BRYAN MONTES
Pearland
Summary
Financial services professional with strong background in financial aid and student support. Skilled in evaluating financial needs, managing application processes, and ensuring compliance with regulations. Known for effective team collaboration and adaptability to changing needs. Strong analytical skills, attention to detail, and results-driven approach.
Overview
7
7
years of professional experience
Work History
Financial Aid Officer
UTHealth
08.2022 - Current
- Managing the financial aid for all students at McGovern Medical School.
- Offering one on one financial aid/budgeting counseling to students.
- Running/assisting in quarterly presentations for students regarding financial aid exits/budgeting/and townhall meetings.
- Creating and Presenting new student orientations for all UTHealth schools.
- Assisting front desk with answering phone calls and helping student walk ups with exceptional customer service.
- Awarding scholarships and adjusting all types of aid.
- Assisting and meeting with students for LOA guidance.
- Running all required queries responsible for financial aid officers; NSLDS, Verification, Withdrawal Reports; Census Reviews, etc.
- Processing student emergency loans
- Updating financial aid website
Area Sales Lead
AT&T
02.2022 - 08.2022
- Creating growth in the south Texas market by providing in-home solutions to new customers, and offering in person customer service directly to their homes.
Administrative Assistant
UTHealth
07.2018 - 02.2022
- Well versed knowledge of student financial aid to help assist with student counseling.
- Maintaining positive student interactions via phone calls, emails, student walk ups, etc.
- Processing all external scholarships and outside student private loans
- Managing and processing student emergency loans
- Processing and storing student records and verification documents
- Processing student exit clearance forms
Skills
- Planning and Organization
- Providing excellent customer service
- FAFSA requirements
- Problem solving
- Communicating clear and concise information
- Verbal communication
- Microsoft office
- Financial counseling
- Documentation review
- Loan processing
- Loan and grant knowledge
- Federal student aid policies
Timeline
Financial Aid Officer
UTHealth
08.2022 - Current
Area Sales Lead
AT&T
02.2022 - 08.2022
Administrative Assistant
UTHealth
07.2018 - 02.2022