Kathleen Juchartz
Walled Lake,MI
Summary
Knowledgeable Financial Aid Advisor familiar with different programs and related regulatory limitations. 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
24
24
years of professional experience
Work History
Financial Aid Advisor II
Lawrence Technological University
Southfield, MI
06.2022 - 09.2025
- 20+ years assisting students and parents with the FAFSA process
- Complete Verification
- Experienced in Special Circumstance and Professional Judgement
- Work in a diverse and cultural environment
- Knowledge in Banner and Campus software
- Working knowledge in Microsoft Word and Excel
Financial Aid Officer
MIAT School of Technology
Canton, MI
03.2021 - 06.2022
- Process FAFSA applications and determine eligibility for first year and Associate programs.
- Counsel students on the application process, tuition costs, and loan indebtedness for their chosen program.
- Audit student files to ensure compliance with all federal and state regulations.
- Verify ISIR's as needed.
- Ability to work in a diverse ethnic and cultural environment.
- Prioritize work assignments to meet deadlines.
- Conduct Zoom, phone and in person interviews
Financial Aid Adviser
Specs Howard School of Media Arts
Southfield, MI
04.2001 - 03.2021
- Review and process FAFSA applications and determine eligibility.
- Counsel students on the application process, tuition costs, and loan indebtedness for their chosen program.
- Answer questions and concerns of students, parents, guardians and staff regarding specific financial aid options.
- Audit student files to ensure compliance with all federal and state regulations as well as institutional guidelines looking for over-awards as well as under-awards.
- Verify ISIR's as needed.
- Participate in school Open Houses and scholarship testing events.
- Ability to work in a diverse ethnic and cultural environment.
- Prioritize work assignments to meet deadlines.
Education
Certification -
Paralegal Institute For Paralegal Studies
Troy, MI02-1993
Some College (No Degree) -
Macomb Community College
Warren, MISkills
- Financial aid processing
- Verification and assessment of special circumstances
- Proficient in Banner software
- Microsoft Word, Excel skills
- Counseling for financial planning
- Team collaboration
Timeline
Financial Aid Advisor II
Lawrence Technological University
06.2022 - 09.2025
Financial Aid Officer
MIAT School of Technology
03.2021 - 06.2022
Financial Aid Adviser
Specs Howard School of Media Arts
04.2001 - 03.2021
Certification -
Paralegal Institute For Paralegal Studies
Some College (No Degree) -
Macomb Community College