Catherine May, MBA
Academic and Finance Advisor V at National Education Partners- Claim this Profile
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English -
Topline Score
Bio
Credentials
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Organizational Leadership
Mesa Community College
Experience
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National Education Partners
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United States
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Higher Education
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1 - 100 Employee
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Academic and Finance Advisor V
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Feb 2014 - Present
RESPONSIBILITIESCounsel Applicants/Learners on types and availability of financial aid. Work with New, Continuing and Reentry Students to determine financial aid eligibility.Manage high volume of phone call and email correspondence. Calculate preliminary aid eligibility for Applicants according to federal and institutional guidelines.Serves as a liaison with other Northcentral offices in matters relating to Learners’ financial aid eligibility. Collect and tracks necessary documentation and maintain organized files. Assist in the training and mentoring of new employees.Received Silver Tuition Planner recognition for May 2014Received Platinum Tuition Planner recognition for June 2014Received Gold Tuition Planner recognition for July 2014Received Packaging Quality recognition for August 2016Counsel Continuing students on types and availability of financial aid.Counsel Continuing students regarding student specific scenarios and possible impact to Financial Aid. Assist students with setting up payment plans for out-of-pocket expenses.Take payments from student to post to account. Review and maintain student A/R accounts.Manage Team DocumentationAssisted in creating Email Templates for consistencyCompleted applicable Career Progression training courses to advance to a Student Finance Advisor III.Completed applicable Career Progression training courses early to advance to a Student Finance Advisor IV
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Apollo Education Group
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United States
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Higher Education
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700 & Above Employee
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Training Specialist
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Feb 2012 - Nov 2013
RESPONSIBILITIESCreate and Maintain New/Existing Training Curriculum and materials for the Certification, Precertification, Refunds, and Disbursement Departments in regard to Federal Financial Aid processing procedures. .Facilitated meetings with Business Owners and Appropriate Team personnel regarding training curriculum and projects.Create, Update, and Maintain the training curriculums in SharePoint.Create and Maintain Training Curriculum and materials for the Apollo Help Desk Department.Assist the Apollo Learning and Development team with projects, such as compiling data and examples.Complete monthly managerial training statistic reporting. Work closely with Certification, Precertification, Refunds, and Disbursement Facilitators to ensure we are all on the same page and they are as up-to-date as possible through email communications, as well as monthly meetings.Maintain a strong working relationship with the business owners, and co-workers.Assist in other training related items, such as Overview modules on an as needed basis.Assist in Training Coordinator duties as needed.Self-Managed and Self-Paced.Ability to manage projects effectively to ensure all tasks completed efficiently and in a timely manner.Communicate updates and changes department-wide.Participated in hiring of a new print vendor and work closely with that vendor for the needs or the department. Completed administrative tasks as related to class preparation, such as entering class information and participant information into SharePoint sites. Received several recognition awards from the Precertification department. Consistently looked for ways to make learning a better, more efficient process for the success of participants.
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Xerox
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United States
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Business Consulting and Services
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700 & Above Employee
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Learning and Development Specialist
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Dec 2004 - Feb 2012
RESPONSIBILITIESWas a contracted employee with ACS, working on the Apollo Group/University of Phoenix Financial Aid processing center. Create and Maintain New/Existing Training Curriculum and materials for the Precertification Department.Facilitated meetings with Business Owners and Appropriate Team personnel regarding training curriculum and projects.Served as a Subject Matter Expert as part of the EPIC project.Upon the completion of EPIC, created and combined all previous PreCert teams into one team.Create and Maintain Training Curriculum and materials for the Apollo Help Desk Department.Assist the Apollo Learning and Development team with projects, such as compiling data and examples.Answer all Precertification AFA Question Box templates.Create all weekly Precertification Agendas.Update and maintain the Precertification portion of DOCK, the online knowledgebase system used at AFA.Work closely with Precertification Trainers to ensure we are all on the same page and they are as up-to-date as possible through email communications, as well as monthly meetings.Maintain a strong working relationship with the Precertification business owners.Assist in other training related items, such as updating the Reevaluation and Continuing Certification training materials, or various Overview modules on an as needed basis.Create and maintain all Welcome and Introduction modules used for all skill-sets currently taught by the AFA Learning and Development Team.Create and Maintain the Precertification and Support Team Overview modules. Create and Maintain the ACS New Hire Employee Training modules.Assist in Training Coordinator duties as needed.Self-Managed and Self-Paced.Ability to manage projects effectively to ensure all tasks completed efficiently and in a timely manner.Communicate updates and changes department-wide.
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Global Fulfillment Services
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Information Services
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1 - 100 Employee
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Data Entry Training Supervisor
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Nov 1999 - Dec 2004
RESPONSIBILITIESFirst Trainer ever hired by the company.Trained all New Hire Employees, Existing Employees and Temporary Employees on how to data enter rebates.Established the company’s Training department.Interviewed and Hired all new Trainers, on an average there were 15 total.Completed and processed payroll for up to 150 trainees at a time.Created all procedures for the Training of New Hire Employees, Existing Employees and Temporary Employees.Had daily contact with Directors, Owners, Client Services and Offer Operations regarding company-wide and departmental policies, procedures and upcoming events.Prepared and released new Memos and Training Materials as needed to effectively prepare the data entry operators to process new rebates.Created templates for Daily reports and Daily training statistics regarding the status of Trainees.Provided daily statistics to upper management reflecting the progress of up to 150 trainees at a time.Tested all new rebate computer offers, determining whether they were ready to be entered into the computer system, of if there were additional changes/training needed before data entry could process the offers.Assisted in creating new employee testing procedures for hopeful candidates.Communicate updates and changes company-wide.
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Education
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2014 - 2015
Northcentral University
Master of Business Administration (MBA)/Management, Business Administration and Management, General -
2010 - 2013
University of Phoenix
Bachelor’s Degree, Business Administration and Management, General -
2007 - 2009
Mesa Community College
Certificate of Completion, Organizational Leadership -
2007 - 2009
Mesa Community College
Associate’s Degree, Business Administration and Management, General
Community
