Talented Financial Aid Counselor skilled in coordinating all aspects of program funding, operations and controls with diligent attention to current and expected requirements. Highly organized in managing resources and maintaining records. Focused on continuously improving systems, service delivery and efficiency.
Hi, I’m
Collie Dunn
Essex,MD
Summary
Overview
6
years of professional experience
Work History
Goucher College, Towson, MD
Student Financial Services Counselor
08.2023 - Current
Job overview
- Assessed financial aid eligibility and prepared award packages for students.
- Conducted individual counseling sessions with students to discuss their financial aid options.
- Maintained accurate records in accordance with federal, state and institutional regulations pertaining to student financial aid.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Successfully retained students by giving other methods of aid and fostering a positive learning environment.
- Developed interview questions based on the position and company culture.
- Reviewed resumes, applications, and other pertinent documents prior to interviews.
Aston Carter, Baltimore, MD
Compliance Analyst
10.2022 - Current
Job overview
- Provided detailed, understandable risk and compliance concepts to key stakeholders.
- Worked to resolve vendor issues by proactively communicating with market contacts.
- Oversaw changes and coordinated changes in contract reviews.
- Built and established strong partnerships with teams, vendors and contractors.
- Analyzed regional contracts with regional teams to collaborate on contract language.
- Analyzed performance of current contracts to identify amendment additions and ensure full regulatory compliance.
- Maintained accurate records of all correspondence received from delegates including emails, letters, faxes.
- Maintained updated knowledge through continuing education and advanced training.
Chase Bank, Baltimore, MD
Associate Banker
12.2019 - 10.2022
Job overview
- Documented and reported on key risks and recommended mitigation strategies.
- Conducted investigations and took appropriate actions to resolve concerns.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Exceeded customer satisfaction by finding creative solutions to problems with a 100% customer service rating 2022.
- Provided feedback on employee performance based on observed results during training sessions.
- Created multimedia presentations using PowerPoint.
- Performed regular audits of financial records in order to ensure accuracy.
BB&T, Baltimore, MD
Universal Banker
04.2019 - 12.2019
Job overview
- Advised customers on bank products, services and financial planning options.
- Researched and resolved open items and deposit issues.
- Monitored risk assessments and assessed validity using industry-specific methods.
- Compiled and submitted regular reports to update senior management on operations and progress.
- Created, implemented and optimized rules to reduce banks exposure to fraud.
- Analyzed customer's financial information to determine the best banking products for them.
- Processed loan applications and prepared relevant documents for approval.
- Verified customer identity using government-issued identification documents.
Wells Fargo, Baltimore, MD
Teller
10.2017 - 02.2019
Job overview
- Supplied tellers with coin and currency.
- Verified amounts and integrity of every check or funds transfer.
- Managed and balanced cash vault, audits and general ledger accounts.
- Balanced daily cash deposits and vault inventory.
- Prepared official checks for customer and internal bank needs.
Education
The Community College of Baltimore County Essex, MD
Associate of Arts from History
University Overview
Skills
- Project Management
- Data Entry
- Financial Management
- Consulting
- Professional Networking
- MS Office
- Discretion and Confidentiality
Timeline
Student Financial Services Counselor
Goucher College
08.2023 - Current
Compliance Analyst
Aston Carter
10.2022 - Current
Associate Banker
Chase Bank
12.2019 - 10.2022
Universal Banker
BB&T
04.2019 - 12.2019
Teller
Wells Fargo
10.2017 - 02.2019
The Community College of Baltimore County
Associate of Arts from History
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