Financial Aid Specialist Resume Samples

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E Hermiston

Emmitt

Hermiston

3835 Kaden Rest

Dallas

+1 (555) 301 6759

3835 Kaden Rest

Dallas

Phone

p +1 (555) 301 6759

Experience Experience

New York, NY

Student Financial Aid Specialist Days Msh

New York, NY

Herman Group

New York, NY

Student Financial Aid Specialist Days Msh

Provide information regarding student health insurance and assist students in enrolling/waiving insurance
Represent the department at special events such as orientations, financial aid workshops, financial literacy workshops, etc
Assist staff and students through the verification process, checking for consistency and accuracy, until verification is complete and financial aid is awarded
Create and maintain list of all MSSM Scholarships thank you notes of those students who received scholarships
Create and maintain an Excel database spreadsheet for all loans and scholarship awards
Sends email reminders of deadlines and requests for missing documentation
Clerical, word processing, answer general student inquiries in person and on the phone

Phoenix, AZ

Financial Aid Specialist

Phoenix, AZ

Anderson Inc

Phoenix, AZ

Financial Aid Specialist

Accurately inputs data, information, changes, corrections and new awards into database(s)
Reviews/evaluates student appeals of financial aid award determinations and intercedes for students with participating departments
Processes disbursements for financial aid funds accurately and efficiently
Maintains current knowledge of state grants and scholarships, federal programs, veterans’ programs, scholarships and federal, state and University regulations related to financial aid
Maintains confidentiality of students’ and/or parents/guardians’ personal, private and financial information
Accurate, thorough and very detail oriented
Provide a positive example to students by supporting the University’s Doctrinal Statement, Ethical Position Statement and Mission of Grand Canyon University

present

Phoenix, AZ

Financial Aid Specialist, Pre-certification

Phoenix, AZ

Howell Inc

present

Phoenix, AZ

Financial Aid Specialist, Pre-certification

present

Receives, reviews and verifies content of applications and support documents; follows up on missing information
Enters application information into database, sets up and maintains files for student application paperwork
Prepares routine statistical reports and correspondence
Responds to inquiries, researches and resolves related Financial Aid problems such as misplaced paperwork
May research Financial Aid laws and recommend revisions to departmental policy and procedure
May provide training on Financial Aid policies and procedures and department specific computer training
Reviews and verifies information on undergraduate student applications for completeness, accuracy and eligibility for financial aid

Education Education

Bachelor’s Degree in Business Administration

Columbia University

Bachelor’s Degree in Business Administration

Skills Skills

The ability to perform accurately in a detail-oriented environment with good interpersonal communication skills
Ability to effectively and professionally communicate with students and their families when appropriate
Knowledge and skill in performing basic office procedures and practices
Able to communicate well and build rapport quickly with students, faculty and staff
Ability to communicate in a professional manner
Work independently, accurately, and with good judgment, with the ability to recognize when it is appropriate to take action or seek supervisory guidance
Ability to accurately and expediently process and analyze detailed paperwork
Strong organizational skills, including the ability to prioritize tasks; and,
Effective verbal and written communication skills, including the ability to communicate professionally with co-workers and internal and external customers
Ability to work under pressure

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12 Financial Aid Specialist resume templates

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Financial Aid Specialist Resume Examples & Samples

