Joelle Blockmon
Tucson,AZ
Summary
Aspiring to return to the frontline of financial literacy awareness in a post-secondary institution. Expertly, proficient Financial Literacy Specialist and extremely passionate about Financial Aid counseling, development, and implementation of financial literacy awareness programs. Well-versed in program options and regulatory requirements for student assistance. Successful at working with students and families to examine options, complete requirements and pursue financial assistance for education.
Overview
16
16
years of professional experience
Work History
GRANTS MANAGEMENT SPECIALIST
Render's Hope Day School
08.2022 - Current
- Monitored and analyzed changing laws, regulations, and policies pertaining to grants.
- Supervised grants team, offering technical and administrative oversight and support.
- Distributed grant requests for proposals, reviewed responses, and recommended acceptance.
- Managed grant policy formulation, interpretations, and administration.
- Managed budgets for events and campaigns, keeping financial goals on track.
- Skilled at working independently and collaboratively.
DIRECTOR OF FINANCIAL AID CONSULTING
4TP Financial Services And Tax Preparation LLC
09.2019 - Current
- Provided financial aid counseling to enrolled and prospective students.
- Reviewed initial financial aid applications for accuracy and compliance with reporting standards.
- Communicated with prospective students to illustrate available financial aid opportunities.
- Oversaw business-wide changes to modernize procedures and organization.
- Directed technological improvements.
- Counseled students and parents about financial aid options and program details.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Explained very technical financial information to applicants in easy to understand language.
- Developed and maintained relationships with customers, lenders and other third parties.
- Monitored pipelines to track and log status of loans.
- Reviewed award packages for accuracy.
- Complied with state and federal financial aid guidelines and regulations.
- Advised students in making academic decisions and financial management.
- Prepared federal financial aid verifications per guidelines.
- Represented company at group meetings with high school students and parents.
- Assisted in development of student financial aid plans and packages.
- Authored presentations and documentation for distribution to current and prospective students.
- Led social media outreach programs, informing prospective students of available financial aid programs.
- Implemented strategies to increase student recruiting, engagement and retention.
COMMERCIAL INSURANCE COMPLIANCE SPECIALIST II
Key Bank
01.2019 - Current
- Performed quality reviews to uncover workflow and communication issues.
- Performed quality control reviews of all loan packages to check adherence with federal and state regulatory requirements.
- Monitored safety programs to verify compliance with federal standards.
- Maintained current knowledge of loan products and applicable requirements, processes, procedures, internal policies and regulations.
- Monitored closing disclosures to verify documents contained required signatures.
- Identified deficiencies, discrepancies, misinformation and compliance issues with loan documentation in order to determine ineligibility or acceptance status and return non-compliant packages to teams for resolution.
- Served as subject matter expert by advising staff and customers and working directly with external agencies throughout audits or to remedy compliance issues.
- Prepared and submitted regulatory filings in timely manner.
- Reviewed, revised and updated compliance policies and procedures to confirm continual compliance with applicable laws.
- Identified, investigated and documented compliance violations and recommended corrective measures.
- Developed and maintained system for tracking and reporting compliance violations.
- Investigated and documented all violations of compliance regulations to determine necessary improvements.
- Oversaw and monitored violation tracking system for accuracy, reducing Force Place issues.
FINANCIAL AID COORDINATOR
Grantham University
11.2013 - 01.2019
- Assure timely collection of information for processing student financial aid packages – including verification of student data through federal information system (FAFSA), Title IV funding calculations, research, and submission of information required by external offices in order to complete financial aid for students
- Provided financial aid counseling to enrolled and prospective students.
- Communicated with prospective students to illustrate available financial aid opportunities.
- Counseled students and parents about financial aid options and program details.
- Assist students in completing financial aid documentation, answering questions as needed, and guiding students in understanding their rights and responsibilities regarding their funding sources.
- Reviewed initial financial aid applications for accuracy and compliance with reporting standards.
