Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
H: (555) 432-1000
C:
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Date of Birth:
India:
:
single:
Summary
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
Skills
Compliance monitoring and recordkeeping
Government and regulatory policy compliance
Title IV federal financial aid programs and operational systems
Banking and financial services background
Financial policy development
Cash flow analyses and projections
Extensive customer and student assistance experience
Financial auditing procedures
Team oversight and assistance
Non-Profit Experience
Child Abuse Case Experience
Experience
Financial Assistance Advisor, 09/2018 - Current Medical Careers Institute – Norfolk, VA,
Understands the Institutional Student Information Record (ISIR) process from origination, budget calculations, disbursement and reconciliation.
Assists the Financial Aid Director in formulating and executing plans to ensure financial aid operations are providing quality service and exhibiting operational effectiveness to achieve enrollment and retention goals.
Assists in the implementation of financial aid policies to ensure efficient awarding practices and distribution of aid.
Exercises a high level of independent judgment and self-direction that focuses on unit objectives in the areas of systems, verification, Loans, Pell, Scholarships etc., and their alignment with the College’s strategic plan.
Ensures that corrections in the areas of non-compliance are made timely and accurately; escalates new or unresolved items as needed. Researches, evaluates and resolves complex student processes. Maintains and verifies compliance to various regulatory standards.
Provides accurate dissemination of financial aid information, College and Campus policy and procedures, and complex technical financial aid processes to students and families, campus staff and leadership and corporate department leaders.
Provides support in audits as part of a quality assurance program.
Consistently provides exceptional service and attention to active and potential students and parents through face-to-face and remote encounters.
Works closely with team members to deliver project requirements, develop solutions and meet deadlines.
Utilizes the CampusNexus software to compile data gathered from various sources to determine financial aid eligibility.
Maintains strict confidentiality in accordance with FERPA.
Performs other job-related duties as assigned.
Senior Student Accounts Officer, 04/2017 - 09/2018 Virginia International University – City, STATE,
Provided departmental oversight of the Student Accounts Office and staff to ensure all proper procedures and internal controls pertaining to Student Account office functions are followed.
Maintained financial files in the Student Accounts office and verified that they complied with the University's financial policies and procedures.
Consistently provided exceptional service and attention to upper management, students and parents in billing, banking, collections and loans.
Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
Assisted in the preparation and presentation of all financial files for audits.
Performed general accounting and office duties, including recording deposits and payments, tracking student payment plans and processing student refunds in CAMS.
Child Advocacy Supervisor / , 08/2016 - 12/2016 CASA Children's Intervention Services, Inc. – City, STATE,
Provided direct supervision, guidance and support to Court Appointed Special Advocates in child abuse and neglect cases assigned to the court in multiple jurisdictions.
Compiled, reviewed and approved the accuracy of advocate formal reports to the court for timely distribution to the appropriate parties in appointed cases.
Attended court hearings to advise the court on the status of the child.
Maintained confidential case files and the CASA Manager database to track court cases and child advocacy records.
Researched and reviewed appropriate records and reports to conduct an independent and objective analysis of assigned cases of child abuse and neglect.
Conducted home visits to complete an intensive and independent review of each assigned case of child abuse.
Monitored the court's orders for compliance for all parties listed on the complaint and ensured court-ordered services were provided to the child and family.
Instructed volunteer training classes and participated in the development of volunteer training curriculums.
Program Office Administrator, 08/2013 - 08/2016 CASA Children's Intervention Services, Inc. – City, STATE,
Promoted the efficient and effective use of organizational resources in accordance with internal and donor policies contributing to the continuous improvement in the organization's positive performance.
Provided direct support to the Chief Executive Officer and Executive Director in budget development, compilation of program statistics, and measured outcomes for grant application submission to ensured continued grant funding.
Processed, reconciled and maintained donor tax donation records in QuickBooks.
Reviewed invoices and prepared payments for processing.
Analyzed, reconciled and prepared financial reports for distribution to appropriate organizational staff, Board of Trustees, State/Federal funding sources and oversight agencies.
Managed the physical office space, supplies and IT systems for the office. Served as the primary point of contact for vendors, servicers, fundraising services and maintenance issues.
Directly supported with the Chief Executive Officer in managing organizational fundraising events.
Documented and prepared Board Meeting Minutes for distribution to individual members of the Board of Trustees and other applicable persons and organizations.
Created agendas and communication materials for team meetings.
Education and Training
Associate of Arts: Psychology, Expected in - Santa Fe College - Gainesville, FL, GPA:
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