Director Of Financial Aid

• Aug 2021 - Present

• Use data, both quantitative and qualitative, to strategically support development, growth, and success of scholarship programs. Provide regular reports and proposals to the Vice President for Finance and Administration and other senior administrators related to strategic leveraging of financial resources to reach college goals and initiatives. • Develop strategies for disbursement of funds consistent with Stephens College’s objectives and federal and state regulations. • Provide… Show more • Use data, both quantitative and qualitative, to strategically support development, growth, and success of scholarship programs. Provide regular reports and proposals to the Vice President for Finance and Administration and other senior administrators related to strategic leveraging of financial resources to reach college goals and initiatives. • Develop strategies for disbursement of funds consistent with Stephens College’s objectives and federal and state regulations. • Provide hands-on leadership for packaging, delivery, and implementation of federal, state, and institutional student financial aid programs. • Coordinate and oversee audits, compliance reviews, and account reconciliations. Ensure that the college has exception-free financial aid audits by keeping abreast of and implementing all federal and state laws and regulations that pertain to the programs administered by the Office of Financial Aid. • Ensure institutional compliance with relevant regulations and statutes, and maintain a comprehensive knowledge of all federal, state, and local financial aid policies, procedures, and regulations. • Lead, develop, and manage internal and external communications to inform students about financial aid policies and procedures and assist in coordinating financial planning services for students at the pre-enrollment, enrollment, and post-enrollment phases. • Manage a complex financial aid budget containing federal, state, institutional, and endowment aid. Also manage budgets for the Office of Financial Aid that includes operating expenses and the work-study budget. • Hire, train, evaluate, and lead staff members in the Office of Financial Aid. • Oversee the coordination of the federal and college work-study program, including budgeting and working with campus faculty and staff to successfully match eligible students with appropriate work assignments across campus. Show less • Use data, both quantitative and qualitative, to strategically support development, growth, and success of scholarship programs. Provide regular reports and proposals to the Vice President for Finance and Administration and other senior administrators related to strategic leveraging of financial resources to reach college goals and initiatives. • Develop strategies for disbursement of funds consistent with Stephens College’s objectives and federal and state regulations. • Provide… Show more • Use data, both quantitative and qualitative, to strategically support development, growth, and success of scholarship programs. Provide regular reports and proposals to the Vice President for Finance and Administration and other senior administrators related to strategic leveraging of financial resources to reach college goals and initiatives. • Develop strategies for disbursement of funds consistent with Stephens College’s objectives and federal and state regulations. • Provide hands-on leadership for packaging, delivery, and implementation of federal, state, and institutional student financial aid programs. • Coordinate and oversee audits, compliance reviews, and account reconciliations. Ensure that the college has exception-free financial aid audits by keeping abreast of and implementing all federal and state laws and regulations that pertain to the programs administered by the Office of Financial Aid. • Ensure institutional compliance with relevant regulations and statutes, and maintain a comprehensive knowledge of all federal, state, and local financial aid policies, procedures, and regulations. • Lead, develop, and manage internal and external communications to inform students about financial aid policies and procedures and assist in coordinating financial planning services for students at the pre-enrollment, enrollment, and post-enrollment phases. • Manage a complex financial aid budget containing federal, state, institutional, and endowment aid. Also manage budgets for the Office of Financial Aid that includes operating expenses and the work-study budget. • Hire, train, evaluate, and lead staff members in the Office of Financial Aid. • Oversee the coordination of the federal and college work-study program, including budgeting and working with campus faculty and staff to successfully match eligible students with appropriate work assignments across campus. Show less

