JULIUS BEATON
Castleton,NY
Summary
Driven by a results-focused approach, I leveraged analytical skills and team leadership at Bryant & Stratton College to enhance financial aid strategies, significantly impacting student support. My background includes pioneering digital marketing initiatives at Simply Heaven Candles, showcasing originality and a knack for exceeding sales goals by 196%.
Overview
13
13
years of professional experience
Work History
Financial Aid Manager
Bryant & Stratton College
Albany, NY
10.2024 - Current
- Analyzed actual financial results to budget, preparing variance reporting to functional groups.
- Created and updated financial reports on frequent basis to present information to leadership teams.
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
- Developed and maintained student financial aid records and databases.
- Established procedures for determining eligibility for different types of financial aid awards.
- Developed and implemented financial strategies to maximize profits and reduce costs.
- Created reports outlining current status of budget allocations, disbursement trends and projected expenses related to scholarships and grants-in-aids.
- Established policies and procedures and made modifications based on analysis of operations, performance and other research information.
- Recruited, hired and oriented departmental staff.
- Ensured compliance with relevant laws governing Title IV programs as well as other applicable regulations.
- Developed policies and procedures related to awarding funds based on need or merit criteria.
- Prepared monthly reports summarizing enrollment trends, loan volume statistics and other key performance indicators associated with the office's operations.
- Met regularly with senior administrators regarding the status of financial aid initiatives within the college.
Consumer Lending Specialist
Broadview Frederal Credit Union
Albany, NY
09.2017 - 10.2024
- Originated, reviewed, processed, closed and administered customer loan applications.
- Approve or decline loan applications based on underwriting guidelines.
- Performed comprehensive credit report reviews with members.
- Assessed credit risk and analyzed financial statements.
- Reviewed financial statements, credit histories, income reports and other information to make accurate determinations about loan decisions.
- Analyzed applicant profiles and credit histories while reviewing loan approval contingencies to execute accurate and speedy pricing initiatives.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
- Reviewed and verified income, credit reports and employment histories for each borrower.
- Adhered to banking standards and government lending guidelines for loan services.
- Investigated and evaluated customers for creditworthiness and potential risk factors.
- Gathered loan documentation for underwriting.
- Performed credit reviews on corporations to assess financial conditions.
- Offered insight to upper management regarding credit decisions.
Founder
Simply Heaven Candles
05.2012 - 05.2020
- Interviewed, supervised and motivated staff members to achieve optimal productivity.
- Developed innovative sales and marketing strategies to facilitate business expansion.
- Captured new customers by optimizing business strategies and launching products to diversify offerings.
- Directed marketing projects at all stages, including conceptual planning, schedule management and final implementation.
- Modernized web pages and updated social media presence as part of comprehensive strategies to enhance customer engagement.
- Oversaw preparation of marketing copy, images, videos, emails and other collateral.
- Developed and managed marketing internship program for local college students.
- Elevated social media presence through the creation of compelling content that resonated with target audiences.
Member Solutions Specialist
Broadview Federal Credit Union
10.2015 - 09.2017
- Assisted members with account inquiries, providing accurate and up-to-date information to ensure a positive experience.
- Developed rapport with customers, building trust and loyalty through consistent professional communication.
- Maintained compliance with company policies and procedures while handling sensitive customer data securely.
- Managed high call volume effectively, ensuring each member received prompt attention without compromising service quality.
- Strengthened relationships with members by offering tailored financial advice based on their individual needs and goals.
- Handled escalated cases professionally, liaising between customers and senior management to achieve satisfactory resolutions for all parties involved.
- Met customer call guidelines for service levels, handle time and productivity.
- Trained new personnel regarding company operations, policies and services.
- Cross-trained and backed up other customer service managers.
Retail Sales Specialist
Time Warner Cable
Albany, NY
01.2013 - 08.2015
- Effectively communicate product and service information and billing procedures.
- Accurately enter data into the billing system.
- Achieve all sales and retention quotas set for the department.
- Contributed to team success by exceeding team sales goals by 196%.
- Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices.
- Delivered in-depth information on product features so customers could make educated decisions before purchase.
- Trained new associates on cash register operations, including opening, conducting customer transactions and balancing drawer.
- Mentored and trained sales associates for nine store locations.
Education
Master of Business Administration - Marketing
Excelsior College
Albany, NY12-2020
Bachelor of Science - Liberal Arts
Excelsior College
Albany, NY05.2018
Skills
- Microsoft Office
- Team leadership
- Critical Thinking
- Verbal and Written Communication
- Digital Marketing
- Strategic Sales Knowledge
- Analytical skills
- Originality and Creativity
References
References available upon request.
Timeline
Financial Aid Manager
Bryant & Stratton College
10.2024 - Current
Consumer Lending Specialist
Broadview Frederal Credit Union
09.2017 - 10.2024
Member Solutions Specialist
Broadview Federal Credit Union
10.2015 - 09.2017
Retail Sales Specialist
Time Warner Cable
01.2013 - 08.2015
Founder
Simply Heaven Candles
05.2012 - 05.2020
Master of Business Administration - Marketing
Excelsior College
Bachelor of Science - Liberal Arts
Excelsior College
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