michelle simon
Oakland,California
Overview
28
28
years of professional experience
Work History
Assistant Director of Financial Aid
Graduate Theological Union
05.2014 - Current
- Assist the Director for Financial Aid and Enrollment in the management of the day-to-day operations and activities of the Financial Aid Office
- Read, interpret, apply and explain complex laws, regulations, policies and procedures regarding student financial aid and awards
- Oversee the import and export of student loan processing, the reconciliation of Direct Loan funds; troubleshoot Direct loan issues via College Board PowerFAIDS, COD and SAIG
- Serves as a liaison between IT and the FAO to review system patches provided by College Board, regulatory releases, upgrades, enhancements and corrective issues, and is responsible for testing and ongoing monitoring related to TDClient and the Financial Aid components of the College Board PowerFAIDS system
- Prepare monthly reconciliation reports using DL Tools, COD, and College Board PowerFAIDS
- Operate ED software systems to download Institutional Student Information Records
- Generate reports using PowerFAIDS and Jenzabar SONIS reporting tools to compile financial and statistical reports
- Perform need analysis, verification and packaging and ensure the accuracy of student financial aid awards
- Assist the Director for Financial Aid and Enrollment with the administration of the work-study program
- Work with consortium member schools and institutional staff as assigned to gather and provide data, complete tasks and work cooperatively on behalf of the Financial Aid Office
- Counsel current and prospective students regarding financial aid
- Perform general office procedures in various areas of financial aid administration
- Special projects and duties as assigned
Associate Director of Financial Aid
San Francisco Art Institute
06.2012 - 05.2014
- Perform need analysis, packaging, verification, and counseling activities for all new undergraduate and graduate students
- Hire, train, and supervise student employees
- Responsible for documenting files electronically or otherwise needed to track activity
- Manage Federal and State reporting including origination, disbursement and reconciliation
- Disburse all Federal Title IV, state, and institutional aid to SFAI's Student Accounts Department when student eligibility is confirmed
- Work with Financial Aid director, and other department managers, as necessary to maintain and improve data between SFAI offices
- Manage software implementation and upgrades by coordinating with the Information Technology office for implementation/upgrades as required for the efficient and reliable operation of the Financial Aid Office
- Give financial aid presentations to new students during orientation
Assistant Director of Financial Aid
California College of the Arts
11.2005 - 05.2012
- Served as Interim Director for four months
- Served on Policy and Review petition committee
- Oversaw smooth operation of office
- Attended weekly Student Services meetings
- Oversaw financial aid appeal committee
- Counseled students and parents regarding financial aid
- Monitored and tracked student adherence to Satisfactory Academic Progress policy
- Performed Title IV refund calculations
- Analyzed student and parent data from the Free Application for Federal Student Aid to determine financial aid awards
- Managed the student loan coordinator and performed roles of other staff whenever necessary
- Responsible for implementing Federal and State financial aid programs
- Gave presentations to prospective students
Financial Aid Counselor
Mills College
10.1996 - 11.2005
- Counseled students and parents regarding financial aid
- Analyzed student and parent data from the Free Application for Federal Student Aid to determine financial aid awards
- Scheduled Entrance and Exit interviews required by the Department of Education
- Performed duties as a part of the student services center (M Center) by counseling students regarding other issues such as Student Accounts, Academic Records and college policy
- Gave financial aid presentations to prospective students
- Met with Student Lender representatives
- Responsible for Federal and State financial aid programs
Education
B.A. - Liberal Arts
Holy Names College
Oakland, CASkills
- Higher Education Knowledge
- Team Management
- Financial Counseling
- Financial aid expertise
Professional Development
- Member of California Association of Student Financial Aid Administrators, the National Association of Student Financial Aid Administrators and the Western Association of Student Financial Aid Administrators.
- Federal conferences.
- Successfully completed IFAP assessments (Information for Federal Student Aid Professionals).
Timeline
Assistant Director of Financial Aid
Graduate Theological Union
05.2014 - Current
Associate Director of Financial Aid
San Francisco Art Institute
06.2012 - 05.2014
Assistant Director of Financial Aid
California College of the Arts
11.2005 - 05.2012
Financial Aid Counselor
Mills College
10.1996 - 11.2005
B.A. - Liberal Arts
Holy Names College
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