Financial Aid Assistant Resume Samples

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E Leannon

Esmeralda

Leannon

5784 Cormier Lake

Dallas

+1 (555) 825 3283

5784 Cormier Lake

Dallas

Phone

p +1 (555) 825 3283

Experience Experience

Phoenix, AZ

Financial Aid Assistant

Phoenix, AZ

Miller LLC

Phoenix, AZ

Financial Aid Assistant

Assists in drafting and/or developing of guidelines and procedures related to the processing and delivering of financial aid
Assist students and families complete their federal, state and private financial aid forms
Assist with imaging and indexing
Provide excellent front desk customer service to students and families
Answer Direct Loan questions and assist students in completing the process
Performs other job related duties as assigned
Delivers financial aid presentations and counseling to students, parents and others, under close supervision

Philadelphia, PA

Financial Aid Assistant Director

Philadelphia, PA

Barrows LLC

Philadelphia, PA

Financial Aid Assistant Director

Assists in developing and implementing on-going training and staff development programs
Performs day to day supervision of staff. Works with Associate Director at his or her direction to participate in or perform annual evaluations
Assists in analyzing data and preparing financial reports as necessary in order to assist in fund management
Assists in coordinating the development, testing and implementation of financial aid computer systems to support the timely delivery of financial aid
Assists in interviewing and hiring staff. Responsible for coordinating training
Evaluates the effectiveness of and recommends and implements policy changes in department and office operations in order to anticipate and respond to federal, state and institutional regulations
Serves as a resource to the University and other agencies or organizations and makes presentations to professional, community and student groups in order to represent the Office

present

Houston, TX

Assistant Director of Financial Aid

Houston, TX

Pollich LLC

present

Houston, TX

Assistant Director of Financial Aid

present

Supervise staff, including planning and delegating work effectively and communicating performance expectations
Assist with packaging setup/testing
Counsels students and families regarding all aspects of financial aid and financial planning
Serve as a Financial Aid counselor by processing and advising current and perspective students
Exercise professional judgment in adjusting a student's application to accommodate documented, qualifying special circumstances
Assist with awarding Endowed Scholarships
Continually understand and gain financial aid processing knowledge as well as state and federal financial aid regulations

Education Education

Bachelor’s Degree in Education

Bowling Green State University

Bachelor’s Degree in Education

Skills Skills

One year of customer service experience
Previous telephone experience helpful
Strong communication skills verbal and written
Typing 45-50WPM
Personal computer experience
Normal physical activity including movement, hearing, seeing and communication
Advises students and families about financial aid application, awards, and general financial aid processes. This entails both in person, telephone and e-mail advisement
Assist in the review, evaluation, certification and disbursement processes of financial aid funds in accordance with federal, state and local regulations and policies
Assist in the review of student/family income analysis of applicants whose income is being verified to ensure compliance with state and federal guidelines and standards
Represents the Office of Financial Aid and Scholarship Services at recruitment and general information sessions on and off-campus (some take place in the evening and weekends)

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Assistant Director of Financial Aid Resume Examples & Samples

Counsels students and families regarding all aspects of financial aid and financial planning
Revise existing awards to reflect changes in eligibility or allowable budget adjustments
Exercise professional judgment in adjusting a student's application to accommodate documented, qualifying special circumstances
Reviews applications and determines financial aid awards for new and returning students
Manages and reconciles institutional endowed and private scholarship awards
Performs Title IV verification, professional judgment reviews and dependency overrides
Performs Return of Title IV funds calculations and related tasks
Knowledge of federal database applications, including FAA Access to CPS Online, Common Origination and Disbursement (COD), National Student Loan Data System (NSLDS) and ED Express
Knowledge of common personal computer applications including, but not limited to, MS Outlook and MS Office: Excel, Word, and PowerPoint
Evening and weekend hours as required
Other duties as assigned

Assistant Dean for MBA Admissions & Financial Aid Resume Examples & Samples

User knowledge of Microsoft Office Suite and Google Apps
Advanced communication skills to clearly and effectively communicate information to internal and external audiences, client groups, and all levels of management
Strong analytical skills to review and analyze complex financial information
Strong leadership and strategic management skills
Understanding of underlying technological needs and requirements
Ability to establish credibility and effective working relationships across organization
Demonstrated ability to work collaboratively
Demonstrated experience with significant and complex budgetary/financial management

