A dynamic, and solutions-focused finance professional with a broad knowledge of regulatory compliance in education and financial aid. Looking to broaden my experience and utilize my management, training, and proven aptitudes to benefit an organization with the opportunity to further my career growth and development.
Market research and analysis
Business operations organization
Small business development
Client account management
Director of Financial Aid January 2014 to CurrentLincoln Educational Services Lincoln Technical College － Fern Park, FL
Act as the liaison between school-level Financial Aid Directors and corporate management regarding Financial Aid matters.
Advices, train, support, develop and delivered training programs to staff.
Participate and assist in coordinating and conducting Lincoln Academies.
Ensure that the campus meets their targeted objectives including but not limited to: completion of verification process in a timely manner; the timely processing of refunds; the hold and release functions of Direct Stafford Loans; the average regular student receivable level.
Play an active role in ensuring that the Title IV and Alternative Loan Funding is delivered in a timely fashion by monitoring the timely packaging of enrollments from start to finish; and participating in bi-weekly population meetings; Provide Financial Aid oversight by assisting in on-site compliance audits; on-site Guarantee Program Review; and on-site Department of Education program review.
Create estimates and reports on student eligibility of new Financial Aid Program configurations.
Conduct periodic reviews to ensure compliance with relevant policies and procedures both external and internal by monitoring all reports for timeliness, accuracy, and reliability as well as ensuring my staff is aware of and follows all federal, state and accreditation regulations as they relate to education.
Develop policies and procedures related to Financial Aid activity.
Provide support to the development of Financial Aid materials and scripts.
Work in conjunction with other departments to support the overall mission of the organization and cooperate with Group Vice Presidents in solving key problems regarding Financial Aid.
Maintain awareness of the current business and regulatory environment by attending continuing education and professional development seminars.
Area Director of Student Finance January 2012 to January 2014Education Corporation of America Golf Academy of America － Orlando, FL
In charge of the financial aid departments for schools in the southeast region of the US.
Hired, trained, coached, motivated and evaluated performance and progression planning of direct reports.
Optimized productivity for the internal operations of multiple campuses' financial planning departments with seamless process for new student packaging and student customer service.
Managed the electronic processing dashboard for the financial planning process using specialized enrollment software which handles enrollment volume more efficiently.
Analyzed information requirements needed to support business processes.
Work with multiple departments and IT team members to achieve business goals.
Monitored and enforced corporate financial policies and procedures to ensure internal control structure.
Monitored 90/10 Ratio, with Title IV funds not greater than 90%, and private / cash funding not less than 10%.
Ensured direct reports attendance for applicable training workshops to stay current with federal, state and institutional, regulations and policies.
Assisted campuses with preparation of all internal and external audits.
Ensured adequate and timely corrective actions were addressed and implemented for all audits and program reviews.
Director of Financial Aid January 2012 to January 2013Florida Technical College － Orlando, FL
Lead a team of 5 Financial Aid Officers to locate and secure the financing resources needed by our students within the established federal, state and college regulations, policies, and operating guidelines and routinely evaluate employee development and performance management skills.
Provided knowledge of principles, practices, methodology, and procedures for the provision of student financial aid.
Provided knowledge of financial/business analysis techniques.
Supervised and trained staff, including organizing, prioritizing, and scheduling work assignments.
Engaged employees in development of skills and abilities to excel in the roles.
Director of Financial Planning January 2010 to January 2012Education Corporation of America Virginia College － Jacksonville, FL
Lead a team of 12 Financial Planning Officers and 2 Student Accounts Advisors to locate and secure the financing resources needed by our students within the established federal, state and college regulations, policies, and operating guidelines.
Routinely evaluated employee development and performance management skills.
Provided training and development to financial planning officers on federal and states guidelines and the use of financing tools available including cash, personal credit, co-signors, outside agency funding, scholarships, employer reimbursement and Title IV funding.
Maintain 90/10 ratio with Title IV funds not greater than 90%, and private/cash funding not less than 10%.
Developed and prepared financial statements and ad hoc reports and analyses.
Performed SWOT analysis when needed.
Associate Director January 2010 to January 2011Education Corporation of America Virginia College － Birmingham, AL
Financial Planning - Online Tracked daily file submissions for 6 teams to ensure targets were met in a timely matter.
Conducted meetings with Mangers to ensure trainings and daily production metrics were met.
Tracked MDR's (Missing Disbursements Report) for the team daily.
Conducted weekly meetings with the team to address changes in policies and procedures.
Reported daily numbers/activity to VP and Director of Financial Planning.
Managed and direct all aspects of incoming call center operations.
Implemented and reviewed call center policies and procedures.
Carried out supervision, call monitoring, coaching, training, disciplining, and reviewing all agents or operators.
Carried out performance measurement, monitoring, and evaluation of all agents and operators to improve efficiency.
Prepared and directed schedules, monitored attendance of operators, scheduled breaks and shifts as necessary.
Corporate Finance II Specialist January 2007 to January 2010Remington Administrative Services － Heathrow, FL
Managed and trained Financial Aid Directors as well as Re-entry Coordinators for 11 campuses with direct report to the National Director of Financial Aid Complied with annual internal audits and state program reviews.
Provided training and development on Federal, State, and Institutional regulations.
Generated reports for institutional, state and federal programs.
Audited the origination process of Federal Stafford and private loans.
Analyzed the progress of each campus by monitoring their retention and paperwork completion.
Documented and regulated daily workflow through the production of various reports using crystal reporting and excel spreadsheets.
Corporate Finance I Specialist January 2005 to January 2007Remington Administrative Services － Heathrow, FL
Served as point of contact for schools and loan generation team representatives regarding transactions, technical issues, and questions regarding loan generation, policies and procedures.
Logged all refund checks to web-based tracking system then balanced and prepared for deposit.
Performed daily processing and reconciliations of student loan refunds checks and automatic debits transactions for all 20 campuses.
Downloaded common line files daily.
Balanced several general ledger accounts utilized by 20 student loan departments.
MBAStrayer University － Orlando, FL
Bachelors : FinanceStrayer University － Orlando, FLFinance