Experience

Wayland Baptist University

• Higher Education
• 300 - 400 Employee

• Executive Director of Financial Aid

  • Dec 2019 - Present



Texas Tech University

• United States
• Higher Education
• 700 & Above Employee

• Director, Reporting and Systems Processing

  • May 2017 - Dec 2019

  Complete annual federal Fiscal Operations Report and Annual Application to Participate (FISAP). Complete annual state Financial Aid Data Base Summary (FADS) reporting all federal, state, institutional and external financial aid awards. Complete annual State Funded Campus Based Programs report which reports TPEG, Emergency Enrollment Loans, Insignia License Plate awards and Tuition Rebate Payments. Complete annual state TEXAS grant, Texas College Work Study and Top 10% Scholarship end of year reports. Supervise administration reconciliation of federal PELL Grant and Direct Loan programs per federal regulations. Supervise administration and reconciliation of state TEXAS Grant, TOP 10% Scholarship and B-on-Time Loan programs. Administer Banner Financial Aid Management System aid year set up to facilitate administration and awarding of all state and federal aid programs, processing and problem-solving. Supervise and monitor all departmental operating accounts. Assign and monitor all employee security (Banner access, access to office, federal and state financial aid websites, etc.). Assist with bi-annual security review per university and office OP's. Assist with training staff on various Banner financial aid functions. Responsible for all financial aid program and end of year reporting for state and federal aid programs. Supervise the wind-down of the Perkins Loan program. Show less



University of Notre Dame

• United States
• Higher Education
• 700 & Above Employee

• Associate Director of Financial Aid Operations

  • Jan 2014 - May 2017

  A member of the Executive Director for Student Financial Strategies' senior management team who recommends, monitors, and implements policies and procedures in a professional, efficient, and fiscally responsible manner. Responsible for the direction of all phases of production operations including management and training of professional and support staff; assists the Director of Student Financial Aid by evaluating financial aid applications and managing over $600 million in federal, state, institutional and private aid. Supervision and management up to four full-time employees, indirect supervision of three additional full-time employees, and oversight of customer service team, which includes eight full-time employees. Oversight of systems testing, software interface, and website management. Assist in oversight of financial aid strategies related to recruitment programs. Analyze financial aid applications along with other confidential financial data to determine eligibility for student financial assistance from institutional, federal, state and other programs. Advise and counsel students and their families about costs, financial aid policies, procedures, programs, funding limitations, and options in a skillful, timely and professional manner by appropriate means. Responsible for ensuring compliance with federal, state and institutional regulations and policies. Requires extensive knowledge of current federal and state regulations and monitoring of federal legislation for changes to ensure institutional compliance. Responsible for advising director of federal regulatory changes, revising policy and training of appropriate staff. Ensure that software systems are thoroughly tested and support compliance with federal and institutional requirements. Show less

• Assistant Director

  • Oct 2008 - Dec 2013

  Analyze financial aid applications along with other confidential financial data to determine eligibility for student financial assistance for institutional, federal, state and other programs. Advise and counsel students and their families about costs, financial aid policies, procedures, programs, funding limitations and options in a skillful, timely, and professional manner through personal interviews, written correspondence and other means of modern communication. Respond to financial aid appeals as necessary. Responsible for hiring, training, development, and performance management for four full-time employees, up to three student employees, and up to three temporary employees. Responsible for design and maintenance of the Office of Student Financial Services (OSFS) online Policy Manual as well as regular maintenance and update of the Finance Division and Enrollment Development Team insideND channels and OSFS, Student Employment, and Alumni Club websites (including Net Price Calculator). Help to coordinate yearly SCT Banner system set-up and testing. Write detailed reports utilizing Business Objects reporting software. Oversee and coordinate OSFS Customer Service Team and oversee the training and development of all OSFS staff in the use of technology. Show less

• Student Services Representative III

  • Jan 2003 - Sep 2008

  Main responsibility includes file review for freshman and upper-class financial aid awards. Program coordinator for athletic grant-in-aid, athletic manager/trainers, study abroad programs, summer service projects, assistant rectors and summer housing managers. Responsible for design and maintenance of the OSFS online Policy Manual. Assisted in researching, developing and testing procedures for the Need Analysis module during implementation of the SCT Banner system and now help to coordinate yearly system set-up and testing. Write reports utilizing Business Objects reporting software. Maintain several back-up rolls which include front desk/phone administration, outside scholarship entry/deposit, student employment position/award entry, athletics liaison and administrative support to the Director of Financial Strategies. Participate in student counseling events such as College Goal Sunday, Spring Visitation Weekend and Admission Sessions for prospective students. Show less

• Senior Staff Assistant

  • Jun 2002 - Dec 2002

  Responsible for greeting students and parents, answering 3-line switchboard type phone, making appointments via Corporate Time, and general office tasks such as copying, faxing, and cleaning. Required to have a broad knowledge base of financial aid procedures and policies to answer student/parent questions and screen calls for administrators. Additional duties included creating flow charts and spreadsheets for others in the office and helping with mass mailings.