Angel Addison

SR Student Finance Planner

Ultimate Medical Academy

Clearwater

06.2017 - Current

Prepared and delivered presentations on subject-specific topics.
Participated in outreach events designed to educate high school seniors about college financing options.
Maintained accurate records of all transactions related to student financial assistance activities.
Collaborated with company teams to expedite loan approval processes.
Reviewed financial aid applications and verified accuracy of information provided by applicants.
Evaluated appeals submitted by students seeking additional funds due to special circumstances.
Informed customers of loan application requirements and deadlines.
Assisted with completion of documentation such as FAFSA paperwork, answered questions, and delivered key information.
Gave workshop and other group presentations to inform students of options and educate on financial aid process.
Provided one-on-one counseling to students regarding financial aid program options and requirements.
Assessed family contributions based on income statements; determined eligibility for grants or scholarships.
Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
Conducted individual counseling sessions with students and their families regarding financial aid options and eligibility requirements.
Set up debt payment plans based on client credit, income and assets.
Developed and recommended personal or commercial loan packages for clients.
Met with applicants to obtain information for loan applications and answer questions about processes.
Approved or denied loan applications and explained reasoning behind decisions.
Interpreted complex legal documents such as loan agreements, promissory notes and disclosure statements.
Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
Received and posted payments to loan accounts.
Reviewed financial aid applications for accuracy and completeness.
Provided guidance to students on the cost of attending college and various types of financial aid available.
Responded promptly to inquiries from students regarding their financial aid packages.
Explained the differences between federal, state, institutional, private and alternative loans.
Assisted with completing FAFSA forms, loan documents, promissory notes and other related paperwork.
Updated client account information and records in company databases.
Recognized by management for providing exceptional customer service.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Maintained updated knowledge through continuing education and advanced training.
Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Completed day-to-day duties accurately and efficiently.

Summary

Overview

Work History

SR Student Finance Planner

Education

Associate of Science - Medical Billing

Skills

Affiliations

Accomplishments

Certification

Timeline

SR Student Finance Planner

Associate of Science - Medical Billing

Similar Profiles

ShynaiSha FordShynaiSha Ford

Christine FederspielChristine Federspiel

Gregory CarrollGregory Carroll

Zuleika MendozaZuleika Mendoza

Elizabeth Alemán CalzadaElizabeth Alemán Calzada