Summary
Overview
Work History
Education
Skills
Timeline
Generic

Courtney B. Mathis

DeSoto

Summary

Goal-oriented and dedicated individual in helping to strengthen administrative operations to streamline costs and enhance procedures. Cultivate long-lasting relationships with students and staff to strengthen program success. Motivational leader with top-notch communication, organizational and strategic planning abilities. Perceptive educator with solid record of accomplishment in attaining and surpassing targets during 5-year career. Staying on top of trends in education to maintain modern, efficient systems meeting needs of diverse students. Solid relationship-builder with decisive approach to solving operational problems.

Overview

4
4
years of professional experience

Work History

Assistant Director of Financial Aid

University Of North Texas At Dallas
07.2023 - Current
  • Streamlined financial aid processes by implementing efficient workflow systems and reducing processing time.
  • Improved student satisfaction with financial aid services by providing clear communication and timely assistance.
  • Managed a team of financial aid counselors, ensuring accurate and prompt awarding of funds to eligible students.
  • Developed comprehensive training materials for new staff members, increasing overall departmental efficiency.
  • Collaborated with other departments to create a seamless enrollment process for students seeking financial assistance.
  • Analyzed financial aid data to identify trends and areas for improvement in service delivery and resource allocation.
  • Implemented successful outreach programs, raising awareness of financial aid opportunities among prospective students.
  • Supervised the administration of federal, state, and institutional funds according to regulations and guidelines.
  • Reduced errors in financial aid packaging by implementing thorough quality control measures and staff training initiatives.
  • Evaluated complex cases involving special circumstances and appeals, making fair determinations based on individual situations.

Assistant Director of Financial Aid

Southwestern Christian College
08.2022 - Current
  • Created and updated physical records and digital files to maintain current, accurate and compliant documentation
  • Provided financial aid counseling to enrolled and prospective students.
  • Reviewed initial financial aid applications for accuracy and compliance with reporting standards.
  • Accepted and processed account payments.
  • Designed financial aid reward packages, aligning contents with individuals' monetary and logistical needs.
  • Counseled students and parents about financial aid options and program details.
  • Helped individuals complete physical and electronic paperwork such as FAFSA.
  • Communicated with prospective students to illustrate available financial aid opportunities within their area of study.
  • Complied with state and federal financial aid guidelines and regulations.
  • Represented financial aid office at group meetings with high school students and parents.
  • Prepared and administered budget of $500,000 for campus with 250 students
  • Provided financial aid counseling to enrolled and prospective students
  • Reviewed initial financial aid applications for accuracy and compliance with reporting standards
  • Authored presentations and documentation for distribution to current and prospective students

Human Resource Management Assistant

Southwestern Christian College
08.2022 - Current
  • Filed paperwork, sorted and delivered mail, and maintained office organization.
  • Organized new employee orientation schedules for new hires.
  • Delivered friendly assistance with new hires throughout interviewing and hiring process.
  • Screened applicant resumes and coordinated both phone and in-person interviews.
  • Created and completed personnel action forms for hires, terminations, title changes and terminations.
  • Administered compensation, benefits and performance management systems and safety and recreation programs.

Business Office Manager

Southwestern Christian College
08.2022 - Current
  • Maximized cash flow through optimal billing and collection processes.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Utilized company's accounting systems to review reports and prepare assessments.
  • Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
  • Processed Payroll through Quickbooks and reconciliations of Federal and institutional accounts.

Financial Aid Analyst III

Sam Houston State University
06.2021 - 08.2022
  • Guided students through financial aid processes, by completing necessary forms and updating account records.
  • Reviewed financial aid reconciliation reports, calculated amounts and verified totals on related documentation.
  • Performed wide-ranging administrative, financial and service-related functions.
  • Contacted families and students about late payments and account statements.
  • Helped students sign up and design for payment plans.
  • Assisted students and families in filling out financial aid applications.
  • Double checked payments and documentation of students applying for loans.
  • Reconciled accounts and payments received for student accounts.
  • Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.

Financial Aid Analyst

Sam Houston State University
10.2020 - 05.2021
  • Provided financial aid counseling to enrolled and prospective students.
  • Reviewed initial financial aid applications for accuracy and compliance with reporting standards.
  • Designed financial aid reward packages, aligning contents with individuals' monetary and logistical needs.
  • Authored presentations and documentation for distribution to current and prospective students.
  • Led social media outreach programs, informing prospective students of available financial aid programs.
  • Reviewed financial aid appeals, issuing secondary and final judgments on award packages.

Education

Ph.D. - Educational Leadership

Clark Atlanta University
Atlanta, GA
05.2026

MBA - Human Resource Management And Pre-Law Studies

Sam Houston State University
Huntsville, TX
05.2022

Bachelor of Science - English And Sociology With A Minor in CJ

Texas A&M University - Commerce
Commerce, TX
05.2020

Associate of Applied Science - General Studies

Cedar Valley College
Lancaster, TX
05.2018

High School Diploma -

DeSoto High School
DeSoto, TX
05.2018

Skills

  • Leadership
  • Self-Motivation
  • Time Management
  • Adaptability
  • Public Speaking
  • MS Excel
  • MS Word
  • MS Office

Timeline

Assistant Director of Financial Aid

University Of North Texas At Dallas
07.2023 - Current

Assistant Director of Financial Aid

Southwestern Christian College
08.2022 - Current

Human Resource Management Assistant

Southwestern Christian College
08.2022 - Current

Business Office Manager

Southwestern Christian College
08.2022 - Current

Financial Aid Analyst III

Sam Houston State University
06.2021 - 08.2022

Financial Aid Analyst

Sam Houston State University
10.2020 - 05.2021

Ph.D. - Educational Leadership

Clark Atlanta University

MBA - Human Resource Management And Pre-Law Studies

Sam Houston State University

Bachelor of Science - English And Sociology With A Minor in CJ

Texas A&M University - Commerce

Associate of Applied Science - General Studies

Cedar Valley College

High School Diploma -

DeSoto High School
Courtney B. Mathis