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Additional Finance Resume Samples
Financial Aid Officer Resume Samples
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0-5 years of experience
Scheduled individual counseling sessions addressing all questions and concerns, provided assistance on financial aid problems and complexities.
- Quickly became a trusted assistant to financial aid director, and earned a reputation for maintaining a positive attitude with the ability to assist all departments when needed.
- Prepared and presented PowerPoint presentations on financial aid policies at all new student orientations.
- Assisted Admissions department during weekend open houses providing welcoming presentations on how to apply for FASFA.
- Served as the group team leader managed all student files on Excel spreadsheets, and ensured all counselors stay in compliance with Federal Student Aid regulations.
- Provided training to newly hired staff on financial aid programs.
0-5 years of experience
Applied title IV funding, cash payments and state grants accurately to student’s account to secure funding for school
- Developed a plan of team recognition
- Met and exceeded management expectations, produced 4.87% of monthly production at a current expected rate of 3.2%
- Enhanced team building and student school relationship
0-5 years of experience
Familiarity with IRS tax forms & preparation, and financial aid packaging policy
- Provided information, advice and assistance regarding the various types of financial aid available to students
- Analyzed student applications and determined eligibility for financial aid
- Assisted in getting students’ financial aid cleared for payment
- Ensured accuracy of student financial aid packaging for state and federal agencies
- Coordinated with Director of Financial Aid the implementation of new policies and procedures at the campuses
0-5 years of experience
Studied and evaluated policies, regulations and applicable laws related to Title IV Funding
- Assessed students’ needs and counseled them (and parents) on financial assistance available to them
- Initiated and streamlined processes to ensure students’ needs were met
- Processed, received and analyzed financial aid applications in a timely manner, and completed Packaging
- Maintained files, to reflect students’ changes in status, and monitored their successful progression
- Resolved student inquiries; moderated monthly orientation session for all new students
- Student Advocate
0-5 years of experience
Developed extensive understanding and knowledge of financial aid, student accounting and admissions.
- Obtained understanding of the importance and value in a strong working relationship between the offices of financial aid, admissions and student accounts.
- Developed new and continuing student financial aid plans while maintaining federal, state and internal policies.
- Certified loan applications, processed financial aid documents and completed basic verification.
- Analyzed statistics, monitored funds and exceeded professional development expectations; said to have performed at the level of a Director.
- Influenced others through action and communication.
- Met and exceeded deadlines.
0-5 years of experience
Actively worked monthly past due reports by collecting outstanding documentation from students and resolving any issues with private and federal lenders
- Consistently exceeded monthly departmental goal of 90% of past due funds collected
- Assessed financial aid award amounts and individual student needs to create a workable financial plan consistent with organizational and federal regulations and student requirements
- Obtained required documentation to clear FAFSAs selected for federal verification and resolved any ISIR C code issues
0-5 years of experience
Met with and counseled students and parents on Title IV funding to cover educational expenses
- Researched Title IV funding while operating within software and websites, such as: CampusVue, COD, Open-net, NSLDS
- Created and explained comprehensive financial aid plans to each student, while adhering to federal and institutional regulations and guidelines
- Monitored student accounts and managed accounts receivable to ensure that all financial aid was disbursed and applied on schedule
- Assisted with special projects and events, general office duties, organizational tasks, and daily reporting
0-5 years of experience
Determined financial aid eligibility, counseled students and parents to finance education
- Monitored loans and grants to ensure compliant collection of Federal Aid
- Counseled students on Academics, Registration and billing information
- Audited files to ensure verification and accuracy was met according to Federal Guidelines
- Updated Admissions and Academic departments to ensure college goals were met
0-5 years of experience
Assisted students and parents with all required financial aid documents
- Completed basic Verifications, C-Codes and Professional Judgments
- Negotiated student’s financial award package
- Modified and corrected student’s financial aid account, as well as repackage for new academic years
- Complied with State and Federal financial aid guidelines and regulations
- Worked closely with the Admissions department and assisted in readmissions process
0-5 years of experience
Taught students about the Financial Aid process with the best customer service possible.
- Trained new hires by teaching the skills needed for the financial aid officer position.
- Communicated with students to resolve complex service issues.
- Utilized Microsoft Outlook to schedule appointments with both students and employees.
- Coordinated with directors to achieve team goals.
- Received a “Staff of the Quarter Award” for October 2010 – December 2010.
- Received an “Outstanding Achievement Award” for the 1st half of 2011.
0-5 years of experience
- Planned, developed and negotiated financial plans for new undergraduate students
- Counseled re-entry and continuing students each academic year to assure that financial plan is consistent with the needs of the family
- Assured that all financial aid is paid in a timely manner and that loans were accurately processed
- Maintained and updated all time-sensitive financial aid content on school’s website
- Gave financial aid presentations to perspective students at Open House events
- Assisted and trained new Financial Aid Officers as needed
0-5 years of experience
Duties consisted of general of financial assistance, administrative and sales support operations.
- Trained new personnel
- Participated in Loan Entrance and Exit Counseling
- Advised students on all aspects of their financial aid package
- Worked closely with site Manager to resolve student issues
- Investigated and resolved student financial concerns
0-5 years of experience
- Advised prospective students and parents of all tuition funding sources available
- Assisted students with questions regarding the completion of the Financial Aid Application
- Conducted entrance interviews, testing and exit interviews as required by Title IV and company regulations
- Accurately and timely prepared forms and promissory notes with required documentation and signatures as needed
- Awarded students federal loans, Pell Grants and assisted with FAFSA applications and verification procedures
- Trained in various computer software programs and websites such as; CVUE, ORION, NSLDS, CPS and COD
0-5 years of experience
- Followed up with prospective and continuing students and packaged students accordingly for annual awards.
- Managed and streamlined current business processes, created and updated Standard Operating Procedures (SOPs), developed and monitored SharePoint pages for data tracking and program information storage.
- Verified government documents and ensured they were in on time.
- Maintained large cohort of students as well as assisted teammates with answering inbound calls from students and internal customers and made outbound calls for various purposes.
- Scheduled living expenses.
- Assisted students in all aspect of the financial aid process by delivering accurate, up-to-date information in a calm, polite, professional demeanor.