financial learning coordinator resume example with 5+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:

High-achieving management professional possessing excellent communication, organizational and analytical capabilities. Proficient at devising innovative solutions to resolve business and technology challenges. Experienced in leadership, training program implementation, and organizational systems optimization. Eager to advance business goals through careful team management.

  • Excellent written and verbal communication skills
  • Performance improvements
  • Systems implementation
  • Workforce training
  • Project development and lifecycle
  • Schedule management
  • Client relations
  • Conflict management
  • Account development and networking
  • Presentations
  • Mentoring
  • Budget control
  • Program Analysis
  • Human Resources Allocation
  • Recruiting and Interviewing
  • Employee Handbook Development
  • Leadership Training and Development
  • Onboarding, Training and Development
  • Confidential Document Control
  • Operations Management
  • Employee Feedback and Recognition
  • Work flow planning
  • Data review
  • Microsoft Office Suite expert
  • Baseline schedules creation
  • Document management
  • Client rapport
  • Ellucian Banner
  • Microsoft Suit
  • Learning Management Systems
  • Outlook, Teams, SharePoint and Office 365
  • Expertise in employee and client satisfaction software (Qualtrics)
  • Telecommuting experience
  • Eager to learn and grow
Financial Learning Coordinator, 09/2017 to Current
Concorde Career InstituteSan Diego, CA,
  • Recruit, hire and onboard new employees for Financial Learning Program.
  • Design, develop and implement leadership development activities and programs including but not limited to team meetings, workshops, and online courses.
  • Identify and evaluate leadership development competencies of staff.
  • Build relationships with leaders and key stakeholders to create meaningful partnerships across the institution.
  • Demonstrate ability to influence senior leaders during facilitated experiences.
  • Demonstrate ability to engage in constructive conflict, and manage interpersonal dynamics.
  • Develop and critique program facilitation outlines, slides, and classroom handouts.
  • Develop, organize, conduct, and evaluate existing training programs.
  • Possess deep knowledge in facilitation area of expertise, including: delivery of in-person and virtual programs, workshops, and executive leadership events.
  • Facilitate in-person classroom presentations of both large and small groups.
  • Apply blended learning styles to ensure each learner is being served.
  • Conduct needs assessments and research to inform the design of programs to meet identified needs.
  • Create monthly publications addressing diverse topics.
  • Evaluate the effectiveness of programs on business metrics to inform enhancements and improvements.
  • Demonstrate effective project management and program roll-out.
  • Practice the following key skills: coaching, facilitation, supporting and leading change, strategic thinking, organizational/business dynamics, operational effectiveness, communication, teaming and collaboration.
Financial Aid Advisor, 09/2017 to Current
ChevronBelle Chasse, LA,
  • Participate in the hiring and onboarding of new employees.
  • Train staff on new technology systems implemented at the institution.
  • Design electronic onboarding trainings on LMS platforms.
  • Assist with COVID19 staff transition to a remote environment and back to premises.
  • Develop and maintain key partnerships with key stakeholders to accomplish grant objectives.
  • Collaborate in the creation and translation of educational videos, flyers, and resources pertaining to grant programs.
  • Participate in committees to re-evaluate and edit college wide forms for comprehensiveness and intuitiveness.
  • Provide in-depth guidance to staff and families regarding Title IV funding federal regulations.
  • Manage diverse projects in order to meet grant goals and objectives within appropriate timelines.
  • Review income tax returns, INS documents, Social Security Administration documents and other financial materials to determine accuracy of application and eligibility status.
  • Access secure federal and state web sites to process files.
  • Reconcile reports of discrepant data and authorize changes to resolve records.
  • Serve on student Appeals Committee to reinstate federal funding.
  • Evaluate and select scholarship recipients with committee for selected degree programs
  • Attend taskforce meetings to convey the progress of grant initiatives.
Lead Administrative Assistant, 05/2016 to 08/2017
CovanceCharleston, SC,
  • Supported departmental clerical activities.
  • Performed office management functions and coordination.
  • Scheduled student appointments in accordance with counselor calendars.
  • Scheduled/reserved boardrooms and prepared for meetings as directed.
  • Prepared requisitions for supplies and materials.
  • Operated standard office equipment as needed to perform tasks.
  • Retrieved, organized, and analyzed workshop data college-wide.
  • Organized campus-wide workshops.
  • Created an efficient system for travel funds requests to ensure consistent implementation of travel policies.
  • Produced paper and electronic training resources for incoming staff assistants.
  • Utilized computer programs, such as Who's Next, to connect students to advisors and protect confidential information.
  • Scheduled and organized interviews for selected job candidates.
  • Administered campus wide surveys to assess student success, student satisfaction, and to promote retention.
Project Coordinator, 12/2015 to
Blue OriginMerritt Island, FL,
  • Maintained and monitored project plans, project schedules, work hours, and participants.
  • Attended, and participated in stakeholder meetings.
  • Ensured project deadlines were met.
  • Determined project changes and developed project strategies.
  • Undertook project tasks as required.
  • Ensured projects adhered to frameworks and all documentation was maintained appropriately for each project.
  • Assessed project risks and issues and provided solutions where applicable.
  • Ensured stakeholder views were managed towards the best solution.
  • Produced, proofread, corrected, and translated newspaper and magazine content.
Office Manager, 12/2014 to
AMP Performance GroupCity, STATE,
  • Ensured client satisfaction and maintained positive client relations.
  • Completed files submitted by agents through follow-ups and document submissions.
  • Assisted in obtaining records and documents from third parties.
  • Registered team members for background checks and followed-up on state license appointments.
  • Obtained Life Insurance State License to meet auditing requirements as I reviewed sensitive costumer information.
  • Utilized online company systems to track the progress of client files.
Education and Training
Bachelor of Science: Business And Organizational Leadership, Expected in 12/2023
Valencia College - ,
Technical Certificate: Human Resources Management, Expected in 12/2023
Valencia College - ,
Associate: Arts Associate General Studies, Expected in 01/2016
Valencia College - ,
Certification #80210282: Agile Project Management Fundamentals, Expected in
Management And Strategy Institute - ,
Certification #80475014: Six Sigma Lean Green Belt in Healthcare, Expected in
Management And Strategy Institute - ,
Certification #: 77899742: Project Management Essentials Certified, Expected in
Management And Strategy Institute - ,
Certification #77965953: Lean Six Sigma White Belt Certified, Expected in
Management And Strategy Institute - ,
: Leadership Management, Expected in
Saylor Academy - ,
Native/ Bilingual
Native/ Bilingual

