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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.
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Financial Aid Officer
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