Collects and/or reviews financial aid applications to determine completeness and eligibility for financial aid
Verifies accuracy of documents and consistency of data from need analysis processor, federal tax returns, financial aid transcripts verification document, and student information. Performs data analysis to identify discrepancies in data, determines action for resolution
Requests additional information of incomplete or inconsistent applications needs to perform accurate need analysis
Processes applications according to federal guidelines or regulations; denies aid if ineligible; performs needs analysis calculations according to guidelines and determines eligibility and appropriate award donors, adjustment, changes and/or corrections
Answers questions, inquiries, or requests of students, parents, lenders, guarantee agencies, staff in person, in writing or by telephone regarding financial aid eligibility and awards
Mails applications, debt management letters, and other documents or forms
Inputs information, changes, corrections, or new awards into database
Conducts routine exit interviews with students according to federal/donor regulations and processes paperwork for students leaving school to inform them of obligations of loan agreements
Participates in the annual audit of student records and record retention requirements
Assists in development and implementation of office procedures
Participates in the planning and organization of the awarding process to ensure compliance, to maintain quality control of data (manual and automated), and to provide for accurate and timely processing of applications
Prepares reports for specific financial aid program
Demonstrated knowledge of government rules, regulations, guidelines and procedures related to financial aid
Experience in working in a university financial aid office
Experience in analysis and processing of financial data
Experience in customer service with a diverse population
Experience in entering data accurately
Experience in making simple calculations
Experience in working with Microsoft applications (i.e. Word, Excel and Outlook)
Experience in working with the Internet
Evidence of effective verbal and written skills

Financial Aid Specialist Resume Examples & Samples

Provides information to students to assist with obtaining and processing Financial Aid and to clarify eligibility requirements
Receives, reviews and verifies content of applications and support documents; follows up on missing information
Enters application information into database, sets up and maintains files for student application paperwork
Prepares routine statistical reports and correspondence
Responds to inquiries, researches and resolves related Financial Aid problems such as misplaced paperwork
May research Financial Aid laws and recommend revisions to departmental policy and procedure
May provide training on Financial Aid policies and procedures and department specific computer training

Financial Aid Specialist Resume Examples & Samples

Reviews and verifies information on undergraduate student applications for completeness, accuracy and eligibility for financial aid
Audits required financial aid documents including Master Promissory notes, Entrance Counseling, etc. to confirm compliance with local, state and federal regulations and policies
Accurately inputs data, information, changes, corrections and new awards into database(s)
Reviews/evaluates student appeals of financial aid award determinations and intercedes for students with participating departments
Processes disbursements for financial aid funds accurately and efficiently
Maintains current knowledge of state grants and scholarships, federal programs, veterans’ programs, scholarships and federal, state and University regulations related to financial aid
Maintains confidentiality of students’ and/or parents/guardians’ personal, private and financial information
Must be willing to work over time when needed
Ability to work in a fast-paced, high volume environment meeting quality and quantity requirements within timelines
Bachelor’s degree from a regionally accredited institution is preferred
One year related work experience
Work experience with CampusVue or other financial aid software systems/database(s) is preferred
May consider an equivalent combination of education, training and relevant work experience from which comparable knowledge, skills and abilities have been achieved
Accurate, thorough and very detail oriented
Must be able to pass pre-employment background investigations
Provide a positive example to students by supporting the University’s Doctrinal Statement, Ethical Position Statement and Mission of Grand Canyon University

Financial Aid Specialist Tip Resume Examples & Samples

Work requires knowledge of general accounting principles usually acquired through two years post-secondary education in accounting or a related business field
Ability to use Duke financial systems (SAP, Buy@Duke), Microsoft word processing, database & spreadsheet programs (Excel) is essential as well as excellent communication skills
Transportation required

Financial Aid Specialist Resume Examples & Samples

Minimum one year recent experience in student financial aid or a combination of higher education administration and financial management
Familiarity with the financial aid process to include a strong working knowledge of federal regulations and financial aid office operations
Successful candidate will demonstrate proficiency with technology, including but not limited to Microsoft Office Suite, database and student information system management

Financial Aid Specialist Resume Examples & Samples

Provide the link from the external databases to the internal records system
Learn all financial aid procedures and perform problem-solving style service while supporting the department's general operational ability
Implement and assist with all financial aid processes including Student Information System (SIS) reports, verification, determination of needs, awarding and award adjustments and assist with maintaining, updating and troubleshooting SIS and provide SIS setup information and testing
Maintain projects, programs and office workflow; consistently implement policies and procedures; prepare/review reports
Provide specific financial aid program administration (i.e. Bell, Direct Loan, FWS, Scholarships, etc.) to include, but is not limited to reconciliation
Determine, reconcile and/or monitor student award adjustments; participate in and/or act on student appeals
Research, analyze and interpret regulations for financial aid and respond to inquiries requiring detailed knowledge of regulations and policies
Provide customer service (telephone and in-person) in a complex environment
Other miscellaneous department duties as required
One year general office experience
One year customer service experience
Skills in Windows Explorer file management, word processing, spreadsheets and databases
Able to provide excellent customer service