Assistant Director Financial Aid Resume Examples & Samples

Detailed knowledge of Federal, State and Institutional Financial aid regulations
Experience with PowerFAIDS (all modules, including Administration) required
Experience with Salesforce, preferred
Ability to follow-through with policy and procedural implementations and affect beneficial change at all levels of the organization
Certify alternative/private loans using the Electronic Loan Management (ELM) system
Coordinate outside resources with institutional aid and student loans
Demonstrated experience in analyzing and recommending significant improvements in departmental operations
Strong conceptual, logical, and problem-solving abilities
Ability to work without direct supervision
Ability to partner cross-functionally with other departments
Demonstrated ability to establish and meet objectives within limited time frames and under tight deadlines
Candidates must possess unquestioned personal and professional ethical standards

Financial Aid Program Assistant Resume Examples & Samples

Associate's degree required, Bachelor's degree preferred
Minimum 1-3 years of database analysis and design experience, data entry and collection
Strong analytical, problem solving, and reasoning skills

Assistant Director of Financial Aid Resume Examples & Samples

Experience in need analysis and packaging of student financial aid
Excellent communication skills, including the ability to exercise tact and discretion when dealing with students, families, and staff
Expertise in counseling and working with students individually, ability to provide excellent customer service in difficult situations
Demonstrated ability to set priorities, manage time and workflow and to manage multiple, concurrent high priority projects in a time-pressured environment
Demonstrated understanding and ability to explain University policy to others, detailed knowledge of financial aid regulations
Knowledge of multiple financial aid systems, document management systems, and window based environment and office applications
Demonstrated analytical and quantitative skills, good judgment

Assistant Director, Financial Aid Resume Examples & Samples

Please include a cover letter for full consideration
Analyze complex financial aid applications for approximately 600-800 students using established University guidelines, as well as federal and state regulations and prepare award packages
Successful completion of a full 4-year course of study in an accredited college or university leading to a bachelor's or higher degree and 1-3 years financial aid experience; OR appropriate combination of education and experience
Consistently displays accuracy and attention to detail
Experience working with traditional and non-traditional students enrolled in online programs
Explores alternatives to existing products and services; identifies opportunities to improve procedures and practices; shows imagination

Assistant Director of Financial Aid Resume Examples & Samples

Reports to the Director of Student Financial Services & Financial Aid
Will assist the Director in maintaining compliance with federal, state, and institutional regulations and policies. Coordinate development and maintenance of written policies and procedures
Build, manage, support, and train Financial Aid staff/team. Assists in planning and delegating work effectively; communicating and monitoring performance expectations; and ensuring compliance with Harvard and FAS policies and procedures
Counsel and advise an assigned caseload of students on all aspects of financial aid, including budgeting, debt management, federal and private loan borrowing, and loan repayment. Inform students about federal regulations and institutional policies. Review financial aid applications and appeals; determine need and eligibility, award funds. Verify enrollment and academic standing and disburse financial aid funds. Review federal loan information through NSLDS and other federal websites for current financial aid applications and recipients. Work with DCE program offices regarding academic progress and graduation requirements
Participate in University and DCE meetings and attend outside training and workshops as needed. Oversee one or more areas of specialization. Perform other related duties as required
Minimum of five years’ experience in a Financial Aid or related type office - preferably working with non-traditional/adult students and both undergraduate and graduate programs. Supervisory experience is helpful, but not required

