Experience

Menlo College

• United States
• Higher Education
• 200 - 300 Employee

• Director of Financial Aid

  • Aug 2022 - Present



Hartnell College

• United States
• Education Administration Programs
• 300 - 400 Employee

• Financial Aid Lead

  • Feb 2022 - Aug 2022



Dominican University of California

• United States
• Higher Education
• 400 - 500 Employee

• Assistant Director Of Financial Aid

  • May 2019 - Jan 2022

  Oversee both the Federal and Institutional Work-Study programs which employs an average of 240 students across 96 positionsAward over $1.1m in athletic aid for over 200 student athletesManage the financial aid section of the University’s website which contains over 30 pages Supervise 2-3 Work-Study students per academic year (9 students over the past 4 years)Directly supervise administrative assistants in financial aid basics (2 assistants over the past 2 years)Train counselors in packaging and C-Code resolutions (2 counselors over the past 4 years)Create and implement new processes to maintain compliance, such as for AB-2248 for Cal GrantCounsel 800 Graduate and Professional students with over 300 requiring packagingCreate and edit all financial aid communication such as forms, emails, presentations, and print materials Show less

• Financial Aid Advisor

  • Sep 2017 - May 2019

  Performed counselor duties for an undergraduate and graduate student caseload with 1,300 packagedGave FAFSA presentations at 3 - 4 high schools per academic yearConducted an average of 7 in-person Exit Counseling sessions per academic yearOversaw Federal and Institutional Work-Study programs as aboveCompleted 94% of verifications during the 2017-2018 academic yearTrained an administrative assistant in financial aid basics and verification

• Financial Aid Assistant

  • Jun 2014 - Aug 2017

  Answered incoming phone calls and emails for the counselorsRe-organized storage archives which contained over 8 academic years worth of recordsUpdated and simplified the entire Financial Aid section of the University’s websiteTook on counselor duties such as packaging and verification during office maternity leaves



Capital One

• United States
• Financial Services
• 700 & Above Employee

• Fraud Detection Coordinator

  • Jul 2006 - Oct 2013

  Special Projects with Capital One/HSBC Fraud Classroom Assistant Project 2012 • Assisted with the training of a new hire class and provided perspective of a frontline employee. • Monitored new hires’ performance and addressed areas of concern by clarifying procedure and policy. • Supported new hires by being available to them to help resolve any issues for several weeks after completing their training to ensure their quality of work. • Led the training class when the head trainer was absent unexpectedly which enabled the class to continue without interruption or distraction. • Created and presented a PowerPoint training guide on policies and procedures for future classes. Anti-Money Laundering Project 2010 • Assisted in a remediation project to bring HSBC Bank in compliance with anti-money laundering regulations to prevent further regulatory action and penalties. • Assigned the workload for each participating analyst and rebalanced the assignments as work was completed. Fraud Operations Project 2009 • Managed the call center’s phone queue to ensure sufficient coverage in accordance with service level agreements. • Tracked and maintained the schedule for each call center agent to ensure productivity levels were met. Show less