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Financial Aid Counselor Resume Example

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Taylor B.
Rose
Professional Summary

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
Education
Southampton High SchoolAdvanced Diploma
Shaw UniversityPolitical ScienceGPA: 3.6
Regent UniversityCriminal JusticeGPA: 3.6
Work History
Company Name - Financial Aid Counselor
City, State05/2020 - Current
  • 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.
Company Name - Corporations Assistant
City, State01/2019 - 05/2020
  • 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.
Company Name - Criminal Analyst
City, State01/2018 - 10/2018
  • 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.
Company Name - Licensed Insurance Agent
City, State08/2015 - 12/2015
  • 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.
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Resume Overview

School Attended

  • Southampton High School
  • Shaw University
  • Regent University

Job Titles Held:

  • Financial Aid Counselor
  • Corporations Assistant
  • Criminal Analyst
  • Licensed Insurance Agent

Degrees

  • Advanced Diploma
    Political Science
    Criminal Justice

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