Assistant Director of Financial Aid Resume Examples & Samples

Lead the Humanities financial aid team; work with all aspects of the financial aid process including admissions, analyzing financial aid and registration status. Supervise and train a financial aid officer, and two support staff, who oversee an additional 9 departments in the humanities with a caseload of approximately 600 graduate students and $15 million in financial aid funds
Counsel graduate students on effective use of the financial support package, fellowship sources, loans, budget planning, debt management and related matters. Interpret and administers GSAS financial aid policies for students, faculty, departments, administrative offices, outside agencies
Manage the financial aid budgets for 10 humanities departments; advise and assist in developing financially sound strategies for the awarding of departmental monies. Maintains accounts for departments’ unrestricted and restricted funds; prepares allocations in accordance with the Financial Aid Plan. Collaborates with program administrators to assign and review GSAS and departmental funding resources and advises departments, as appropriate, of financial resources available
Prepare detailed statistical documents including budget sheets and yield reports. Provides departments with financial aid information for all ranked applicants and continuing students. Prepare and process financial aid offers and packages for newly admitted students
Authorize annual fellowship (tuition and stipend) funding; meets internal and external processing deadlines and reporting requirements as needed for continuing students. Assure that continuing funding guarantees are being met to each student in each department in light of known GSAS fellowship aid, outside fellowship support and TF employment
Assist with developing the budget request for financial aid funding for the humanities; collaborate with the GSAS Finance Office to process quarterly transfers for the interfaculty programs
Coordinate Harvard University participation in the Foreign Language Area Studies Title VI fellowship, organizing the annual competition, securing US Department of Education project approval, disbursing and reconciling over $1M of federal funds annually, and preparing year-end reports
Manage the GSAS Parental Accommodations Fund and work collaboratively with GSAS Student Affairs and the Graduate Student Council to sustain and enhance family-friendly policies with respect to parental and medical leave
Represent GSAS Financial Aid on the Student Financial Services working group, facilitating close collaboration between HU Student Financial Services, the FAS Registrar, GSAS Financial Aid and GSAS Student Affairs
Supervise staff, including planning and delegating work effectively and communicating performance expectations

Assistant Director of Financial Aid Resume Examples & Samples

Provides detailed information and professional advice to parents, students and staff regarding financial aid eligibility, including University policies and federal and state regulations. Considers requests for adjustments and additional aid on a case-by-case basis and provides counsel as to student options via e-mail, phone and in person
Analyzes complex financial aid applications for approximately 600 undergraduate students using established University guidelines, federal and state regulations. Determines student eligibility and awards federal, state, and institutional funds in accordance with relevant policy. Exercises professional judgment, within guidelines of federal regulations, to make adjustments when warranted by exceptional circumstances
Stays abreast of federal and state regulations and institutional policies and procedures in order to provide excellent customer service. Responsible for managing a specific financial aid project area, to be assigned. Project areas may include federal eligibility assessment, federal verification, federal/state grant programs, federal/private loans, institutional scholarships, study abroad financial aid, athletic assistance and additional federal regulations and institutional programs, as developed
Responsible for presenting at high school financial aid nights and student information sessions
Successful completion of a full 4-year course of study in an accredited college or university leading to a bachelor's or higher degree in Business Administration, Accounting, Finance; OR appropriate combination of education and experience
2-3 years’ experience in financial aid office, preferably at a private college or university
Demonstrated ability to consistently display accuracy and attention to detail
Receptive to feedback, willing to learn and embrace continuous improvement
Demonstrated ability to communicate effectively one-to-one, in small groups and in public speaking contexts
Ability to write precise, well-organized emails, letters and proposals while using appropriate vocabulary and grammar
Effectively performs duties and responsibilities with attention to detail while demonstrating support for organizational policies
Demonstrated energy and desire to achieve and ability to take action that no one has requested to improve or enhance job results and avoid problems
Ability to actively listen to others' opinions and ideas and to respect and seek to understand differences in opinions
3-5 years of financial aid or higher education administration experience
Experience with financial aid software systems
Willingness to facilitate open and effective communication, cooperation and teamwork within and outside of one's own team
Exhibits understanding of natural sources of conflict and acts to prevent or soften them
Ability and willingness to explore alternatives to existing products and services and identify opportunities to improve procedures and practices
Ability to explain financial aid regulations to parents and students
Experience in web design communication
Ability to work with federal and institutional methodology
Experience in packaging financial aid

Assistant Director Financial Aid Resume Examples & Samples

Evaluates aid applications for prospective and returning undergraduate as well as full and part-time graduate student populations to determine aid eligibility using federal and institutional methodologies, exercising professional judgment when necessary
Daily contact with students and families via phone, email and in-person
Assist with the development and implementation of financial aid policies and procedures
Assist with reconciliation of scheduled reports to ensure timely delivery of financial aid to students and compliance with Federal Title IV regulations
Frequent communication with campus administrative departments (Admissions, Registrar, Student Accounts, and Student Employment) and academic departments
Exceptional written and oral communication skill
Working knowledge of Microsoft Office Suite of products
Experience with CSS PROFILE, IDOC, and PowerFAIDS preferred
Experience in a highly selective college or university setting that practices some form of institutional methodology is preferred

