JASON D. PEREZ
Alhambra,CA
Overview
17
17
years of professional experience
1
1
Certification
Work History
Student Financial Aid Counselor
Fuller Theological Seminary
05.2024 - Current
- Provided support and financial counseling to graduate students, helping them understand aid eligibility, tuition costs, and institutional requirements
- Managed high volumes of student inquiries via phone, email, and in-person
- Coordinated with multiple departments to resolve student issues and clarify policy
- Maintained detailed records in compliance with FERPA and institutional guidelines
- Drafted and reviewed email communications for financial aid events and reminders
- Drafted and edited professional correspondence and student-facing content to communicate deadlines, funding options, and policy updates clearly and efficiently.
Library Services Specialist
Whittier College
05.2023 - 05.2024
- Delivered front-line support in a high-traffic academic library; assisted students and faculty with catalog access, circulation, and printing systems
- Trained and supervised student workers on desk procedures and patron services
- Managed physical and digital materials using library systems (Moodle, Papercut)
- Ensured accuracy in records, loan tracking, and catalog maintenance
- Collaborated with faculty and academic departments to ensure course reserves and materials were prepared and accessible for students each term.
Sales Development Associate
Better Mortgage
08.2021 - 11.2022
- Collaborated with Loan Officers to provide exceptional customer service and ensure a seamless mortgage process, resulting in a top 5% CSAT score and positive customer feedback
- Leveraged live chat platforms to provide comprehensive support in troubleshooting customer inquiries related to document collection at various stages of the mortgage loan process, ensuring a streamlined customer experience and prompt resolution of issues.
- Engaged proactively with prospective applicants within the sales pipeline, adeptly addressing their inquiries regarding Better Mortgage's diverse range of loan products. Effectively communicated compelling value propositions to foster customer interest and drive engagement in the company's offerings.
- Worked with mortgage underwriters to resolve document rejections, guiding customers to meet approval criteria with clear explanations.
- Built rapport with clients through consistent follow-ups, fostering trust and enhancing satisfaction during the mortgage process.
- Adapted quickly to shifting priorities, managing multiple client cases while maintaining accuracy under tight deadlines.
- Contributed to team success by sharing insights from client interactions, improving workflows and response times.
Library Associate
Caltech
09.2008 - 07.2021
- Provided 13 years of patron support, addressing inquiries from the student body with tact and speed
- Collaborated with digital library team to create a course reserves platform, streamlining access
- Digitized books and materials with Adobe Acrobat, improving resource availability for research
- Promoted library services and events, engaging students and faculty with strong interpersonal skills
- Managed technical workflows, troubleshooting issues like printer errors in the 3-D printer Maker's Space
Education
BACHELOR OF ARTS - English Literature
Michigan State University
East Lansing, MI05.2007
Skills
- Customer Service & Public Interaction
- Administrative Support & Clerical Accuracy
- Written Communication & Correspondence
- Records Management & Data Entry
- Cross-Department Coordination
- Microsoft Office & Institutional Software Proficiency
- Professional Phone & Email Communication
- Front Desk & Visitor Services Support
- Detail-Oriented Task Execution
- Mission-Driven Team Collaboration
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
Summary
Administrative professional with over 15 years of experience in higher education and public-facing roles, including customer service, correspondence, records management, and interdepartmental coordination. Holds a B.A. in English and is known for strong communication skills, attention to detail, and a calm, professional presence. Eager to bring thoughtful support and organizational skill to mission-driven, arts-focused institutions.