Successful at working with students and families to examine options, complete paperwork and pursue financial assistance for education. Familiar with required documentation and proficient in Federal Student aid programs used through the Department if Education database.
Overview
4
4
years of professional experience
Work History
Financial Aid Lead Representative
Career Care Institute
Lancaster, CA
08.2020 - Current
Provide information, in person, on the telephone, and through electronic Chat, to students, prospective students, and families regarding student financial aid, admissions, account balance, and registration status.
Provide financial aid counseling to enrolled and prospective students.
Review initial financial aid applications for accuracy and compliance with reporting standards.
Design financial aid reward packages, aligning contents with individuals' monetary and logistical needs.
Counsel students and parents about financial aid options and program details.
Help individuals complete physical and electronic paperwork such as FAFSA.
Present financial aid workshops to help groups of students and parents navigate process.
Financial Aid Officer
University Of Antelope Valley
05.2019 - 08.2020
Provided financial aid counseling to enrolled and prospective students.
Reviewed initial financial aid applications for accuracy and compliance with reporting standards.
Accepted and processed account payments.
Designed financial aid reward packages, aligning contents with individuals' monetary and logistical needs.
Counseled students and parents about financial aid options and program details.
Helped individuals complete physical and electronic paperwork such as FAFSA.
Represented financial aid office at group meetings with high school students and parents
Complied with state and federal financial aid guidelines and regulations.
Represented financial aid office at group meetings with high school students and parents.
Presented financial aid workshops to help groups of students and parents navigate process.
Reviewed financial aid appeals, issuing secondary and final judgments on award packages.
Client Service Representative
H&r Block
Palmdale, CA
12.2018 - 04.2019
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Maintained accurate record-keeping with proactive attention to client information updates.
Cultivated long-lasting client relationships based on trust and solid understanding of business needs.
Resolved concerns with products or services to help with retention and drive sales.
Introduced clients to available online resources and services to increase convenience.
Managed receptionist area by greeting visitors, responding to telephone and email inquiries and providing information for in-person requests.
Managed master calendar by scheduling and confirming appointments.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Education
High School Diploma -
Cecytej Puerto Vallarta
Puerto Vallarta, Mexico
07.2015
Skills
Verification Processes
Financial Aid Applications
Payment Plans
Loan Disbursement
Financing Options
Federal Student Aid Regulations
Student Loan Counseling
Tax Filing
Languages
Spanish
Native or Bilingual
Timeline
Financial Aid Lead Representative
Career Care Institute
08.2020 - Current
Financial Aid Officer
University Of Antelope Valley
05.2019 - 08.2020
Client Service Representative
H&r Block
12.2018 - 04.2019
High School Diploma -
Cecytej Puerto Vallarta
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