Experience

Strata Information Group

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Senior Consultant

  • Aug 2019 - Present

  Ellucian® Colleague Consultant (selected project experience): • Operationalized a communication flow and related business processes to applicants and new students that were eligible for funding under California Assembly Bill 19 (AB19), using Colleague Communications Management (CM). Included rules-writing, developing HTML email documents, training staff, and producing documentation for related tasks. • Consulted on initial Federal Direct Loan program set-up for Ellucian® Colleague, including awarding, disbursing, and reconciling Direct Loans. Successfully originated loan records, reported to COD, disbursed, and received response files. Trained staff on direct loan processes in Colleague. • Established and operationalized a communication plan for the Promise Program for the a multi-college district and trained staff in Communications Management, including communication codes, document codes, request definitions and document tracks. Consulted on multiple new-year setups and streamlined financial aid application processing and migrating staff to fully remote work. • Fully implemented new instance of Ellucian Colleague Financial Aid Packager, assessing current business practice and consulting with staff on best-practice and modifying workflows to adapt to new system capabilities. Implemented Self-Service for Financial Aid including full integration of Communications Management and Student Finance interface within Self-Service significantly enhancing student user experience. Show less



Independent Consultant

• Jackson, TN

• Independent Financial Aid Consultant

  • Nov 2018 - Aug 2019

  • Provided interim financial aid leadership and staffing • Remained knowledgeable and current regarding federal and state financial assistance programs • Consulted with Cedarville University (Cedarville, OH) implementing Ellucian Colleague Self-Service for Financial Aid - Led setup in Test and Production environments - Improved students’ ability to interact with financial aid records, including tracking application status, reviewing and accepting aid offers, requesting a new loan, submitting required documents, reviewing aid history, and viewing student account information. - Improved communication flow and setup to financial aid applicants and currently enrolled students, including rule-based assignment of required documents, displaying document status to students, and scheduling and sending email notifications and reminders. Show less



Union University

• United States
• Higher Education
• 400 - 500 Employee

• Director of Student Financial Planning

  • Feb 2013 - Apr 2019

  • Provided general oversight to the Office of Student Financial Planning, including 6 full-time employees and additional student employees. • Administered all types of student aid programs for approximately 3,500 students at all campuses; combined annual volume $74M, including $41M federal aid, $23M institutional aid, $6M outside aid, and $4M state aid. • Remained knowledgeable and current regarding all financial aid assistance programs, and ensured that the Office of Student Financial Planning adhered to all relevant statutes, regulations, policies and guidelines for disbursing financial assistance programs of all types. • Maintained the accuracy and integrity of all student financial aid records. • Served as a financial aid counselor for students and their families. • Identified new assistance programs that came available which benefit students and were consistent with the Mission of Union University. • Coordinated all official reporting for programs administered through the Office. • Assisted the recruitment efforts of the University. • Served on the Enrollment Management Leadership Team and assisted in evaluating and continuously improving a plan that met enrollment goals while maintaining good stewardship of the financial resources dedicated to student assistance. Show less

• Adjunct Professor

  • Aug 2017 - May 2018

  Adjunct instructor for FIN320 - Business Financial Management, Fall 2017 and Spring 2018 semesters. Catalogue Description: Introduction to financial management including topics: assets, basic forms of organizations, tax environment, time value of money, valuation concepts, risk and rates of return, cost of capital and capital budgeting. Pre-Requisites: ACC 211 and ECO 211.

• Director of Recruiting Operations

  • Aug 2008 - Feb 2013

  Served as internal Project Manager for major CRM software implementation (Ellucian Recruiter - Microsoft Dynamics CRM platform); led vendor selection, discovery, training and implementation processes (March 2011-August 2012). Served as Dual Enrollment program coordinator and Athletic Recruitment liaison for Undergraduate Admissions and Recruitment. Provided oversight to operations staff and assisted in providing general oversight to the Office of Undergraduate Admissions and Recruitment. Member of Enrollment Services Leadership Team. v Assisted in the writing of a training manual for the undergraduate admissions staff. Assisted in the planning of comprehensive marketing materials and implementation of communication flow to prospective traditional undergraduate students. Maintained relationships with various constituencies including guidance counselors, area alumni, friends of the University, and current and former University trustees. Managed a recruiting territory which included portions of West Tennessee, representing the University at college fairs, high school visits, receptions, and various other public relations events. Show less

• Director of Special Programs Admission and Recruitment

  • Sep 2007 - Aug 2008

  Gave oversight to operations and functions for admissions and recruitment for graduate and non-traditional programs in the School of Nursing, School of Pharmacy, School of Christian Studies, and Institute for International and Intercultural Studies. Designed and implemented comprehensive admission and recruitment process and system for special programs. Provided on-going support and leadership to admission coordinators and support staff. Maintained positive working relationships with respective academic deans for assigned special programs. In conjunction with the deans, established annual or periodic recruitment goals for each program and reported regularly on progress toward meeting those goals. Member of Enrollment Services Leadership Team. Assisted with the recruitment of new students as needed. Show less

• Enrollment Counselor; Assistant Director of Undergraduate Admissions and Recruitment

  • Jul 2000 - Sep 2007

  Managed recruiting territories which included various portions of West Tennessee, as well as portions of the Southeastern and Western United States. Coordinated numerous recruiting receptions at the homes of the president, key alumni, and friends of the university. Coordinated the Jackson Area-Wide College Fair with approximately 1000 students and 70 college representatives in attendance. Assisted in the training for the admissions module of university-wide data migration project. Served as University Ambassador Program Coordinator July 2002-August 2004. Served as Telecounseling Program Coordinator July 2000-July 2002. Consistently met annual application, deposit, and enrollment goals. Show less