associate director of financial aid resume example with 20+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
Professional Summary

Established Executive offering broad experience in finance, regulatory risk, underwriting, analysis, process documentation, process mapping, and process improvement. Analyst, Underwriter and Associate Director with expert level skills in analyzing, comprehending, applying, and communicating complex legal documents. Keen ability to document and analyze processes and workflows to determine current and future states and drive organizational growth, transformational change, and operational excellence. Advanced knowledge of operational and regulatory risk controls, concepts, and practices. Transformational leader with penchant for driving beyond expectations with vision combining outstanding sales and marketing talents with high-calibre general management qualifications. Expert capacity to partner with key business leaders, clients, and cross-functional teams. Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments.

  • Key Performance Indicators
  • Project Management
  • Financial Management
  • Agile/Scrum Methodology
  • Scripting Languages: PHP, Python, Javascript
  • Requirements Gathering and Analysis
  • Performance Analytics
  • Word, Access, Excel, Project, Power Bi, Teams and VISIO
  • Lean/Six Sigma Methodology
  • FMNA, FHLMC, USDA, VA, and FHA requirements
  • GAAP
  • Process
  • Departmental collaboration
Work History
Associate Director of Financial Aid, 07/2014 to Current
Massachusetts General HospitalStoneham, MA,
  • Created and implemented process mapping for all Financial Aid processes using MS Visio and MS Project
  • Created and implemented process documentation for 30 Financial process including workflows and controls
  • Developed Key Performance Indicators for Financial Aid Team
  • Reconcile Title IV and state grand funding of $30 million in annual receivables
  • Implemented controls reduced Title IV audit findings from 5 to 0 resulting in cost savings of $750k
  • Developed and implemented process from paper to electronic documentation to ensure compliance with United States Department of Education documentation storage and safety
  • Created and implemented new cohort default management program, resulting in 75% improvement in federal cohort default rate
  • Analyzed and identified and mitigated multiple compliance issues, resulting in $1million in savings
  • Developed tools and programs to update student packaging resulting in addition of $250k in additional funding.
  • Counseled students and parents about financial aid options and program details.
  • Complied with state and federal financial aid guidelines and regulations.
  • Reviewed initial financial aid applications for accuracy and compliance with reporting standards.
Credit Underwriter II/Team Leader Manager, 04/2009 to 07/2014
Citi MortgageCity, STATE,
  • Defined business documentation for servicing, processing, underwriting, and closing into workflows and process mapping and updated as regulations changed to mitigate risk
  • Managed team of 20 employees
  • Created programs for accurate income calculations, resulting in error reduction by 25%
  • Consistent top underwriter, exceeding quality and production goals by 50% monthly.
  • Home Affordable Modification Project Manager.
  • Chartered and managed multiple projects to mitigate legal and regulatory risks
  • Created and updated workflows and processes and procedures to ensure controls were in place and risk was mitigated
  • Conducted quarterly process mapping to ensure servicing, processing, underwriting, and closing processes were working effectively and updated as needed
  • Worked on various process improvement projects as assigned by VP of Mortgage division in relation to internal and external regulatory audits.
  • Led employee relations through effective communication, coaching, training and development.
  • Resolved customer service issues by finding immediate solutions, increasing customer confidence and decreasing escalations to executive office.
  • Drove performance of staff by creating incentives and positive work atmosphere and administering recognition and rewards programs.
Business Analyst and Process Improvement Analyst, 09/1999 to 04/2009
JPMorgan ChaseCity, STATE,
  • Defined project scope, purpose, and business requirements-built project charters, stakeholder analysis, and processing mapping
  • Created and implemented key performance indicators for audit team
  • Chartered Chief Executive Office Complaints project, which resulted in new division to mitigate regulatory risk
  • Project Manager for Internal Audit project which led to $1M in cost savings due to eliminating redundancies
  • Served as project manager for high-risk processes leading operational, technical, and analytical projects, building technical solutions that align to compliance and regulatory requirements while maximizing profitability
  • Collaborated with Business Managers, Risk, Legal, Technology and Compliance departments to create and update process flows and policies and procedures
  • Worked on Office of Comptroller of Currency audit committee for preparation and post-audit resolutions
  • Analyzed and produced reports on process gaps and issues, identify root cause(s) and confirm them with data, analyze why processes have variation or fail, cause and effect and regression analysis
  • Pilot and implement solutions that address root causes, determine optimal potential solutions, perform cost benefit analyses, and develop timelines for implementing change
  • Partnered with User Acceptance Testing Group to coordinate and test implementations before organization wide roll out
  • Led weekly Change Management meetings and updated database to ensure Change Management action items were completed and followed up with stakeholders.
  • Conducted interviews with key business users to collect information on business processes and user requirements.
  • Analyzed key aspects of business to evaluate factors driving results and summarized into presentations.
Master of Business Administration: Project Management, Expected in 12/2022 to American Public University System - Charles Town, WV
Bachelor of Science: Business Administration, Expected in 2021 to Valley College - Martinsburg, WV
Associate of Applied Science: Business Administration, Expected in 08/1999 to Purdue Global University - Hagerstown, MD

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Resume Overview

School Attended

  • American Public University System
  • Valley College
  • Purdue Global University

Job Titles Held:

  • Associate Director of Financial Aid
  • Credit Underwriter II/Team Leader Manager
  • Business Analyst and Process Improvement Analyst


  • Master of Business Administration
  • Bachelor of Science
  • Associate of Applied Science

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

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