Strong business and accounting background Demonstrated achiever with leading successful teams Experienced manager Exceptional organizational skills for budgeting, analyzing, and tracking information Knowledge of financial management and accounting systems Analytical skills to include research and interpretation of data Skilled at learning new concepts quickly Works well under pressure to meets deadlines 14 years customer service experience Communicates ideas clearly and effectively, both orally and written Ability to preform individually as well as in a group environment
Microsoft Office Suite, PeopleSoft, QuickBooks, Campus Vue.
Senior Student Financial Services Advisor January 2010 to January 2012Brown Mackie College - San Antonio, Texas
Manage the student finance department providing leadership and training to the finance team, support to student accounts, and reporting to the corporate entity for all current student, high balance reports, and Title IV funding.
Oversaw operations of student finance department to ensure that all student files meet corporate and federal compliance standards Facilitated the collections of over $5.6 million in accounts annually Responsible for overseeing the management of 612 student accounts Controlling costs and analyzing departmental budgets including salaries, equipment costs and other expenses Serve as a liaison between the campus, higher-level management, and the corporate office by presenting and preparing findings of department research, both orally and written Hired, trained, and managed employees of the department including planning, coordinating, and directing their daily and weekly activities to ensure departmental goals are attained Attend and presented at campus staff meetings with department heads, campus president, and faculty Ensure that student finance department meets company initiatives and goals of 100% packaging rates within 72 hours of enrollment Established business relationships in the community to be able to offer debt management to students Lead the department through internal as well as external, federal, and state audits Supplied students a needs analysis, assist with funding, and provided financial options for new enrollees Managing enrollment contracts with regards to federal, state, and company compliance Protecting personal identifying information and security of files Payment management including arrangement of cash payment plans, invoice and monitor agency payments, manage and monitor Veterans Education Benefits and other account disbursements Proficient in Campus Vue, Title IV requirements, and federal regulations for student aid.
Financial Planning Coordinator January 2009 to January 2010Galen College of Nursing - San Antonio, Texas
Met with students to provide support for the financial planning of educational programs including, Title IV funding, VA benefits, and private loans.
Created a financial aid package for each individual student based on what they were qualified to receive Examine, evaluate, and process student financial applications Auditing financial aid files to ensure compliance with federal regulations, as well as state and college guidelines Daily and weekly reporting to corporate entity for the Title IV funding, packaging summary reports, compliance matters, and R2T4 calculations Certifying Veterans Education benefits, as well as Federal Stafford Loans, Parent Plus Loans, and private loans Working with agencies to invoice, collect, and deposit funding to student accounts Constantly monitored student accounts to ensure proper funding was received on time Processed withdraw paperwork, including R2T4 and return of funds Collected past due accounts to maintain a healthy bad debt rate.
Adjunct Accounting Instructor January 2008 to January 2009Heald College - Salinas, California
Facilitated classroom learning of various aspects in accounting to prepare students for entry-level positions in the field.
Instructed Introduction to Accounting & Computerized Accounting with QuickBooks Pro classes Taught generally accepted accounting principles, theories, procedures, and applications Facilitated a group learning environment Planned, evaluated, and revised curricula, course content, and course materials and methods of instruction Created weekly lesson plans to follow a schedule that matches the learning requirements for each course Used various visual and audio methods to deliver instruction Initiated, facilitated, and moderated classroom discussions Kept abreast of developments in the field by reading current literature, talking with colleagues, and participation in professional organizations and conferences Tutored students before class to ensure their progress in learning the material Evaluated and graded students' class work, papers, and assignments Entered grades and tracked attendance with campus database software Maintained regularly scheduled office hours to advise and assist students.
Enrollment Counselor January 2007 to January 2008University of Phoenix - Merrillville, Indiana
Guided and counseled potential students through the college entry process to ensure they made the right decisions to attain their goals for education and career advancement.
Attended events to advertise for the college and acquire potential students Met with students and their families to discuss their college options and help them chose the right program to meet their needs Created a training manual to guide future enrollment counselors on program knowledge Helped students through the college application process Followed up with students throughout their program to ensure their success Attained an attrition rate of 92% Office duties included database entry, creating spreadsheets, answering phones, setting appointments, faxing.
Masters of Business Administration (MBA) : 2008INDIANA UNIVERSITY NORTHWEST - Gary, Indiana
Bachelors of Science : Business Management, 2005INDIANA UNIVERSITY NORTHWEST - Gary, Indiana