Financial Aid Specialist Resume Example
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FINANCIAL AID SPECIALIST
Professional Summary
.Goal-oriented proffesional dedicated to strengthening administrative operations to streamline costs and enhance procedures. Cultivate long-lasting relationships with students and staff to strengthen program success. Motivational leader with top-notch communication, organizational and strategic planning abilities.
Skills
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Work History
Financial Aid Specialist, 10/2018 to Current
Eastern New Mexico University – Portales , NM
Eastern New Mexico University – Portales , NM
- Packaged, awarded, and distributed federal and state financial aid resources to eligible students in accordance with all federal and state rules and regulations.
- Administered Return to Title IV regulations. This included counseling students, calculating financial liabilities, monitoring attendance, and reporting liabilities to students, Business Office, and the National Student Loan Data System (NSLDS).
- Contacted and collected needed Financial Aid documents in order to process student loans.
- Administered the Federal Direct Student Loan Program, including certification, transmission, entrance and exit counseling, and default management.
- Assisted in administering federal, state, institutional, and private financial aid programs.
- Advised prospective students, continuing students, and parents regarding financial aid application procedures, eligibility requirements, college policies, and availability of federal, state, local, and institutional financial aid.
- Used independent professional judgment to advise stakeholders by instructing and interpreting information and deliver the most equitable outcome for the student.
Bilingual Document Processor and Translator, 06/2016 to 10/2018
Community Trust Bank – Houston , TX
Community Trust Bank – Houston , TX
- Followed company procedures as to prepare and organize applicant's documents according to FEMA's instructions.
- Entered and scanned applicant's files and import into document database management software.
- Translated documents, financial reports, medical records, personal letters from a foreign language to English and vice versa which involved accuracy of meaning, grammar and syntax.
- Ensured that all written translations conform to the original text in terms of technicality and terminology.
- Conducted audit and quality assurance on all documents and images scanned.
- Extensively trained new and existing employees according to FEMA's policies and procedures.
- Monitored participant workflow and behaviors throughout the training process.
- Conducted one on one tutoring sessions for new employees.
- Addressed all questions from training program participants.
- Administered performance reviews to evaluate each participant's progress.
Financial Sales Consultant II, 12/2014 to 06/2016
PNC – City , STATE
PNC – City , STATE
- Assisted customers to achieve their financial needs.
- Increased new bank relationships within the local community.
- Received superior customer service satisfaction scores for four consecutive quarters.
- Actively recruited and over-saw training for all new branch employees. Coached and mentored employees.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Analyzed applicant's financial status, credit and property evaluation to determine feasibility of granting loans.
- Educated customers on the variety of bank products and available credit options.
- Successful in Multi-channel calls.
- Exceeded quarterly sales goals by 90%.
- Branch designee.
- Top sales performer.
Relationship Banker II, 03/2011 to 12/2014
Capital One – City , STATE
Capital One – City , STATE
- Helped customers to reach their short and long term financial goals.
- Performed heavy bank reconciliations and cash flow statements.
- Worked closely with company executives to identify new business opportunities and routinely participated in te sales process.
- Investigated and resolved customer inquiries and complaints in an empathetic manner.
- Met all customer call guidelines including service levels, handle time and productivity.
- Top sales performer in the DMV area.
- Branch Designee.
Assitant Branch Manager, 09/2004 to 03/2011
Bank Of America – City , STATE
Bank Of America – City , STATE
- Managed projects and served as primary liaison between client and multiple internal groups to ensure clarity, quality and adherence to deadlines.
- Managed the day- to-day tactical and long-term strategic activities within the business.
- Adhered to all confidentiality requirements at all times.
- Complied with federal, state and company policies, procedures and regulations.
- Communicated with customer, employees and other individuals to answer questions and explain information.
- Reviewed an approved billing invoices and expense reports.
- Coached and mentored 12 staff members by offering constructive feedback and taking interest in their long-term career growth.
Education
Business AdministrationStrayer University - City, State
Business AdministrationNorthern Virginia Community College - City, State
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Resume Overview
School Attended
- Strayer University
- Northern Virginia Community College
Job Titles Held:
- Financial Aid Specialist
- Bilingual Document Processor and Translator
- Financial Sales Consultant II
- Relationship Banker II
- Assitant Branch Manager
Degrees
- Business Administration
Business Administration
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