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.
Skills
Income Evaluation
Complaint Handling
Automated Underwriting System (AUS)
Wealth Planning
Corporate Financial Statements
Loan Processing Coordination
Problem Solving
Work History
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.
Education
Advanced Diploma: , Expected in - Southampton High School - , GPA:
: Political Science, Expected in - Shaw University - , GPA: GPA: 3.6
: Criminal Justice, Expected in - Regent University - , GPA: GPA: 3.6
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