financial aid counselor resume example with 11+ years of experience

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Professional Summary

Compassionate Financial Aid Officer with 10 years of helping students reach there full potential through education. Eager to connect prospective applicants with underutilized governmental and private aid programs. Dedicated to enhancing institutions' incoming student body diversity by maximizing financial contributions for deserving students. Talented administrative and customer service professional knowledgeable about financial aid. Excellent problem-solving, relationship-building and communication skills. 10+ years of experience in PeopleSoft Student Admin/Campus Solutions specializing in the Financial Aid module. Extensive work experience in PeopleSoft Campus Solutions (Financial Aid, Student Financials, Academic Advisement, Student Records, and Campus Community) modules. Proficient Financial Aid Advisor well-versed in program options and regulatory requirements for student assistance. Well-organized and hardworking with good grasp of related paperwork and processes.

  • Verification processes
  • Regulatory understanding
  • Tuition assistance program
  • Organization and Time management
  • Conflict resolution
Brooklyn College, The City University of New York , Expected in M.S : Global Business and Finance - GPA :
Medgar Evers College, The City University of New York , Expected in B.S : Business Management - GPA :
CUNY Medgar Evers College , Expected in A.A.S : Business Administration - GPA :
ENY Transit Technology , Expected in 2006 Diploma : - GPA :
Work History
Bjc Healthcare - Financial Aid Counselor
Bonne Terre, MO, 04/2019 - Current
  • Specializing in Policy and Compliance) Evaluate financial aid applications and determine amount/configuration of aid packages for students ensuring the University is in compliance with state, federal, and institutional policies governing financial aid.
  • Reassess packages based on student appeals/revised data to determine any impact on student’s eligibility.
  • Responsibilities include:.
  • Evaluate financial aid applications containing a variety of complex financial information (tax returns, verification forms, document addendums, expense resource worksheets, etc.
  • Determine amount/configuration of financial aid packages ensuring compliance with government and University policies governing financial aid.
  • Consult with students and/or parents to clarify required information as needed and discuss options.
  • Amend applications based on additional information (citizenship, admission, draft registration status, data to state guarantor, financial data) and reassess potential award.
  • Update department manuals and generate work method statements as required.
  • Conduct and implement monthly training workshops for NYU staff.
  • Provide students with accurate information about educational options, requirements, policies and procedures.
  • Develop training schedules to review standard operating procedures and meet the department training requirements.
  • Generating and reviewing quarterly Performance Management Process (PMP) evaluations for Operations Center Supervisors and monthly evaluations for Operators.
  • Guidelines, and/or appeal results to increase amount of available funds; ensure aid does not exceed cost of school attendance.
  • Consult with various University offices and external agencies (lenders and guarantee agencies) to resolve problems.
  • Advise applicants, students, and parents on financial aid application process, University policies and procedures, and assist them with resolving problems.
  • Plan, deliver and/or attend various special events (Admission events, group or individual financial aid information workshops, etc.) to present information.
  • Advise applicants, students and parents on financial aid application process and policies and procedures.
  • As member of assigned team (Client Relations, Technology, Quality Assurance and Training), assist with planning and implementing projects.
  • Implementing University priorities (e.g., enrollment targets), researching federal regulations to ensure University is in compliance, updating Financial Aid Office's policy information database resource.
  • Developing joint policies and procedures with other University offices (Registrar, Bursar, Admissions.
Accessible Space, Inc. - Special Consultant/Program Coordinator
Rochester, MN, 08/2018 - 12/2020
  • Guiding Stars is a for-profit, college and career mentor leadership organization that is based in Brooklyn, New York and seeks to serve high school students who are most at risk, marginalized and underrepresented.
  • Responsibilities included:.
  • Create and implement college matriculation and success curricular for graduating high school senior.
  • Serve as mentor to Black and Hispanic high school students.
  • Conduct qualitative research to measure the success of the program.
  • Plan and conduct college tours.
  • Provide one on one financial aid application support to first generations, low income families.
