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Loan Officer Resume Example

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LOAN OFFICER
Summary
Seasoned professional with more than 12 years of experience in student financial aid. Excellent managerial and leadership skills. Track record of achieving exceptional results in the administration of federal aid programs while ensuring compliance of strict regulations.
Highlights
Proficient in Microsoft Office including: Successful leadership skills Word, PowerPoint, Excel, Outlook, and Visio. Proven time management and organizational Seasoned Banner and PeopleSoft student skills integrated systems user. Experienced in forecasting and budgeting Accomplished administrator of loan programs
Experience
Loan Officer
March 2015 to CurrentUniversity at Albany － Albany, NYOversee all daily activities of the Official of Financial Aid. Direct, coordinate, and evaluate the activities of 13 personnel members including professional and support staff. Disseminate information to staff that is considered pertinent to their respective aid programs. Partner with Enrollment Management Directors in an effort to enhance student success, student experiences and retention. Facilitate open communication channels interdepartmentally. Ensure all financial aid programs are administered in accordance with federal and state regulations. Provide statistical analysis of data requested by Associate Provost for Enrollment Management and for annual reporting purposes. Review packaging algorithms to ensure funding levels are appropriately awarded to aid applicants. Formulate strategic plan for the Office of Financial Aid in an effort to examine and scrutinize current processes. Promote the University by participating in various outreach events. Assisted Associate Director for Lending Services with administration of loan programs. Managed PLUS and alternative loan programs. Authorized and disbursed aid to accounts in accordance with federal and state regulations. Assisted in launching of innovative loan process known as HESC Express. Implemented automated PLUS and alternative loan processes.
Financial Aid Coordinator (Assistant Director)
September 2008 to CurrentBryant & Stratton College － Albany, NYInstruct an array of business, economics, and mathematic courses on a part-time basis in the evening. Instruct diverse and inclusive student populations from various cultures, socioeconomic statuses, and demographic backgrounds. Student population includes: adult learners, first generation students, and traditional students. Achieved high student success rate while greatly increasing students' competencies of many mathematical, economical, and business models and concepts. Initiate, facilitate, and moderate classroom discussions. Prepare course materials such as syllabi, homework assignments, and handouts. Responsible for administration of all aspects of $100+ million loan program. Supervise loan team staff members. Reconcile federal loan account to the G5. Authorize and disburse aid to accounts in accordance with Federal Government Regulations. Ensure exception free audits. Regularly participate in outreach events including: open houses, high school nights, orientation sessions, graduate fairs, etc. Provide training to staff on new and enhanced processes as well as changes mandated by the Department of Education. Support the Division of Enrollment Management and initiatives to improve retention and recruitment rates. Frequently assist in the gathering and analysis of data to be reported in the Fiscal Operations Report and Application to Participate (FISAP), the Common Data Set (CDS), and other annual reports. Assisted in implementing the University's Financial Literacy program through the use of the SUNY wide Smart Track initiative. Increased productivity and efficiency by streamlining several loan processes. Assisted in the testing and implementation of Direct Loans. Supervised staff and all daily activities of the Financial Aid Office. Balanced and reconciled all Federal and State accounts such as Work Study, Pell, SEOG, FELP, Institutional Grants, and TAP. Reviewed and submitted financial aid applications for current and prospective students, provided counseling, and prepared award letters. Assisted in executing many automated processes through the Banner system.
Education
MBA : FinanceUniversity at Albany － Albany, NY, USMBA: Finance May 2008 University at Albany - Albany, NY Finance
Bachelor of Arts : MathematicsSiena College － Loudonville, NY, USBachelor of Arts: Mathematics May 2002 Siena College - Loudonville, NY Business
Accomplishments
  • Review packaging algorithms to ensure funding levels are appropriately awarded to aid applicants
  • Elected as a United University Professions (UUP) Delegate, 2009 - present
Affiliations
New York State Financial Aid Administration Association
Skills
Associate, Accounts In, Basis, Audits, Federal Government, Loans, Million, Operations, Pricing, Recruitment, Testing, Training, Financial Aid, Assistant Director, Award, Budgeting, Em, Excel, Expectation-maximization, Forecasting, Leadership Skills, Managerial, Microsoft Office, Ms Office, Outlook, Peoplesoft, Powerpoint, Time Management, Visio, Word, Algorithms, Packaging, Statistical Analysis, Finance, Mba, Mathematics
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Resume Overview

Companies Worked For:

  • University at Albany
  • Bryant & Stratton College

School Attended

  • University at Albany
  • Siena College

Job Titles Held:

  • Loan Officer
  • Financial Aid Coordinator (Assistant Director)

Degrees

  • MBA : Finance
    Bachelor of Arts : Mathematics

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