Assistant Director of Financial Aid Resume Examples & Samples

Customer Service and Counseling
4+ years financial aid experience required
Experience working in Borrower-Based Academic Years preferred
Possess strong communications skills and ability to work in a fast-paced environment where multi-tasking and attention to detail are essential
Strong working knowledge of Microsoft Office, specifically Excel and prefer previous experience with Ellucian’s Colleague

Assistant Director of Financial Aid Resume Examples & Samples

Experience with Powerfaids financial aid system
Experience with Title VII regulations
Experience with William D. Ford Direct Loan Program; experience with PeopleSoft
Strong loan counseling skills
Expertise with loan repayment options
Previous experience developing and/or coordination of a financial literacy program

Financial Aid Assistant Resume Examples & Samples

Monitor student traffic for the Financial Aid Department
Notify staff when students arrive for appointments
Answer busy multi-line phone system in a professional manner
Send out all mailings for the Financial Aid Department and date stamp and disseminate large volume of mail to appropriate staff
Check in new enrollments and create files for them
Enter Data from FAFSAs and other information when presented
High school diploma or GED required
One year of customer service experience
Previous telephone experience helpful
Must have excellent organizational skills and be very detail-oriented
Strong communication skills verbal and written
Must have the ability to handle multiple tasks and meet deadlines in a fast-paced environment
Typing 45-50WPM
Personal computer experience
Normal physical activity including movement, hearing, seeing and communication

Student Financial Aid, Assistant Director Resume Examples & Samples

Bachelor’s degree (4 years)
Three to four years relevant experience in student financial aid or a closely related field
Strong knowledge of federal and state regulations as they apply to program management and evaluation of financial need
Experience in managing complex projects as well as familiarity with maintaining complex technical rules in support of business process
Ability to take required initiative to solve problems
Ability to collaborate and work with diverse populations
Excellent customer service skills as well as excellent oral and written communication skills
Commitment to excellent service

Financial Aid Assistant Resume Examples & Samples

Advises students and families about financial aid application, awards, and general financial aid processes. This entails both in person, telephone and e-mail advisement
Assist in the review, evaluation, certification and disbursement processes of financial aid funds in accordance with federal, state and local regulations and policies
Assist in the review of student/family income analysis of applicants whose income is being verified to ensure compliance with state and federal guidelines and standards
Assist the Director, Associate Director, and Assistant Directors in the administration of special programs as needed
Represents the Office of Financial Aid and Scholarship Services at recruitment and general information sessions on and off-campus (some take place in the evening and weekends)
Other duties or projects as assigned as appropriate to rank and department mission.

Assistant Director of Financial Aid Resume Examples & Samples

Sensitivity towards others
Flexibility/multitasking
Responsive and responsible
Team builder
Ability to receive constructive feedback

Assistant Director, Financial Aid Resume Examples & Samples

Responsible for monitoring and reporting for one or more federal or state programs or University divisions, under supervision of senior staff
Work closely with other Student Financial Services units to resolve problems as needed (e.g., resolve financial holds, on student registration, loan changes, refund and repayment of awarded funds, etc.)
Provide detailed information and professional advice to parents and students. Includes the specifics of how aid award is calculated, the Return of Title IV policies, how invoices are impacted and how academic performance interacts with federal and university financial aid regulations. Information is provided via telephone, email, in person, and occasionally to small groups
Provide formal and informal presentations working with SPS and Kellogg Admissions and Marketing teams. Presentations may be in-person or online
Successful completion of a full 4-year course of study in an accredited college or university leading to a bachelor's or higher degree OR appropriate combination of education and experience
1-3 years financial aid experience
Communicates effectively one-to-one, in small groups and in public speaking contexts; writes precise, well organized emails, letters and proposals while using appropriate vocabulary and grammar
Regularly monitors customer satisfaction; provides suggestions to improve quality and value to the customer
Seeks to build collaboration by encouraging trust, mutual respect and shared purpose among various participants in an engagement
Experience with Return of Title IV processing and regulations
Formulates realistic plans and contingencies and establishes appropriate measurements of anticipated results

