Summary
Overview
Work History
Education
Skills
Timeline
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Zachery Gries

Dubuque,IA

Summary

Financial aid professional with diverse background leading offices and serving students and families. Highly skilled at communicating complex rules, regulations, and technologies to audiences that support a desired outcome and understanding. Passionate about helping individuals understand financial aid concepts so that outcomes can be maximized and goals achieved. Completed course work in diversity, equity, inclusion, & bias.

Overview

12
12
years of professional experience

Work History

Senior Manager

Bright Horizons
10.2019 - Current
  • Conduct over 1,200 (annually) education and personal finance/student loan coaching sessions with employees at over 300 organizations nationwide.
  • Deliver workshops to audiences of 900+ online participants on all aspects of education finance, including saving for college, paying for college, and student loan repayment.
  • Manage onboarding of new hires with group presentation software (On24) and presenting skill development.
  • Undertake all duties in accordance with Bright Horizons' HEART Principles of Honesty, Excellence, Accountability, Respect, and Teamwork.

Director of Financial Aid

Loras College
01.2021 - 06.2022

Created and managed institutional policies to comply with state and federal financial aid guidelines and regulations.

  • Awarded, paid, and balanced $10,000,000+ of financial aid annually.
  • Created policies and procedures and adopted new technology functions to improve efficiency of aid processing.
  • Reviewed 100+ annual financial aid appeals, issuing secondary and final judgments on award packages.
  • Designated lead for annual title 4 financial aid audit.
  • Managed staff of three full time financial aid professionals.

Assistant Director of Financial Aid

Loras College
09.2016 - 12.2020
  • Provided financial aid counseling to enrolled and prospective students.
  • Reviewed 2,000+ initial financial aid applications for accuracy and compliance with reporting standards.
  • Processed financial aid award packages, aligning contents with individuals' monetary needs.
  • Helped individuals complete physical and electronic paperwork such as FAFSA.
  • Counseled students and parents about financial aid options and program details.
  • Managed and processed and consulted re: private educational loans for 150+ undergraduate and graduate students.

Project Coordinator

Loras College
11.2015 - 09.2016
  • Recruit students from assigned territory of five highest producing schools in nearby region.
  • Surpassed enrollment goals 2015-2019. Produced highest % over goal of all territories for fall 2017 enrollment term.
  • Create strong relationships with students, parents, and partners by ensuring maximum understanding of advantages of Loras College education and delivering consistently outstanding service.
  • Assist financial aid staff in packaging incoming first year student financial aid.
  • Document procedures used by data entry team, visit coordinator team, financial aid team, and seek opportunities to improve with technology.

Learning Technology Representative

McGraw Hill Higher Education
01.2012 - 11.2015
  • Implement strategies to achieve sales goals through securing take-away business, converting textbook users to service-based format, and ensuring strong service to current service-based users.
  • Utilize cold calls, web presentations and demos to demonstrate value of McGraw Hill technology products and increase adoption.
  • Achieved highest digital growth in "National Region" among 51 counterparts in 2014. Achieved sales goals 2013-2015

Education

MBA - Analytics

Loras College
Dubuque, IA
05.2016

Bachelor of Arts - Public Relations/Spanish

Loras College
Dubuque, IA
05.2010

Skills

  • Task Prioritization
  • Personnel Management
  • Change Management
  • Verbal and Written Communication
  • Adaptable and Flexible
  • Microsoft Office
  • Team Leadership
  • Time Management
  • Recruitment and Hiring
  • System Optimization

Timeline

Director of Financial Aid

Loras College
01.2021 - 06.2022

Senior Manager

Bright Horizons
10.2019 - Current

Assistant Director of Financial Aid

Loras College
09.2016 - 12.2020

Project Coordinator

Loras College
11.2015 - 09.2016

Learning Technology Representative

McGraw Hill Higher Education
01.2012 - 11.2015

MBA - Analytics

Loras College

Bachelor of Arts - Public Relations/Spanish

Loras College
Zachery Gries