Regional Youth Ministries Leadership Team Member

2016 to 2020

Church of God of Prophecy, South Hispanic Region

  • Participated in the design, logistics, and execution of regional events, such as: concerts, camps, and conventions.
  • Provided verbal and written translation services during regional, district, and local events for hundreds of participants.
  • Managed payments, contracting, and communication with third party vendors, while communicating changes and requesting approvals from executive leadership.

District Youth Leader

2015 to 2017

Church of God of Prophesy, South Hispanic Region, District 4 Kissimmee, FL

  • Directed and executed events with local youth leaders team aimed at involving and uniting the youth in the district (7 churches, 100+ youth).
  • Managed events' budgets, and vendors.
  • Led meetings with various team members and delegated functions for successful event execution.

Local Youth Leader

2013 to 2020

Church of God of Prophecy, South Hispanic Region Kissimmee, FL

  • Collaborated with senior church leadership in order to keep youth ministry in alignment with church vision, relay information to youth ministry leadership committee, orchestrate teaching series, and plan local youth ministry events.
  • Maintained communication with parents to provide support in resolving youth personal matters.
  • Participated in church member budget meetings and assisted with minutes keeping.
  • Valencia College featured colleague in recognition of my efforts to create access to higher education.
  • Two published departmental on-boarding courses at Valencia College.
  • Published Financial Literacy article by the Florida Association of Student Financial Aid Administrators.
  • Various published monthly newsletters by the Financial Learning Ambassador Peer Program at Valencia College.
  • Published article by collegewide newsletter regarding new technologies for students and staff.
  • Led efforts in the creation and translation of various parent/student guides at Valencia College.
  • Participated in the evaluation of student forms and worksheets for clarity and comprehensiveness.
  • Streamlined and improved program data collection and evaluation.
  • Led efforts in the creation of El Osceola Star Newspaper 25 year Anniversary Magazine.
  • Edited and translated various articles for El Osceola Star Newspaper.
  • Created customer satisfaction metrics survey and report for the Florida Association of Student Financial Aid Administrators Annual New Aid Administrators Conference.

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Resume Overview

School Attended

  • Valencia College
  • Valencia College
  • Valencia College
  • Management And Strategy Institute
  • Management And Strategy Institute
  • Management And Strategy Institute
  • Management And Strategy Institute
  • Saylor Academy

Job Titles Held:

  • Financial Learning Coordinator
  • Financial Aid Advisor
  • Lead Administrative Assistant
  • Project Coordinator
  • Office Manager


  • Bachelor of Science
  • Technical Certificate
  • Associate
  • Certification #80210282
  • Certification #80475014
  • Certification #: 77899742
  • Certification #77965953
  • Some College (No Degree)

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