Assistant Director of Financial Aid Resume Examples & Samples

Provide both individual and group counseling regarding availability of financial assistance; explain the application process and assist with the completion of applications. Consult with students by telephone, email and in-person
Process applications and other materials related to financial assistance including verification
Package and adjust financial aid awards, certify loans and other campus based aid
Maintain and update financial aid data on Banner
Maintain accurate records for student aid applicants and help in collecting data for required reporting
Monitor and review Standards of Progress. Review student appeals
Participate in community service, service learning, and civic engagement projects and activities as deemed appropriate by supervisor

Department Assistant for Financial Aid Resume Examples & Samples

Perform office duties by answering the telephone, assisting customers, scheduling appointments, maintaining files, processing checks and maintaining the inventory of office supplies to contribute to an effective and efficient office operation
Assist students by providing information about application procedures, program eligibility requirements, initial Pell Grant processing and validation, student employment, and Federal Direct Student Loans; respond to requests for materials; work with the Financial Services Office to reconcile student accounts to promote a better understanding of the financial aid process
Provide clerical assistance needed in administering the Michigan Competitive Scholarship and Tuition Grant Programs
Assist as needed by processing forms required for the Canada Student Loan Program and answering questions about the program to promote efficient office operations
Coordinate the GRE Fee Waiver and other waiver programs by completing and verifying information to determine eligibility
Provide general clerical assistance by processing and reviewing applications for donor scholarships awarded by the Financial Aid Office; running reports; assist in mailing scholarship announcements to offer an efficient service to students and constituents
Complete forms required by Social Service and Vocational Rehabilitation Service agencies and other organizations to provide accurate and timely information to requesting agencies
An Associate’s degree from a two-year college or technical school is preferred
3 or more year’s of experience in a financial or office setting
Excellent interpersonal skills; ability to show hospitality to current/incoming students and parents
Financial Aid knowledge is a plus
Strong organizations skills and multitasking ability

Assistant Director of Financial Aid Resume Examples & Samples

3+ years of related experience required
Knowledge of financial aid required; experience in financial reporting required; experience in student counseling required
Experience in a graduate school preferred; experience with online financial management systems database transfers preferred; experience in Microsoft Excel, Word, Access, and automated financial aid systems (PowerFAIDS, PeopleSoft and Banner) strongly preferred)

Financial Aid Assistant Resume Examples & Samples

1) Responsible for imaging financial aid documents and following protocols for ensuring accuracy
2) Respond to student inquiries via telephone and email
3) Maintains accurate records for student aid applicants and helps in collecting data for required reporting. 4) May assist with front reception desk of the campus as assigned. Responds to questions and requests from students, the general public, faculty, administrators and staff and refers to appropriate personnel as necessary
5) Assists Enrollment Services with operational tasks as deemed appropriate, including campus and departmental special events
6) Participates in community service, service learning, and civic engagement projects and activities as deemed appropriate by the Chancellor
7) All other duties as assigned, consistent with commonly accepted practices

Assistant Director of Financial Aid Resume Examples & Samples

Serve as a Financial Aid counselor by processing and advising current and perspective students
Update/create all financial aid correspondence along with the Director of Financial Aid
Assist with Management of entire document imaging process (i.e. learn imaging system, teach other staff members operation of system, scan documents, create/update documentation, contact person for everything regarding the imaging system)
Create/update documentation for Financial Aid Office annually
Oversee work of support staff and Financial Aid Counselors
Assist Financial Aid Counselors with daily tasks
Complete annual NAIA reporting processes
Complete satisfactory academic progress calculations quarterly
Assist with awarding Endowed Scholarships
Assist with packaging setup/testing
Continually understand and gain financial aid processing knowledge as well as state and federal financial aid regulations
Demonstrated ability to work effectively with individuals from diverse communities and cultures
Student Employee Supervisory Responsibility
1-3 years in Financial Aid required
Creativity and a desire to continually improve processes and research better ways of streamlining processes
Ability to take initiative and show creativity in problem resolution
Demonstrated ability to work with minimal supervision and with frequent disruptions
Ability to set the priorities of the position
Demonstrate understanding of the importance of accuracy and attention to detail
Excellent interpersonal, organizational, and time management skills
Strong computer utilization skills
Working knowledge of Ellucian’s Colleague system, preferred

