Financial Aid Resume Samples
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Financial Aid Resume Samples
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EW
E Wilkinson
Emanuel
Wilkinson
294 Dibbert Track
Phoenix
AZ
+1 (555) 199 0102
294 Dibbert Track
Phoenix
AZ
Phone
p
+1 (555) 199 0102
Experience
Experience
Dallas, TX
Financial Aid Representative
Dallas, TX
Kub-Bogan
Dallas, TX
Financial Aid Representative
- Develop procedures to enhance collaboration with Admissions to promote effective enrollment management at the Medtech
- Provides information to students, and parents about the financial assistance programs
- Research issues and provide high level response, or refer to counseling staff
- Manage office budget and resource allocation
- Reads professional publications; maintains and excellent level of knowledge about financial assistance programs and the laws governing those programs
- Remain current with professional development and training opportunities for the Financial Aid Staff
- Provides oversight for the student information system to insure proper data integrity within system
San Francisco, CA
Financial Aid Data Analyst
San Francisco, CA
Kunze-Labadie
San Francisco, CA
Financial Aid Data Analyst
- Backup to Assistant Director – Systems & Data Management
- Providing leadership for web development
- Internal research and data collection (via SQL Queries, SQRs & Access/Filemaker Data Bases/Data Mart) to facilitate planning and managerial decision making
- Assist staff in analyzing the impact of legislative, regulatory, political and fiscal changes related to financial aid at the federal, state and campus level
- Create and maintain a master repository of financial aid related reports
- Provide data on demand to other offices at Marquette University
- Hardware/Software: In coordination with Consulting Services in ITS and with OSFA staff, assist with
present
New York, NY
Financial Aid Manager
New York, NY
Connelly, Runolfsdottir and Hessel
present
New York, NY
Financial Aid Manager
present
- Assists with the development of office publications and correspondence
- Assist the Director and Associate Director in the development of policies and procedures
- Manage a team of financial aid professionals with an emphasis on developing talent and employee engagement
- Assist the Associate Director with the implementation of new technology used to maintain financial aid communications or document management
- Assists in the design, testing and implementation of all computer systems applications and quality control procedures
- Prepares information and presents at meetings, discussion groups or workshops for students, parents, staff, community organizations and/or outside agencies
- Develop and lead financial aid webinars for a global audience
Education
Education
Bachelor’s Degree in Business Administration
Bachelor’s Degree in Business Administration
Baylor University
Bachelor’s Degree in Business Administration
Skills
Skills
- Demonstrated knowledge of financial aid processing systems (Peoplesoft)
- Demonstrated knowledge of federal and state financial assistance programs
- Demonstrated knowledge of enrollment management and staff services
- Demonstrated knowledge and skill in administration and management of financial aid programs
- Demonstrated knowledge of supervisory principles, practices, and techniques
- Demonstrated knowledge of current federal regulations governing student financial aid
- Demonstrated knowledge of and skill in automated processing
- Evidence of effective interpersonal communication and public speaking ability
- Experience using Microsoft applications (e.g. Word, Excel and Outlook) and using the Internet
- Experience supervising and training staff
15 Financial Aid resume templates
Read our complete resume writing guides
1
Financial Aid Representative Resume Examples & Samples
- Administer all aspects of the college's Financial Aid program
- Update Financial Aid policies and procedures in conjunction with changes in institutional, state, and federal regulations including Title IV submissions
- Coordinate departmental goals, objectives and assessments through the Academy's annual planning cycle
- Administer annual updates and other parameter changes to the Financial Aid Software
- Coordinate the annual reconciliation of federal, state and institutional programs
- Remain current with professional development and training opportunities for the Financial Aid Staff
- Generate Financial Aid reports to institutional constituencies as appropriate
- Establish and maintain the college's Program Participation Agreement with the US Department of Education
- Complete the annual Fiscal Operations report and Application to participate in Federal programs
- Complete the financial aid portion of IPEDS
- Coordinate enrollment reports with the Admissions Office to the National Student Loan Clearinghouse (NSLC) and the National Student Loan Data System (NSLDS)
- Directs all aspects of the financial aid program, including need-based grants, student loans, in compliance with federal and state laws and in accordance with MedTech policies
- Develops and implements a plan for the awarding and distribution of funds to eligible students in a timely and accurate manner
- Maintain excellent customer service to students and to internal and external stakeholders
- Responsible for facilitating the resolution of student customer service complaint and/or concerns
- Develop office policy and procedures manual to ensure compliance with federal Title IV regulations
- Coordinate with Business Office to ensure proper cash management procedures, including timely disbursement of funds
- Ensure all financial aid and verification documents are received and properly processed
- Provide and prepare information for required federal, state and accrediting agency reviews and reports, ensuring timely documentation for regulatory audits
- Provides information to students, and parents about the financial assistance programs
- Evaluates the quality of information provided to students and the level of assistance given to students seeking aid and the appropriateness of that aid based on available financial information
- Supervises record-keeping of students' academic status (Satisfactory Academic Progress) to ensure continued eligibility for aid and the processing of any probation or terminations that may become necessary
- Ensure timely and accurate delivery of Federal, State and Institutional funding
- Responsible for timely federal, state and institutional reporting
- Develop procedures to enhance collaboration with Admissions to promote effective enrollment management at the Medtech
- Manage office budget and resource allocation
- Provides oversight for the student information system to insure proper data integrity within system
- Reads professional publications; maintains and excellent level of knowledge about financial assistance programs and the laws governing those programs
- Responsible for managing and updating financial aid software (or comparable financial aid software currently in use) in collaboration with IT as needed
- Finacial Aid: 1-3 years
2
Financial Aid Manager Resume Examples & Samples
- Ensure that all student inquiries to the financial aid office are handled in a timely and accurate manner
- Ensure that all documentation received in the financial aid office are handled in a timely and accurate manner and that student files are archived appropriately
