Summary
Overview
Work History
Education
Skills
Talents
Timeline
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Racquel Crisp

Charlotte,NC

Summary

Compassionate Financial Aid Officer over eight years of helping students reach full potential through education. Eager to connect prospective applicants with underutilized governmental and private aid programs. Successful at working with students and families to examine options, complete paperwork and pursue financial assistance for education.


Overview

5
5
years of professional experience

Work History

Education Finance Advisor

Milan Institute
09.2022 - Current
  • Improved the accuracy of financial aid award packages by regularly auditing student accounts for discrepancies.
  • Evaluated student appeals for additional funding or adjustments to existing awards based on extenuating circumstances or special needs.
  • Provided financial aid counseling to enrolled and prospective students.
  • Enhanced student satisfaction with the financial aid process by providing personalized counseling and support.
  • Approved loan applications based on customer creditworthiness and provided detailed financial advice.
  • Managed the disbursement of student loans, grants, and scholarships, ensuring timely payment of tuition and fees.
  • Coordinated efforts with admissions office to ensure seamless integration of financial aid information into recruitment materials and events.
  • Processed loan applications and monitored progress from start to finish.
  • Assisted customers with completing loan applications and other paperwork.
  • Reviewed initial financial aid applications for accuracy and compliance with reporting standards.
  • Worked well in a team setting, providing support and guidance.
  • Developed strong communication and organizational skills through working on group projects.

Financial Aid Advisor

Success Education Colleges
11.2021 - 08.2022
  • Provided financial aid counseling to enrolled and prospective students
  • Reviewed initial financial aid applications for accuracy and compliance with reporting standards
  • Accepted and processed account payments
  • Designed financial aid reward packages, aligning contents with individuals' monetary and logistical needs
  • Counseled students and parents about financial aid options and program details
  • Helped individuals complete physical and electronic paperwork such as FAFSA
  • Authored presentations and documentation for distribution to current and prospective students
  • Processed federal financial aid verifications per Department of Education guidelines
  • Reviewed financial aid appeals, issuing secondary and final judgments on award packages
  • Performed needs analysis of applications, accounting for financial
  • Monitored financial aid award notices through the National Student Loan Data Systems
  • Explained very technical financial information to applicants in easy to understand language
  • Assisted clients with improving financial health by counseling on issues such as excessive borrowing.

Senior Student Finance Advisor

United Education Institute
06.2020 - 11.2021
  • Guided clients through compiling important financial histories and documentation for evaluation
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners
  • Worked flexible hours; night, weekend, and holiday shifts
  • Demonstrated respect, friendliness and willingness to help wherever needed
  • Reviewed initial financial aid applications for accuracy and compliance with reporting standards
  • Designed financial aid reward packages, aligning contents with individuals' monetary and logistical needs
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs
  • Counseled students and parents about financial aid options and program details
  • Complied with state and federal financial aid guidelines and regulations
  • Reviewed financial aid appeals, issuing secondary and final judgments on award packages
  • Assisted in development of student financial aid plans and packages.

Financial Aid Specialist

College Of Southern Nevada North Las Vegas Campus
04.2019 - 07.2020
  • Provided financial aid counseling to enrolled and prospective students
  • Reviewed initial financial aid applications for accuracy and compliance with reporting standards
  • Designed financial aid reward packages, aligning contents with individuals' monetary and logistical needs
  • Presented financial aid workshops to help groups of students and parents navigate process
  • Reviewed financial aid appeals, issuing secondary and final judgments on award packages
  • Supervised Federal Work Study students
  • Helped college students obtain financial aid through loan programs.

Education

Bachelor of Science - Project Management

University of Louisville
Louisville, KY
12.2025

Skills

  • Loan Processing
  • Creditworthiness Determination
  • Eligibility guidelines
  • Application verification
  • Eligibility Verification
  • Payment plans
  • Loan Processing Coordination
  • Financial History Analysis
  • Verification processes
  • PeopleSoft
  • Application Review
  • Student Counseling
  • Customer Relations
  • Student Support
  • Loan File Maintenance
  • Customer service-focused

Talents

  • Student Records Maintenance
  • Positive Reinforcement Strategies
  • Behavior Counseling
  • Diversity Marketing
  • Student Ability Evaluation
  • Needs Determination
  • Job Search Instruction
  • Work Experience Programs
  • Career Planning Presentations
  • Career Assessments
  • Resume Writing Instruction
  • Educational Opportunities
  • Graduate Placement Efforts
  • Clear Public Speaking Skills
  • Career and Educational Counseling
  • Client Satisfaction
  • Orientation Programs
  • Job Placement Referrals
  • Transcript Review
  • Internship Opportunity Referral
  • Hiring Strategy Management
  • Client Needs Assessment
  • Career Development Techniques
  • Recruitment Participation
  • Financial Aid Applications
  • Post-Counseling Needs Review
  • Employment Barrier Identification
  • Letters of Recommendation
  • Records Management Systems
  • Follow Up Interviews
  • Financial Aid Counseling
  • Federal Student Aid Regulations
  • Federal Aid Programs
  • Confidential Records Management
  • Loan Processing Coordination
  • Document Verification
  • Aid Disbursement Scheduling
  • Reviewing Account Records
  • Natural Leadership
  • Oracle PeopleSoft
  • Tuition Assistance
  • Personnel Recruitment

Timeline

Education Finance Advisor

Milan Institute
09.2022 - Current

Financial Aid Advisor

Success Education Colleges
11.2021 - 08.2022

Senior Student Finance Advisor

United Education Institute
06.2020 - 11.2021

Financial Aid Specialist

College Of Southern Nevada North Las Vegas Campus
04.2019 - 07.2020

Bachelor of Science - Project Management

University of Louisville

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Racquel Crisp