Financial Aid Assistant Resume Examples & Samples

Assists and analyzes family and student financial and demographic data from tax returns and needs analysis documents to determine eligibility for financial assistance by applying a complex body of knowledge and by exercising independent professional judgment
Resolves problems, revises aid and informs students of their status and the impact of changes with regard to their financial aid packages
Determines when exceptions to federal, state and institutional policies and regulations can be made in awarding financial aid monies
Serves as a resource to other professional and clerical staff members in interpreting financial aid regulations, policies and procedures
Assists in drafting and/or developing of guidelines and procedures related to the processing and delivering of financial aid
Reviews current literature and attends professional meetings to keep current on Federal, State and Institutional Regulations and policy changes
Delivers financial aid presentations and counseling to students, parents and others, under close supervision

Financial Aid Assistant Director Resume Examples & Samples

Assists in interviewing and hiring staff. Responsible for coordinating training
Performs day to day supervision of staff. Works with Associate Director at his or her direction to participate in or perform annual evaluations
Assists in developing and implementing on-going training and staff development programs
Assists in analyzing and interpreting regulatory language for programs and policy development in order to ensure compliance with federal, state, institutional, NCAA, and Big Ten regulations
Assists in analyzing data and preparing financial reports as necessary in order to assist in fund management
Assists in coordinating the development, testing and implementation of financial aid computer systems to support the timely delivery of financial aid

Assistant Director of Financial Aid Resume Examples & Samples

A bachelor’s degree in education, psychology, business, public administration, social science, liberal arts, communications, accounting, finance, or a directly related field from an accredited institution
The position requires extensive, diverse and progressively responsible experience at the management level, including direct responsibility for supervision of professional staff, and interpreting and understanding of Federal and State financial aid regulations
Experience with PeopleSoft and/or Banner or comparable student information system
Experience with statistical analysis of data
Master’s degree in education, psychology, business, public administration, social science, liberal arts, communications, accounting, finance, or a directly related field from an accredited institution

Assistant Director, Financial Aid Resume Examples & Samples

Management of financial aid casework includes need analysis, packaging, verification, appeals, and aid changes for early decision, regular decision, transfer, readmitted, upperclass, summer, and/or graduate students
Review and evaluate financial and academic records to determine and recommend whether or not assistance should be provided, the particular type of aid (i.e., scholarship, loan, grant, work) and the amount of financial assistance.Participate in the annual review of individual financial aid cases to determine continued need for aid and whether or not the academic record justifies continuing such aid
Utilize knowledge of diverse federal, state, and institutional financial aid programs, federal and institutional need analysis methodologies, and all grant/scholarship, loan, and work programs administered by the University
Develop and maintain thorough and accurate documentation of all job related processes for use in the Policy & Procedure manual and cross-training purposes
Continued growth and development in the field of financial aid, engaging in professional associations through appropriate activities at meetings or conferences at the regional, state, or federal level, as a volunteer, participant, presenter, moderator as needed for the purpose of advancing the goals of the University, determining and implementing best practices, remaining current in the field, and incorporating this knowledge into practice

Admissions & Financial Aid Assistant Resume Examples & Samples

Acumen and strong interpersonal skills; collegial and service oriented demeanor
Strong organizational skills and ability to respond appropriately to pressures, deadlines and frequent changes in priorities and schedules
Ability to interact positively with a variety of people by telephone and in person
Competency with computer applications and good key boarding skills
Willingness to work in a fast paced environment with interruptions
Ability to project a professional image and use proper telephone and e-mail etiquette
Ability to work independently and as part of a team to meet goals and deadlines
Must be able to lift 25 pounds
Commitment to diversity and to serving the needs of a diverse population
Two years of relevant experience in customer service, information processing/data entry and/or administrative support

Financial Aid Assistant Resume Examples & Samples

Must have knowledge of office practices, procedures, systems and equipment
Basic knowledge of grammar, spelling punctuation and simple mathematical functions
Knowledge of Microsoft Office products such as Word, Excel and Access
Ability to work effectively with a diverse population
Ability to utilize BANNER or a similar relational database

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