Jessica Theisen
Wyandotte
Summary
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence. Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.
Overview
19
19
years of professional experience
Work History
Learner Funding Advisor
Nightingale College
Remote
11.2024 - Current
- Assisted with completing FAFSA forms, loan documents, promissory notes and other related paperwork.
- Explained the differences between federal, state, institutional, private and alternative loans.
- Participated in outreach events designed to educate high school seniors about college financing options.
- Verified client financial information to determine creditworthiness and loan eligibility.
- Gave workshop and other group presentations to inform students of options and educate on financial aid process.
- Prepared reports for customers with delinquent and irreconcilable accounts.
- Reviewed financial aid applications and verified accuracy of information provided by applicants.
- Advised students on budgeting strategies; created customized repayment plans as needed.
- Developed and recommended personal or commercial loan packages for clients.
- Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
- Assessed family contributions based on income statements; determined eligibility for grants or scholarships.
- Maintained accurate records of all transactions related to student financial assistance activities.
- Assisted with completion of documentation such as FAFSA paperwork, answered questions, and delivered key information.
- Developed loan contracts and explained contract terms to clients.
- Set up debt payment plans based on client credit, income and assets.
- Provided guidance to students on the cost of attending college and various types of financial aid available.
- Interpreted complex legal documents such as loan agreements, promissory notes and disclosure statements.
- Collaborated with university personnel to resolve billing disputes or discrepancies in student accounts.
- Coordinated efforts between departments within the university to ensure timely disbursement of funds.
- Evaluated and approved loan applications based on established criteria.
- Reviewed financial aid applications for accuracy and completeness.
- Managed a caseload of student accounts; monitored progress towards completion of degree programs.
- Collaborated with company teams to expedite loan approval processes.
- Conducted individual counseling sessions with students and their families regarding financial aid options and eligibility requirements.
- Updated client account information and records in company databases.
- Evaluated appeals submitted by students seeking additional funds due to special circumstances.
- Researched new policies and procedures for awarding funds to ensure compliance with regulations.
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Provided one-on-one counseling to students regarding financial aid program options and requirements.
- Responded promptly to inquiries from students regarding their financial aid packages.
- Informed customers of loan application requirements and deadlines.
- Located and suggested loan packages that met client needs and priorities.
- Processed requests for additional funding; evaluated extenuating circumstances to determine need-based awards or adjustments in existing awards.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Approved or denied loan applications and explained reasoning behind decisions.
- Received and posted payments to loan accounts.
- Reviewed client documentation and contracts for discrepancies and mistakes.
- Monitored changes in legislation that may affect the availability or distribution of funds.
- Utilized various software and tools to streamline processes and optimize performance.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Completed day-to-day duties accurately and efficiently.
- Worked with cross-functional teams to achieve goals.
Senior Financial Aid Advisor
Northwestern Technological Institute
Southfield
08.2012 - 10.2024
- Provided comprehensive financial aid counseling to prospective and current students, assisting them in understanding their financial aid options, eligibility, and application processes
- Reviewed and processed financial aid applications, including FAFSA and institutional forms, ensuring compliance with federal, state, and institutional policies
- Developed and delivered financial literacy workshops and resources, increasing student understanding of budgeting, loans, and repayment strategies
- Collaborated with academic departments and external organizations to promote scholarships and financial aid programs
- Analyzed financial aid data and generated reports to assess trends and improve service delivery
- Completing Enrollment reporting and other reports for the school
- Certifying Official for Veteran Benefits
- Assisted in the administration of various financial aid programs, including grants, loans, and scholarships, ensuring accuracy and compliance with regulations
- Responded to student inquiries regarding financial aid statuses, eligibility requirements, and application procedures, providing timely and accurate information
- Maintained financial aid records and databases, ensuring data integrity and confidentiality in accordance with FERPA regulations
- Supported the preparation of financial aid presentations and materials for orientation sessions and workshops
- Prepared annual budget estimates based on projected enrollment numbers for use in developing tuition rates.
- Compiled statistical data on the number of applicants accepted into various scholarship programs each year.