- Work with University Business Office to ensure timely disbursement of student aid.
- Enforcement of federal, state, and University regulations; remaining current on Department of Education.
- Represented financial aid office at group meetings with high school students and parents.
- Processed federal financial aid verifications per FAFSA guidelines.
- Authored presentations and documentation for distribution to current and prospective students.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Helped college students obtain financial aid through loan programs.
- Designed financial aid award packages, aligning contents with individuals' monetary and logistical needs.
- Processed unique financial aid profiles for undergrad and post-grad applications
TELLER OPERATION SUPERVISOR
Bank of America
02.2007 - 11.2013
- Managed, trained, and coached team of bank tellers
- Evaluated team member performance and productivity, provided feedback, and implemented corrective actions.
- Motivated and trained employees to maximize team productivity.
- Trained tellers in processing of various bank transactions, stressing efficiency and adherence to established banking policies and procedures
- Worked closely with Assistant Bank Manager in preparing associates for Banking Center Compliance
- Assured that staff maintained day-to-day operational excellence, quality customer service, and compliance with regulations in banking center
- Reviewed center performance assessments and updated staff on business developments
- Assisted both platform and teller associates in handling complex transactions and issues, ensuring adherence to bank regulations and quality service
- Served as advisor, on-the-job coach, classroom instructor, and reviewer, and provided technical assistance on systemic problems and inconsistencies
- Compiled training materials for new employees and tracked skill development.
- Assisted customers with questions and problems to build brand loyalty and cultivate lasting business relationships.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
- Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
- Built highly-efficient administrative team through ongoing coaching and professional development opportunities.
Education
Doctorate of Business Administration - Leadership & Management (ABRP)
Liberty University
Lynchburg, VA05.2023
Master of Science - Performance Improvement
Grantham University
Lenexa, KS2017
Bachelor of Science - Business Administration
Grantham University
Lenexa, KS05.2015
Bachelor of Science - Business Administration
University of Missouri
City, Kansas2006
Associate of Science - Accounting
San Bernardino Valley College
San Bernardino, CA05.2003
Skills
- Strategic Planning
- Account Management
- Financial Aid Programs
- Budgeting and Cost Control
- Adaptable and Flexible
- Loan and Grant Knowledge
- Default Management
- Conflict Alleviation
- Attention to Quality
- Knowledge of Banner 9, SQL queries and Federal systems including CPS, COD, NSLDS
- Analytical and Critical Thinker
- Customer Service
Timeline
GRANTS MANAGEMENT SPECIALIST
Render's Hope Day School
08.2022 - Current
DIRECTOR OF FINANCIAL AID CONSULTING
4TP Financial Services And Tax Preparation LLC
09.2019 - Current
COMMERCIAL INSURANCE COMPLIANCE SPECIALIST II
Key Bank
01.2019 - Current
FINANCIAL AID COORDINATOR
Grantham University
11.2013 - 01.2019
TELLER OPERATION SUPERVISOR
Bank of America
02.2007 - 11.2013
Doctorate of Business Administration - Leadership & Management (ABRP)
Liberty University
Master of Science - Performance Improvement
Grantham University
Bachelor of Science - Business Administration
Grantham University
Bachelor of Science - Business Administration
University of Missouri
Associate of Science - Accounting
San Bernardino Valley College
COMMUNITY INVOLVEMENT
BOARD MEMBER. Finance Officer for Render's Hope Community Development Center, 2017-Present
BOARD MEMBER. Finance Coordinator for Rhema Church of Independence, 2011-Present
References
LEILA HILL
Render's Hope Community Development Center
816-332-9789
leilajonesa@gmail.com
VONZEL SAWYER
Vonzel Sawyer Associates, LLC
913-219-6099
vonzel@vsawyerassociates.com
MICHAEL JONES
Render's Hope Community Development Center
816-334-7854
pastormike@rhemachurchind.org
LATASHA BAILEY
816-299-9380
ldbrealtyinvestments@gmail.com
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