- Manage a team of financial aid professionals with an emphasis on developing talent and employee engagement
- Manage the relationship and financial aid training for student facing teams in Student Support, Academic Advising, and Enrollment Advising
- Develop and lead financial aid webinars for a global audience
- Create financial aid communications and maintain updates to university financial aid publications to include the financial aid portal, the financial aid information on the University’s website, the financial aid terms and conditions, and any other university documentation that includes financial aid information
- Represent financial aid on cross departmental initiatives
- Assist the Associate Director with the implementation of new technology used to maintain financial aid communications or document management
- Prepare and maintain the financial aid training library
- Assist the Director and Associate Director to ensure that regulatory compliance of Title IV is maintained
- Communicate with students, faculty, and staff regarding financial aid matters
- Research and resolve financial aid customer service escalations
- Assist the Director and Associate Director in the development of policies and procedures
- Responsible for making sure staff is trained and up-to-date on the latest regulations
- Responsible for maintaining superior customer service levels
- Maintain working knowledge of federal, state and institutional aid programs, regulations and guidelines
- Active contributor to office discussions and recommends changes to improve the student experience
- Perform other financial aid assignments and special projects as assigned
- Bachelor’s degree required and at least 5 years of experience working in a progressive financial aid office
- Attention to detail and organizational skills are a must
- Ability to successfully resolve student issues from request to resolution ensuring a positive student experience
- Must have proven experience working with a variety of software packages including Microsoft Word, Power Point and Excel
- NSLDS access and COD experience required; PowerFAIDS and Banner experience a plus
- Excellent verbal and written communications skills required
- Must be able to handle multiple tasks and priorities in a fast-paced environment
3
Financial Aid Administrator Resume Examples & Samples
- Prepare and present financial aid sessions/workshops to high schools and other organizations upon request; assist with the development and implementation of financial aid policies and procedures
- Comprehensive knowledge of Federal verification and Return to Title IV
- Frequent communication with campus administrative departments (Admissions, Registrar, Student Accounts, and Student Employment) and academic departments; additional assigned responsibilities for other programs as needed
- The Assistant Director position has direct authority to make financial aid commitments to the student population on behalf of the University
- Strong, student-based counseling proficiency
- Good eye for detail
- Robust organizational skills
- Comprehensive understanding of Federal Title IV regulations and Federal Title IV financial aid processing systems (COD, NSLDS, etc)
- A Master's Degree and three years of relevant financial aid/Title IV experience is preferred
4
Clerk IV / Financial Aid Services Resume Examples & Samples
- Good oral and written communication required
- Ability to establish and maintain good working relationships
- Ability to organize work, set priorities and work with minimum supervision
- Ability to handle difficult situations (i.e. irate, confused, frustrated student or parent) in an appropriate manner
- Ability to work effectively with complex procedures requiring data entry, spreadsheet and word processing knowledge and skills
5
Student Financial Aid Administrator Resume Examples & Samples
- Responsible for the administration of programs and execution of procedures specified on the Office of Student
- Provide advice and counsel to clients of the Office of Student Financial Aid, either in-person, by telephone or through written correspondence (including e-mail)
- Be knowledgeable of all student financial aid programs and services
- Serve as liaison with University offices and other related financial aid agencies
- Utilize available resources and provide presentations to large groups as well as work one-on-one with students and their families
- Represent OSFA on institutional, state and federal committees and at professional conferences and workshops
- Coordinate the staff efforts required to carry out program responsibilities and educate/train other office staff regarding the programs for which they are responsible
- Develop a thorough knowledge of legislation governing financial aid programs and federal needs analysis methodology
- Exercise professional judgment when financial aid program guidelines do not seem to adequately address a specific situation
- Bachelor’s Degree required, Master’s Degree in Student Personnel, Higher Education Administration, Business Administration or a related field preferred
- Successful experience in Student Financial Aid or customer service preferred
- Experience presenting information to large groups of people preferred
6
Financial Aid Manager Resume Examples & Samples
- Demonstrated knowledge of financial aid processing systems (Peoplesoft)
- Demonstrated knowledge of federal and state financial assistance programs
- Demonstrated knowledge of enrollment management and staff services
- Experience working in a higher education financial aid office
- Experience supervising and training staff
- Experience creating and presenting financial aid information to diverse groups
- Experience using Microsoft applications (e.g. Word, Excel and Outlook) and using the Internet
7
Financial Aid Administrator Resume Examples & Samples
- Daily contact with students and families via phone, email and in-person; prepare and present financial aid sessions/workshops to high schools and other organizations upon request
- Strong student-based counseling proficiency
- A good eye for detail,
- A comprehensive understanding of Federal Title IV regulations and Federal Title IV financial aid processing systems (COD, NSLDS, etc)
- A strong work ethic and a working knowledge of Microsoft Office Suite of products
8
Admissions & Financial Aid Resume Examples & Samples
- 1 to 2 years experience
- Strong written, oral, and interpersonal communication skills
- Ability to assist with a highly confidential process while maintaining appropriate relationships with varied constituencies
- J.D. degree
- Previous admissions experience
9
Financial Aid Administrator Resume Examples & Samples
- The position is to support the Office of Student Financial Services in their review and processing of financial aid applications and supporting materials
- Reading requires the assessment of eligibility for federal and Institutional aid using need analysis
- Communicate with students and parents via e-mail and phone, as needed
- Review exception reports related to financial aid processing/make adjustments to awards
- Training will be directed by the Associate Director of Student Financial Services
- Weekly supervision will be provided by senior members of the Financial Aid Office
- Other short-term, financial aid related projects, as assigned
