Provide one-on-one counseling to students regarding financial aid program options and requirements
Advise applicants regarding financial aid options by explaining federal, state and institutional regulations and procedures
Make financial aid presentations to groups of prospective and admitted students and parents
Determine awards by interpreting federal tax returns, W-2s and federal verification documents to assess family's financial standing and to ensure compliance with Title IV regulations
Utilize professional judgement, when appropriate, to override applicable regulations and/or make exceptions to policy
Solve problems for prospects and students by acting as liaison between the financial aid office and other TCU departments
Managed a caseload of student and specific degree program; monitored progress towards completion of degree programs.
Financial Aid Advisor
University of North Texas at Dallas
Dallas, TX
04.2019 - 05.2021
Counseled and routed incoming inquiries regarding financial aid application processes
Assumed accountability for and maintaining knowledge of federal, state and institutional regulations
Assisted, scheduled, coordinated and participated in annual Financial Aid Help Sessions, campus and community events and college nights
Used professional judgment to review Satisfactory Academic Progress Appeals
Performed Loan Check Management and Loan Entrance/Exit Counseling
Analyzed and monitored computer reports for accuracy, adhere to requirements, and/or discrepancies and take corrective actions
Processed and reviewed applications for grants, loans and/or scholarships
Reviewed financial aid applications and verified accuracy of information provided by applicants.
Financial Specialist II
Texas A&M University
College Station, TX
10.2016 - 04.2019
Provided customer service and accounting related duties to walk-in, e-mails and calls
Problem solving and escalation management of customers' accounts
Performed presentations in orientations about account billing and payment information
Organized and produced mass production of identification card projects
Identification card production for all students, faculty and staff
Ensured compliance with all applicable laws and banking regulationsfor identification card office
Performed daily payment processing duties such as returned items for non-sufficient funds
Ensure compliance with all applicable laws and banking regulations
Cashier payment processing for all students, including international payments.
Education
Master of Arts - Higher Education Administration
Sam Houston State University
05.2022
Bachelor of Science - Agricultural Communications and Journalism
Texas A&M University
05.2014
Skills
Microsoft Office
Oracle System-Banner
PeopleSoft
Prezi
Committee Involvement
TCU Staff Assembly
Division of Enrollment Management Culture Committee
Timeline
Financial Aid Advisor
Texas Christian University
05.2021 - Current
Financial Aid Advisor
University of North Texas at Dallas
04.2019 - 05.2021
Financial Specialist II
Texas A&M University
10.2016 - 04.2019
Master of Arts - Higher Education Administration
Sam Houston State University
Bachelor of Science - Agricultural Communications and Journalism
Financial Aid Peer Advisor/Financial Aid Advisor at Johns Hopkins UniversityFinancial Aid Peer Advisor/Financial Aid Advisor at Johns Hopkins University