Forward-thinking financial aid professional with 25 years of administration and service in a fast-paced environment.
Proven history of leadership, management, problem-solving, analytical skills, counseling and mentorship, communication, and organizational skills.
Consistent track record with minimal processing errors, while providing impeccable customer service.
Outstanding communication skills in managing administrative and support staff.
Champions facilitate and collaborate to achieve unit and University objectives.
Excels in public speaking engagements.
NJASFAA member.
Overview
31
31
years of professional experience
Work History
Assistant Manager, Financial Aid Supervisor
Rutgers University – Newark
11.2021 - Current
Assist in the development of operational strategies to ensure efficient and productive operations.
Recommend and implement procedures, ensuring compliance with federal, state, and institutional regulations.
Supervise and mentor team of Administrative Assistants to enhance operational efficiency.
Hold one-on-one discussions to review individual performance, and establish priorities. Conduct regular performance evaluations to highlight areas for employee growth.
Resolve customer inquiries and complaints requiring management-level escalation.
Collaborate in the development of automated systems for processing and awarding financial aid.
Administer BBY programs, including needs analysis, awarding, and disbursement for nursing and MBA programs.
Collaborate with Enrollment Management and academic departments to coordinate workflow processes between teams.
Conduct formal training and informal coaching to ensure that staff are prepared to handle complex problem-solving and in-depth analysis of files, to ensure adherence to policies and procedures, while achieving optimal customer service for students. Includes onboarding of financial aid officers and OneStop team members.
Represent the office on the Reports Validation Committee to recommend reports in preparation for the new OFA management database, and to ensure that the data received is actionable.
Develop and deliver presentations at outreach activities by Financial Aid, and train staff on presentation style and content.
Supervise the federal work-study program, facilitating job placement, and fund reconciliation.
Senior Financial Aid Officer
Rutgers University – Newark
06.2000 - 11.2021
Participated in comprehensive testing of University OFA management software. Delivered constructive feedback to optimize workflows and processes.
Functioned as training and troubleshooting lead for Salesforce implementation as client service tool.
Served as the ImageNow liaison, monitoring expansion and issues, training staff on the use of the software, and creating, maintaining, and troubleshooting scanning profiles and work queues.
Executed comprehensive aid delivery and loan processing, ensuring timely application reviews, and prompt fund crediting to student accounts for term bill payments and refund disbursement. This includes determining eligibility, constructing award offers, examining, evaluating, and verifying documentation, identifying discrepancies, and initiating follow-up for conflict resolution.
Administered BBY programs (needs analysis, awarding, and disbursement) for over 230 nursing students and more than 100 MBA students.
Served as a financial aid resource for families, students, colleagues, and student advisors by guiding through complexities of financial aid process.
Responsible for the development and delivery of presentations at outreach activities by Financial Aid; train colleagues for their presentations.
Monitored standards of academic progress by evaluating academic plans, student progress, and maintaining a positive working relationship with academic advisors and deans, so the university can meet its graduation and enrollment goals.
Exhibited professional leadership by participating in the hiring, training, and evaluating of administrative and support staff.
Assist by resolving student issues and providing general guidance on aid concepts, office procedures, and professional growth opportunities.
Ensure teamwork and a positive, supportive work environment, utilizing positive and constructive feedback.
Conducted statistical and programmatic analyses.
Managed special projects, such as the recovery of lost TAG funds from HESAA and the process of SAVE during the pilot year.
Served as EOF liaison, coordinating with the EOF staff to resolve EOF student issues, conducting aid and scholarship workshops tailored to the needs of the EOF families, conducting EOF financial verification for admission into the program, monitoring and resolving discrepancies, and editing reports, payment rosters, etc.
Coordinated summer term financial aid processing, communicated with staff on procedures, trained staff on database entry, and provided communication language to be used for student notifications.
Needs Analyst
Rutgers University – Newark
06.1999 - 06.2000
Counseled and resolved financial aid related issues for all walk-in students.
Processed all edit and discrepancy reports for the office.
Maintained an auditable trail in student files for appeals and professional judgment decisions.
Technology Liaison with IT personnel in Financial Aid New Brunswick and performed basic trouble-shooting.
Assisted work-study employees who handled student calls by resolving aid issues, and providing general guidance of aid concepts and office procedures.
Federal Work-Study [Office of Financial Aid]
Rutgers University – Newark
10.1994 - 05.1999
Assisted module supervisor and support staff in maintaining student documentation.
Assisted loan processing unit.
Assisted federal work-study program with student work assignments, payroll processing, and payroll distribution.
Provided peer-counselor advice to students regarding the financial aid application process, documentation requirements, and basic financial aid decision-making.
Computer Support Technician (Federal Work-Study) at Rutgers University-NewarkComputer Support Technician (Federal Work-Study) at Rutgers University-Newark