- A good eye for detail, robust organizational skills
- Preference will be given to those with experience with PowerFAIDS and/or the College Board’s IM (Institutional Methodology)
10
Manager, Financial Aid Administration Resume Examples & Samples
- Minimum of five years professional level experience in student services, service operations or administrative processing center environments
- Minimum of two years of direct employee leadership required
- Bachelor’s degree required; advanced degree strongly preferred
- Strong knowledge of Financial Aid and Borrower Based Aid Year (BBAY) strongly preferred
- Displayed achievement of meeting and exceeding quantitative performance targets and goals while creating a positive work environment and excellent customer service
- Excellent communication skills with the ability to influence and collaborate with various levels within the organization, vendors and customers
- Strong ability to learn new information and new technology, and apply this correctly to the workplace
- Successful experience managing efficiency or cost reduction initiatives through process improvements, use of technology and staff performance
- Strong understanding of customer experiences preferred
- A proven record of coaching and developing employees and motivating employees to achieve high performance
- Substantive change-management experience; displayed success in leading change in financial aid, customer care, contact centers, student services, or professional coaching organizations
- An essential function of the job is to access the NSLDS system in order to service our learners. This requires access via your social security number and is monitored by the government. To remain in a position to access this system, one must not have defaulted on any student loans in the past, be in default status currently or have problems with access in the future
- Is subject to inside environmental conditions
11
Financial Aid Administrator Resume Examples & Samples
- 75%
- Ability to adhere to a regularly set schedule in support of departmental goals and objectives
- Demonstrated ability to critically think and take appropriate action based on training and relevant information
- Strong organizational skills and the ability to determine priorities and manage multiple demands
- Display consistent success with accurately performing highly detail oriented tasks
- Demonstrated ability to remain calm under pressure and maintain a professional demeanor at all times
- Maintain and understand compliance with all Title IV rules and regulations
- Learn and leverage financial aid systems such as People Soft, TotalView, Document Management Systems, Commonline Origination and Disbursement, National Student Loan Data Systems, and Central Processing Systems
- Ability to consistently meet or exceed productivity and quality goals on all duties as assigned
- An essential function of the job is to access the National Student Loan Data System (NSLDS) in order to service our learners. This requires access via your social security number and is monitored by the government. To remain in a position to access this system, one must not have defaulted on any student loans in the past, be in default status currently or have problems with access in the future
12
Financial Aid Coordinator Resume Examples & Samples
- Conducts financial aid information sessions and assists prospective and current students with completion of their applications through the online student finance application system
- Informs students on available funding in accordance to their needs assessment, as well as communicates with loan co-signers when necessary
- Tracks student progress on financial aid packages
- Contacts outside agencies regarding students’ eligibility for assistance
- Verifies and collects student aid reports from active students using the online student finance application system verification edits
- Determines eligibility for and tracking of Federal Work-Study awards
- Conducts entrance and exit interviews with students, advising them of repayment schedule calculations
- Contacts students to advise them of impending delinquent loan status
13
Financial Aid Coordinator, Online Division Resume Examples & Samples
- Conducts financial aid information sessions and assists students with completion of applications
- Ensures that required documentation is obtained. Performs financial aid repackaging completion and tracking for established students
- Informs students and their families on available funding in accordance to their need assessment
14
Financial Aid Program Coordinator Resume Examples & Samples
- Communicates with federal and state agencies, as well as potential and existing scholarship donors regarding recipient information, selection process, and other award criteria
- Confers with and counsels students and parents concerning available financial assistance opportunities and ensures awards are appropriately disbursed and credited to students’ accounts
- Works with deans and other college administrators and faculty to assure that recruiting and other college goals and student needs are being met
- Reviews financial aid recipients’ academic performance for satisfactory progress; takes necessary action if progress is not being met, and reviews appeals
- Participates in career fairs, orientations, and other events as needed to promote awareness of financial assistance available to students
- May work with potential and existing employers concerning job and internship opportunities, including arranging receptions and seminars whereby external entities discuss employment opportunities
15
Financial Aid Program Coordinator Resume Examples & Samples
- Act as central point of contact for UA Online staff (Admissions and Advisors) navigating federal financial aid processes
- Communicate appropriate Title IV aid expectations and timelines to prospective and incoming students
- Through use of reports, identify obstacles and provide proactive and reactive outreach via phone and email to counsel students through FAFSA processes, acceptance of aid and SAP Appeal requests, amongst others
- Collaborate with Office of Scholarships and Financial Aid to remain current in updates to Title IV financial aid regulations and institutional processing timelines
- Attend initial and ongoing financial aid training and meetings through Office of Scholarships and Title IV Financial Aid (3x per month)
- Provide financial options to corporate reimbursement partner students to navigate tuition benefits
- In collaboration with Sr. Coordinator of Online Student Success, Office of Digital Learning, UA Online admissions and Communication Manager, create self-service videos, tools, FAQs, emails and modules to provide lasting resources for online students and online staff
- Communicate institutional financial aid barriers for online learners to OSFA and UA Online management and brainstorm resolutions and solutions
- Two to three years experience working with Title IV financial aid
- Experience with Peoplesoft
16
Financial Aid Processing Manager Resume Examples & Samples
- Bachelor's degree preferred
- 5-7 years of solid experience in financial aid preferably in a post-secondary institution
- Strong basic computer software (MS Office) skills as well as exposure to more concentrated financial aid software programs such as Banner
- Ability to plan, coordinate, monitor and motivate the activities of others
