Summary
Overview
Work History
Education
Skills
Timeline
Generic

Amanda Sampson

Huntington

Summary

I am a qualified Financial Aid professional with 20 years of experience in term and non term financial aid. I have developed areas of expertise in all aspects of the financial aid profession but find great satisfaction in training new counselors, maintaining a high level of quality control and creating new trainings for the whole staff.

Overview

22
22
years of professional experience

Work History

Coordinator of Processes, Training and Compliance

Indiana Wesleyan University
01.2020 - Current
  • National & Global Studies, Student population
  • Provides cultural and spiritual leadership to team members
  • Monitors various deadlines, assists leadership team with determining financial aid office priorities, and monitors counselor progress in completing assigned tasks
  • Provides training and guidance and is a resource for counselors in performing their daily processes and communications; addresses student concerns and complaints
  • Evaluates all office processes continually for maintenance and improvements: customer service, enrollment, processing, reconciliation, quality control, and support staff functions; takes the lead in facilitating implementation of enhancements
  • Continually communicates and/or facilitates communication, especially for relation of financial aid office processes to students, peer offices, and other internal functions;
  • Maintains an up-to-date catalog of priorities, processes, tools, and personnel being utilized for all office functions; maintains up-to-date procedural documentation
  • Performs quality control consistent with Indiana Wesleyan University awarding policies and procedures and in conjunction with federal and state regulations

Team Leader

Indiana Wesleyan University
01.2008 - 01.2020

National & Global Studies, Student population

  • Train and develop new counselors so they are able to work independently as fully trained financial aid counselor.
  • Field questions from counselors to provide support to the Assistant Director of Financial Aid.
  • Analyzes complex situations and resolves problems, understands and anticipates customer service needs with regard to student funding options
  • Maintains practical current knowledge of statutory and regulatory requirements regarding student financial aid, other aid agencies, and the university and applies this knowledge accurately to student financial aid packages

Financial Aid Counselor

Indiana Wesleyan University
11.2004 - 09.2008
  • National & Global Studies, Student population
  • Develops and finalizes student financial aid award packages in a timely and accurate manner consistent with Indiana Wesleyan University awarding policies and procedures and in conjunction with federal and state regulations
  • Counsels students in-person, by phone, or by email on rights and responsibilities regarding receipt of student financial aid and promotes financial literacy with professionalism and a customer service orientation; answer questions regarding maximizing aid eligibility and explains and advises regarding available and beneficial options and required actions
  • Completes review for verification and other general aid eligibility processes
  • Analyzes complex situations and resolves problems, understands and anticipates customer service needs with regard to student funding options


Staff Accountant

Terry Reckard, CPA
05.2003 - 01.2004
  • Company Overview: Huntington, IN
  • Managed Small business financial statements, bank statements, and tax liabilities on a monthly basis.
  • Prepared client payroll checks, EFT drafts, and payroll taxes on a weekly basis for multiple accounts.
  • Prepared client personal tax returns, reviewed data for possible financial implications.
  • Huntington, IN

Education

Bachelors of Science - Accounting, Business management

Huntington University
Huntington, IN
05.2003

Skills

  • Ability to convey information clearly
  • Analytical problem solving
  • Ability to quickly adjust to new situations
  • Accurate documentation management
  • Strong organizational scheduling skills
  • Strategic task management
  • Proficient in managing deadlines
  • Collaborative teamwork

Timeline

Coordinator of Processes, Training and Compliance

Indiana Wesleyan University
01.2020 - Current

Team Leader

Indiana Wesleyan University
01.2008 - 01.2020

Financial Aid Counselor

Indiana Wesleyan University
11.2004 - 09.2008

Staff Accountant

Terry Reckard, CPA
05.2003 - 01.2004

Bachelors of Science - Accounting, Business management

Huntington University
Amanda Sampson