Financial Aid Specialist Resume Examples & Samples

The formal education equivalent of a bachelor’s degree in business administration or related field
Knowledge of the organization and administration of various higher education academic and social programs
Knowledge of campus and community resources
Knowledge of state, federal, and campus rules, regulations, and requirements related to campus academic and social programs
A working knowledge of phone etiquette, word processing, email, spreadsheets, and database management programs
Ability to coordinate the activities of campus academic and/or social programs
Ability to evaluate collected information and formulate into recommendations
The ability to work as a team member
The ability to perform accurately in a detail-oriented environment with good interpersonal communication skills
Ability to organize and make decisions are critical

Financial Aid Specialist Resume Examples & Samples

Understand and utilize the SFS Program Summary to ensure compliance and the equitable distribution of all types of aid
Make use of and assist in regular updates to the Banner Procedures manual to ensure consistency in all Banner processes
Monitor listserves and attend webinars to stay current on federal and state regulatory changes
Experience and competence with computers
Experience in Higher Education
Experience with Ellucian-Banner preferred, but not required
Professional in appearance and demeanor
Ability to work and interact well in a diverse workplace
A demonstrated love for students
Ability to exercise discernment in making decisions
Adept interpersonal and communication skills
Computer knowledge
Strong organizational skills due to tedious paperwork
State and Federal regulations and updates
Workshops on loan requirements
Computer system changes and updates

Financial Aid Specialist Resume Examples & Samples

Bachelor’s degree with a regionally accredited institution
Two years of federal financial aid processing experience at an institution of higher education
Demonstrated ability to work effectively in a fast-paced, highly dynamic environment
Proven ability to efficiently multi-task
Intermediate level experience using Microsoft Office, specifically Excel
Demonstrated ability to work well with students, administration and faculty
Experience working with CampusVue
Excellent interpersonal, presentation and facilitation skills
Proven superior organization and follow-up skills
Effective Problem-solving and critical thinking skills is required

Financial Aid Specialist Resume Examples & Samples

Serves as the initial contact for inquiries concerning financial aid via phone, email, or personal contact
Assist students with FAFSA completion inquiries
Timely responds to the majority of all incoming communications
Retrieves and distributes all incoming and outgoing mail
Inventories office forms and supplies to ensure its availability
Monitors and resends, if possible, all returned mail
Participates in financial aid workshops and seminars
Completes all mandatory training and participates in a minimum of two professional development each year
Retain accurate student records and maintain student confidentiality by observing policies related to student privacy (FERPA)
High degree of integrity; ability to work in a sensitive, highly confidential and professional environment
Must be adaptable to performing under moderate levels of stress, imposed by frequent deadlines, peak workloads and public/student contact
Ability to handle multiple task and prioritize effectively
Demonstrated knowledge of office technologies including but not limited to: office computers, fax machines, scanners, internet, Microsoft Office (Word, Excel, Outlook)
Ability to work independently and also collaborate within a team environment
Exhibit problem solving skills beyond a set of instructions and adapt to changes when necessary
Communication skills to professionally exchange information, give/receive instructions and to accurately respond to inquiries
Ability to understand and adhere to institutional policies and procedures
Must possess positive public relations skills and be student-centered
Ability to accurately and expediently process and analyze detailed paperwork
Strong interpersonal skills and sensitivity to a multicultural environment in an effort to work and communicate effectively with all students, faculty, staff and community partners
Ability to communicate diplomatically, clearly and effectively, both verbally and in writing to exchange information, give/receive instructions and respond to inquiries appropriately
Working knowledge of college-level student records procedures, documentation, standards and regulations (including FERPA)
Passion for assisting students with educational endeavors and representing the OSU brand with positivity and professionalism
Evidences a history of demonstrating ethical and professional behavior