17
Student Financial Aid Administrator Resume Examples & Samples
- Responsible for the administration of programs and execution of procedures specified on the Office of Student Financial Aid Program Responsibilities list
- Responsible for student awarding, disbursement and reconciliation of federal, state and institutional financial aid; accounting and funds management; maintenance of student records; application in-take and processing; verification of student records; and scholarship administration
- Effective communication skills with diverse populations
18
Manager Financial Aid-va-ctu Colorado Springs Resume Examples & Samples
- Directly manage team of 5-10 staff-level employees
- Responsible for overall team performance in all Qualitative as well as Quantitative measurements
- Perform timely Monthly Scorecard and performance appraisal reviews on employees
- Responsible for all staffing decisions for respective team
- Run reports to monitor and coordinate staffing needs and work flow
- Participate in interview and evaluation process on Team Staff
- Facilitate training of new and existing employees
- Evaluate performance and coach team members
- Mentor team members to achieve higher performance
- Communicate with campus at different levels of organization
- Develop and execute action plans to solve campus issues
- Monitor and approve or disapprove staff time off and overtime
- Act as liaison to 3rd parties for State/VA agencies and actively participate in all VA benefit related audits
- Adhere to all State Approving Agency (SAA)/VA regulations
- Submit timely annual catalog revisions, applications and addendums to SAA
- Utilizes and maintains VAST system and VAOnce to ensure certification of accurate enrollment information student programs of study
- Strong interpersonal skills with an ability to interact well with all levels of management and an ability to bring together varying points of view to make complex decisions
- Strategic: Creative thought leader with an ability to innovate with the utilization of technology
- Communication (Spoken & Written); Able to clearly present information through the spoken word; influences or persuades others through oral presentation in positive or negative circumstances; listens well; able to write clearly and effectively present ideas and to document activities; to read and interpret written information
- Continuous Improvement: Continuously seeks and encourages others to seek opportunities for different and innovative approaches to address organizational problems and opportunities; facilitates the use of knowledge or help from outside the workplace, from the larger organization, or outside the organization to identify potential problems or improvement opportunities; advocates the need for self or others to seek a better way to address work-process issues
- Bachelor’s Degree from an institution accredited by an agency recognized by the U.S. Department of Education (or international equivalent) or equivalent experience
- 1 - 2 years of Student Finance experience
- 1 - 2 years of VA certification experience
- 3 - 5 years of Student Finance experience
- 3 - 5 years of VA certification experience
19
Asst Dean Admiss / Financial Aid Resume Examples & Samples
- Review and make decisions on applications to the JD program and assist in all recruitment efforts
- Serve as an expert and resource to the Dean on issues related to admissions and recruitment
- Administer the scholarship program for the College of Law, award funds consistent with policy and maintain reports on scholarship process
- Present information about the law school to pre-law students individually and at group meetings
- Work to develop new and effective methods for recruiting JD program students
- Oversee and enforce ASU and College of Law policies and procedures
- Physical presence at the workplace or the College is an essential function or requirement of this job
- Perform other duties as assigned to support the goals of the department and the College of Law
- J.D. from an accredited law school
- Demonstrated experience in: higher education administration; experience in law school admissions; maintaining effective working relationships; organizational skills and project management; working in a fast paced environment; working with diverse constituencies, effective verbal and written communication; supervisory and team leadership skills; and experience with social media
- Demonstrated knowledge of: principles, practices and methods of program administration and management including applicable federal regulations; budget planning, financial and statistical analysis and standard fiscal management
- Exceptional strategic, analytical, conceptual and communication skills, along with being a collaborative, adaptable, pragmatic and effective problem solver
- Innovative thinker with the flexibility to change methods and processes to adapt to today’s law school admissions environment
20
Financial Aid Treasury Specialist Resume Examples & Samples
- Administers and manages the financial aid cash receiving and returning process
- Performs monthly reconciliations from the school student funding records to the federal government’s records
- Researches and responds to inquiries and communicates with external lenders and internal departments
- Prepares and initiates all electronic fund transfers; Maintains banking database
- Assists in financial aid audits
- Supports Accounts Payable, financial aid cash management, treasury and tax function as needed
- Minimum high school diploma, GED or equivalent
- Bachelors degree preferred
- General knowledge of bookkeeping basics preferred
- Prior experience in a proprietary education (school) work setting a plus
- Must be able to lift, carry, push, or pull up to 5 pounds 5% or less of the workday
- Must be able to talk, see, hear, concentrate, think, learn and reason for all of the workday
- Must be able to sit and walk or otherwise move around for prolonged periods of time throughout the workday
21
Financial Aid Analyst Resume Examples & Samples
- This individual will work closely with other members of the implementation team to ensure that automated packaging and disbursement functions are accurate and comply with federal and institutional regulations and policies
- The Analyst will extensively test numerous scenarios to ensure reliable results, help troubleshoot unfavorable results, ensure that testing methods appropriately mimic live processes, and maintain comprehensive testing notes for follow-up and reference
- Associate’s degree required, Bachelor’s degree is preferred
- At least two years’ experience as a financial aid administrator in a higher education setting, including a comprehensive understanding of eligibility requirements for federal student aid, the application and verification process, and technology used to support the administration of financial aid awards (e.g. COD, NSLDS, CPS)
- Familiarity with automated financial aid management system such as Campus Vue, Banner, PowerFaids, etc
22
Financial Aid Representative Resume Examples & Samples
- Finalizes aid awards for all students
- Originates federal funds including Pell and Federal Supplemental Educational Opportunity Grant (FSEOG) grants and Direct Loans
- Repackages students for subsequent aid years
