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Skills

  • Data-driven decision making
  • Communications
  • Financial aid compliance regulations
  • Investment planning
  • Budgeting and savings habit development
  • Organization
  • Time management
  • First Aid/CPR
  • Process improvement
  • Trend analysis expertise

Work Experiences

  • Advised over 16+ students on budgeting strategies.
  • Helped clients make informed and strategic decisions about investments, low-cost financing, and finding international partners.
  • Counseled students on loan forgiveness programs, successfully assisting 11 students to qualify for Adobe Creative Suite and reducing their debt by $14.
  • Collaborated with government bodies.
  • Achieved a knowledge increase of 65% among participants.
  • Collaborated with financial aid, admissions, and student services teams to raise completion of required forms by 55%, facilitating timely disbursements.
  • Counseled students on financial wellness topics, improving budgeting habits and increasing savings accounts by an average of $12 per student.
  • Collaborated with financial institutions to host information sessions on loan options, leading to an increase in student engagement by 36%.
  • Advised over 4+ students on effective budgeting strategies, resulting in a 70% reduction in average loan default rates.
  • Achieved year-over-year growth in applications.

Summaries

  • Dedicated finance professional, successfully leading the creation of a 6-week financial literacy series that resulted in significant improvement in student financial management.
  • Student Financial Planner is a multi-talented Student Financial Planner who is consistently rewarded for planning and operational improvements.
  • Achieved a 67% reduction in student loan default rates.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Dedicated financial professional.
  • Created a successful financial aid appeals process for system, reducing response time by 57% and increasing overall student satisfaction.
  • Adept at analyzing complex financial aid regulations.
  • Advised first-generation college students.
  • Assisted first-generation college students.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.

Accomplishments

  • Led team in annual review of financial lending programs, resulting in improvements that saved the institution $15.
  • Developed a new financial aid application checklist that increased timely submissions by 40% across the student body.
  • Improved institutional compliance with federal and state financial regulations, achieving an audit success rate of 33%.
  • Worked closely with admissions team to ensure financial aid alignment with enrollment targets, boosting enrollments by 74%.
  • Restructured monthly financial report system to enhance overall accuracy, reducing discrepancies by 18% %.
  • Resolved product issue through consumer testing.
  • Documented and resolved process which led to system.
  • Trained 18 new staff members on credit management, resulting in department-wide increased operational efficiency.
  • Delivered one-on-one debt counseling sessions that helped students decrease their loan burden by $17 on average.
  • Led student financial planning workshops, helping students secure over $16 in external financial sources annually.

Affiliations

  • Council of Graduate Schools Financial Aid & Student Services Committee
  • National Association of Independent Colleges and Universities (NAICU)
  • Certified Personal Finance Counselor (CPFC) for Postsecondary Advisors
  • Association for Professional Financial Aid Administrators (APFAA)
  • Financial Counseling Association of America (FCAA)
  • Coalition of Higher Education Assistance Organizations (COHEAO)
  • Certified Education Loan Planner (CELP) Certification
  • International Council of Nurses
  • Rotary International
  • Phi Theta Kappa Alumni Association - Financial Aid Support Committee

Certifications

  • Certified Personal Finance Educator (CPFE)
  • FAFSA Completion Certification
  • Certified College Planning Specialist (CCPS)
  • Certified Debt Specialist (CDS)
  • Google Certified Professional Cloud Architect
  • Certified Benefits Specialist (CBS)
  • Certified Public Accountant (CPA)
  • Cisco Certified Internetwork Expert (CCIE)
  • Nationally Certified School Counselor
  • SHRM Certified Professional (SHRM-CP)

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