Mildred Rivera
Newark,NJ
Summary
Bilingual (English/Spanish Healthcare & Financial Professional with over 15 years of progressive experience in regulatory compliance, Financial Aid Administration, Trust operations and customer relations. Recently completed the Medical Assistant Program at Strive with training in Epic Systems EHR and certification in Basic Life Support (BLS) by the American Heart Association Scheduled to sit for the NHA Certified Clinical Medical Assistant (CCMA) examination on July 29, 2026. Skilled in clinical procedures phlebotomy, EKG, patient intake, vital signs and patient financial counseling.
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Overview
18
18
years of professional experience
Work History
Financial Trust Services
Continental Stock Transfer & Trust
New York, NY
08.2021 - 11.2025
- Demonstrated self-motivation by independently managing tasks and meeting deadlines.
- Thrived in fast-paced environments by efficiently managing multiple tasks and prioritizing responsibilities.
- Collaborated effectively with team members while also completing individual tasks independently.
- Quickly learned new processes and adapted strategies in changing environments.
- Worked well in a team setting, providing support and guidance.
- Organized and detail-oriented with a strong work ethic.
- Paid attention to detail while completing assignments.
- Proved successful working within tight deadlines and a fast-paced environment.
Financial Aid Advisor II
Lincoln Tech Institute
West Orange, NJ
01.2019 - 08.2021
- Advised students on financial aid options, eligibility requirements, and application processes.
- Led workshops to educate students about funding opportunities and responsible borrowing practices.
- Assisted in processing financial aid applications and verifying documentation for accuracy.
- Developed training materials for new staff to enhance understanding of financial aid policies.
- Monitored and analyzed trends in financial aid disbursements to improve service delivery.
- Collaborated with academic departments to align financial aid strategies with institutional goals.
- Mentored junior advisors on compliance regulations and effective student engagement techniques.
Financial Aid Advisor
Robert Fiance Beauty School
North Plainfield, NJ
02.2016 - 12.2018
- Evaluated student financial aid applications for accuracy and compliance with regulations.
- Advised students on financial aid options, eligibility requirements, and application processes.
- Collaborated with external agencies to resolve complex student aid issues efficiently.
- Assisted in the development of financial literacy workshops for prospective students.
- Streamlined communication protocols between departments to enhance student support services.
- Implemented tracking systems to monitor application status and improve response times.
- Communicated with prospective students to illustrate available financial aid opportunities.
- Processed federal financial aid verifications per [Area of certification] guidelines.
- Represented financial aid office at group meetings with high school students and parents.
- Assisted customers with completing loan applications and other paperwork.
- Processed loan applications and monitored progress from start to finish.
Director of Financial Aid
Instituto De Banca Y Comercio
Fajardo, PR
01.2008 - 12.2017
- Developed strategic financial aid policies enhancing student access and success.
- Led team in processing financial aid applications, ensuring compliance with regulations.
- Implemented data-driven decision-making to optimize resource allocation and support services.
- Collaborated with academic departments to align financial aid offerings with program goals.
- Analyzed trends in financial aid awards to inform institutional budgeting and planning efforts.
- Trained staff on best practices for financial counseling and student engagement strategies.
- Advocated for students' needs, facilitating workshops on financial literacy and funding opportunities.
- Oversaw timely disbursement of funds to qualified recipients through efficient tracking and processing systems.
- Optimized scholarship offerings by continuously researching external funding sources and strategically promoting them within the institution.
- Reduced errors in financial aid applications through meticulous review and verification procedures, ensuring accurate awarding of funds.
- Conducted regular audits of financial aid data to identify discrepancies or inconsistencies, maintaining accuracy across all records.
- Collaborated with other departments for increased understanding of financial aid policies, leading to a more cohesive student support system.
- Maintained compliance with federal and state regulations by regularly reviewing policies and procedures, ensuring continued funding eligibility.
Education
Certified Clinical Medical Assistant -
Strive
Newark, NJ07.2026
Basic Life Support (BLS) -
American Heart Association
Fairfield, NJ07.2026
No Degree -
Epic Systems EHR Training
Newark, NJ07.2026
Bachelor of Arts - Business Administration And Accounting
EDP College of Puerto Rico
San Juan, PR08.2003
Skills
- Customer service
- Organizational skills
- Problem-solving
- Time management
- Effective communication
- Teamwork and collaboration
- Active listening
- Financial literacy advocacy
- Financial analysis
Timeline
Financial Trust Services
Continental Stock Transfer & Trust
08.2021 - 11.2025
Financial Aid Advisor II
Lincoln Tech Institute
01.2019 - 08.2021
Financial Aid Advisor
Robert Fiance Beauty School
02.2016 - 12.2018
Director of Financial Aid
Instituto De Banca Y Comercio
01.2008 - 12.2017
Certified Clinical Medical Assistant -
Strive
Basic Life Support (BLS) -
American Heart Association
No Degree -
Epic Systems EHR Training
Bachelor of Arts - Business Administration And Accounting
EDP College of Puerto Rico