Sydnie Neece
Arapaho
Overview
6
6
years of professional experience
Work History
Financial Aid Advisor
Post University Student Finance
- Effectively communicate/explain all available payment options and necessary steps of the Financial Aid Application Process, student responsibilities, and general affordability question expectations for all New Students
- Provide outstanding customer service to both internal and external customers
- Extensively provide student-focused, solution-oriented communication and support to ensure all students are comfortable and sufficiently informed/prepared
- Possess a basic understanding of federal student aid processes such as FAFSA processing, federal Stafford and plus loan, entrance and exit requirements, verification process and awards, as well as government policies, procedures, regulations, and laws
- Works closely with various departments, such as admissions, student accounts, registrars, and advising, to assist students with their tuition obligations
- Promptly respond to all student questions, concerns, and needs regarding the tuition process within an established timeframe
- Follow up with the student and/or internal departments to ensure the established payment methods are finalized
- Perform data entry of students' financial aid information and all comments in our databases related to students' status to ensure full and proper documentation
- Responsible for collecting complete and accurate documents to ensure each student file contains all necessary documentation as outlined by established guidelines
- Counsels students with high balances or delinquent accounts to determine if additional financing is needed and obtain it
- Participates in student registration activities and development activities designed to promote student awareness, retention, and success
- Uses a database and various computer software to maintain and monitor confidential and other student records and files
- Attend financial aid training activities as appropriate
- Performs other related duties as assigned
- Ensure accuracy of all student files and resolve any conflicting data
- Review of data should include but not be limited to reviewing federal income tax returns and verifying the data against financial aid applications, proper award, and EFC calculation, and adjust financial aid awards as necessary
- Create and maintain student financial aid files; audit all files upon completion of the award cycle
- Responsible for ensuring each student file is complete and contains all necessary documentation, including most recent ISIR, correct award letter, and entrance counseling as outlined by established guidelines
- Audit data at the end of each enrollment period to ensure continued eligibility, monitor satisfactory academic progress, identify and adjust for any changes in awarding, ensure continued compliance to policies such as grade level progression or withdrawals, and update student financial aid records as needed
- Remote
Administration Business Assistant
Southwestern Oklahoma University
12.2021 - 08.2022
- Overseeing clerical tasks, such as sorting and sending mail
- Keeping an inventory of office supplies and ordering new materials as needed
- Maintaining files
- Welcoming visitors to your office
- Answering and taking phone calls, enroll students in classes, send schedules to students, attend meetings as necessary
- Oversees the evaluation of student transcripts, degree audits, and institution catalogs for graduation eligibility
- Provides direction to students, faculty, and staff as it relates to the graduation and degree completion process
Teller Lead
Inter Bank
11.2019 - 04.2022
- Used expert sales and service abilities to consistently achieve sales and referral goals
- Updated customer accounts with new balance, payment, and transfer information
- Employed excellent money handling abilities to operate and balance cash drawer daily
- Contributed to bank's successful referral program and used applicable technology and programs to effectively show results
- Monitored customer behaviors and presented documentation to detect signs of fraud by and toward bank customers
- Listened to customers and recognized stated and unstated needs to effectively cross-sell bank products
- Handled diverse customer needs to develop and retain loyal relationships
- Followed company and regulatory policies to protect customer and bank assets
- Researched, troubleshot, and resolved customer and internal inquiries regarding policies, practices, and products
- Developed relationships with customers, suggested suitable bank services, and met banking needs
- Smoothly opened, closed and updated accounts and savings plans for customers
Teller
Today's Bank
11.2019 - 03.2021
- Employed excellent money handling abilities to operate and balance cash drawer daily
- Updated customer accounts with new balance, payment, and transfer information
- Used expert sales and service abilities to consistently achieve sales and referral goals
- Listened to customers and recognized stated and unstated needs to effectively cross-sell bank products
- Monitored customer behaviors and presented documentation to detect signs of fraud by and toward bank customers
- Followed company and regulatory policies to protect customer and bank assets
- Handled diverse customer needs to develop and retain loyal relationships
- Contributed to bank's successful referral program and used applicable technology and programs to effectively show results
- Researched, troubleshot, and resolved customer and internal inquiries regarding policies, practices, and products
- Smoothly opened, closed and updated accounts and savings plans for customers
- Sorted and filed transaction documentation to maintain complete records
- Collected payments for mortgages, loan balances and public utilities on behalf of the bank's customers
- Supported customers by coordinating special actions like ordering new bank cards and personal checks
- Ordered an appropriate supply of cash each day to meet expected demands
- Consistently met sales quotas by discussing bank products with customers, including loans, credit cards and lines of credit
Teller
First Priority Bank
03.2020 - 02.2021
- Used expert sales and service abilities to consistently achieve sales and referral goals
- Updated customer accounts with new balance, payment, and transfer information
- Employed excellent money handling abilities to operate and balance cash drawer daily
- Contributed to bank's successful referral program and used applicable technology and programs to effectively show results
- Monitored customer behaviors and presented documentation to detect signs of fraud by and toward bank customers
- Listened to customers and recognized stated and unstated needs to effectively cross-sell bank products
- Handled diverse customer needs to develop and retain loyal relationships
- Followed company and regulatory policies to protect customer and bank assets
- Researched, troubleshot, and resolved customer and internal inquiries regarding policies, practices, and products
- Developed relationships with customers, suggested suitable bank services, and met banking needs
- Smoothly opened, closed and updated accounts and savings plans for customers
Teller
Bank OZK
07.2016 - 11.2019
- Used expert sales and service abilities to consistently achieve sales and referral goals
- Employed excellent money handling abilities to operate and balance cash drawer daily
- Updated customer accounts with new balance, payment, and transfer information
- Handled diverse customer needs to develop and retain loyal relationships
- Listened to customers and recognized stated and unstated needs to effectively cross-sell bank products
- Contributed to bank's successful referral program and used applicable technology and programs to effectively show results
- Followed company and regulatory policies to protect customer and bank assets
- Verified the integrity of deposit checks and money orders to protect customers and the bank from fraud
- Developed relationships with customers, suggested suitable bank services, and met banking needs
- Ordered an appropriate supply of cash each day to meet expected demands
- Collected payments for mortgages, loan balances and public utilities on behalf of the bank's customers
- Researched, troubleshot, and resolved customer and internal inquiries regarding policies, practices, and products
Education
High School Diploma - undefined
Ozark High School
Ozark, ARAssociate of Applied Science - undefined
Arkansas Tech University
Ozark, AR05.2017
Skills
- Client Engagement Strategies
- Fraud detection
- Account updating
- Regulatory compliance
- Deposit funds
- Teamwork
- Creative thinking
- Analytical Problem Solving
- Referral management
- Asset protection
- Analyze Discrepancies
- Count currency
- Packaging Design Expertise
- Document Analysis
Timeline
Administration Business Assistant
Southwestern Oklahoma University
12.2021 - 08.2022
Teller
First Priority Bank
03.2020 - 02.2021
Teller Lead
Inter Bank
11.2019 - 04.2022
Teller
Today's Bank
11.2019 - 03.2021
Teller
Bank OZK
07.2016 - 11.2019
Financial Aid Advisor
Post University Student Finance
High School Diploma - undefined
Ozark High School
Associate of Applied Science - undefined
Arkansas Tech University
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