Jamie Howard
Maricopa,Arizona
Summary
Compassionate Financial Aid Advisor with 14 years of experience with helping students reach full potential through education. Excellent customer relations, problem-solving, knowledge of financial aid regulations, and oral/written communication skills. Proficient in financial aid, military, and veteran's affairs processes.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Finance Advisor
American Public University
04.2023 - Current
- Answered and managed incoming/out going calls
- Responded to customer/internal emails
- Analyzed financial needs of students and developed tailored strategies to meet educational goals.
- Educated students on financial topics and best practices.
- Provided financial aid counseling to enrolled and prospective students.
- Reviewed initial financial aid applications for accuracy and compliance with reporting standards.
- Counseled students and parents about financial aid options and program details.
- Reviewed financial aid appeals, issuing secondary and final judgments on award packages.
- Processed unique financial aid profiles for undergrad and post-grad applications.
- Processed federal financial aid verifications per Department of Education guidelines.
- Assisted students with completing loan applications and other paperwork.
- Experience with Microsoft teams, Outlook, Cisco Finesse, Cisco Jabber, Sales Force, Calabrio One, COD, NSLDS, Saint DIrector 24.0.91, Saint Student, OnBase, Student Ledger, BankMobile Vibe, PAD Admin
Finance Advisor
University Of Phoenix
10.2008 - 08.2022
- Answered and managed incoming and out going calls, customer/internal emails, and live chats in fast past environment
- Communicated with prospective and enrolled students with gathering/collecting paperwork to apply for financial aid, employer tuition reimbursement/direct bill, and tribal/scholarship funding
- Communicated with military/veterans students on benefits, discussing 85/15, program changes, reporting enrollment, and collection enrollment certifications/TA
- Educated students for responsible borrowing, financial aid processes, short and long term financial goals
- Collaborated with team members and management on projects, trainings, and holistic account reviews
- Audited accounts for accuracy on billing, financial aid process in compliance with regulations and reporting standards, employer billing/reimbursement, military/veteran funding, and scholarship/tribal funding
- Implemented critical thinking and problem solving skills with the ability of multi-tasking
- Processed federal financial aid verifications per Department of Education guidelines.
- Reviewed files, records and other documents to obtain information to respond to requests
- Reviewed financial aid appeals, issuing secondary and final judgments on award packages.
- Experience with Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Teams, Microsoft Outlook, Genesys, PeopleSoft, COD, NSLDS, Vocado, Sales Force, Oracle Financials, IS3 Financials, eXp visibility, Zoom, CampusVue, and OSIRS
Education
Master of Science - Psychology
University of Phoenix
Phoenix, AZ12.2024
Bachelor of Science - Accounting
University of Phoenix
Phoenix, AZ04.2014
Undergraduate Certificate - Digital Marketing
University of Phoenix
Phoenix, AZ06.2019
Skills
- MS Office
- Analytical and Problem Solving
- Communication Skills and Compliance
- Collaboration
- Call Center and Live Chat
- Financial Aid Advisement
- Knowledge of Title IV regulations
- Customer Service
- Regulatory Requirements Adherence
- Student Advisement
- Financial Aid Applications
- Knowledge of Military and Veterans regulations
Certification
Agile Foundations- LinkedIn Issued Aug 2022
Timeline
Finance Advisor
American Public University
04.2023 - Current
Finance Advisor
University Of Phoenix
10.2008 - 08.2022
Master of Science - Psychology
University of Phoenix
Bachelor of Science - Accounting
University of Phoenix
Undergraduate Certificate - Digital Marketing
University of Phoenix
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