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Skills

  • Handicapped Student Safety
  • Student plans
  • Personal Finance
  • Student relationship development
  • Program finance
  • Finance reporting
  • Student assistance
  • Guiding students
  • Cross-functional team leadership
  • Student Discipline

Work Experiences

  • Collaborated with academic advisors and student services.
  • Achieved school-wide policy changes.
  • Achieved a 49% success rate.
  • Achieved results in 2019.
  • Connected students with over 15 unique funding sources.
  • Advised diverse student populations on funding sources.
  • Assisted students in analyzing loan repayment options.
  • Built an early-warning system for identifying students at risk of financial distress, which enabled proactive interventions that reduced dropouts by 49%.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Collaborated with local organizations to provide specialized financial planning assistance to a variety of people with different needs.

Summaries

  • Adept in loan consolidation solutions.
  • Collaborative Student Finance Planner.
  • Boosted participation by 30% in financial aid programs.
  • Student Finance Planner is a multi-talented Student Finance Planner who is consistently rewarded for planning and operational improvements.
  • Analyzed and optimized annual budgeting reports.
  • Committed to creating innovative financial aid solutions.
  • Adept at monitoring compliance with financial aid regulations.
  • Adjusted to changing financial aid regulations.
  • With Series 7, 6, and 63 licenses, we can demonstrate our expertise.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.

Accomplishments

  • Organized and led a series of financial literacy workshops, resulting in an 78% increase in student participation in financial aid programs.
  • Guided students through complex scholarship opportunities, successfully securing over $7 in awards during one year.
  • Delivered one-on-one financial counseling sessions, assisting 11 students in creating customized savings and debt repayment plans.
  • Led efforts to create a comprehensive financial aid FAQ section which boosted department website traffic by 45%.
  • Streamlined internal processing systems for grants and scholarships, reducing administrative task time by 30%.
  • Steered conversations with local lenders to introduce better student loan terms, which resulted in average savings of $16 per borrower.
  • Identified and corrected discrepancies in 6 financial aid applications, ensuring compliance with federal and institutional guidelines.
  • Initiated school-wide policy changes which expanded grant and scholarship accessibility, increasing student enrollment by 75%.
  • Introduced new loan repayment tools, reducing student debt default rates by 20% over 18 months.
  • Understood student loan repayment difficulties and applied diverse strategies to help reduce loan defaults by 38% within one year.

Affiliations

  • Association for Institutional Research (AIR)
  • Society of Women Engineers
  • International Council of Nurses
  • Regional Admission Counselors of Austin Association
  • Student Loan Servicing Alliance (SLSA)
  • Education Loan Servicing Professionals Network (ELSNetwork)
  • Council for Resource Development (CRD)
  • Higher Education Financial Wellness Alliance (HEFWA)
  • National Council of Higher Education Resources (NCHER)
  • Collegiate Financial Planning Association (CFPA)

Certifications

  • Certified Professional in Financial Aid (CPFA)
  • Google Certified Professional Cloud Architect
  • Certified Public Accountant (CPA)
  • Certified Educational Planner (CEP)
  • Grant Writing Certificate Program (GWCP)
  • Higher Education Retention Strategies Specialist
  • Student Loan Disclosures Compliance Certification
  • SHRM Certified Professional (SHRM-CP)
  • Student Loan Repayment Options Certification
  • Certified Financial Aid Manager (CFAM)

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