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