Marianne Brighton

Successfully facilitate communication between the FSC and the DOE regarding Pell Grants and Federal Direct Loans.

Transition processing of federal funds from Powerfaides to JFA.

Certification and adjustment of private student loans.

Process Parent PLUS loans.

Monthly Reconciliation of Federal Funds.

Analyzing student loan levels, adjusting loans accordingly, and sending appropriate communication.

Annually, prepare and communicate to students their borrowing level and remaining eligibility, as required by Florida Statutes.

Actively participate in the annual audit preparation.

Package and verify new and returning students according to state and federal guidelines.

Package Hollingsworth and McClurg scholars according to scholarship guidelines

Mentored staff on financial aid policies, improving team expertise and service quality.

Facilitate communication between FSC and the DOE regarding Pell Grants and Federal Direct Loans using Powerfaides software.

Prepare the annual CLA audit spreadsheet prior to the audit.

Monthly reconciliation of federal funds.

Certification and adjustment of private loans.

Package and verify new and returning students according to federal and state guidelines.

Process Parent PLUS loans according to federal regulations.

Interact with parents and students regarding financial aid packaging.

Package Hollingsworth, McClurg, George Jenkins, and Athletes scholars according to scholarship requirements

Guided students through financial aid processes, ensuring clear understanding of available resources and requirements.

Facilitate communication between FSC and the DOE regarding Pell Grants and Federal Direct Loans using Ed Express and AS400.

Coordinate Federal Work-Study and FSC Work-Study programs.

Send weekly disbursement notifications to students and parents.

Send exit counseling notifications and reminders to students.

Completed mandatory training on financial aid processes and regulations.

Package new and returning students according to federal and state regulations.

Participate in the conversion from AS/400 to Powerfaides software.

Developed comprehensive reports for executive review, ensuring clarity and accuracy in decision-making materials.

Maintained confidential files and records, safeguarding sensitive information while adhering to compliance standards.

Ensured records and statements were prepared for SEC and FINRA audits.

Successfully transitioned clients' accounts during two broker/dealer conversions.

Streamlined office procedures, improving workflow efficiency and reducing administrative bottlenecks.

Interact with clients regarding their accounts, IRA distributions, and yearly RMDs.