Detail-oriented Financial Aid professional with over 15years of experience. Excels under tight deadlines, while anticipating and averting potential problems by proactively streamlining processes. Dedicated to enhancing institutions' student body by maximizing financial contributions for deserving students.
Overview
12
12
years of professional experience
Work History
Financial Aid Consultant
Albright College
02.2024 - 05.2024
Conducted internal review of files for AY23-24.
Disbursed all federal and institutional aid.
Certified all private loans on Elm.
Streamlined internal processes to enhance team efficiency and improve overall project outcomes.
Completed weekly PowerFaids integration.
Completed monthly reconciliation for Direct loans and Pell.
Began set up for AY 24-25.
Financial Aid Consultant
Dominican University
02.2023 - 06.2023
Collaborated with upper management to drive strategy and implement new processes.
Analyzed existing systems and databases and recommended enhancements to solve business needs.
Mastered PowerFaids database, ran integration daily.
Performed match records to ensure accurate student files across systems.
Awarded new and returning students for the 23-24 award year.
Worked effectively in a fast-paced environment.
Proven ability to learn quickly and adapt to new situations
Financial Aid Consultant/Assistant Director
Iona University
10.2022 - 02.2023
Troubleshot incidents reported by end-users to schedule system changes and identify permanent solutions
Collaborated closely with upper management to drive strategy through development and implementation of new processes
Maintained efficient knowledge and proficient use of the PeopleSoft and ScholarNet systems
Used EdConnect database to retrieve Institutional Student Information Records (ISIRS) for multiple years ad loaded them into the PeopleSoft system daily
Originated and disbursed over $55 million in federal aid annually
Certified, originated, and disbursed over $2 million in alternative loans in ScholarNet
Completed bi-weekly direct loan and pell grant reconciliation with 100% accuracy
Created and updated records and files to maintain document compliance
Financial Aid Consultant
New York University
01.2022 - 09.2022
Managed over 40 customer calls per day
Actively listened to customers, handled concerns quickly and collaborated with supervisor to resolve major issues
Guided students through completing the FAFSA
Assisted students and families in filling out financial aid applications such as entrance and exit counseling
Possessed working knowledge of PeopleSoft
Counseled students and parents on federal aid eligibility
Discussed federal and alternative loan options to with students and parents.
Senior Financial Aid Specialist/Loan Processor
Oakwood University Office Of Financial Aid
07.2013 - 08.2021
Developed, negotiated and finalized student financial plans consistent with federal and institutional policies and procedures
Verified the accuracy of financial data and other detailed information submitted by students and families
Counseled and advised new, returning, and re-entry students about financial aid eligibility, application procedures, aid programs, costs, scholarships debt, money management and financial planning
Originated and disbursed over $15 million in federal aid annually
Troubleshot and resolved loan origination, disbursement, and transmission issues and rejections with over 95% accuracy
Possessed a working knowledge of the Common Origination and Disbursement (COD), Federal Student Aid, NSLDS, and EdConnect database systems
Maintained efficient knowledge and proficient use of PowerFaids, Campus logic, and Jenzabar EX programs
Streamlined loan processing so that more students were disbursed in a timely manner
Updated written policies and procedures
Default Coordinator
Oakwood University Office Of Financial Aid
05.2012 - 11.2012
Managed default/literacy outreach according to required federal and state statutes and regulations
Established strategies for effective delivery of default literacy to students to support institutional retention and recruitment goals
Reduced 3-year cohort default rate by over 3%
Education
Bachelor of Science - Organizational Management
Oakwood University
Huntsville, AL
05.2015
Skills
Written communication
Customer relations
Data verification
Microsoft Excel
PowerFaids
PeopleSoft
Jenzabar EX
EdConnect
Administrative support
Detail oriented
Staff training
Troubleshooting techniques
Federal loan Origination and Disbursement
Timeline
Financial Aid Consultant
Albright College
02.2024 - 05.2024
Financial Aid Consultant
Dominican University
02.2023 - 06.2023
Financial Aid Consultant/Assistant Director
Iona University
10.2022 - 02.2023
Financial Aid Consultant
New York University
01.2022 - 09.2022
Senior Financial Aid Specialist/Loan Processor
Oakwood University Office Of Financial Aid
07.2013 - 08.2021
Default Coordinator
Oakwood University Office Of Financial Aid
05.2012 - 11.2012
Bachelor of Science - Organizational Management
Oakwood University
Similar Profiles
Paula E TrimpeyPaula E Trimpey
Professor of Fashion Design at Albright CollegeProfessor of Fashion Design at Albright College