Summary
Overview
Work History
Education
Skills
Timeline
BusinessAnalyst

Lucy Mwanzia

Denton,TX

Summary

Experienced leader adept at directing critical areas of financial aid operations and staff training. Skilled in developing and maintaining compliant office policies, procedures, and business practices related to federal, state, and institutional financial aid eligibility. Proven ability to supervise team supervisors and implement comprehensive training programs to enhance staff proficiency in financial aid policy, procedures, and counseling.

Overview

10
10
years of professional experience

Work History

Assistant Director, Project Management

University Of North Texas
04.2022 - Current
  • Supervises and trains the Project Management Team within the Financial Aid & Scholarship (FAS) office.
  • Manages batch processes for Financial Aid and Scholarship (FAS) office.
  • Coordinates and manages 3C processes in PeopleSoft (Communications, Checklist, and Comments) for FAS.
  • Coordinates FAS business process review and creation of functional specifications for development projects.
  • Serves as point-of-contact for developers regarding FAS projects and for testing.

Financial Aid Administrator

University Of North Texas
03.2018 - 03.2022
  • Assists with implementing and coordinating methods of work activity to assure compliance.
  • Serves as a leader and contact for specific teams within Financial Aid & Scholarships (FAS). Assists in the supervision of team members in the absence of the Assistant Director.
  • Maintains and applies knowledge of FAS Policy Manual and procedures and keeps abreast of information that impacts functioning of department through reading of related literature and by attending and participating in meetings.
  • Responsible for communication with wide variety of internal and external stakeholders in resolutions of complex issues, liaising between parties, educating on relevant policies and regulations, and following up as appropriate.
  • Develops training materials and provides training related to financial aid and scholarship processes within areas of specialization.
  • Serve as team lead, oversee student loan counseling sessions, and monitor compliance with plan to ensure lowest possible default rates.

Financial Aid Counselor

University Of North Texas
09.2017 - 03.2018
  • Serves as main point-of-contact for internal inquiries regarding student aid and ensures student aid-related inquiries are resolved promptly.
  • Manages financial aid caseload to help ensure accurate and timely administration of student financial aid.
  • Counseled and/or routed incoming inquiries regarding financial aid application process, available programs, need analyses, verification requirements, satisfactory progress, aid awarded, and ineligibility for aid,
  • Performed professional judgments and reviewed student dependency statuses.
  • Assist office with customer service and processing tasks.

Financial Aid Counselor

Sam Houston State University
01.2017 - 08.2017
  • Provides financial aid information to prospective and currently enrolled students, parents, and high school/community college counselors.
  • Provides extensive customer service and assists in counseling students with non-routine, sensitive aid issues.
  • Maintains student files throughout their college careers and makes changes to financial aid records as necessary.
  • Assists with awards, verification, appeals, special circumstances, and other aid processes.
  • Performs professional judgment decisions on SAP Appeals.
  • Assists and presents at orientation sessions for groups of incoming new students small or large groups in all student populations, regardless of classification or major.

Verification Specialist

Sam Houston State University
08.2016 - 01.2017
  • Evaluates institutional forms and federal tax documents.
  • Assists in the development of procedures and guidelines for the verification process.
  • Provides federal, state, departmental, and/or university information to students, parents, departments, and staff.
  • Performs quality control checks to ensure compliance with regulations.
  • Interprets policies and procedures.
  • Compiles, tracks, and reviews data and reports.

Document Management

Sam Houston State University
09.2014 - 08.2016
  • Implemented document management solutions with primary focus on document control, distribution and knowledge management.
  • Maintained personnel records and updated internal databases to support document management.
  • Routed documents within document management system (DMS) and internal databases.
  • Created document management protocols and presented to management for review.

Peer Mentor

Dallas College
11.2013 - 08.2014
  • Support and execute daily operation of transcripts, processing, and records area. This includes security and auditing of current and former student and faculty documents.
  • Maintain and ensure accuracy of records in student information system. Coordinate information with other departments as needed.
  • Update system tables and coordinate report writing to meet department, district, and reporting requirements.
  • Provide consultation and assistance to staff, students, and external agencies regarding records and transcripts. Resolve discrepancies in student and instructor records.
  • Maintain effective communication between students and faculty within College and external community stakeholders.

Education

Master of Science - Counseling

University of North Texas
Denton, TX
08.2021

Bachelor of Science - Criminal Justice

Sam Houston State University
Huntsville, TX
08.2016

Skills

  • Leadership Development
  • Team Management
  • Training and mentoring
  • Project Management

Timeline

Assistant Director, Project Management

University Of North Texas
04.2022 - Current

Financial Aid Administrator

University Of North Texas
03.2018 - 03.2022

Financial Aid Counselor

University Of North Texas
09.2017 - 03.2018

Financial Aid Counselor

Sam Houston State University
01.2017 - 08.2017

Verification Specialist

Sam Houston State University
08.2016 - 01.2017

Document Management

Sam Houston State University
09.2014 - 08.2016

Peer Mentor

Dallas College
11.2013 - 08.2014

Master of Science - Counseling

University of North Texas

Bachelor of Science - Criminal Justice

Sam Houston State University
Lucy Mwanzia