JASON D. PEREZ
Alhambra,CA
Work Preference
Overview
15
15
years of professional experience
1
1
Certification
Work History
Student Financial Aid Counselor
Fuller Theological Seminary
05.2024 - Current
- Advise domestic and international students on financial aid, billing, and enrollment policies, ensuring compliance with federal, state, and institutional regulations.
- Guide students through FAFSA, scholarships, and VA benefits processes, including documentation and eligibility verification.
- Collaborate with Registrar, Student Accounts, and Veterans Affairs to streamline aid disbursement, billing corrections, and student account adjustments.
- Manage inquiries through Freshdesk CRM, maintaining records accuracy and data integrity for 1,000+ active cases per quarter.
- Draft and update official student communications and bilingual guidance (English/Spanish).
- Currently training for Salesforce Certified Administrator credential to expand CRM and data management proficiency.
Library Services Specialist
Whittier College
05.2023 - 05.2024
- Delivered frontline student service at a high-traffic academic library circulation desk.
- Maintained student account accuracy, processed fines and holds, and assisted with resource access.
- Provided consistent, student-centered support in an inclusive academic environment.
Sales Development Associate
Better Mortgage
08.2021 - 11.2022
- Verified customer information and processed documentation to ensure compliance with financial regulations.
- Entered and maintained accurate customer records in CRM systems, monitoring for errors and data integrity.
- Assisted management by preparing summaries of client data for audits and reporting.
- Consistently ranked in the top 10% for Customer Satisfaction (CSAT) scores, reflecting strong communication and client support skills.
Library Associate
Caltech
09.2008 - 07.2021
- Managed daily circulation desk operations including loans, returns, fines, and account updates.
- Assisted users with access issues, discrepancies, and service inquiries.
- Maintained detailed records supporting audits and compliance with library policies.
- Implemented and maintained digital reserves; trained and guided student workers.
- Collaborated with faculty and staff to ensure smooth delivery of library services.
Education
BACHELOR OF ARTS - English Literature
Michigan State University
East Lansing, MI05.2007
Skills
- Student Advising & Customer Service (Email, Phone, Zoom, In-Person)
- Financial Aid & Account Management
- Records Auditing & Documentation Verification
- Banner SIS, Freshdesk CRM, Salesforce (in training)
- Payment Plans, Scholarships & VA Education Benefits
- FERPA Compliance & Confidentiality
- Cross-Department Collaboration (Registrar, Finance, Admissions)
- English & Spanish Communication
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Summary
Student financial services professional with over 15 years of experience in higher education advising, records management, and cross-departmental coordination. Adept at simplifying complex financial aid and policy procedures for diverse student populations while maintaining compliance with institutional, state, and federal regulations. Skilled in CRM systems, data accuracy, and process improvement across platforms such as Freshdesk and Banner SIS. Currently pursuing Salesforce Administrator certification to expand CRM and operational expertise in student services, enrollment, and financial systems.
Languages
Spanish
Limited Working
Accomplishments
- Designed a response-tracking system while at Fuller to identify inefficiencies in third-party communication workflows; data insights led to faster resolution times and a measurable decrease in open service tickets.
- Authored and refined high-volume student communications to clarify financial aid, scholarship, and health insurance processes, improving student understanding and reducing follow-up inquiries
- Provided bilingual (English/Spanish) guidance for students and families, supporting equitable access to financial aid information.
- Partnered with Student Accounts, Registrar, and Veterans Affairs to resolve complex aid disbursement issues and ensure compliance with institutional and federal policy.
- Served as the primary liaison between SFS and external vendors, ensuring timely coordination of student refunds and payments.
Timeline
Student Financial Aid Counselor
Fuller Theological Seminary
05.2024 - Current
Library Services Specialist
Whittier College
05.2023 - 05.2024
Sales Development Associate
Better Mortgage
08.2021 - 11.2022
Library Associate
Caltech
09.2008 - 07.2021
BACHELOR OF ARTS - English Literature
Michigan State University
Technical and Additional Skills
- Systems: Banner SIS, Freshdesk CRM, Salesforce (in training), Microsoft Office, Google Workspace
- Practices: Records auditing, documentation verification, petitions and requests handling, FERPA compliance
- Languages: English (fluent), Spanish (conversational)