- Adheres to Associate Expectation Agreement and established department policies and procedures to ensure compliance with federal, state, and accreditor rules and regulations
- Associate’s Degree required, Bachelor’s degree is preferred
- One to two years’ general office experience preferred. Financial Aid experience preferred
- Basic computer literacy required
23
Financial Aid Systems Manager Resume Examples & Samples
- Altered schedule during evening/weekend/holiday may be required to support the office business' needs and deadlines
- A Bachelor's Degree in Project Management, Business Administration; or related study or equivalent work experience
- Experience in leading multiple complex projects and project teams engaged in process assessment, systems analysis, development, implementation and acceptance testing
- Proven ability to work as a leader in a collaborative environment, build consensus and promote the exchange of information among project team members. Experience managing resources across multiple teams and in cross module functional dependencies
- Project management experience, including experience in project initiation, planning, execution, monitoring and reporting. Proven knowledge and understanding of project management concepts, practices, standards, and processes
- Proven ability to evaluate workload and available resources and make recommendations to adjust schedules and priorities as required. Proven ability to direct and assess performance of staff assigned to project teams
- Ability to communicate clearly and concisely with management, technical staff, functional subject matter experts, vendors, consultants and customers
- Proven experience in performing thorough and advanced testing of system functions to independently recognize errors or malfunctions in order to analyze, scan, synthesize, and report results of testing efforts. Understanding of the functions of student information systems and of the interrealtionships and dependencies among various modules as it relates to financial aid operations
- Proven ability to effectively lead, motivate and manage staff; delegate and reassign tasks, monitor production and quality of work, set performance standards, assess individual capabilities and workloads, conduct performance evaluations
- Demonstrated experience in independently analyzing and conceptualizing business systems operations to direct and/or implement appropriate technical solutions and modifications
- Ability to develop written materials that follow generally acceptable rules of style and form, communicate clearly and concisely to accomplish intended purpose
- Ability to write queries to fulfill ad-hoc and standing requests for data analysis and official reports
- Demonstrated effective communication and interpersonal skills. Demonstrated ability to communicate technical information to technical and non-technical personnel at various levels within the organization
- Demonstrated ability to develop effective working relationships with business partners and collaborate with work teams. Good interpersonal skills with the ability to work across functional lines
24
Financial Aid Analyst Resume Examples & Samples
- Monitor the timely transmission and receipt of correction files
- Perform the R2T4 calculation using the Federal website
- Provide backup for Call Center during heavy call volume or short staffing times
- Serve as a resource to Enrollment Information Counter in assisting students
- Serve on committee that reviews FA forms and documents
- Attend campus events and provide basic financial aid information to current and prospective students
- Maintain current knowledge of financial aid verification requirements
25
Financial Aid Systems Analyst Resume Examples & Samples
- Technical expertise regarding data models, database design development, data mining and segmentation techniques
- Strong knowledge of and experience with reporting packages (Business Objects etc), databases (SQL etc), programming (XML, Javascript, or ETL frameworks)
- Knowledge of statistics and experience using statistical packages for analyzing datasets (Excel, SPSS, SAS etc)
- Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
- Experience the culture of working for an institution consistently ranked as a “Great College to Work For” by The Chronicle of Higher Education
- Experience a mission driven organization based on a strong Christian commitment (www.baylor.edu/about)
- Experience our beautiful campus with access to libraries, museums, and recreational facilities such as our fitness center, athletic courts, an indoor swimming pool, and the Baylor marina to name a few
- Experience our great dining facilities and enjoy an employee discount
- Experience Baylor athletics with reduced admission or free access to athletic events
26
Financial Aid Data Analyst Resume Examples & Samples
- Programmatic: Responsible for implementing/maintaining the following
- Internal research and data collection (via SQL Queries, SQRs & Access/Filemaker Data Bases/Data Mart) to facilitate planning and managerial decision making
- Work with Office of Institutional research to provide data required for major surveys, including the Common Data Set, IPEDS
- Collect and present data as and when needed by OSFA staff, including reports to assist staff in their programmatic responsibilities
- Assist staff in analyzing the impact of legislative, regulatory, political and fiscal changes related to financial aid at the federal, state and campus level
- Collect and present data for Net Price Calculator and Gainful Employment
- Coordinate Consumer Information Website
- Providing leadership for web development
- Maintain and update OSFA website
- Create and maintain a master repository of financial aid related reports
- Backup to Assistant Director – Systems & Data Management
- Hardware/Software: In coordination with Consulting Services in ITS and with OSFA staff, assist with
- Troubleshooting day-to-day problems with individual machines and software
- Training users on new software and uses for equipment
- General maintenance of computers, laser printers, and related hardware This includes
- Making certain the latest version of anti-virus software is installed
- Maintaining system software and utility programs
- Installing upgrades/new software
- Installing and coordinating new computer hardware
- Processing: Use PeopleSoft and other aid applications that relate to (on an as needed basis)
- Awarding: review of federal need analysis information, budgets, financial aid, verifications/adjusting aid packages and summer awarding
- Re-awarding: changes resulting from additional materials (i.e. verification and professional judgment), other aid
- Direct Loan Exit Counseling letters
- EdConnect file exchange
- Public Relations
- Provide data on demand to other offices at Marquette University
- Assist with open houses and presentations to parents and students on an as needed basis
- Counseling: Contact with students and/or families regarding matters of Financial Aid through the following means (on an as needed basis)
- In-Office, email, telephone, correspondence and orientation/open houses
- Perform other duties and responsibilities as required, assigned, or requested
- Two years of experience in planning and applying information technology to one or more business functions
- Some knowledge and understanding of financial aid – federal, state and institutional
- Flexibility in putting in additional hours when priorities dictate
