Proficient in all aspects of the Title IV student financial aid process: application and verification; student eligibility; school eligibility and operations; packaging; processing and managing FSA funds; withdrawals and return of Title IV funds; FISAP.
18 years of experience training, managing, and mentoring financial aid staff (24 years total financial aid office experience)
Overview
24
24
years of professional experience
Work History
Director of Financial Aid
Divers Institute of Technology
06.2015 - Current
Assist with student FAFSA completion and packaging process for new students
Responsible for packaging all transfer and reentry students
Perform all professional judgment decisions
Complete all verifications and resolutions of conflicting information
Complete all student file audits
Perform SAP reviews prior to clearing and batching disbursements
Perform all Title IV drawdowns
Complete monthly reconciliation for Pell and Direct Loan funds
Submit monthly student status change reports
Perform all return of Title IV funds calculations
Create and maintain all Institute financial aid policy/procedure documents
Responsible for revising annual student cost of attendance budgets
Lead annual SFA audit process (in alignment with the proprietary school audit guide)
Responsible for Title IV recertification process; IPEDS reporting; G/E reporting annual FISAP submission, and annual WA State Unit Record report
Manage default prevention activities
Coach, develop and mentor financial aid office staff members
Familiar with financial responsibility and administrative capability requirements, as well as cash management regulations
Proficient in all areas of GI Bill funding process (School Certifying Official)
Manage all VA audits
Manage international student enrollment process (PDSO for Institute)
Responsible for updating and maintaining private lending contracts
Oversee all state aid programs and required state aid reporting
Treasurer on Executive Board for Northwest Career Colleges Federation
Proprietary Sector Representative on Executive Board for Washington (state) Financial Aid Association
Experience testifying at WA State Legislature Higher Education Committee hearings
Director of Student Finance
Everest College
10.2012 - 06.2015
Participated as member of the institution’s campus leadership team
Ensured proactive communication and cohesive working relationships with other departments
Assessed employee performance; provided feedback and supported staff development through monthly coaching sessions, quarterly check-ins, and annual reviews
Designed and delivered departmental trainings
Directed internal controls for cash management to support appropriate cash flow levels
Responsible for tracking the allocation of campus-based funds
Assisted in the coordination of the institution’s response to internal/external audits related to Student Finance Operations; prepared documentation requirements to meet compliance audit standards
Provided ongoing financial analysis of operations in order to make strategic/budget recommendations to local/regional administration
Compiled, prepared, and analyzed monthly reports in support of Student Finance Operations
Managed campus Student Finance Operations to ensure financial compliance with company objectives and federal/state regulations
Oversaw the Title IV processing of new and continuing student loan and grant applications
Managed the financial aid process to ensure student files were processed in a high-quality manner and funds were processed accurately and in accordance with federal regulations
Monitored all student finance activities to ensure timely file processing, billing, funding, and collections
Informed students of their financial obligations, and the institution’s financial options, policies, and procedures as related to their educational expenses; ensured completion of all financial forms, installment notes, and disclosure statements related to student financing and credit terms
Provided customer service and answered student inquiries
Associate Director Student Financial Services
Art Institute of Seattle
11.2006 - 10.2012
Managed thirteen Financial Aid Officers and four Federal Work Study students
Conducted annual Financial Aid Officer performance reviews
Trained all Financial Aid Officers hired (created institute’s FAO training procedures)
Operated Federal Work study program (strong emphasis on budgeting/forecasting)
Managed all VA funding operations
Maintained highest level of compliance with Title IV and State regulations
Consistently ensured that staff had 85% of all students repackaged prior to start of next funding year
Consistently ensured that staff had 95% of all students' aid funded by week five of every quarter
Approved professional judgment requests to FAFSA applications
Approved all verifications completed by Financial Aid Officers
Traveled to other EDMC schools to train Financial Aid Officers and Financial Aid Directors
Assistant Director Student Financial Services
The Art Institute of Seattle
06.2003 - 11.2006
Maintained 100% student planning load and all Financial Aid Officer job duties while participating in management decisions
Helped review verifications completed by Financial Aid Officers
Consistently met paid aid goal of 100% of student load fully funded by the end of week eight of every quarter
Financial Aid Officer Student Financial Services
The Art Institute of Seattle
12.2000 - 06.2003
Developed individual student financial plans (awards) in compliance with Federal and Institute regulations
Counseled new and continuing students on all acceptances and other matters related directly to the student financial plan
Negotiated Institute payment plans and credit extensions
Assisted students in obtaining private credit alternative loan funding
Conducted Federal Stafford and Alternative loan entrance and exit student interviews
Regulated borrower delinquency and default activity
Had less than 3% default rate during the fiscal year
Performed all entrance/exit counseling
Education
BA - Speech Communication
UNIVERSITY of WASHINGTON
01.1999
Skills
Microsoft Office
Adobe Acrobat
10 Key Proficient
Public Speaking
Conflict Resolution
Crisis Management
Suicide Prevention
Loan and grant knowledge
Student advisement
Financial aid package guidance
FAFSA requirements
Financial aid disbursement
Grant administration
Financial aid application processing
Aid disbursement scheduling
Problem-solving abilities
Multitasking
Reliability
Professionalism
Educational leadership
Time management abilities
Quality Assurance
Data Analysis
Problem-solving aptitude
Enrollment Management
Operational Efficiency
Staff Development
Volunteer Experience
Teen Link Phone Room Supervisor, Crisis Connections (Seattle, King County)
11/1999 - 04/2023
Mentored teen volunteers on Teen Link phone & chat lines, Assessed crisis situations on phone and text lines & determined appropriate interventions, Assisted with training of new volunteer phone workers, Taught active listening, problem solving and community resource skills to volunteers on an ongoing basis
24-Hour Crisis Phone Line Volunteer, Crisis Connections (Seattle, King County)
06/1999 - 08/2000
Performed crisis intervention to callers in distress, Helped summarize, prioritize and establish plan for callers, Gave community referrals to callers, Underwent fifty-five hours of training focused on such topics as: active listening skills, grief and loss, mental illness, anger, domestic violence and suicide
Financial Administrator III (Hybrid) at Georgia Institute of Technology, School of The Parker H. Petit Institute for Bioengineering and BiosciencesFinancial Administrator III (Hybrid) at Georgia Institute of Technology, School of The Parker H. Petit Institute for Bioengineering and Biosciences