Senior Associate Director

• Jan 2020 - Jul 2021

• Developed assessments, data maps, reports, data collection tools and methodologies, and a data and research clearinghouse • Gathered and maintained knowledge specific to the work of the organization by monitoring new developments in the fields of career preparation, college access, college success, and nonprofit management • Worked with staff members to develop strategies and tasks associated with advancing MOCAN’s mission, and to dispense guidance and direction to career and college… Show more • Developed assessments, data maps, reports, data collection tools and methodologies, and a data and research clearinghouse • Gathered and maintained knowledge specific to the work of the organization by monitoring new developments in the fields of career preparation, college access, college success, and nonprofit management • Worked with staff members to develop strategies and tasks associated with advancing MOCAN’s mission, and to dispense guidance and direction to career and college access organizations, as needed, including: convening members/stakeholders for meetings, communicating regularly with members/stakeholders, soliciting feedback on MOCAN program/services, acting as a liaison for the organization with stakeholders, and overseeing processes for MOCAN proposals such as regrants and other related processes • Developed a platform for advocacy and represented MOCAN in state and national efforts to advocate career and college access, consistently and positively presenting the organization and its mission • Ensured that MOCAN is evaluating research and evidence-based programs to support its mission • Assisted the Executive Director with the development of external partnerships and further collaborations with like-minded state and national organizations, universities, workforce entities, funders and media • Provided oversight for public relations to raise awareness on a local and national level • Ensured that MOCAN has a comprehensive marketing and communication strategy with a focus on the MOCAN website and social media tools • Acted on behalf of the Executive Director during their absence Show less • Developed assessments, data maps, reports, data collection tools and methodologies, and a data and research clearinghouse • Gathered and maintained knowledge specific to the work of the organization by monitoring new developments in the fields of career preparation, college access, college success, and nonprofit management • Worked with staff members to develop strategies and tasks associated with advancing MOCAN’s mission, and to dispense guidance and direction to career and college… Show more • Developed assessments, data maps, reports, data collection tools and methodologies, and a data and research clearinghouse • Gathered and maintained knowledge specific to the work of the organization by monitoring new developments in the fields of career preparation, college access, college success, and nonprofit management • Worked with staff members to develop strategies and tasks associated with advancing MOCAN’s mission, and to dispense guidance and direction to career and college access organizations, as needed, including: convening members/stakeholders for meetings, communicating regularly with members/stakeholders, soliciting feedback on MOCAN program/services, acting as a liaison for the organization with stakeholders, and overseeing processes for MOCAN proposals such as regrants and other related processes • Developed a platform for advocacy and represented MOCAN in state and national efforts to advocate career and college access, consistently and positively presenting the organization and its mission • Ensured that MOCAN is evaluating research and evidence-based programs to support its mission • Assisted the Executive Director with the development of external partnerships and further collaborations with like-minded state and national organizations, universities, workforce entities, funders and media • Provided oversight for public relations to raise awareness on a local and national level • Ensured that MOCAN has a comprehensive marketing and communication strategy with a focus on the MOCAN website and social media tools • Acted on behalf of the Executive Director during their absence Show less

Senior Assistant Director of Student Financial Aid

• Mar 2018 - Jan 2020

• Advised students, faculty, and staff regarding scholarship availability, financial aid programs, and eligibility requirements • Hired, trained, and supervised financial aid advising staff Supervised ten full-time staff Oversaw supervision of twenty-one student workers Reviewed and monitored the work of advising staff to ensure compliance and accuracy with all state and federal policies and regulations Responsible for annual employee evaluation and setting of workload… Show more • Advised students, faculty, and staff regarding scholarship availability, financial aid programs, and eligibility requirements • Hired, trained, and supervised financial aid advising staff Supervised ten full-time staff Oversaw supervision of twenty-one student workers Reviewed and monitored the work of advising staff to ensure compliance and accuracy with all state and federal policies and regulations Responsible for annual employee evaluation and setting of workload priorities • Assisted with the review of exceptions and reconciliation of institutional grant programs • Evaluated the effectiveness of policy for the department Recommended policy changes to anticipate and respond to federal, state, and institutional regulations • Responsible for the creation and calculation of the annual cost of attendance

Financial Aid Advisor and Study Abroad Specialist

• Sep 2015 - Feb 2018

• Advised students and their families Explained financial aid packages and eligibility requirements for federal, state, and institutional aid Assisted students with completion of the Free Application for Federal Student Aid (FAFSA) Counseled students and parents on satisfactory academic progress, the special circumstances process, and verification Responsible for caseload of around 7,000 students • Guided students with study abroad financial planning Completed Study Abroad… Show more • Advised students and their families Explained financial aid packages and eligibility requirements for federal, state, and institutional aid Assisted students with completion of the Free Application for Federal Student Aid (FAFSA) Counseled students and parents on satisfactory academic progress, the special circumstances process, and verification Responsible for caseload of around 7,000 students • Guided students with study abroad financial planning Completed Study Abroad Financial Planning Worksheets with students Participated in study abroad presentations in coordination with different offices on campus Implemented more efficient way of processing Study Abroad Financial Planning Worksheets between the Office of Student Financial Aid and the International Center Selected for the 2016 Southeastern Conference Dr. Pepper Study Abroad Scholarship Committee • Processed changes to financial aid packages Offered federal loans to students Completed budget increase process to raise student’s cost of attendance Ensured changes met any federal, state, or institutional regulations

Office Support Assistant III

• Mar 2015 - Sep 2015

Senior Teller

• Jun 2011 - Nov 2014