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JC
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (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 Officer University 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  • Collect current and past due payments from new, current, and withdrawn students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 08/2012 Financial Aid Officer First 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 08/2010 Student Accounts Officer and Financial Aid Officer First 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 03/2008 Financial Service Representative Brinks | 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 02/2007 Teller Supervisor Branch 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 2006 Financial Service Representative Level 2 SunTrust Bank | City, STATE,
  • Sold, opened and maintained customer accounts
  • Opened and closed loans
  • Led sales meetings
10/2004 to 01/2006 Teller SunTrust Bank | City, STATE,
  • Made referrals for potential sales
  • Advised customers on new products
  • Cashed checks
  • Handled deposits
Education
Expected in 2010 Masters of Business Administration | Human Resource Management Colorado Technical University, Colorado Springs, Colorado GPA: GPA: 3.73
Human Resource Management GPA: 3.73
Expected in 2008 Bachelor of Science | Business Administration Virginia Commonwealth University, Richmond, VA GPA:

Small Business and Entrepreneurship

Expected in Select One | , , GPA:
Interests
Additional Information
Skills

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Resume Overview

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
  • Financial Service Representative
  • Teller Supervisor
  • Financial Service Representative Level 2
  • Teller

Degrees

  • Masters of Business Administration
  • Bachelor of Science
  • Select One

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