  • Provide training to high school counselors in troubleshooting difficult financial application.
  • Work as a liaison to Institutions admissions office and students enter college.
  • Responsible for the direct supervision of up to 10 advisors.
  • Track student graduation and academic progress.
  • Support the supervision of Team Leads.
  • Support the coordination of bi-annual class meetings and semester group advisement sessions.
  • Serve as liaison between advisors and the College community.
  • Provide academic and personal support to guide students through the decision making process.
  • Help students clarify their values and goals.
  • Advise students regarding majors and related career choice.
  • Assist students in a continual monitoring and evaluating of their educational progress by conducting academic audits.
Medgar Evers College Of The City University Of New York - Financial Aid Counselor/ Direct Loan Coordinator
City, STATE, 07/2013 - 08/2018
  • Served as the direct loan coordinator of the federal direct loan program at the CUNY Medgar Evers College.
  • Responsible for direct loan originations and the continuous electronic monitoring and tracking of the program.
  • Supervised Federal Work Study students.
  • Supported the Pell Coordinator with collecting and verifying documents for processing to ensure compliance with applicable Federal and State regulations.
  • Coordinated and maintained loan default management procedures.
  • Developed and maintained reports and queries to assure data accuracy and generate automated processes.
  • Mitigated day to day operations, and functionality of the financial aid department.
  • Partnered with various external organization to coordinate financial aid workshops for generations and low-income families.
  • Planned and executed large workshops to accommodate 500+ participants.
  • Served as a master trainer for internal and external stakeholders for the financial aid application process.
  • Served as liaison to admissions and work in conjunction with other departments within the institution.
  • Represented the Office of Financial Aid at meetings and workshops on and off campus.
  • Assisted in conducting open houses, new student orientations.
  • Responsible for coordinating College Goal New York, giving incoming freshmen the opportunity to receive one-on-one counseling and assistance with the financial aid application online process.
  • Responsible for the management of the Financial Aid Computer Lab ensuring that students receive assistance with filing Federal and State Financial Aid.
  • Trained incoming staff members, in CUNYfirst and processing of FAFSA applications.
  • Conducted Financial Aid Workshops for parents and students on a biweekly basis.
  • Supervised staff on daily loan processing procedures.
  • Train full-time and part-time staff on Federal Financial Aid Rules and Regulations.
  • Counseled students/families on debt management and repayment of loans during workshop sessions.
  • Implemented with the financial aid program outreach strategies to promote the CUNY financial aid process.
  • Served as a liaison for Pell Grant, SEOG, Perkins, Seek, TAP, and Excelsior Scholarship programs.
Medgar Evers College- CUNY, Financial Aid College - Office Assistant
City, STATE, 09/2009 - 06/2013
  • Scanned financial aid documents using specialized imaging software, which can later be viewed through AS/400.
  • Served as liaison with the Central Office to ensure Veteran Affairs at Medgar Evers College is following Federal regulations.
  • Assisted with collection and verification of Pell Grant intake forms at the front counter.
  • Trained work-study students to assist in the Financial Aid lab.
  • Worked closely with the client lead in customizing and prototyping Verification Documentation, Package and Award Financial Aid based on Academic Program and Aid Eligibility.
  • Worked with the FA Team to prototype the newly delivered functionality and make recommendations for opportunities to replace internally developed system modifications.
  • Developed and tested a successful proof of concept allowing the client to begin loading ISIRs four months ahead of prior practices and eliminating the expense of sending hard copy letters.
Additional Information
  • ACHIEVEMENTS/ SPECIAL SKILLS , College Goal NY Coordinator 2012, 2013, 2014 and 2015 CUNY service award-2013 Medgar Evers College-2012 Customer Service Award The City University of New York 2011 Darrence Stevenson Award Recipient

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Resume Overview

School Attended

  • Brooklyn College, The City University of New York
  • Medgar Evers College, The City University of New York
  • CUNY Medgar Evers College
  • ENY Transit Technology

Job Titles Held:

  • Financial Aid Counselor
  • Special Consultant/Program Coordinator
  • Financial Aid Counselor/ Direct Loan Coordinator
  • Office Assistant


  • M.S
  • B.S
  • A.A.S
  • Diploma

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