Heather Daniels
Grafton,Ohio
Summary
Experienced customer service professional with leadership and relationship-building capabilities, seeking new challenges to expand experience in an office environment.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Student Financial Aid Assistant
Lorain County Community College
09.2010 - Current
- Assist students with various financial aid needs in person, online, and by phone
- Advised and counseled full and part-time undergraduate and graduate students on availability of financial aid funds
- Responsible for receiving tuition payments
- Balanced a cash drawer and completed daily deposits
- Enter various data into Peoplesoft
- Provided parent/student financial aid training at local high schools
- Processed Title IV appeals & other projects as needed
- Processed Make Your Lay Off Pay Off scholarships and completed stimulus/Trade contracts
- Finalized contracts for the Employment Network
- Assisted with student loans
- Maintained student success pass in excel spreadsheet
- Completion of on plan- working with advisors to determine course eligibility for title IV funds
- ISIR suspense
- Determined federal work study eligibility
- Attends professional training and workshops on an ongoing basis
- FERPA training
- Fast-Track funding
- Ohio Work Ready Grant
Bank Teller
Talmer Bank and Trust
06.2014 - 09.2017
- Assisted customers with various transactions in person and by phone with excellent customer service
- Processed safety deposit box and loan payments
- Entered various data into Connections
- Knowledge of proper cash handling procedures
- Processed deposits, withdrawals, money orders, cashier’s checks, cash advance, check cashing, transfers, wire transfers and other banking needs
- Scanned work
- Business referrals
- Bonds
- Investments
- Resolving customer issues
- Balancing the vault, cash drawers, ATMS
- Promotion of the financial institution's products (loans, mortgages, etc.).
Education
Some College (No Degree) - Business
Lorain County Community College
Elyria, OHHigh School Diploma -
Midview High School
Grafton Ohio 06.2009
Skills
- Higher Education Knowledge
- FAFSA expert
- Problem-Solving
- Time Management
- Flexible and Adaptable
- Multitasking Abilities
- Organizational Skills
- Microsoft Office
- Excellent Communication
- Reliability
- Policy Knowledge
- Customer Service
- Attention to Detail
- Regulatory Compliance
Certification
- Direct Loan Training - May 13, 2022
- Multiple NASFAA Webinar Certificates
Timeline
Bank Teller
Talmer Bank and Trust
06.2014 - 09.2017
Student Financial Aid Assistant
Lorain County Community College
09.2010 - Current
High School Diploma -
Midview High School
Some College (No Degree) - Business
Lorain County Community College
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