Financial aid administrator with over six years experience in the financial aid industry, and over three years experience in administrative assisting.
Business-savvy with a wealth of knowledge in administering federal, state, institutional and private student financial assistance programs and funds in accordance with applicable rules and Federal regulations. Expertise in implementing excellent customer service, and a strong ability to multi-task.
Responsible for managing the day to day financial aid operations in a team environment. Supervising a team of financial aid counselors in the financial aid application process, customer service, verification and database match resolutions, awarding and award reconciliation, enrollment changes and R2T4, disbursement processing, and COD reporting and reconciliation. Assisting the Director and Associate Director to ensure that regulatory compliance of Title IV is maintained. Responsible for communicating with students, faculty, and staff regarding financial aid matters. Assisting the Director and Associate Director in the development of policies and procedures. Responsible for making sure staff is trained and up-to-date on the latest regulations. Responsible for maintaining superior customer service levels. Maintaining a working knowledge of federal, state and institutional aid programs, regulations and guidelines. Active contributor to office discussions; recommend changes to improve the student experience. Performing other financial aid assignments and special projects as assigned.
Administered federal, state and institutional aid programs in compliance with federal and state laws, regulations, and industry standards. Implemented department policies and procedures. Supervised financial aid staff. Responsible for training, SAP, and policy and procedure compliance.
Assist the Director, as needed, with the administration of federal programs. Assured compliance with federal verification guidelines set forth by the Department of Education. Applied rules and regulations to individual situations, application procedures, aid availability, need analysis, budgets and packaging.
Responsible for all aspects of the student financial aid process. Performed verification and resolved conflicts with federal data base matches by reviewing supplementary documents to determine eligibility for funds administered by the Financial Aid Office. Reviewed student information on the National Student Loan Data System to resolve student eligibility issues. Assisted in awarding federal financial aid programs. Adjusted financial aid awards to include performing the Return of Title IV Funds calculation.
Packaged students for financial aid (Set up a budget, tuition, books, fees, etc.). Assisted students and parents in completing all necessary documents. Collected sensitive documents (federal taxes, diplomas, transcripts, DD214s & other military documents, court/legal documents, etc.). Consulted w/ students about financial aid awards, discussed any outstanding balances, and set up payment installments if necessary. Maintained reports (past due loans, packaging statuses, etc.).
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