial plans for 14 students, enhancing access to financial resources.

Accomplishments

  • Ensured accuracy in reporting to the Department of Education, resulting in 58% compliance with federal financial aid regulations.
  • Orchestrated financial aid open-house events for prospective students and parents, attended by over 6 participants, resulting in 79% more enrollment.
  • Created financial aid dashboards using QuickBooks, providing real-time data to inform decision-making and increase transparency among stakeholders.
  • Drove improvement in student satisfaction ratings by 56% through effective conflict resolution strategies and personalized financial assessments.
  • Enhanced the department’s compliance rates with federal aid regulations, achieving a 38% reduction in audit issues year-over-year.
  • Generated financial aid estimates for 6 incoming students, achieving an 44% acceptance rate increase due to transparent communication.
  • Collaborated with IT to improve online loan application portals, which reduced student submission times by 38%.
  • Mentored junior financial aid officers, improving overall team productivity and reducing student backlog by 15%.
  • Designed and implemented a financial literacy curriculum attended by over 15 students, leading to more informed borrowing choices by 73%.
  • Developed a comprehensive student communication plan utilizing email and SMS technologies, leading to 22% improvement in student awareness of policy changes.

Affiliations

  • Association for Financial Counseling & Planning Education (AFCPE)
  • Certified Financial Planner Board of Standards, Inc. (CFP Board)
  • National Association of Social Workers
  • Student Enrollment Leadership Network (SELN)
  • International Council of Nurses
  • International Association of Campus Law Enforcement Administrators (IACLEA)
  • International Association of Administrative Professionals
  • Rotary International
  • Global Financial Literacy Excellence Center (GFLEC)
  • Council for Opportunity in Education (COE)

Certifications

  • Federal Student Aid Fundamentals Training - system
  • Title IX Investigator Training - Vantage, 2017
  • Satisfactory Academic Progress Process Training (SAP) - Harbor & Co.
  • Project Management Professional (PMP)
  • Student Loans and Repayment Strategies Expert Certification - Beacon Labs
  • CompTIA A+ Technician
  • Title IV Financial Aid Compliance Certification - Ironclad Systems, 2023
  • NASFAA Credential in Professional Judgment - 2020
  • Enrollment Management and Financial Aid Systems Certification - Northwind, 2020
  • First Aid/CPR Certified

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