- Possess effective oral and written communication skills and work well with employees, students, and parents in a potentially high-stress encounter in a professional manner
- Experience with Enterprise Resource Planning software (preferably Student Administration Systems), SQL and other data analysis tools, as well as Microsoft Office applications
- An ideal candidate will have all of the above plus: prior experience with PeopleSoft Campus Solutions Financial Aid module, a degree in Computer Science or Information Technology, Marquette University experience, SQR knowledge
27
Associate VP of Financial Aid & Services Resume Examples & Samples
- 1) The AVP of Financial Aid & Services will be charged with the successful transition to a new packaging platform that will change the way students apply and receive their financial assistance enhancing the student experience
- 2) The AVP will also be responsible for reviewing current developmental opportunities for all staff levels, partnering with Learning & Development to create experiences that will educate and elevate the subject matter expertise in the area of financial aid & services
- 3) The AVP will support the Vice President, Financial Aid & Services to work towards creating a Great Place to Work, hiring, retaining and developing those who believe in the mission and each other to enhance the student experience
- Demonstrated ability to effectively lead, motivate and manage staff; delegate and reassign tasks, monitor production
- Minimum 10-years post-secondary education finance-related experience
- Minimum 5-years post-secondary education finance leadership role experience
- Ability to effectively
- Interact and support executive and senior management
- Partner cross-functionally with other disciplines to deliver exceptional service
- Lead and manage a large team in a complex integrated environment
- Collaborate and partner with external Federal, State, and Local agencies
- Lead and manage third party vendor partnerships and relationships
28
Financial Aid Processing Resume Examples & Samples
- Assist in preparation of audit materials
- Follow up with campuses regarding packaging compliance issues
- Special projects as assigned and needed as skill level and environment warrants
- Must work well in teams as well as independently
29
Financial Aid Coord Resume Examples & Samples
- Coordinate student financial aid programs; ensure a high level of quality service within the department; may coordinate and implement training procedures for department staff; may supervise and coordinate reception services
- Develop reports to ensure compliance with all federal, state, and University policies and guidelines regarding financial aid; review federal and state regulatory updates and determine impact on Institutional compliance issues
- Counsel and advise students and parents regarding financial aid questions and concerns
- Assist with development and implementation of University policy related to awarding of financial aid
- Conduct informational presentations on the financial aid process
- Compile, analyze, and report data on student aid programs
- Determine eligibility, award packages, and adjust student financial aid packages
- Provide functional guidance of administrative/professional employees and/or direct supervision of support staff on an ongoing basis
- May provide ongoing facilitation of consecutive projects
- Personal computer applications
- Ability to manage people and projects
- Written and verbal communication and interpersonal skills *
- Interpersonal communication *
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Financial Aid Coordinator Resume Examples & Samples
- Some experience in higher education and/or financial aid is preferred
- Knowledge and understanding of Title IV programs
- Experience with Powerfaids and/or Peoplesoft is preferred
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Financial Aid Program Coordinator Resume Examples & Samples
- Assist with the implementation and integration of Regent 8 and PeopleSoft
- Oversight of the Consumer Information Disclosures
- Oversight of data analysis and enrollment reporting
- Oversight of CDR Challenges and Appeals
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Financial Aid Resume Examples & Samples
- Providing excellent customer service and adhering to FERPA policy, while sharing accurate information to students, staff, faculty, and community
- Connecting students and the community to appropriate departments, programs, and resources, either in person or by phone
- Comfortable use of computer and knowledge of Microsoft Office 2013
- Copying, putting packets together, other duties as assigned
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Financial Aid Admin Resume Examples & Samples
- Meets with and counsels students, parents, and others to explain and discuss the details of the financial aid application and awarding processes, the laws and regulations governing the eligibility for and availability of federal, state, institutional and other relevant programs
- Utilizes federal, state and internal software to process financial aid
- Determines eligibility for federal, state, institutional, and other aid programs in accordance with all applicable laws, regulations, policies, guidelines and other governing criteria
- Formulates, produces and distributes financial aid award notifications and ensures that the financial aid that has been awarded is appropriately disbursed and credited to the students’ accounts
- Computer literate, experience in the Banner financial aid module a plus
- Must be able to multi-task and prioritize work
- Proficiency in Microsoft Office Suite including Word, Excel, Power Point, Outlook
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Financial Aid Manager Resume Examples & Samples
- Demonstrated knowledge of and skill in automated processing
- Demonstrated knowledge of current federal regulations governing student financial aid
- Demonstrated knowledge of supervisory principles, practices, and techniques
- Demonstrated knowledge and skill in administration and management of financial aid programs
- Evidence of effective interpersonal communication and public speaking ability
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Fsbm Financial Aid Coordinator Resume Examples & Samples
- Ability to stay informed of regulation changes and revisions, and to interpret and adhere to federal, state and institutional regulations and policies specific to the processing and disbursing of financial aid
- Strong organizational skills and ability to prioritize work and meet deadlines
- Demonstrated attention to detail
- Ability to work both independently and collaboratively and to remain focused in a fast-paced, high volume environment
- Demonstrated superior customer service and diplomacy skills and ability to effectively interact with a diverse population of students, parents and staffs
- Demonstrated ability to handle multiple tasks and to interact with students and parents in stressful situations while maintaining accuracy and a highly processional demeanor
- Ability to maintain confidentiality of private and personal information
- Demonstrated effective interpersonal, oral and written communication skills
- Demonstrated proficiency with Microsoft Office Suite