Financial Aid Specialist Resume Examples & Samples

Experience and/or familiarity with administering Veterans Affairs (VA) Educational Benefits highly preferred
Experience in conducting informal advising/counseling sessions
Employment of 2 – 3 years within an administrative office at a post-secondary institution of higher education Employment of 1 – 2 years within an Office of Student Financial Assistance
Employment of 2 or more years within an administrative position requiring the completion of complex forms and/or the interpretation of complex regulations and/or the utilization of calculations/formulas as a job duty and/or high level of customer service

Financial Aid Specialist Resume Examples & Samples

Manages strategic communication plans/programs
Prepares and manages financial aid outreach activities and staff engagement. Gives financial aid presentations to large and small audiences. Represents financial aid office and MSU at public events
Two years of post-secondary education or progressively responsible full-time administrative management experience that required a high level of customer service or an equivalent combination of education and experience
Experience working with customers that demonstrates experience with conflict resolution, and problem solving
Demonstrated skill in analyzing, interpreting, explaining and applying rules, policies and procedures
Experience using word processing, spreadsheets, and e-mail; Microsoft Office Suite experience preferred. (Please list software used.)
Demonstrated strong writing and presentation skills, and competence communicating information, and procedures in person, by phone, and written while handling sensitive and confidential information
Demonstrated skill organizing and prioritizing large volumes of work with a high degree of accuracy
Demonstrated high ethical standards and demonstrate on-going confidentiality and exercise sensitivity to customer’s concerns regarding financial matters
Demonstrated ability to understand and use relational databases, and analyze and resolve data discrepancies. (Prefer experience working with SCT Banner.)
Knowledge of the principles and purposes of financial aid programs

Financial Aid Specialist Resume Examples & Samples

Reviews and assess all verifications
Reviews and assess all Institutional Student Information Record (ISIR) corrections
Reviews and assess all Return to Title IV (R2T4)
Communicates with students using the student portal and message center
Attends required training

Financial Aid Specialist Resume Examples & Samples

12 months in student services/financial aid
Ability to speak, read and write clear, concise English
Detail oriented for accuracy of data and information
Able to communicate well and build rapport quickly with students, faculty and staff
Must be able to read and interpret policy as well as State and Federal regulations

Financial Aid Specialist Resume Examples & Samples

Two years of post-secondary education plus three years of full-time (or part-time equivalent)administrative/office experience that required a high level of customer service and analytical skill and attention to detail or an equivalent combination of education and experience
Demonstrated skill in analyzing, explaining, and applying rules, policies and procedures
Demonstrated ability to understand and use relational databases
Experience using word processing, spreadsheets, and e-mail
Demonstrated strong written and customer service skills, and competence communicating information, and procedures in person, by phone, and e-mail while handling sensitive and confidential information
Experience working with customers, conflict resolution and problem solving while exercising good judgement

Financial Aid Specialist, Pre-certification Resume Examples & Samples

Skill in researching regulatory information and resolving complex financial aid questions
Skill in computing complex mathematical formulas
Knowledge of Microsoft Office and Windows OS, Word and Excel
Experience with ED systems including COD and NSLDS
A minimum of two years' experience in Financial Aid, preferred
Knowledge of financial aid policies, procedures, and eligibility requirements
Must be in good standing with the Department of Education; no loans in default

Financial Aid Specialist Resume Examples & Samples

Informs, advises and assists students with financial aid applications, programs, and procedures
Reviews and processes incoming student applications and documents for accuracy and completion; makes corrections where necessary; collects and processes documentation needed for the verification process
Provides financial aid services to the evening student population through evening schedule rotation of the Financial Aid Office Staff

