Summary
Overview
Work History
Education
Skills
Languages
Certification
Languages
Timeline
Generic

JESSICA LOZA

Menifee

Summary

Resourceful professional in financial services, known for high productivity and efficient task completion. Specialized in risk assessment, regulatory compliance, and customer service. Excel using communication, problem-solving, and adaptability skills to achieve goals and meet client needs. 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

8
8
years of professional experience
1
1
Certification

Work History

Financial Aid Advisor

Marsha Fuerst School of Nursing
11.2024 - Current
  • Manage over $10 million in institutional financial aid disbursements with full Title IV compliance, ensuring accuracy and adherence to federal and state regulations.
  • Guide students through FAFSA, award packaging, and aid counseling, increasing completion rates by 25%.
  • Conduct audits of aid files to ensure compliance with verification, SAP, and R2T4 requirements.
  • Mentor junior advisors and staff, improving team productivity and compliance accuracy.
  • Reviewed and processed financial aid applications for accuracy and completeness.

Bilingual Collection Specialist

Regional Finance LLC
11.2022 - 05.2024
  • Successfully negotiated payment arrangements with clients, significantly improving collection rates.
  • Utilized bilingual skills to enhance communication and resolve issues effectively with a diverse clientele.
  • Conducted thorough account reviews to identify and address discrepancies in payments.
  • Maintained accurate records of communications and transactions within the collection system.
  • Collaborated with team members to streamline collections processes and improve efficiency.

Case Manager

Resoly Tax
San Diego
05.2022 - 10.2022
  • Maintained accurate case records using electronic documentation systems for compliance.
  • Collected documents needed for resolution and compliance with the IRS.
  • Monitored client progress through regular follow-up contacts.
  • Updated cases in the system and met deadlines given by the assigned E.A.

Office Manager & Recruiter

Lewis, McDonnell & Associates
05.2017 - 05.2022
  • Streamlined office procedures to enhance efficiency and reduce operational costs.
  • Developed and implemented recruitment strategies that attracted top talent for the organization.
  • Conducted interviews and facilitated candidate onboarding processes.
  • Maintained employee records, and ensured compliance with HR policies.

Education

High School Diploma -

March Mountain High School
Moreno Valley, CA
06.2000

Skills

  • Ability to multitask
  • Communication skills
  • Microsoft Excel
  • Effective time management
  • Microsoft Office
  • Financial aid
  • Bilingual communication
  • Office management
  • Recruitment strategies
  • Negotiation skills
  • Financial aid regulations
  • Compliance auditing
  • Award packaging
  • Data analysis
  • Client relationship management
  • Process improvement
  • Documentation accuracy
  • Team collaboration
  • Time management

Languages

Spanish

Certification

  • Notary Public County of Riverside

Languages

Spanish
Professional

Timeline

Financial Aid Advisor

Marsha Fuerst School of Nursing
11.2024 - Current

Bilingual Collection Specialist

Regional Finance LLC
11.2022 - 05.2024

Case Manager

Resoly Tax
05.2022 - 10.2022

Office Manager & Recruiter

Lewis, McDonnell & Associates
05.2017 - 05.2022

High School Diploma -

March Mountain High School
JESSICA LOZA
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