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Financial Counselor Resume Example

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FINANCIAL COUNSELOR
Summary
Highly Regarded Senior Level Support Professional with outstanding organizational ability, office efficiency and time management skills with a reputation for excellence and high quality production. Seeking an Administrative Support position with a progressive organization that values solid work history, superior customer service, tenacity, and professionalism. Thrive in a fast paced, challenging environment that offers new opportunities for accomplishments and success.
Highlights
  • Summary
  • Superior Customer Service Team Player
  • Accounting Procedures Student Financial Services
  • Office Administration Skills Account Receivables
  • Exercise Excellent Judgment Presentation Skills
  • Problem Solving / Decision Making Detail Oriented Microsoft Excel
  • Behavioral Intervention Plans Microsoft Word
  • Conflict Resolutions Skills Microsoft Excel
Experience
Financial Counselor
January 2014 to October 2014 Basix Knowledge Academy
  • Counsels students, parents, and administrators regarding all aspects of student financial services department.
  • Counsels students and parents in navigating the enrollment policies and procedure Reviewed and reconciled electronic transmission of student account receivables.
  • Provide exceptional customer service to students, parents, and administrators families, co-workers.
  • Researched and use professional judgment to responses to students various circumstances and concerns.
  • Ensured the security of student records and compliance with state regulations.
  • Managed special projects and additional duties as assigned to enhance the level of commitment to students, their families and the Academy.
Behavior Intervention Support Staff
January 2010 to January 2012 Atlanta Public Schools
  • Collaborate with administrators, teachers, counselors, and parents regarding students' discipline and educational needs and provided recommendations to improve academic success.
  • Maintain progress files on students, track data on intervention strategies, and kept administrators informed of programs that address students' needs.
  • Counseled and coordinated with students, faculty, and parents on appropriate individualized curriculum to various behavioral interventions and modification to the classroom environment.
  • Develop and maintain relationships with community agencies and other resources to assist in addressing the needs of the school site.
  • Prepared weekly and monthly regarding behavior assessments.
  • Develop and maintain relationships with community agencies and other resources to assist in addressing the prioritized needs of the school site.
Senior Student Accounts Representative
January 1989 to January 2009 Clark Atlanta University
  • Provided counseling to students and parents regarding financial requirements, admission and enrollment processes, policies and procedures, and guidelines for payments options.
  • Coordinated new student orientation presentations for undergraduate, graduate, and transfer students.
  • Managed over 500 plus payment plans, generation $500K in account receivables annually.
  • Supervised daily task of student employees; trained student employees on Federal Regulation requirements governing the Office of Student Accounts.
  • Prepared weekly reports denoting account receivable transactions and served as key liaison for the University's student medical insurance program.
  • Interacted with students, parents, and colleagues to answer questions regarding policies and procedures; managed the return of student loan funds, and ensured accurate reconciliation for cash receipts.
  • Maintained comprehensive records of external scholarship sponsors, and gained a reputation as a knowledgeable and helpful Student Accountant Representative.
  • Prepared and submitted documentations regarding third party billing, ensured contract authorizations are posted accurately, and diligently follow- up on outstanding receivables.
  • Responsible for posting and reconciliations of payments through ViaKLIX virtual terminal.
Student Accounts Supervisor
January 1984 to January 1989 Atlanta University
  • Managed student account payment postings; reconciled external scholarship funds and processed student refund disbursements in accordance with mandated Federal regulations.
  • Created and implemented effective procedures for processing Third Party billing contracts, Veteran Benefits, and served as a liaison between embassies, consulates, corporate sponsors, and students.
  • Managed all necessary administrative task required to support the functioning of the Student Accounts Office.
Education
National Work Ready Certification Strayer University － Lithonia, GA
Master of Business Administration Texas Southern University － Houston, TX
Bachelor of Science : Home Economics Business Management Home Economics Business Management
Business Management Richland College － Richardson, Texas Business Management
Interests
President, Dialysis and Transplantation Support Services Center, Inc. Member, Board of Regents, Greenforest McCalep Academy 2001 - 2011 Counselor Volunteer for Bunche Middle School Volunteer, Reach One Teach One Program
Additional Information
  • Volunteer Activity President, Dialysis and Transplantation Support Services Center, Inc. Member, Board of Regents, Greenforest McCalep Academy 2001 - 2011 Counselor Volunteer for Bunche Middle School Volunteer, Reach One Teach One Program
Skills
academic, Accounting, Accountant, administrative, Benefits, billing, cash receipts, contracts, counseling, Customer Service, Decision Making, Detail Oriented, Financial, funds, insurance, Microsoft Excel, Office, Microsoft Word, Office Administration, policies, presentations, Presentation Skills, Problem Solving, processes, progress, Team Player, transmission
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Resume Overview

Companies Worked For:

  • Basix Knowledge Academy
  • Atlanta Public Schools
  • Clark Atlanta University
  • Atlanta University

School Attended

  • Strayer University
  • Texas Southern University
  • Richland College

Job Titles Held:

  • Financial Counselor
  • Behavior Intervention Support Staff
  • Senior Student Accounts Representative
  • Student Accounts Supervisor

Degrees

  • National Work Ready Certification
    Master of Business Administration
    Bachelor of Science : Home Economics Business Management
    Business Management

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