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Student Financial Services Advisor Resume Example

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STUDENT FINANCIAL SERVICES ADVISOR
Summary
PROFESSIONAL OBJECTIVE I am in pursuit of continued career which will allow me to continue the use of my vast professional, managerial and supervisory background in student loans, training, and financial aid. I am prepared for challenges, and look forward to my professional contributions to the organization.
Skills
  • Accounts receivable
  • AR
  • Benefits
  • Call center
  • Counseling
  • Customer service
  • Databases
  • Filling
  • Financial
  • Forms
  • Director
  • Materials
  • Meetings
  • Access
  • Needs analysis
  • Packaging
  • Personnel
  • Policies
  • Process improvement
  • Reporting
  • Researching
  • Seminars
  • Supervision
  • Supervising
  • Workshops
Experience
Student Financial Services Advisor
Indianapolis, INBROWN MACKIE/ART INSTITUTE/Jan 2015 to Current
  • I educate student, parents the benefits of being financially responsible when funding their education.
  • I assist staff members and other departments with continuous process improvement projects.
  • Manage and prioritize daily tasks that entail counseling, and educating students in regards to student funding.
  • Apply federal and/or state regulations that affect financial aid.
  • Actively and accurately communicate to students andupper management any pertinent changes due to federal regulations.
  • Conduct daily, financial aid appointments to administer and counsel students on qualifications of aid.
  • Conduct yearly FAFSA workshops.
  • Conduct quarterly financial aid reviews.
  • Conduct quarterly new student orientation.
  • Conduct monthly informational meetings.
  • Responsible for the accuracy and adherence of daily, weekly and monthly AR, Repack, and New Start reports and their accuracy.
  • Resolve any conflict and or concerns interdepartmental and externally with quickness and accuracy.
Assistant Director of Financial Aid
Indianapolis, INHARRISON COLLEGE/Nov 2007 to Jul 2015
  • Provided financial aid awareness and assistance to incoming and current college students.
  • The goal is to adequately give great customer service and have a student knowledgeable regarding their funding.
  • Duties entail- Demonstrate strong knowledge of state, federal and institutional financial aid policies, procedures and regulations.
  • Provide superior customer service to students, faculty and staff, with the emphasis on making student more knowledgeable regarding their financial aid and the process.
  • Creating a financial plan for students and informing students of their financial obligations post graduation.
  • Advise students of options regarding payments, and policies regarding their education expenses.
  • Determining Title IV eligibility through approved needs analysis financial aid software systems.
  • Conduct re-packing students for the upcoming financial aid year.
  • Processing and completing student files to include all required forms and materials to complete financial aid packaging.
  • Contact any and all students regarding impending delinquent or delinquent loan status.
  • Assist the Director with necessary reports i.e.
  • Accounts receivable, stipend process, and grad balances.
  • Educate students on the importance of borrowing funding wisely and the repayment process.
  • Work closely with admission to complete the entry process and financial aid process in a timely manner.
  • Attend financial aid workshops and seminars that will enhance knowledge.
Sr. Default Prevention Specialist, Escalation Specialist, Supervisor/Trainer
Indianapolis, INNELNET/Jan 2003 to Jan 2007
  • Educated and provided solutions to students who were in the beginning phase of delinquency or escalated status on student loans.
  • Provided training to incoming call center representatives on new procedure changes and assisted the president on escalated issues and calls.
  • Responsible for the daily supervision of 10 call center employees.
  • Worked and coordinated with staff to ensure optimal default prevention techniques were applied.
  • Administered and tracked in accordance with default management procedures.
  • Maintained timely and accurate reporting.
  • Actively and assisted and counseled students to resolve delinquencies to prohibit default via deferment or forbearance.
  • Updated and maintained multiple databases including keeping current contact information for student exit counseling and during grace-period.
  • Maintained knowledge of current regulations and policies, and trained employees in these areas.
  • Recruited employees and conducted interviews.
  • Conducted monthly team meetings to access issues and disseminate duties.
  • Gave assistance to the President on escalated issues that presented with student loan borrowers.
  • Handled issues which involved researching Department of Education regulatory policy and procedures.
  • Responsible for supervising up to 10 employees.
Education and Training
Bachelor's Degree: Business ManagementINDIANA WESLEYAN UNIVERSITY2012Marion, IN
Associate of Applied Science: Business AdministrationWESTERN INTERNATION UNIVERSITY2007Phoenix, AZ
Master's Degree: Business ManagementINDIANA WESLEYAN UNIVERSITYMarion, IN
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Resume Overview

Companies Worked For:

  • BROWN MACKIE/ART INSTITUTE
  • HARRISON COLLEGE
  • NELNET

School Attended

  • INDIANA WESLEYAN UNIVERSITY
  • WESTERN INTERNATION UNIVERSITY

Job Titles Held:

  • Student Financial Services Advisor
  • Assistant Director of Financial Aid
  • Sr. Default Prevention Specialist, Escalation Specialist, Supervisor/Trainer

Degrees

  • Bachelor's Degree : Business Management
    Associate of Applied Science : Business Administration
    Master's Degree : Business Management

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