David Jeffery

Business Analyst at Berrien County Health Department
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Contact Information
us****@****om
(386) 825-5501
Location
Benton Harbor, Michigan, United States, US

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Amanda Fleck

I had the privilege to supervise and work with David Jeffery for six and a half years at Walla Walla University in the Financial Aid Office. I left my position as the Associate Director of Student Loans in December of 2021. In August 2021 David received a, well-deserved, promotion from the Loan Analyst to the Associate Director of Student Financial Service & Loan Manager at Walla Walla University. David is an employee that you can rely on and trust to be ethical and professional. He always kept Walla Walla Universities procedures up to date with Federal and State regulations and guidelines. David has a vast knowledge of Financial Aid in the area of higher education. David always conducted himself in a professional manner and offered superior customer service to parents, students and other University faculty and staff members. He would be a great asset to any Financial Aid team.

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Experience

    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Business Analyst
      • Nov 2022 - Present

    • United States
    • Higher Education
    • 300 - 400 Employee
    • Associate Director of Student Financial Services & Loans Manager
      • Aug 2021 - Nov 2022

      Loan and grant processing, monitoring, oversight, and accounting functions.Perform budget adjustments using professional judgement.Meet regularly with consultants to assess enrollment and scholarshipping.Serve as Computer Systems Analyst, providing support for financial aid systems, queries, reports, communications, and processes.Job streamlining and efficiency control.Policy development, implementation, and training.Perform Ability to Benefit, Transfer Monitoring and R2T4 review.Assist with annual audit review.Maintain a working knowledge of all areas within Student Financial Services: Student Accounts, Financial Aid, Loans and Employment.

    • Loan Analyst
      • Jul 2016 - Aug 2021

      Provide individualized counseling to students and their parents.Provide technical functions for the Student Loan Center.Provide PeopleSoft system troubleshooting.Award all Graduate and Summer Undergraduate financial aid packages.Award Federal and Private loan programs according to federal regulations.Disburse Institutional, Federal and Private Loans to student accounts.Perform Pell Grant, Direct Loan and Private Loan reporting and reconciliations.Perform Ability to Benefit, Transfer Monitoring and R2T4 review.Perform budget adjustments.Serve as Liaison to the Department of Education.Manage default prevention efforts.In 2018, I was awarded Staff Member of the Year.

    • Loan Counselor
      • Oct 2012 - Jul 2016

      Provide individualized counseling to students and their parents.Award and process Federal and Private loan programs according to federal regulations.Provide technical functions for the Loan Office.Perform loan accounting functions.Develop and implement Loan Default Prevention measures.

    • Information Research & Graduate Degree Student Assistant
      • Jun 2008 - Sep 2012

      During my 4 years in the Records Office at Walla Walla University as a student, I was tasked with many duties. I processed quarterly financial statements. Tracked and processed files for new incoming students in order for them to register for classes. Processed incoming and outgoing transcripts. Added and dropped students from classes. Generated Graduate student graduation letters. Compiled enrollment data. Managed student worker schedules. And created student/staff/faculty ID cards.In 2010 I was nominated for Student Employee of the Year and was a runner up for the award.

    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Accounting Intern
      • Apr 2012 - Jun 2012

      During my 3 month Accounting Internship, I had the opportunity to fix their 2010 and complete their 2011 Year End Reports. I created and completed payroll reconciliation spreadsheets in Excel and made it so all they needed to do in the future was input raw data. I was tasked with auditing their March income statement and assisted with audit adjustments. During my 3 month Accounting Internship, I had the opportunity to fix their 2010 and complete their 2011 Year End Reports. I created and completed payroll reconciliation spreadsheets in Excel and made it so all they needed to do in the future was input raw data. I was tasked with auditing their March income statement and assisted with audit adjustments.

    • Mathematics Grader
      • Aug 2006 - Jun 2008

      I graded assignments and examinations for Advanced Data Algebra and Pre-Calculus. Occasionally I would assist other graders with German and Spanish assignments if requested. I graded assignments and examinations for Advanced Data Algebra and Pre-Calculus. Occasionally I would assist other graders with German and Spanish assignments if requested.

    • United States
    • Restaurants
    • 700 & Above Employee
    • Cashier and Crew Member
      • Jun 2007 - Aug 2007

      Primarily worked as a cashier for both front counter and drive-thru and provided fast and quality customer service. worked other stations to assist in busy times. Primarily worked as a cashier for both front counter and drive-thru and provided fast and quality customer service. worked other stations to assist in busy times.

    • United States
    • Restaurants
    • 700 & Above Employee
    • Cashier, Crew Member and Cook
      • Jun 2006 - Aug 2006

      I was trained on all positions excluding those of the managers. I was trained on all positions excluding those of the managers.

    • Biology Grader
      • Aug 2005 - Jun 2006

      During the year I spent my time grading assignments, labs and examinations. I was also tasked with cleaning up the materials and lab equipment at the end of every day. During the year I spent my time grading assignments, labs and examinations. I was also tasked with cleaning up the materials and lab equipment at the end of every day.

    • Student Custodian
      • Aug 2004 - Jun 2005

      I was responsible for cleaning two of the classrooms each day after school. I was responsible for cleaning two of the classrooms each day after school.

Education

  • Walla Walla University
    BBA, Accounting
    2008 - 2012

Community

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