Tera Swain
Phoenix,AZ
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
17
17
years of professional experience
Work History
Fiance Advisor
University of Phoenix
Phoenix, AZ
06.2007 - Current
- Recommend strategies and options to students to help achieve financial funding for institutional fees.
- Inform students on potential employer benefits, federal funding, scholarship opportunities, and/or other financial benefits to save students money.
- Provides financial counseling to students regarding budgeting, loan repayment and eligibility requirements, and other financial aid concerns.
- Monitor changes in legislation that affect student finance programs such as FAFSA updates or new loan options.
- Collaborate with internal departments such as academic, internal Veteran's, enrollment, academic, and admission's department to ensure accurate recordkeeping of student accounts.
- Followed-up with students via phone an email regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Display strong telephone etiquette, effectively handling difficult calls.
Education
Psychology
University of Phoenix
Tempe, AZ06-2017
Skills
- Funding Education
- Developing Financial Plans
- Financial Advising
- Account Performance Reviews
- Process Improvement
- Financial Services
- Risk Assessment
- Financial Planning
- Microsoft Excel
- Analytical Thinking
- Critical Thinking
- Honest and Dependable
- Customer Expectations Management
Timeline
Fiance Advisor
University of Phoenix
06.2007 - Current
Psychology
University of Phoenix
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