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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.
- Income Evaluation
- Complaint Handling
- Automated Underwriting System (AUS)
- Wealth Planning
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- Corporate Financial Statements
- Loan Processing Coordination
- Problem Solving
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Financial Aid Counselor, 05/2020 - Current
Concordia University Wisconsin – Ann Arbor, MI, - Knowledge of the Financial Aid programs, including Department of Education (ED) regulations.
- Expertise with systems Banner, Campus Logic and Elm.
- Experience with ED systems including COD and NSLDS.
- Experience with Microsoft Office Suite.
- Responsible for Reject/ Errors and Reconciliation of Federal Funds such as Direct Loans and Federal Grants.
- Responsible for institutional and external scholarships/ loans and their application upon students’ accounts.
- Responsible for creating financial literacy program and updating financial literacy presentations, webpages and pushing programming for literacy.
- Counsels students about financial aid and budgeting options either through appointments, over the phone or at events or at One Stop.
- Ability to implement solutions based on trends for quality improvement.
- Maintains knowledge in Title IV regulations and changes to repayment plans and cohort default rate challenges.
- Nationally Certified Financial Aid Counselor.
- Experience with remote work.
Corporations Assistant, 01/2019 - 05/2020
State Of Delaware – Lewes, DE, - Reviews and processes legal corporate and Uniform Commercial Code documents.
- Conducts research by reviewing Uniform Commercial Code holdings and listings of corporate entities formed in Delaware and corporate documentation on payments and tax liabilities.
- Determines if legal requirements are met, corrective action is needed and assists clients in taking necessary action to meet legal requirements.
- Answers questions from attorneys, corporate officials, registered agents and the general public concerning Uniform Commercial Code and corporate documents, legal filings, franchise taxes, corporate fees and assists in solving problems.
- Conducts collection activities for franchise taxes, interest, penalties, corporate and Uniform Commercial Code fees.
- Performs mathematical calculations relative to franchise taxes, penalties and interest, corporate and Uniform Commercial Code fees.
- Uses the Delaware Corporations Information System and imaging system to obtain information and make entries, changes, verification and corrections required in processing requests for service from clients.
Criminal Analyst, 01/2018 - 10/2018
Farmers Insurance Group – Burbank, CA, - Review existing crime-related data/statistics or reports related to a law enforcement district or jurisdiction.
- Knowledge of emergency response protocols.
- Use computer programs, such as databases, statistical analysis software and GIS (geographic information systems).
- The latter is to prepare maps, especially useful for law enforcement officers.
- Analyze statistics to determine trends and to forecast future criminal activity.
- Write and edit relevant reports, bulletins and presentations.
- Provide analytical support to police officers/sheriff's deputies, detectives, CIA, FBI and other personnel.
- Develop programs to predict and prevent future criminal activity.
- Holds a secret clearance.
- Preparing, editing, and maintaining technical, managerial, and/or general digital and hardcopy documentation.
- Processing requests for forensic investigations and compiling a completed “package” for the requestor.
- Creating and editing weekly/monthly report on case work status.
- Maintaining electronic library of documents and presentations for use by staff members.
- Entering data into VIMS (Virginia Information Management System) as well as.
Licensed Insurance Agent, 08/2015 - 12/2015
CJIS, United Insurance Company – City, STATE, - Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
- Calculate premiums and establish payment method.
- Confer with clients to obtain and provide information when claims are made on a policy.
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- Develop marketing strategies to compete with other individuals or companies who sell insurance.
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
- Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
- Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
- Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
- Preform clerical duties such as filing, entering data on computers, sending and receiving fax, relating messages, cataloging important information.
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
- Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
- Perform administrative tasks, such as maintaining records and handling policy renewals.
- Plan and oversee incorporation of insurance program into bookkeeping system of company.
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Advanced Diploma: , Expected in
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Southampton High School - ,
GPA:
: Political Science, Expected in
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Shaw University - ,
GPA:
GPA: 3.6
: Criminal Justice, Expected in
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Regent University - ,
GPA:
GPA: 3.6
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