Lisa Wioskowski
Mebane,North Carolina
Summary
To secure a challenging financial position in order to utilize my acquired skills and expertise in the proactive coordination of programs to assist internal and external customers, while undergoing continual growth and career development within an organization I can stand behind. Knowledgeable Financial Aid Associate Director with over 17 years of financial experience bringing planning and problem-solving abilities.
Overview
19
19
years of professional experience
Work History
Associate Director of Financial Aid
Duke University School of Medicine
Durham, NC
03.2021 - Current
- Coordinate Financial Aid Programs for students in the School of Medicine.
- Analyze financial information submitted by matriculated students utilizing established federal and University standards and guidelines to determine financial needs and eligibility.
- Monitor changes in government regulations related to student financial aid programs.
- Audit student files to confirm accuracy and completion according to defined guidelines.
- Demonstrate understanding of and adherence to federal and state regulations for financial aid.
- Provide one-on-one counseling to students regarding financial aid program options and requirements.
- Plan, administer and control budgets to maintain accurate financial records and produce financial reports.
- Evaluate appeals from students requesting adjustments to cost of attendance with extenuating circumstances requiring consideration.
- Advise students on loan repayment options and debt management strategies.
- Present at workshops and prepare presentations to inform students of options and educate on financial aid process.
- Review student documents to ensure accuracy and compliance with regulations.
- Compile statistical reports for the LCME financial reporting each year.
- Compile statistical reports for the NCHEDS financial reporting each year.
- Conduct financial aid needs analysis to determine student eligibility for various types of aid.
- Manage the processing of Federal Direct Loans, Graduate PLUS loans, scholarships and other forms of assistance.
- Provide guidance and advice to students on the entire process of securing financial aid.
- Process financial aid documents and completed basic verification of information.
- Conduct audits within Peoplesoft for financial aid compliance to ensure accuracy in SOM awarding and disbursing
- Maintain liaison with the Bursar's Office regarding student tuition payments and refunds
- Coordinate various financial transactions including transfer of fellowship and scholarship funds to student accounts
- Cultivate strong relationships with students by responding promptly to inquiries
- Manage the Satisfactory Academic Progress
Associate Director of Financial Aid
Duke University Graduate School
Durham, NC
02.2010 - 03.2021
- Managed all Graduate School Financial Aid Programs, loans, and external sponsors' awards
- Responsible for performing student financial needs and eligibility assessments according to FAFSA standards
- Counseled Ph.D. and Master students on financial aid programs, interest rates, health insurance premiums and origination fees, certify loans from private lenders, conduct entrance counseling and advise students of loan repayment policies along with requirements regarding borrower rights and responsibilities
- Maintained liaison with the Bursar's Office regarding student tuition payments and refunds
- Coordinated various financial transactions including transfer of fellowship and scholarship funds to student accounts
- Received, review, and allocate funds from private and federal loan programs and Graduate Student Awards
- Prepared and submitted Graduate Awards budget of $350,000
- Coordinated billing, payments, funding, and reporting with various institutional departments and external sponsors; communicating with the Office of Research Support and Office of Sponsored Programs regarding federal policies and reporting guidelines
- Prepared and presented internal and external customers with financial reports pertaining to institutional financial aid
- Recommended process improvements and implement new policies and procedures as needed
- Maintained and coordinated the National Science Foundation (NSF) Grant for 170 Graduate Students
- Responsible for distribution of NSF, over 5.4 million in Graduate School funding. Sole distributor for funds
- Evaluated and administered annual budget figures and packaging plans for Graduate School
- Managed successful academics progress and over-awarding process
- Conducted audits within PeopleSoft for financial aid compliance to ensure accuracy in Graduate Student awarding and disbursement
- Represented Duke Graduate School at the National Conference for Federal Student Aid on an annual basis
- Represented Graduate Students funding concerns to political representative on Capital Hill on behalf of NASFAA.
- Trained Graduate School Office of Budgets and Finance team on all financial aid processes
- Partnered with Admissions to teach 'Understanding your Financial Aid Package' during incoming student orientation along with partnering with Student Loan Office to provide exit counseling and tax workshops for Graduate Students
- Co-Managed graduate applicants listings with Admissions Department and update awards accordingly
- Built new processes and procedures when necessary.
- Cultivated strong relationships with students by responding promptly to inquiries or complaints.
Director, Financial Aid
Duke University Graduate School
Durham, NC
10.2009 - 02.2010
- Administered Conference and Dissertation Travel Award Program for all Ph.D
- Trained students on correct travel reimbursement procedures
- Reviewed and approved student travel award applications
- Reconciled and confirmed all Graduate School student accounts and appropriate allocation of funding
- Served as liaison for Accounts Payable Department
- Sole Works administrator; monitored and reconciled all procurement card accounts
- Responsible for maintaining financial files and providing verification of effort
- Responsible for general ledger accounts for errors, responsible for facilitating corrections
- Processed journal vouchers, invoices, payroll forms, and procurement transactions.
- Reviewed internal reports and identified areas of risk or potential cost savings.
Staff Specialist
Duke University Procurement and Supply Chain Management
Durham, NC
03.2007 - 10.2009
- Reviewed and processed electronic and paper requisitions
- Served as a liaison for Accounts Payable Department for all vendor information
- Verified appropriate cost centers, work breakdown structure, material groups and general ledger accounts for all purchases
- Resolved monetary discrepancies between vendors and departments
- Contact for customer support departments
- Responsible for file organization, verification of orders, and confirmation logs
- Trained new hires in departmental processes and procedures.
Receptionist/Paralegal Assistant
Nathan Garren, Attorney at Law
Creedmoor, NC
07.2005 - 03.2007
- Greeted customers/agents for real estate transactions
- Scheduled Closings and assisted with the preparation of closing documents
- Prepared closing documents and overnight packages to lender(s).
Education
Some College (No Degree) - Sociology
Malone College
Canton, OHSome College (No Degree) - Accounting And Finance
University of North Carolina
Pembroke, NCSkills
- Contract Management
- Staff Management
- Project Coordination
- Financial Management
- Financial Reporting
- Verbal and Written Communication
- Budget Management
Current Certifications
- Notary Public
- North Carolina Real Estate Agent
Technical Experience
- Access Database Administration
- Outlook
- Buy@Duke
- Microsoft Office Suite
- Quickbooks
- PeopleSoft/Storm/DukeHub
- ACES
- SAP/R3
- AwardSpring
- BPS
- ACCPAC
- Slate
Accomplishments
- NASFAA Certified Financial Aid Certificates: Satisfactory Academic Progress, Cost of Attendance, Overview of Financial Aid Programs, Professional Judgment and Verification
Timeline
Associate Director of Financial Aid
Duke University School of Medicine
03.2021 - Current
Associate Director of Financial Aid
Duke University Graduate School
02.2010 - 03.2021
Director, Financial Aid
Duke University Graduate School
10.2009 - 02.2010
Staff Specialist
Duke University Procurement and Supply Chain Management
03.2007 - 10.2009
Receptionist/Paralegal Assistant
Nathan Garren, Attorney at Law
07.2005 - 03.2007
Some College (No Degree) - Sociology
Malone College
Some College (No Degree) - Accounting And Finance
University of North Carolina
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