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Skills

  • Communications
  • Codes reviewing
  • Framework equipment
  • Budgets
  • Multilingual communication German
  • Innovative solution implementation
  • Customer service excellence
  • Process optimization
  • Accurate payment posting
  • Aging reports analysis

Work Experiences

  • Achieved an Employee of the Year for innovation in student finance management.
  • Collaborated with senior management to develop a 'First Time Payment Deferral' program, which saw 18% enrollment in the first month.
  • Achieved a 38% reduction in follow-up calls.
  • Consistently exceeded service response time goals.
  • Answered 8 calls per 18 months to help customers with their questions and concerns.
  • Collaborated on a cross-functional team.
  • Aligned all accounts with federal guidelines.
  • Oversaw the delivery of program project by procedure team, which resulted in program.
  • Communicated effectively with students, parents, and external agencies to explain and manage financial holds, improving compliance with payment deadlines by 27%.
  • Achieved a recovery rate of $7 in the fiscal year.

Summaries

  • Adept at financial reporting and auditing.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the process business.
  • Within Miscellaneous, senior Student Account Representative and outstanding performer in performance reporting and team leadership.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Collaborative team player.
  • Automated 63% of billing tasks.
  • Achieved a 52% improvement in overall data accuracy.
  • Strengths in project management and performance reporting backed up by Miscellaneous training.
  • Achieved 28% enrollment in the first month.
  • Accomplished Student Account Representative.

Accomplishments

  • Instituted new protocols that reduced the average refund processing time by 2 days, enhancing student satisfaction.
  • Initiated cross-department collaboration with financial aid to streamline the application of scholarships and federal aid, reducing processing errors by 82%.
  • Monitored and adjusted student financial aid postings to ensure compliance with federal Title IV regulations, improving regulatory adherence by 32%.
  • Successfully handled 2 inbound inquiries annually regarding student billing, payment plans, and financial options.
  • Collaborated with team of 5 in the development of standard.
  • Analyzed and reported on delinquency trends, which directly contributed to a strategic action plan that lowered delinquency rates by 81% over 9 quarters.
  • Negotiated with external vendors to decrease student payment platform fees, saving the department an estimated $5 annually.
  • Maintained detailed records of 15 student accounts, ensuring compliance with federal financial regulations and institutional policies.
  • Reduced the department's delinquency rate for student accounts by 75% by launching targeted outreach programs.
  • Led weekly audit preparation meetings to ensure student accounts were compliant with relevant policies, reducing audit findings by 79%.

Affiliations

  • National Association of College and University Business Officers (NACUBO)
  • National Federation of Professional Financial Planners for Students
  • American Marketing Association
  • Student Finance Professionals Advisory Group - Harbor & Co.
  • Institutional Data Privacy and Compliance Task Force - 2018
  • Certified Professional in Student Financial Services (CPSFS) Credential
  • American Association of Budget and Program Analysts (AABPA)
  • State Council of Educational Administrators of Financial Aid and Accounts
  • Teaching Fellow for Financial Responsibility Programs in Seattle
  • National Association of Social Workers

Certifications

  • Google Certified Professional Cloud Architect
  • Certified Business Analysis Professional (CBAP)
  • Cisco Certified Network Associate (CCNA)
  • ACT Certified Payments Professional (CPP) - Vantage
  • Microsoft Excel Specialist (MOS) - 2021Microsoft Excel
  • ServSafe
  • Certified Business Operations Professional (CBOP) Harbor & Co.2024
  • Certified Higher Education Compliance Professional (CHEC) - Northwind
  • Association of Collegiate Business Officers (ACBO) Certification
  • Certified in Financial Excellence (CFE) - Brightline

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