Financial services professional with strong background in financial aid and student support. Skilled in evaluating financial needs, managing application processes, and ensuring compliance with regulations. Known for effective team collaboration and adaptability to changing needs. Strong analytical skills, attention to detail, and results-driven approach.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Financial Aid Officer - Intermediate
University of Michigan Medicine
08.2004 - 07.2025
Reviewed initial financial aid applications for accuracy and compliance with reporting standards.
Counseled students and parents about financial aid options and program details.
Provided financial aid counseling to enrolled students.
Enhanced communication efforts between the Financial Aid Office and other campus departments to streamline processes and improve overall student experience.
Assisted students in navigating complex loan repayment options, resulting in lower default rates for the institution.
Complied with state and federal financial aid guidelines and regulations.
Evaluated loan requests and documents to verify accuracy and completeness.
Monitored pipelines to track and log status of loans.
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 spending and borrowing.
Researched and updated industry knowledge on changing legislation and regulations.
Established plans and payoffs for customers' loans, prioritizing control of overall costs.
Designed financial aid reward packages, aligning contents with individuals' monetary and logistical needs.
Processed federal financial aid verifications per Professional school guidelines.
Education
No Degree - Non-degree
Washtenaw Community College
Ann Arbor, MI
Skills
Verbal communication
Microsoft office
Documentation review
Financial counseling
Loan processing
Student guidance
Loan and grant knowledge
MS 365
Policy interpretation
Student advisement
Financial aid package guidance
Federal student aid policies
Confidentiality
Teamwork
Certification
Microsoft 365 suite, U of Michigan Medicine - completed July 2025