- Willingness and ability to work occasional weekends. (Saturday and Sunday) for Open House and Experience Temple Days
- Strong analytical skills and the ability to visualize, gather information, articulate, analyze, solve complex problems, and make decisions
- Ability to stay current and serve as an expert on all federal regulations and Banner new releases concerning direct student loans
- Strong leadership skills along with the ability to lead a team responsible for the provision of financial aid to eligible special academic programs
- Computer skills to include: MS Office and the ELM and COD website for processing and resolving issues within the Banner financial aid
- Knowledge of project management and the ability to establish priorities
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Admissions & Financial AID Coordinator Resume Examples & Samples
- Serves as a primary source of information, answers inquiries from prospective applicants, applicants, and incoming students on all aspects of the Program, especially eligibility criteria, application process and required materials, and financial aid
- Coordinates with other staff to handle intake and processing of 1800+ admission and financial aid applications to the LL.M., S.J.D., and Visitors Programs, including performing data entry and compiling applicant files
- Reviews applicant submissions and credentials from 100+ countries and exercises discretion in determining eligibility, authenticity, and completeness; follows up with applicants to obtain missing or supplemental documents, and updates them on application status
- Communicates with and directs application materials to faculty readers and admissions committee, ensuring an orderly and timely review process
- Analyzes and computes financial need. Responsible for general administration of financial aid and billing matters for all HLS Graduate Program participants, including: reviewing and processing student billing transactions; maintaining and administering financial aid awards database and spreadsheets; generating and processing billing and anticipated aid files; assisting with disbursement of financial aid from multiple funding sources in accordance with financial aid awards and fund restrictions; tracking scholarships budget vs. actual expenditures, with periodic reconciliations and audits; and generating regular reports
- Oversees preparation and distribution of admission and financial aid notifications, and assists with the maintenance of student files and records, ensuring accuracy and proper storage. Assists with compilation and production of reports as required or requested by the University and Law School administration
- Performs other confidential/administrative tasks as needed to ensure the effective management of the admissions, financial aid, billing, and visa processes from recruitment to post-enrollment
- Works with the Assistant Dean of the Graduate Program as either the primary administrator for managing and processing S.J.D. applications, or as the primary administrator for the biannual admissions and intake processing for the Visitors Program, including visa processing
- Provides administrative support and assistance to the Assistant Dean
- Performs other duties as assigned. Substantial overtime required during peak application season, including evening/weekend, winter recess and some holidays
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Specialist, Financial Aid Resume Examples & Samples
- Some College
- Experience with Banner
- Experience with Financial Aid
- Must be able to work 1:00 p.m. to 7:00 p.m. Monday through Thursday
- Basic Computer Skills are required
- Must be able to work 12:00 pm to 6:00 pm Monday – Thursday, and 12:30pm – 4:30pm on Friday
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Financial Aid Manager Resume Examples & Samples
- Ensure the student financial aid records are complete, organized and properly filed in a timely manner
- Review and submit student refund authorization in Banner
- Coordinate with the Business Office to ensure proper cash management procedures are adhered to
- Responsible for ensuring all necessary enrollment documents are received and processed from other departments to ensure that all adjustments to financial aid are processed on a timely manner and in accordance to applicable regulations
- Provide and prepare information for required federal, state and accrediting agency reports, ensuring timely submission and prepare documentation for regulatory audits
- Assist in the preparations of financial aid information including the Monday Morning Packaging report for our monthly Systems conference calls
- Submit to third party services appropriate documentation for loan default management. Review and respond to Cohort Default rates and prepare any necessary appeals
- Coordinate and participate in the financial aid portion of Orientation, Re-orientation, Registration and Graduation Seminars
- Participate with other members of the Campus Management team in activities and communication designed to improve Campus performance and meet management objectives
- Participate in Influencer Activities, representing Bryant & Stratton College at local and State Financial Aid organization meetings
- Other functions and responsibilities as assigned
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Financial Aid Liaison Resume Examples & Samples
- Applicants must be familiar with Financial Aid policies, procedures, and program implementation. (Participating/receiving financial aid does not equate to professional experience)
- Applicants must have presentation experience in both a small and large group setting
- Applicants must have quality writing skills
- Applicants must have the ability to learn, interpret, and apply a wide variety of policies and procedures relating to and impacting the applicable program, organizational unit, and/or area specialty
- Applicants must have well developed organizational skills, communication skills and computer skills
- Applicants must have the ability to establish and maintain a cooperative working relationship with a culturally diverse university community
- Ability to organize and plan work and projects including handling multiple priorities
- Demonstrated ability to effectively interpret, organize, and present information and ideas in written or presentation form
- California State University (CSU) financial aid office experience
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Financial Aid Scholarship & Special Program Lead Resume Examples & Samples
- Incumbent will oversee on and off-campus scholarship programs and is Responsible for insuring CSUSB's scholarship administration is compliant with CSU system-wide and CSUSB university scholarship regulations, policies and procedures
- Incumbent will be the liaison for the Office of Financial Aid & Scholarship and the work collaboratively with colleagues in the Divisions of ITS, Academic Affairs, Administration and Finance, University Advancement in support of the CSU Graduation Initiative
- The Scholarship Lead will provide lead services for the Scholarship Coordinator to review the financial aid assistance eligibility and potential alternative financial support of upper division undergraduates and post-baccalaureate with the goal of assisting them towards graduation within the CSU Graduation Initiative time frames