- Served as a liaison between school administrators and government agencies regarding reporting requirements for Title IV funds.
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
- Evaluated academic progress reports to verify continued eligibility for financial assistance programs.
- Stayed abreast of lending regulations, industry trends and market rates.
- Prepared reports for customers with delinquent and irreconcilable accounts.
- Informed customers of loan application requirements and deadlines.
- Provided one-on-one counseling to students regarding financial aid program options and requirements.
- Coordinated communications between students, parents, lenders, schools, guarantors, servicers, and government agencies regarding financial aid matters.
- Responded promptly to inquiries from students, staff members, faculty members, lenders, servicers and outside agencies concerning financial aid issues.
- Set up debt payment plans based on client credit, income and assets.
- Reviewed student applications for accuracy and completeness to ensure timely processing of aid awards.
- Approved or denied loan applications and explained reasoning behind decisions.
- Received and posted payments to loan accounts.
- Researched and resolved discrepancies in student accounts by verifying enrollment status and making necessary adjustments.
- Reviewed credit histories from applicants and determined feasibility of granting requested loans.
Senior Financial Aid Advisor
ITT Technical Institute
Dearborn
12.2007 - 08.2012
- Provided comprehensive financial aid counseling to prospective and current students, assisting them in understanding their financial aid options, eligibility, and application processes
- Reviewed and processed financial aid applications, including FAFSA and institutional forms, ensuring compliance with federal, state, and institutional policies
- Developed and delivered financial literacy workshops and resources, increasing student understanding of budgeting, loans, and repayment strategies
- Collaborated with academic departments and external organizations to promote scholarships and financial aid programs
- Analyzed financial aid data and generated reports to assess trends and improve service delivery
- Completing Enrollment reporting and other reports for the school
- Certifying Official for Veteran Benefits
- Assisted in the administration of various financial aid programs, including grants, loans, and scholarships, ensuring accuracy and compliance with regulations
- Responded to student inquiries regarding financial aid statuses, eligibility requirements, and application procedures, providing timely and accurate information
- Maintained financial aid records and databases, ensuring data integrity and confidentiality in accordance with FERPA regulations
- Supported the preparation of financial aid presentations and materials for orientation sessions and workshops
Receptionist
ITT Technical Institute
Dearborn
08.2006 - 12.2007
- Answered all incoming calls and forwarded calls to appropriate personnel and/or take messages
- Greeted and registered all visitors and advises appropriate personnel of visitors arrival
- Used a computer, typewriter, calculator, and copy machine in everyday responsibilities
- Sorted and distributed mail
- Reported to management all persons not authorized to be on premises
- Responsible for proper use and preventive maintenance of general office equipment
- Established and maintained effective recordkeeping systems for correspondence
- Responsible for accounts receivable
Skills
- Financial Aid Administration
- Student Counseling & Support
- FAFSA & Financial Aid Applications
- Regulatory Compliance (eg, Title IV)
- Scholarship Management
- Data Analysis & Reporting
- Financial Literacy Education
- Conflict Resolution
- Relationship Building
- Loan documentation
- FAFSA processing
- Financial counseling
- Budgeting strategies
- Data analysis
- Student outreach
- Regulatory compliance
- Loan assessments
- Customer service
- Financial literacy
- Report generation
- Cross-department collaboration
- Effective communication
- Problem solving
- Client relationship management
- Certified municipal finance officer
- Compiling data
- Invoice verification
- Organizational management principles
- Analytical skills
- Team collaboration
- Decision-making
- Organizational skills
- Analytical thinking
- Due diligence
- Risk assessment
- Professional demeanor
Affiliations
- Member National Association of Student Financial Aid Administrators (NASFAA)
- Association of Veteran Education Certifying Officials (Aveco)
Timeline
Learner Funding Advisor
Nightingale College
11.2024 - Current
Senior Financial Aid Advisor
Northwestern Technological Institute
08.2012 - 10.2024
Senior Financial Aid Advisor
ITT Technical Institute
12.2007 - 08.2012
Receptionist
ITT Technical Institute
08.2006 - 12.2007
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