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Skills

  • Operational improvement
  • Regulatory Compliance Knowledge (Federal/State)
  • Customer service
  • First Aid/CPR
  • Time management
  • Organization
  • Collaboration with External Organizations
  • Supervision
  • Financial Aid Compliance Auditing
  • Process improvement

Work Experiences

  • Developed new loan prospects by making weekly cold calls to 6 people.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine the feasibility of granting loans.
  • Achieved 78% decrease in student reliance on high-interest loans.
  • Achieved positive outcomes in 2% of cases.
  • Collaborated with 4 departments across campus to address student financial needs, reducing interdepartmental response times by 80%.
  • Counseled over 8 students annually on financial aid options, resulting in a 40% increase in successful applications for federal grants and scholarships.
  • Boosted student aid disbursement accuracy by 76%.
  • Assessed financial need of over 9 students.
  • Saved $10 by putting in place cost-cutting measures that addressed long-standing issues.
  • Counseled over 16 students annually on financial aid options.

Summaries

  • Automated and streamlined financial aid application processes.
  • Automated and optimized grant and loan distributions.
  • Adhered to audit and compliance standards.
  • Conducted targeted audits for regulatory compliance.
  • Within Miscellaneous, senior Financial Aid Planner and outstanding performer in quality assurance and performance reporting.
  • Adjusted financial plans for 5 students.
  • Better addressed student financial needs.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Financial Aid Planner is a multi-talented Financial Aid Planner who is consistently rewarded for planning and operational improvements.
  • Collaborative Financial Aid Planner.

Accomplishments

  • Reduced student loan processing errors by 36% by streamlining workflows and conducting staff training on evolving federal guidelines.
  • Trained a cross-functional team of 15 financial aid officers, fostering interdepartmental collaboration and reducing operational bottlenecks.
  • Presented at standard on financial aid strategies for higher education, sharing best practices with industry professionals in a category session.
  • Collaborated with IT to improve online loan application portals, which reduced student submission times by 38%.
  • Re-negotiated vendor contracts for financial aid processing software, saving the department 16 over the past year.
  • Documented and resolved system which led to program.
  • Developed a comprehensive student communication plan utilizing email and SMS technologies, leading to 22% improvement in student awareness of policy changes.
  • Spearheaded outreach programs targeting special-needs applications, securing additional funds for 9 students in 2019.
  • Led a team to redesign financial aid office procedures, resulting in a 65% improvement in response time for student inquiries.
  • Saved the institution over $3 annually by refining departmental operational processes through cost analysis and efficiency tracking.

Affiliations

  • Toastmasters
  • Council for Opportunity in Education (COE)
  • Society of Human Resource Management
  • University Risk Management and Insurance Association (URMIA)
  • Rotary International
  • Freemason
  • American Medical Informatics Association
  • National College Access Network (NCAN)
  • Lions Club
  • Project Management Institute

Certifications

  • Cisco Certified Network Associate (CCNA)
  • Title IX Investigator Training - Vantage, 2017
  • Grant Writing and Enrollment Funding Strategies - Beacon Labs
  • Project Management Professional (PMP)
  • Postsecondary Education Financial Aid Administration Certification - Vantage
  • CompTIA Security+
  • Student Loans and Repayment Strategies Expert Certification - Beacon Labs
  • Enrollment Management and Financial Aid Systems Certification - Northwind, 2020
  • Compliance Officer Professional (CO-Pro) - framework
  • Certified Public Accountant

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