- Incumbent will review program reconciliations completed by program coordinators at end of each quarter to insure funds are balanced and utilized as prescribed by university administrators, university agreements and/or departmental expectations
- The Scholarship Lead will meet with upper-division undergraduates and post-baccalaureate students to provide financial advisement and guidance
- Incumbent will assist with awarding of scholarships, related communications, revisions and other financial aid assignments as needed
- Incumbent will insure that scholarship funds are utilized to the maximum extent and to provide scholarship data and/or reports that will assist in providing additional funding sources
- Incumbent will participate in university scholarship committees and assist in planning long-range goals that support the strategic goals of CSU San Bernardino and its Student Affairs Division, manage and coordinate projects from development through completion and assist with funds management of scholarship programs
- Incumbent will oversee the distribution of nearly $4 million in campus-based and off-campus scholarship funding
- The university participates in all HEA, Title IV, NCAA, and state financial aid programs
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Financial Aid & Scholarship Awards Analyst Resume Examples & Samples
- Bachelors Degree or 5 years of relevant accounting experience
- Understanding of basic accounting rules and regulations
- Knowledge of procedural issues related to Student Financial Aid, FERPA and university policies
- Skills in MS Office applications, particularly Excel
- Basic knowledge of contract terminology and interpretation
- Prepares award letters and appropriate forms for all financial aid awards and prizes
- Consults with iSchool Enrollment Management Team on scholarship awards for incoming students
- Works with Graduate Program Directors on need-based scholarships and awards
- Decides on appropriate funding sources for awards, in keeping with fund restrictions
- Maintains accurate accounting records of awards, sources of payment, and fund balances
- Assists in the development and implementation of processes to improve the efficiency and effectiveness of iSchool Financial Aid activities
- Responds to questions from students on Financial Aid, assists students with funding problems and interacts with Bursar Operations, the Graduate School, and Student Debt Management on a regular basis
- Sponsored and Restricted Funds
- Audits spending against restricted and sponsored funds to assure that it is in compliance with the funders restriction or the sponsor’s contract
- Allocates expenditures to appropriate restricted or sponsored funds
- Interacts with the Office of Sponsored Programs, the Office of Sponsored Accounting, General Accounting and Disbursements in order to resolve problems and issues
- General Accounting Duties
- Reconciles all restricted accounts on a monthly basis
- Assists with payroll entry, credit card reconciliations and other transactional duties as needed
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Financial Aid Disbursement Analyst Resume Examples & Samples
- Plan and maintain origination and disbursement schedule to meet all processing deadlines for federal loan and grant funds, private loans, and institutional funds
- Produce disbursement projections for leadership
- Coordinate with the Bursar’s Office on all disbursement transactions and G5 funding requests
- Manage the federal fund reconciliation process through weekly, monthly, and annual closeout
- Maintain disbursement and reconciliation documentation and assist with audits
- Develop reports as needed
- Communicate with students individually via phone or email and coordinate with other staff on disbursement related communications
- Develop training materials and train staff on origination, disbursement, reconciliation, as needed
- This position may perform other duties and responsibilities that management may deem necessary from time to time
- Early mornings, evenings, and weekends periodically required
- Bachelor’s degree or at least five years of experience working in a progressive financial aid office
- Excellent organizational, interpersonal, and computer skills
- Must be able to handle multiple tasks and priorities in a fast paced environment
- Experience with processing federal funds through COD and working knowledge of NSLDS preferred; strong background in the federal fund reconciliation process a plus
- Knowledge of PowerFaids, Banner, or Access a plus
- Strong federal compliance orientation and experience in a regulatory environment
- Ability to perform analysis and troubles shoot
- Ability to partner across functions with other departments to successfully plan and resolve issues
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Student Financial Aid Administrator Resume Examples & Samples
- Experience communicating with diverse populations
- Master’s Degree in Student Personnel, Higher Education Administration, Business Administration or a related field
- Successful experience in Student Financial Aid or customer service
- Experience presenting information to large groups of people
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Student Financial Aid AST Resume Examples & Samples
- Ability to analyze and interpret accounting and student financial data
- Ability to utilize problem-solving techniques
- Ability to use independent judgement and initiative
- Ability to understand the awarding and disbursement of financial aid
- Ability to understand and interpret federal regulations governing Campus Title IV programs
- Ability to plan, organize and coordinate work assignments and deadlines
- Ability to communicate effectively verbally and in writing with students, family members and constituents
- Ability to establish and maintain effective working relationships with others
- Ability to work cooperatively with others to attain common departmental goals and objectives in providing excellent customer service to students, family members and other customers. Understands the importance of adhering to University policies and providing accurate information
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Financial Aid Administrator Senior Resume Examples & Samples
- 43 % Review application documents (including comprehensive family financial statements, federal tax returns, and additional supporting material) containing confidential information for the accuracy and completeness. Request additional information where necessary and interpret for use in need analysis. Exercise professional judgment, in the resolution of complex, unusual and mitigating student situations
- 42% Counsel and advise students and parents (individually and in groups) on financial aid policies and procedures when needed. Assist students to make responsible financial decisions. Refer students to other offices and agencies as appropriate
- 10% Maintain thorough knowledge of legislation and regulations governing financial aid programs, need analysis methodology, federal and state tax laws and office policies and procedures. Implement existing financial aid programs and assist in development of new programs
- 4% Maintain thorough knowledge of Office of Financial Aid need analysis and packaging software
- 1% Work on committees and provide input to OFA and other University offices and/ or professional organizations as requested on underrepresented minority issues
