NOREEN ROMAN
Unitek Learning
19
years of professional experience
To pursue a challenging career with dedication and provide efficiency to the fullest. Organized and motivated employee able to apply time management and organizational skills in various environments. Proven talent and 5 years of management skills to help your company with any upcoming challenges.
Work History
Student Finance Analyst
2 Years- Performed R2T4 calculations for multiple campuses to ensure accurate federal financial aid disbursements with strict deadlines.
- Reviewed student financial aid files for accuracy and compliance.
- Processing refunds and post withdrawal disbursements within federal guidelines.
- Reporting required information to the DOE(COD,NSLDS).
- Communicating with students and families regarding tuition balances and adjustments.
- Assisting with audits and compliance reports
- Performing Quality assurance for other departments needing assistance.
Senior Financial Aid Advisor
10 Months- Advised students on financial aid options and eligibility requirements.
- Streamlined application processes to enhance efficiency and reduce processing time.
- Mentored junior advisors, fostering professional development and improving team performance.
- Developed training materials to facilitate onboarding of new staff in financial aid procedures.
- Collaborated with external partners to enhance financial literacy programs for students.
- Monitored disbursement schedules ensuring payments were made in a timely manner adhering to institutional deadlines.
- Provided exceptional customer service to students and parents by answering questions related to financial aid programs, application processes, deadlines, and award notifications.
- Counseled students and families on budgeting, credit management, and loan repayment strategies promoting responsible financial habits.
Financial Aid Advisor
1 Year 2 Months- Thorough knowledge of administering rules and regulations governing federal and state aid.
- Skill in presenting Financial Aid information in classrooms and the community.
- Ability to serve internal and external stakeholders with a high level of customer service skills, to include understanding the value of and initiating appropriate responses to inquiries whether in the office, online or via telephone.
- Served internal and external stakeholders with strong customer service skills, ensuring timely and appropriate responses to inquiries in person, online, or via telephone.
- Counseled students with unique needs or exceptional circumstances, guiding them towards alternative sources of financial support.
- Provided accurate and timely information on student award status, facilitating informed decision-making for students.
- Ability to interact appropriately with students and co-workers in high stress situations.
- Assisted in processing student financial aid applications and documentation.
Financial Aid Advisor
2 Years 2 Months- Analyzes and evaluates financial viability of students and families and provides advice and counsel regarding available financial aid opportunities, eligibility requirements, and the application process. Assist with preparation of Student Financial Aid publications, manuals and forms.
- Serve as a department resource to analyze, research, accurately calculate and process financial aid.
- Reviews ISIRs that require further research due to comment codes and/or conflicting information.
- Contribute to the team culture in a positive manner.
- Ensure professional judgment documents support the students/parent’s special circumstances and determine when a professional judgment is ready to be reviewed by the professional judgment committee.
- Participate in the formulation of student aid policies, procedures and operations.
- Help provide adequate department coverage and maintenance of service levels for a specific function
- Ensure professional judgment documents support the students'/parents' special circumstances and determine when a professional judgment is ready to be reviewed by the professional judgment committee.
- Assisted with various tasks across the student experience function. Ensures documents associated with ISIR rejects, c-codes and conflicting information meet Title IV requirements to clear the issue
Financial Aid Specialist
1 Year 7 Months- Processed financial aid through thorough file review, needs analysis, and effective financial aid packaging to ensure student eligibility.
- Assist with preparation of Student Financial Aid publications, manuals and forms.
- Assisted in implementing a default management plan to enhance student support and compliance.
- Participated in formulating student aid policies, procedures, and operations to streamline financial aid accessibility.
- In a high-volume processing environment, prepares and processes student financial aid files in accordance with federal, state and institutional regulations and guidelines for the purpose of determining eligibility and awarding financial aid. Assists with the administration of one or more federal, state or institutional programs by reviewing, analyzing and determining eligibility and awarding for various financial aid programs.
- Checked and analyzed ledger cards for errors and discrepancies. ledger cards for any errors or incorrect charges
- Reviews ISIRs that require further research due to comment codes and/or conflicting information.
- Completes the verification process which includes the review of verification documents, verifying the data matches the ISIR, ensuring conflicting information isn’t present and making any necessary ISIR corrections.
- Ensures documents associated with ISIR rejects, c-codes and conflicting information meet Title IV requirements to clear the issue.
- Ensure professional judgment documents support the students/parent’s special circumstances and determine when a professional judgment is ready to be reviewed by the professional judgment committee.
- Ensured documents associated with ISIR rejects, c-codes and conflicting information met Title IV requirements to resolve issues.
- Disbursed student financial aid funds to designated accounts. all student financial aid
- Monitor satisfactory academic progress; maintain systems of accountability.
