Daniel Hernandez
Austin,TX
Summary
Title IV-compliant financial aid professional with FAFSA verification, loan counseling, and aid packaging experience. Known for accuracy, clear communication, and strong student support.
Overview
8
8
years of professional experience
Work History
Lead Financial Aid Officer
The College of Healthcare Professions
Austin, TX
05.2022 - Current
- Guided healthcare students through FAFSA verification and financial aid application steps on college campus.
- Reviewed financial aid files for accuracy, completeness, and Title IV compliance.
- Developed comprehensive federal, state, and institutional aid packages tailored to meet the needs of healthcare program students.
- Advised students on loan options and repayment terms to ensure informed borrowing decisions.
- Coordinated with admissions, registrar, and bursar teams on aid processing.
- Maintained confidential student records in financial aid systems and databases.
- Explained aid requirements, deadlines, and documentation for healthcare career programs.
- Processed financial aid documents and completed basic verification of information.
- Assisted with completion of documentation such as FAFSA paperwork, answering questions, and delivering key information.
- Assisted students in understanding academic application processes, admissions requirements and financial aid options.
- Provided one-on-one counseling to students regarding financial aid program options and requirements.
- Conducted workshop sessions to educate students about financial aid options. and other group presentations to inform students of options and educate on the financial aid process.
- Audited student files to confirm accuracy and completion according to defined guidelines.
- Demonstrated understanding of and adherence to federal and state regulations for financial aid.
- Liaised with students and the admission department to facilitate documentation and application processing.
- Performed periodic audits of files in order to verify accuracy of information provided by applicants.
- Conducted workshops and presentations at college fairs and high schools to raise awareness of financial assistance programs.
- Researched changes in government regulations pertaining to student loans or other types of financial assistance programs.
- Advised students on appropriate options regarding repayment plans for loans.
- Analyzed student financial information using various software programs to determine eligibility for federal and state grants.
- Assisted in the processing of student loan applications, including review of documents for accuracy and completeness.
Credit Union Officer Specialist
Austin Telco Federal Credit Union
Austin, TX
06.2018 - 08.2019
- Processed customer deposits, withdrawals, and loan payments at financial institution counters.
- Supported Austin area members with account maintenance and transaction requests.
- Processed cash activity and balanced teller drawer records.
- Balanced daily cash drawers and verified transaction totals for branch records.
- Resolved account questions using banking systems and customer profiles.
- Promoted checking, savings, and card services during customer interactions.
- Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
- Performed cash handling duties including counting currency, coins and checks.
- Managed large cash transactions with precision and security. with accuracy while maintaining appropriate levels of security.
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Served a large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Explained bank services, financial products and applicable fees to customers.
- Entered transactions into the computer and issued customer receipts.
- Reconciled cash and checks against computer records at end of shift.
- Reconciled daily sales sheets with actual physical money received from customers or deposited into ATM machines.
- Promoted banking services such as savings accounts and credit cards to clients.
- Maintained accurate records of all financial transactions.
- Delivered exceptional service to customers in person or over the telephone.
- Assisted branch team with vault access, cash ordering, and cash supply checks.
- Maintained confidentiality of bank records, transactions and customer information.
- Issued and redeemed money orders, cashier checks, traveler checks and savings bonds.
Education
Bachelor of Arts - Psychology
McMurry University
Abilene, TX05-2022
Skills
- FAFSA verification
- Title IV compliance
- Aid packaging
- Loan counseling
- Financial analysis
- Student information systems
- Transaction reconciliation
- Financial transactions
- Cash handling
- Banking systems
- Deposit management
- Balance management
- Data entry efficiency
- Attention to detail
- Clear communication
- Organizational skills
- Customer service
- Upselling skills
- Professional courtesy
- Drawer balancing
Timeline
Lead Financial Aid Officer
The College of Healthcare Professions
05.2022 - Current
Credit Union Officer Specialist
Austin Telco Federal Credit Union
06.2018 - 08.2019
Bachelor of Arts - Psychology
McMurry University