Seasoned Financial Aid Counselor with over 20 years in Higher Education experience. Seeking a challenging leadership position in order to utilize my experience, expertise and communication in the Financial Aid Department and Government agencies. Interested in a responsible rewarding Associate Director’s Position utilizing my expertise in the field of Financial Aid in order to assist student with their educational goals in a renowned educational institution. Strong leadership and team building skills.
Overview
22
22
years of professional experience
Work History
Financial Aid Counselor II
Texas Woman's University Office Of Financial Aid
07.2007 - Current
Hire, coaches, reviews, supervise and manages performance of assigned student assistant employees making recommendations regarding their employment status.
Serves as a liaison between all University Departments.
Submit Corrections with failed FAFSA ISIR's
Preformed professional judgments on all C Codes and appeals.
Worked with the financial aid office to coordinate policies and guidelines pertaining to financial aid.
Assisted with completion of documentation such as FAFSA paperwork, answered questions and delivered key information.
Ensure Federal, State, Accreditation, and Institutional guidelines for student enrollment and financial aid.
Audited student files to confirm accuracy and completion according to defined guidelines.
Oversee the administration of all Title IV administration.
Developed customized financial aid packages for individual students, taking into consideration their unique circumstances and needs.
Provided one-on-one counseling sessions for students facing financial difficulties, identifying tailored solutions and offering support during challenging times.
Developed comprehensive training materials for incoming counselors that streamlined the onboarding process while maintaining high-quality service standards.
Collaborated with fellow counselors to develop strategies for improving overall efficiency and effectiveness of the department''s operations.
Established partnerships with local community organizations to increase awareness of financial aid resources available to prospective students.
Monitored compliance with federal regulations regarding disbursal of funds, safeguarding institutional eligibility for future aid programs.
Facilitated workshops aimed at educating students about available financial aid options, increasing awareness of potential resources.
Conducted regular audits of student accounts to ensure accuracy and proper allocation of funds, preventing potential discrepancies or issues down the line.
Consistently met deadlines for submission of annual reports on departmental performance metrics, contributing to overall accountability efforts within the institution.
Improved financial aid application processes by streamlining documentation and communication with students.
Contributed to the development of departmental goals and objectives, aligning individual performance expectations with broader institutional priorities.
Maintained up-to-date knowledge on relevant laws, regulations, and policies surrounding higher education finance in order to provide accurate advice to students.
Assisted in the creation and implementation of a new scholarship program aimed at attracting diverse talent to the institution, increasing overall diversity rates.
Managed a caseload of students throughout their academic journey, ensuring timely completion of all required paperwork related to financial assistance.
Assisted students in identifying appropriate funding sources, ensuring access to necessary resources for continued education.
Enhanced communication between the financial aid office and other departments, facilitating seamless coordination of funds disbursement.
Served as a liaison between students and external agencies such as loan providers or scholarship sponsors, simplifying complex transactions for all parties involved.
Increased student satisfaction with financial aid services by addressing concerns promptly and providing clear guidance on procedures.
Reduced processing time for financial aid applications through efficient organization and prioritization of tasks.
Designed financial aid reward packages, aligning contents with individuals' monetary and logistical needs.
Reviewed financial aid appeals, issuing secondary and final judgments on award packages.
Processed unique financial aid profiles for undergrad and post-grad applications.
Authored presentations and documentation for distribution to current and prospective students.
Communicated with prospective students to illustrate available financial aid opportunities.
Provided financial aid counseling to enrolled and prospective students.
Collaborated with community-based organizations to increase economic diversity of applicant pools.
Reviewed initial financial aid applications for accuracy and compliance with reporting standards.
Represented financial aid office at group meetings with high school students and parents.
Processed federal financial aid state TASFA verification Federal guidelines.
Counseled students and parents about financial aid options and program details.
Approved private loan applications accessing ELM Fork System.
Helped college students obtain financial aid through loan programs.
Identified opportunities to cross-sell and upsell loan products to customers.
Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Processed loan applications and monitored progress from start to finish.
Monitored pipelines to track and log status of loans.
Reviewed student files to determine feasibility of processing private loans.
Explained very technical financial information to applicants in easy to understand language.
Developed and maintained relationships with customers, lenders and other third parties.
Assisted students with completing loan applications and other paperwork.
Assisted students with improving financial health by counseling on issues such as excessive spending and borrowing.
Submit ISIR FAFSA corrections by utilizing FAA access.
Preform professional judgement with Dependency Overrides, Budget Reviews and Special Circumstance Applications
Utilized the Financial Aid COD System - Checked the status of Federal Direct Loans, MPN and Federal Aid at other Universities.
Access to the SAIG Enrollment Site - CPS
FAA Access to CPS Online Services
Access to NSLDS (Enrollment Reporting, Transfer Student Monitoring and /or Financial Aid history.
Answer and assist with student emails.
Take on additional responsibilities (tasks, committees, campus activities) when needed.
Read NASFAA updates daily.
Financial Aid Student Assistant
TWU
07.2005 - 12.2006
Increased student satisfaction with financial aid services by providing prompt and courteous assistance in person, via phone, and email correspondence.
Answering incoming Financial Aid Emails
Participated in ongoing professional development opportunities focused on industry trends, regulations, and best practices in financial aid administration.
Optimized workflow processes within the office, implementing a centralized tracking system for outstanding tasks and deadlines.
Counseled students and parents about financial aid options and program details.
Contributed to office productivity by maintaining organized and accurate files for all student records.
Provided financial aid counseling to enrolled and prospective students.
Promptly received and forwarded incoming communications, such as phone calls, emails, and letters, to appropriate staff.
Financial Aid Office Assistant at Utah Valley University - Financial Aid OfficeFinancial Aid Office Assistant at Utah Valley University - Financial Aid Office