Financial Aid Specialist Resume Examples & Samples

Perform standard front desk office work, from greeting customers (written and verbal) to processing documents
Perform the verification process for all verified students, assess changes, and compliance testing
Submit verification corrections via FAA Access, and work with COD and NSLDS systems
Open communication with other Financial Aid staff regarding status of students being ready for packaging
Run daily MS Access reports for students to verify
Uses critical thinking skills to perform independent judgment when verifying students
Maintains knowledgeable of all federal title IV and state aid programs
Communicate regularly with staff, including attendance at period staff meetings and trainings
May perform other related duties as assigned
Ability to communicate in a professional manner
Knowledge and skill in performing basic office procedures and practices
Preferred experience in Microsoft Excel, Outlook and SCT Banner Financial Aid and XTender imaging software; or the ability and willingness to learn new technologies
Ability to effectively communicate with all levels of the University and maintain a positive service-oriented attitude
Ability to effectively and professionally communicate with students and their families when appropriate
Ability to work independently, prioritize tasks, organize work, and meet deadlines in a fast-pace demanding office setting
Ability to multi-task in an open floor concept
Ability to demonstrate ingenuity and prompt action in resolving problems
Some college course work required, a degree is preferred
Three to five years of professional office work experience that includes an advanced level of computer skills, strong windows base, and the ability to learn integrated computer systems
Previous work in an academic setting, customer service setting, and/or experience with financial transactions and reconciliation are a plus

Financial Aid Specialist Resume Examples & Samples

High level of interpersonal and communication skills
Knowledge of customer service (providing customer service, needs assessment, quality standards and evaluation of customer satisfaction)
Judgment and decision making skills
Ability to interpret complex regulations and procedures
Working knowledge of office technology (word, excel, use of databases)
Mathematics and calculation skills
Ability to handle a heavy workload and set priorities
Ability to handle difficult and stressful situations
Ability to adapt in an ever-changing environment
Extensive knowledge of financial aid programs and college policies and procedures

Student Financial Aid Specialist Days Msh Resume Examples & Samples

Provides expertise in the process of financial aid verification as identified by the U.S. Department of Education to determine eligibility for federal, state, and institutional need based aid
Reviews IRS tax data, verification worksheets and any other requirement documents
Assist staff and students through the verification process, checking for consistency and accuracy, until verification is complete and financial aid is awarded
Use judgment and problem solving skills to assist in reviewing and processing necessary changes
Reports necessary information/changes via Department of Education information systems
Communicates effectively and consistently with appropriate internal department members from financial services, admissions, Registrar, and student accounts as needed
Represent the department at special events such as orientations, financial aid workshops, financial literacy workshops, etc
Sends email reminders of deadlines and requests for missing documentation
Updates and prepares packets for new applicants each year
Create and maintain an Excel database spreadsheet for all loans and scholarship awards
Create and maintain list of all MSSM Scholarships thank you notes of those students who received scholarships
Process and keep track of Student Signed Promissory Notes
Provide information regarding student health insurance and assist students in enrolling/waiving insurance
Clerical, word processing, answer general student inquiries in person and on the phone
Responsible for purchasing and maintaining inventory of office supplies
A minimum of two years' experience in Financial Aid

Financial Aid Specialist Resume Examples & Samples

Effective verbal and written communication skills, including the ability to communicate professionally with co-workers and internal and external customers
Knowledge of Microsoft Word, Excel and Outlook
Business math or basic accounting skills
Ability to learn proprietary computer systems
Ability to read, apply, and explain policies, procedures, statutes, and regulations affiliated to the position duties
Maintain the highest levels of confidentiality, including adherence to agency, state and federal rules governing personal privacy
Work independently, accurately, and with good judgment, with the ability to recognize when it is appropriate to take action or seek supervisory guidance
Positive attitude, flexible and able to adapt to changing priorities
Reliable attendance and punctuality
Ability to work in a diverse, fast-paced environment as part of a team where cross-training and coordination of unit duties with other employees is required
Strong organizational skills, including the ability to prioritize tasks; and,
Analytical skills for researching complex situations, and the ability to document recommended action
High school diploma or the equivalent; and
Three years of increasingly complex customer service, legal assistance experience, or three years of experience in a professional office environment
Relevant postsecondary education, ACPE experience, or administrative work with the State of Alaska may substitute for up to two years of required experience
List of three (3) professional references including current daytime phone numbers
Copies of your two (2) most recent performance evaluations