To acquire a challenging career in the Financial Aid field Knowledgeable Financial Aid Advisor familiar with different programs and related regulatory limitations. Highly organized and proactive with a strong work ethic and understanding of documentation requirements and processes. Looking for a dynamic role in a fast-paced environment.
Overview
28
28
years of professional experience
Work History
Sr. Finanical Aid Advisor
The College of Health Care Professions
Houston, TX
09.2019 - Current
Monitored changes in legislation that may affect the availability or distribution of funds.
Updated client account information and records in company databases.
Provided guidance to students on the cost of attending college and various types of financial aid available.
Provided one-on-one counseling to students regarding financial aid program options and requirements.
Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
Managed a caseload of student accounts; monitored progress towards completion of degree programs.
Reviewed financial aid applications and verified accuracy of information provided by applicants.
Completed day-to-day duties accurately and efficiently.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Maintained updated knowledge through continuing education and advanced training.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Provided technical support to staff members when entering data into computer systems or completing forms related to the awarding of funds.
Financial Aid Advisor
Dorsey Business School
Madison Heights, MI
03.2017 - 09.2019
Developed presentations on topics such as managing debt, avoiding default status and understanding loan terms.
Provided guidance to students on the cost of attending college and various types of financial aid available.
Advised students on budgeting strategies; created customized repayment plans as needed.
Evaluated appeals submitted by students seeking additional funds due to special circumstances.
Prepared reports for customers with delinquent and irreconcilable accounts.
Reviewed financial aid applications and verified accuracy of information provided by applicants.
Financial Aid Tech I
Rio Salado College
Tempe, AZ
10.2014 - 07.2015
Reviewed and processed SAP Appeals for students on Academic probation
Assisted students on the phone and in person by providing information regarding available financial aid and in preparing applications
Verified applications for accuracy and completeness; calculated and completed school portions for bank loans
Provided general clerical assistance and performs related duties as assigned.
Financial Aid Tech II
Maricopa Skill Center
Phoenix, AZ
04.2011 - 03.2014
Created budgets, awards, and disbursed funds based on clock hour attendance
Created and maintained spreadsheets for students to assure timely follow-up and tracking of student progress
Prepared required reports to lending and granting agencies
Verified applications for accuracy and completeness; determined need and awarded funds to eligible students
Monitored students monthly SAP and notified students of SAP progress
Participated in SAP committee to review appeals and made determination on appeal outcomes.
Team Lead Tuition Planner
Sanford Brown Institute
Dearborn, MI
12.2009 - 03.2011
Created budgets and awarded students based on clock hour programs
Disbursed awards according to students’ academic progression
Processed drops and graduates
Balanced accounts and completed R2T4 calculations for return of Title IV funding
Awarded state and federal financial aid programs to eligible students in accordance with state and federal regulations by mandated deadlines
Trained and monitored new financial aid officers on financial aid processes and ensured Federal regulations were adhered to.
Education
Human Resources Management
Baker College
Skills
Packaging
AwardingDisbursements
R2T4
CampusVue
Campus Ivy
NSLDS
COD
CPS
Loan Processing
Payment Plans
Eligibility Verification
Microsoft Office
Administrative Abilities
Student Counseling
Repayment Procedures
Accomplishments
Maricopa Community College District Supervisor Training 101
Created processes to streamline the Financial Aid process by 30%.
Developed and implemented training manuals for the Financial Aid Department.
Timeline
Sr. Finanical Aid Advisor
The College of Health Care Professions
09.2019 - Current
Financial Aid Advisor
Dorsey Business School
03.2017 - 09.2019
Financial Aid Tech I
Rio Salado College
10.2014 - 07.2015
Financial Aid Tech II
Maricopa Skill Center
04.2011 - 03.2014
Team Lead Tuition Planner
Sanford Brown Institute
12.2009 - 03.2011
Human Resources Management
Baker College
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