Natalee Heriveaux

• Maintain and update financial records using OnBase, ensuring accuracy and compliance.
• Handle confidential communications with students and parents via phone, email, and in person.
• Process and verify documents, ensuring all criteria are met for approval and entry into the database.
• Utilize MS Outlook for scheduling and managing the office calendar, enhancing operational efficiency
• Scan and digitize paper documents, maintaining an organized and accessible database.
• Streamlined financial document management using OnBase, enhancing data accuracy and retrieval efficiency for improved student service delivery
• Provided comprehensive financial aid guidance to students and parents, ensuring clear communication while maintaining strict confidentiality protocols
• Implemented rigorous document verification processes significantly reducing errors and expediting financial aid

disbursement timelines

• Optimized office workflow by integrating digital scanning solutions, facilitating a seamless transition from paper to electronic document management.
• Coordinated with cross-functional teams to resolve complex financial aid issues improving overall student satisfaction and retention rates

• Shadowed Marquita Downey, CEO of JBCF Business Solutions, for the day and was able to experience her day-to-day life
• Analyzed CEO's daily operations, gaining insights into financial services for small businesses and strategic planning methodologies
• Immersed in CEO's routine, explored financial service offerings, and grasped crucial strategies for small business success
• Observed CEO's approach to financial planning, identifying key factors driving small business growth and sustainability
• Engaged with CEO to understand financial service delivery, learning effective communication strategies with small business clients

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• Executed record filing system to improve document organization and management.
• Implemented a robust filing system, significantly improving document retrieval speed and overall office organization.
• Developed customized spreadsheets for performance tracking, providing valuable insights for data-driven decision-making.
• Coordinated seamless scheduling of meetings and appointments, facilitating effective communication among staff and clients
• Maintained meticulous records and databases, ensuring accuracy in data analysis and reporting for improved operational efficiency
• Streamlined document management, enhancing retrieval efficiency
• Developed performance-tracking spreadsheets, enabling data-driven decisions and improving operational effectiveness
• Managed incoming correspondence, ensuring accurate distribution.
• Maintained meticulous records and databases, facilitating precise data analysis and reporting for operational enhancement.