Financial Aid Counselor06/2015 to 03/2016California Institute of Integral StudiesSan Francisco, CA
Provided in-depth counseling for graduate and undergraduate students seeking State's grants, scholarships, Federal student loans, parent plus loans, graduate plus loans and other Federal-funded resources.
Intensive communication via emails, phone calls and in-person meetings with students and other departments.
Collect and process student's document in various procedures ( verification, C-codes, selective service)
Student aid database management using MS Excel, Powerfaids, Jenzabar ( SQL)
Expert use of NSLDS, COD, EDConnect.
Work closely with the accounting office on disbursing student loans, managing student's refund.
Financial Aid Officer09/2014 to 05/2015Art Institute of CaliforniaSan Francisco, CA
Provide financial counseling ( in-office and phone) to a portfolio of 500+ undergraduate and graduate students on applying for federal financial aid including Government grants, student loans and work-study program.
Intensive communication with students through phone, emails, in-person meetings
Working in person with parents and students of diversified demographics to guide them through FAFSA applications, verifications, student loans processing, disbursement, refund, paying off loan, default prevention.
Financial planning on new, re-entry and continuing students.
Co-operate with the accounting department on reconciliations of student's account, loan disbursement, refunds etc.
Loan Processor01/2013 to 05/2014Hi Mark Realty and MortgageSan Jose, CA
Working with new customer of diversified backgrounds to collect employment and financial data, including an applicant's assets, current debts, credit status, monthly income and expenses.
Verifying credibility of application documents: Bank statement, W2, pay stubs, Tax returns.
Manage customers' database and provide analysis on request of the manager.
Gaining familiarity with loan processing systems of various lenders: Provident Funding, Quicken Loans, Wellsfargo, Flagstar,T.J financial, Fannie Mae.
Master of Business AdministrationMay 2011The University of ScrantonScranton, PA, United StatesAccounting and Marketing ( Double majors)
Bachelor of EconomicsAugust 2008Foreign Trade UniversityHanoi, Vietnam
Microsoft Office Suite ( Excel, Word, Powerpoint, Access)