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Skills

  • Disbursement reconciliation
  • Financial aid processing
  • Time management
  • Communications
  • Relationship development
  • Conflict resolution
  • Moody's KMV CreditEdge
  • Client service excellence
  • Error Reduction Strategies
  • Excel (pivot tables, formulas, macros)

Work Experiences

  • Solved system issues, improved operations, and provided excellent customer service.
  • Aligned with CPA protocols.
  • Achieved a 33% increase in on-time applications.
  • Transported Salesforce to 6 months customer locations.
  • Addressed aid eligibility discrepancies.
  • Achieved improvement over 2021.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Developed new loan prospects by making weekly cold calls to 10 people.
  • Clarified financial expectations for prospective students.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.

Summaries

  • Adept Financial Aid Processor with experience in guiding students through the loan application process. Proven ability to counsel 8 students per year, resulting in a 49% increase in student satisfaction and retention.
  • Counseled 3 students per year.
  • Dedicated professional with expertise in Title IV compliance and financial aid software systems such as Power BI. Trained staff effectively, leading to a 36% reduction in department processing errors.
  • Adept at providing student counseling and support.
  • Collaborated with admissions, enrollment, and IT departments.
  • Addressed compliance with federal financial aid regulations.
  • Adept at data management and regulatory reporting.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Financial Aid Processor with 10 years of successful strategic planning and budget management experience.
  • Achieved a 63% reduction in processing time.

Accomplishments

  • Led a team of 9 processors responsible for the successful distribution of $17 in financial aid across 2 academic terms at Raleigh.
  • Audited student accounts and resolved discrepancies, leading to an increase in compliance with financial aid policies by 74%.
  • Verified student eligibility for federal aid programs and resolved discrepancies, ensuring compliance with regulations and decreasing overdue corrections by 39%.
  • Managed the timeline and administration of financial aid for students, effectively meeting all institutional deadlines and regulatory requirements.
  • Developed policy guidelines to ensure that all processors followed accurate and up-to-date procedures, keeping the department in compliance with state and federal laws.
  • Achieved a 22% increase in student engagement during counseling sessions by introducing a data-driven communication strategy.
  • Created and refined the student account reconciliation process, reducing discrepancies in financial reports by 32%.
  • Trained a new team of 10 financial aid processors, resulting in a 29% increase in department productivity within several months.
  • Administered federal, state, and institutional grants, overseeing distribution of $6 in funds to eligible students while maintaining compliance with all regulatory requirements.
  • Increased staff efficiency by redesigning job workflows and integrating new technologies, which shortened processing cycles by the past year.

Affiliations

  • Federal Student Aid Training Conference (Annual Attendee)
  • American Association of Collegiate Registrars and Admissions Officers (AACRAO)
  • American Medical Informatics Association
  • Accredited Financial Counselor (AFC) Certification
  • Certified Financial Aid Administrator (CFAA) through NASFAA
  • National Council of Higher Education Loan Programs (NCHELP)
  • Certification in Education Data Security and Privacy (EDSP)
  • Certified Student Loan Professional (CSLP) Designation
  • Member of Support Staff for University’s Financial Crisis Management Committee
  • Board Member of University Financial Aid Advisory Committee (2015)

Certifications

  • Cisco Certified Network Associate (CCNA)
  • Clery Act Compliance Training by Vantage
  • Certified Public Accountant (CPA)
  • Certified Nonprofit Accounting Professional (CNAP)
  • First Aid/CPR Certified
  • Certified Public Accountant
  • Certified Financial Counselor (CFC) by Summit Group
  • Financial Aid Management Software Training for Tableau
  • CompTIA A+ Technician
  • SHRM Senior Certified Professional (SHRM-SCP)

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