CHRISTY LEE
Linkedin.com/in/christylee96
Summary
Strategic professional in business operations known for high productivity and efficiency in task completion. Specialize in process optimization, project management, and data analysis, ensuring streamlined workflows and enhanced operational efficacy. Excel in communication, problem-solving, and leadership, leveraging these soft skills to drive team success and achieve organizational goals.
Overview
7
7
years of professional experience
Work History
Senior Financial Aid Analyst
California State University, Sacramento
08.2022 - Current
- Served as the subject matter expert on state, federal, and institutional aid programs, managing general federal aid, along with key state programs, including the Middle-Class Scholarship, Cal Grant, State University Grant, Golden State Teacher Grant, and Chafee Grant.
- Oversaw complex professional judgment cases, such as dependency overrides, unaccompanied youth, budget increases, SAP standards, and loss of income appeals.
- Led the successful disbursement of $32M in Middle Class Scholarship funds (MCS) for the 2024–2025 academic year, serving 18,688 students with 100% accuracy and compliance.
- Achieved a 99% payout rate for the 2023–2024 MCS cycle, earning formal recognition from CSU leadership for outstanding program management and reconciliation.
- Streamlined reporting processes and collaborated with campus and state agencies (CSAC, Chancellor’s Office) to improve fund disbursement timeliness, and reduce recertification errors.
- Implemented automation strategies within PeopleSoft and report queries, increasing efficiency in MCS award tracking, reconciliation, and audit preparation.
- Standardized reporting procedures to streamline financial aid operations, resulting in increased processing efficiency, improved data accuracy, and greater consistency across team workflows.
- Delivered program updates and training at the Student Services Center (SSC) meetings, enhancing cross-departmental awareness of MCS and Cal Grant policies, and promoting inter-office collaboration on aid cycle planning.
Senior Financial Aid Advisor
UEI College
07.2020 - 08.2022
- Interviewed and assessed prospective students to determine financial aid eligibility, delivering clear guidance on federal, state, and institutional aid programs to support informed enrollment decisions.
- Counseled students and families through the financial aid process, including the completion of the FAFSA, the review of award letters, and the exploration of funding options to cover educational costs.
- Performed detailed audits and verifications of financial aid documentation, including IRS tax returns, W-2s, Social Security income, citizenship documents, and appeals, ensuring timely and accurate file completion for both federal and state aid programs.
- Maintained full compliance with Title IV, state, military, VA, and institutional regulations, demonstrating a strong understanding of complex policy requirements.
- Recognized as the top financial aid advisor across all UEI campus locations for the highest file accuracy and fastest file completion rates within a 2-3 day time frame.
Paraprofessional
California State University, Chico
06.2018 - 05.2019
- Led and facilitated high-impact cultural and leadership programs, including the API Retreat, Hmong Legacy Writing Program, and Lantern Festival, promoting diversity, inclusion, and student engagement across campus.
- Planned and executed workshops and events for groups of up to 100 participants, ensuring smooth delivery and alignment with institutional goals.
- Developed comprehensive program outlines, coordinated with facilitators, managed budgets and expenses, and ensured compliance with campus liability policies and procedures.
- Mentored and trained student leaders, supporting their development as peer facilitators and strengthening overall program leadership capacity.
- Collaborated cross-functionally with faculty, staff, vendors, and campus departments to deliver successful programming and foster strong working relationships.
- Designed and implemented marketing strategies, creating engaging flyers and content for social media and campus announcements to increase program visibility and attendance.
Education
M.B.A. - Entrepreneurship and Global Business
California State University
SacramentoB.S. - Human Resource Management
California State University
ChicoA.S. - Business Administration and Social & Behavioral Science
Yuba Community College
Skills
- Business Process Improvement
- Financial Reporting & Reconciliation
- Policy and Program Analysis
- Data Accuracy and Compliance
- Training and Technical Writing
- Computer literate: Microsoft Office and web-based systems
- Compliance management
Memberships And Affiliations
- Sacramento State Search Committee, Member, 2022–Present
- Financial Aid & Scholarship Office Marketing Committee, Member, 2022–Present
- Financial Aid & Scholarship Office Fun Committee, Member, 2022–Present
- Society for Human Resource Management (SHRM), Member, 2019–2020
- National Society of Leadership and Success, Member, 2019–2020
- Hmong Student Association, Member, 2018–2020
Timeline
Senior Financial Aid Analyst
California State University, Sacramento
08.2022 - Current
Senior Financial Aid Advisor
UEI College
07.2020 - 08.2022
Paraprofessional
California State University, Chico
06.2018 - 05.2019
M.B.A. - Entrepreneurship and Global Business
California State University
B.S. - Human Resource Management
California State University
A.S. - Business Administration and Social & Behavioral Science
Yuba Community College
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