JOE HARPOLD

• Managed Federal Work Study Program, ensuring compliance and effective allocation of resources. with year over year growth.
• Present financial aid materials to prospective students.
• Created training program for student workers, enhancing skills and improving service delivery.
• Processing applications & collecting missing documents.
• Oversaw payroll processing and budget tracking, ensuring financial accuracy and supporting operational efficiency.
• Planning and community outreach to educate the local community of potential opportunities.
• Handling of escalated service tickets from base level employees.
• Processed Financial Aid appeals.

• Administered Loan Policies
• Monitored compliance with corporate and federal regulatory policies regarding data security, privacy, and confidentiality.
• Coordinated with post office and credit bureaus to locate delinquent clients at new addresses.
• Observed corporate and federal regulatory policies in terms of data security, privacy, and confidentiality.
• Developed graphs and charts to visually present data analysis results.
• Created graphs and charts detailing data analysis results.
• Contributed full-time to team efforts, ensuring smooth daily operations.

• Assisted customers in opening and closing accounts, applying for loans, and making informed financial decisions.
• Developed partnerships to ensure effective referrals and fulfill client needs.
• Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
• Followed operational standards, promoting security, risk management and compliance.
• Enhanced customer relationships through consistent follow-up and building rapport.
• Full time

• Supervised five branch team members and provided management with suggestions regarding performance assessments.
• Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
• Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
• Planned work schedules to maintain adequate staffing levels.
• Provided leadership for employees to encourage compliance with company policies and procedures.
• Scheduled or conducted new employee orientations and training seminars.
• Hired employees and processed hiring-related paperwork.
• Oversaw necessary onboarding activities, addressing questions to speed up process.
• Informed job applicants of duties and responsibilities, compensation, and benefits.
• Full Time

• Entered new account information into computers and filed related forms and other documents.
• Helped customers open and close accounts, apply for loans, and make sound financial decisions.
• Used product knowledge and abilities to execute consumer loans and other services.
• Maintained and built strong client relationships through quality, personalized interactions.
• Prepared bank deposits, general ledger postings and statements.
• Used customer and bank records to investigate and correct errors upon customer request.

Expected graduation: December 12, 2026