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Skills

  • Process improvement
  • Operational improvement
  • Standard equipment
  • Data-driven decision making
  • Debt-to-income ratio assessment
  • Business Development
  • Disbursement process optimization
  • Educational expense forecasting
  • Project organization
  • Emergency financial aid fund distribution

Work Experiences

  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Collaborated with local community organizations to secure emergency financial grants for students affected by metric, reducing attrition rates by 45% over 2017.
  • Answered 6 calls per 6 months to help customers with their questions and concerns.
  • Advised over 3 students annually on financial aid options.
  • Collaborated with local organizations to provide specialized financial planning assistance to a variety of people with different needs.
  • Analyzed trends in loan default rates.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Collected $10 in outstanding payments.
  • Looked for industry trends on social media and through online sources.
  • Solved system issues, improved operations, and provided excellent customer service.

Summaries

  • Achieved 72% fewer outstanding billing conflicts.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Achieved 29% higher engagement.
  • Tax law, mutual funds, and education planning are all areas of expertise for this seasoned financial advisor.
  • Achieved 29% increases in student financial confidence.
  • Collaborative professional focused on improving cross-functional teams.
  • Accomplished Student Finance Advisor focused on enhancing the student experience through proactive financial strategy counseling and strategic debt management solutions.
  • Assisted students during unprecedented financial hardships.
  • Conducted student workshops and webinars.

Accomplishments

  • Increased student engagement with available financial resources, contributing to a 67% improvement in retention rates for financially at-risk students.
  • Designed and implemented student-centric webinars on loan repayment options, with 33% of participants indicating improved understanding in post-session surveys.
  • Enhanced satisfaction by resolving financial aid inquiries within 13 hours on average, exceeding departmental objectives in 2022.
  • Resolved 6 complex student tuition disputes, securing 14 in reimbursements and fostering positive student-institution relations.
  • Utilized Microsoft Excel to create predictive models for financial aid distribution, ensuring more efficient allocation of resources to 5% more students.
  • Developed and maintained stakeholder relationships across different departments to ensure holistic financial support for students.
  • Resolved product issue through consumer testing.
  • Developed student success plans that integrated financial aid forecasting, lowering student dropout rates by 64%.
  • Received recognition for maintaining compliance with federal and state financial aid regulations, leading to 2017 institutional audits with no findings.
  • Effectively communicated changes in student loan regulations to over 13 students, achieving initiative for compliance and loan awareness.

Affiliations

  • Council for Adult and Experiential Learning (CAEL)
  • National Council of Higher Education Resources (NCHER)
  • Ohio Higher Education Leadership Organization
  • Toastmasters
  • Meridian Campus Financial Literacy Advisory Council
  • Jaycees
  • Coalition for College Access
  • Ohio Financial Aid Professionals Association
  • National Network of Financial Aid Professionals (NNFAP)
  • College Board's Financial Aid Standards and Compliance Committee

Certifications

  • Certified Education Planner (CEP)
  • Certified Financial Education Instructor (CFEI)
  • Certified Nonprofit Accounting Professional (CNAP)
  • NASFAA Verification Credential
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Education Finance Specialist (CEFS)
  • Certified Financial Aid Administrator (CFAA)
  • Certified Debt Recovery Specialist (CDRS)
  • Certified Budget Counselor (CBC) for Education Institutions
  • Certified Default Prevention Specialist (Northwind)

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