Casey Bolin
Gaffney,SC
Summary
Experienced Assistant Director of Financial Aid with expertise in federal and state regulations, operational efficiency, and student-centered service. Adept at managing complex cases, training staff, and streamlining workflows. Looking to expand my leadership responsibilities and transition into a Director position where I can drive program effectiveness and institutional goals.
Overview
19
19
years of professional experience
Work History
Assistant Director of Financial Aid
University Of South Carolina Upstate
Spartanburg, South Carolina
06.2021 - Current
- Serve as backup to Director, maintaining continuity in financial aid operations.
- Supervise and develop a team consisting of one full-time staff member and two Federal Work-Study student employees.
- Streamlined FWS Program allocation through interdepartmental collaboration to enhance utilization.
- Support and participate in financial aid audits, verifying that awarding practices are correctly implemented and compliant across all programs.
- Trained staff on financial aid regulations and software, improving operational efficiency.
- Assisted in report creation regarding financial aid distribution and student demographics.
- Coordinated FAFSA workshops to enhance student understanding of financing options.
- Maintained USC Upstate Foundation scholarship platform while managing award implementations.
- Collaborated with university controller’s office for accurate accounting reconciliations of scholarship accounts.
- Developed scholarship programming with faculty to meet grant appropriation requirements.
Scholarship Coordinator
USC Upstate
Spartanburg, South Carolina
06.2019 - 05.2021
- Coordinated events and activities for students and families at USC Upstate.
- Maintained comprehensive records of USC Upstate Foundation Scholarship awards.
- Implemented and optimized USC Upstate Foundation Scholarship database to enhance management processes.
- Managed all State Scholarship awards, ensuring compliance with eligibility reviews and timely disbursements.
- Reconciled outside scholarships to student accounts, maintaining accurate records and compliance standards.
- Provided financial aid counseling to students and families, clarifying processes and available resources.
- Monitored institutional scholarships, verifying student eligibility and adherence to University policies.
- Oversaw scholarship programs across the University, ensuring accurate accounting and seamless fund disbursement.
Financial Aid Loan Counselor
USC Upstate
Spartanburg, South Carolina
04.2018 - 05.2019
- Educated students and families on loan options and repayment processes through workshops and presentations.
- Advised students on financial aid eligibility and options for federal, state, and institutional programs.
- Resolved inquiries regarding loan disbursement issues and discrepancies in student information.
- Provided one-on-one counseling to guide students through financial aid program requirements.
- Collaborated with academic departments to ensure compliance with regulations relevant to financial aid.
- Mentored junior staff on effective financial aid counseling techniques and best practices.
- Utilized software systems to efficiently track student financial aid records.
- Served as SC Teacher Loan Program Coordinator, overseeing administration and support for participants.
Financial Aid Counselor
Spartanburg Community College
Spartanburg, South Carolina
02.2017 - 03.2018
- Advised students on financial aid options and scholarship opportunities.
- Oversaw administration of State Scholarship awards to ensure compliance with program guidelines.
- Maintained accurate documentation of all financial aid transactions and communications.
- Resolved student inquiries regarding financial aid status and procedures effectively.
- Updated and organized digital files to enhance accessibility of student information.
- Analyzed and delivered regular reports to support decision-making for Assistant Director and Director.
Teller
First Piedmont
Gaffney, South Carolina
11.2006 - 02.2012
- Processed customer transactions accurately using point-of-sale systems.
- Managed cash drawer and balanced daily transactions to ensure precision.
- Assisted customers with account inquiries and provided service information.
- Collaborated with team members to sustain a welcoming branch environment.
- Educated customers on new banking products to boost engagement.
- Trained new tellers on operational procedures and customer service standards.
- Maintained compliance with banking regulations and internal policies during all transactions.
- Identified and reported fraudulent activity or suspicious behavior promptly.
Education
Bachelor of Science - Business Administration
University of South Carolina Upstate
Spartanburg12-2011
Skills
- Scholarship management
- Data analysis
- Budget administration
- Interdepartmental collaboration
- Regulatory compliance knowledge
- Written and verbal communication
- Financial aid systems proficiency
- Regulation interpretation and implementation
- Record maintenance accuracy
- Detail-oriented processing prevention
Accomplishments
Employment Achievement Award, 2019
Timeline
Assistant Director of Financial Aid
University Of South Carolina Upstate
06.2021 - Current
Scholarship Coordinator
USC Upstate
06.2019 - 05.2021
Financial Aid Loan Counselor
USC Upstate
04.2018 - 05.2019
Financial Aid Counselor
Spartanburg Community College
02.2017 - 03.2018
Teller
First Piedmont
11.2006 - 02.2012
Bachelor of Science - Business Administration
University of South Carolina Upstate