- Organizes and manages all required data maintenance for out-of-school borrower services as required in both the Campus Vue and the NSLDS systems.
Team Lead
3 Years 2 Months- Determine student’s title IV eligibility and awards federal, state, institutional and private sources of financial aid to students within appropriate guidelines and regulations.
- Provide entrance and exit counseling at appropriate times to encourage responsible debt management and ensure regulatory compliance.
- Process timely student payments and assisting in reconciliation of all student payments.
- Ensure billing of all tuition, fees and other student charges
- Manage collection administration pertaining to past due accounts
- Disburse to accounts all student financial aid
- Review and process all student refunds
- Monitor satisfactory academic progress; maintain systems of accountability.
- Organizes and manages all required data maintenance for out-of-school borrower services as required in both the Campus Vue and the NSLDS systems.
- Communicate effectively with students via e-mail providing information and responding to requests.
- Perform Professional Judgment reviews in individual cases regarding cost of education, family contribution, and dependency status.
- Exercise professional judgment and initiative to make recommendations for continual process improvement within Enrollment Services.
- Responsible for establishing and adhering to appropriate disbursal, recordkeeping, reporting, and verification procedures as well as the data entry function necessary to support the programs.
- Must be able to effectively communicate and counsel with enrolled and prospective students, and their families.
- Establish excellence in customer service by providing the ability to resolve serious complaints, maintain key relationships, make adjustments, handle high profile meetings, develop and foster very sensitive relations or other significant matters.
- Communicate frequently with appropriate contact and serve as liaison with federal and state agencies, financial institutions, campus offices, high school counselors and administrators, and other campus level administrators.
Withdrawal Specialist
11 Months- Manage the Return of Title IV program; prepare and perform return of TV using the DOE FAA R2T4 calculator and perform calculation within federal guidelines.
- Maintain knowledge of federal regulations that govern the Return of Title IV funds, award adjustment and procedures.
- Work with faculty, administrators and staff to determine student’s last day of attendance.
- Acts as liaison with the Financial Aid Office for the final determination of Title IV funds to the Department of Education.
- Responsible for creating and maintaining Return of Title IV informational materials.
- Serve as the primary contact for Title IV as the contact for students and staff
- Responsible for maintaining records and adjusting journal entries in compliance with Return of Title IV regulations
- Determines, reports, and maintains National Student Loan Data System
- High knowledge of State and Federal regulations as well as CCA policies and procedures regarding Financial Aid.
Financial Aid Manager
2 Years- Conducts interviews with students and their parents seeking to qualify and obtain financial aid
- Assist with FAFSA application and walks through IRS Data Retrieval tool to confirm data is not changed prior to submitting application
- Reviews financial applications and disclosure statements for completeness and accuracy
- Examines student documents for eligibility requirements
- Maintains accurate student files in accordance with SFA regulations, including verification and disbursement guidelines
- Maintains accurate and up-to-date records of students receiving financial aid
- Performs Return to Title IV calculations and sets up disbursement of funds
- Assist student through Entrance Counseling, Master Promissory Note and Exit Counseling as needed
- Provides customer service and answers student inquiries regarding financial aid status
- Accurately performs various financial aid processes such as reviewing disbursement eligibility
Financial Aid Team Lead
4 Years 6 Months- Played a key role in successfully re-packaging reentry students and overseeing files getting certified and set up for disbursement.
- Leads teamwork & open-door policy for FAO’s and staff to openly address floor issues and concerns in work environment.
- Monitors and evaluates the Certification floor staff in daily production and assigned projects. Reassuring every file is worked and certified or sent to the appropriate department to get file completed.
- Conducts Entrance and Exit Counseling walkthrough with student on StudentLoans.gov website while monitoring in COD of the process being completed.
- Upon receiving ISIR verified all C-Codes got cleared and file is certification-ready to be processed, Professional Judgments are submitted, and monitors approval/denials and Verification Worksheets are completed and scanned into database.
- Interacts effectively with other teams/departments running daily Rush Reports of Loan Period ending students to get files certified.
- Introduced new aid year regulations to the Certification team members and executed training classes to train on new policy and procedures.
- Revised Desk Reference Manual for FAOs to reference while certifying and troubleshooting files with different scenarios.
- Fully packaged New, Continuing and Reentry students by Academic Year with Pell, Tuition Reimbursement, Military Benefits, Cash, Scholarships, etc.
- Reviewed internal and external applications and set up interviews and training classes for new hires. Conducted and implemented new training for internal hires for new skill sets.
- Worked closely with Campus Relations Team Leads and staff to ensure accuracy of files.
- Communicated with Human Resources in handling all confidential matters including, disciplinary action and medical related issues concerning team.
Education
High School Diploma
Skills
Financial planning
Report writing
Financial forecasting
Financial statement analysis
Timeline
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