Montgomery Street, San Francisco, CA94105(555) 432-1000, resumesample@example.com
Summary
Dedicated Financial Aid/Student Accounts Officer with 7 years of experience delivering outstanding service to prospective and current students and their parents. Well-versed in working with student information systems, Campusvue, PowerCampus and PowerFAIDS. Extensive experience working with student financial aid programs and federal regulations. Self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Maintains a positive attitude and works hard to build team relationships.Desires a role of increased responsibly and authority. Experienced in budgeting and strategic planning.
Highlights
Microsoft Office
ImageNow
CampusVue
PowerCampus
PowerFAIDS
VA Once
Right Signature
Ten Key
Documentation and reporting
Packaging student aid awards
Federal financial aid need analysis
Polished communication skills
Process implementation
Cultural sensitivity
Problem resolution
Member of NASFAA
Experience
08/2012 to Senior Student Accounts OfficerUniversity Of California | Rocklin, CA,
Complete financial planning with prospective and current students
Ensure that students are aware of enrollment requirements to receive Federal and Institutional Aid
Award and certify Federal and Private Loans for undergraduate and graduate students
Counsel and advises students and parents on their financial options and obligations
Award financial aid and adjust funds due to enrollment status
Audit student files to ensure compliance with Federal regulations
Collect current and past due payments from new, current, and withdrawn students
Work with students to set up payment plans that fit their budget and meets University guidelines
Provide quality customer service to all students, faculty and staff
Maintain logs and records of all tasks
Train new employees
Manage a caseload of 400 students
Counsel VA students on their benefits
Complete the financial aid verification process
Responsible for invoicing self pay students
Responsible for retention goals
Ensures students are financially eligible to continue their classes
Maintain a performance record of at or above 99% of students to be packaged and repackaged
Assist with Ready to Pay reports
Assist with the Federal Work Study Program.
11/2010 to 08/2012Financial Aid OfficerFirst National Bank Texas | Midlothian, TX,
Completed financial planning with prospective and current students
Counseled and advised students on their financial options and obligations
Audited and reconciled VA and financial aid files to ensure compliance with Federal regulations
Provided financial aid information to all groups within the organization
Worked with other organizations and departments to promote Financial Aid awareness
Developed and implemented policies and procedures within the department
Helped hire, train and motivate new staff members within the department
Certifying official for the Department of Veteran Affairs
Served on the Student Activities Board
Campus Facilitator for MBA distance learning classes
Worked with students to set up payment plans that fit their budget and met University guidelines
Helped maintained the 90/10 ratio.
03/2008 to 08/2010Student Accounts Officer and Financial Aid OfficerFirst Midwest Bank | Shorewood, IL,
Completed financial planning with prospective students
Counseled students on their financial obligations
Certifying official for the Department of Veteran Affairs
Handled accounts receivable and accounts payable
Helped maintain the 90/10 ratio
02/2007 to 03/2008Financial Service RepresentativeBrinks | Lawrence, MA,
Sold, opened and maintained customer accounts
Opened and closed loans
Made sales goals
Responsible for lobby management
Licensed Insurance Agent of SunTrust Investment Services, Inc.
Recommended innovative alternatives to customers reduce unnecessary
Researched market trends and surveys and used information to stimulate sales
Lectured on financial management strategies and problem resolution techniques
08/2006 to 02/2007Teller SupervisorBranch Banking And Trust | City, STATE,
Managed 5 tellers
Created end of the month reports
Enforced bank guidelines
Handled customer complements and complaints
Trained and coached new and current tellers
Vault Teller
2005 to 2006Financial Service Representative Level 2SunTrust Bank | City, STATE,
Sold, opened and maintained customer accounts
Opened and closed loans
Led sales meetings
10/2004 to 01/2006TellerSunTrust Bank | City, STATE,
Made referrals for potential sales
Advised customers on new products
Cashed checks
Handled deposits
Education
Expected in 2010Masters of Business Administration | Human Resource ManagementColorado Technical University, Colorado Springs, ColoradoGPA: GPA: 3.73 Human Resource Management GPA: 3.73
Expected in 2008Bachelor of Science | Business AdministrationVirginia Commonwealth University, Richmond, VAGPA:
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School Attended
Colorado Technical University
Virginia Commonwealth University
Job Titles Held:
Senior Student Accounts Officer
Financial Aid Officer
Student Accounts Officer and Financial Aid Officer
