Experience

Southern Careers Institute-San Antonio North

• Director Of Financial Aid

  • Sep 2018 - Present



Hancock Mortgage Partners, LLC

• New Braunfels, TX

• Mortgage Loan Officer

  • Dec 2017 - Present

  Coach/Educate clients about (1) understanding their needs (i.e. home buying process, credit, debts), (2) matching them with Hancock Mortgage & our products, and (3) Fostering a nurturing relationship to ensure they’re obtaining their goals of home ownership. * Realtor Partner Generation: Assist with Learning seminars to bring value to our Realtor partners in building their business along with our mortgage company * Lead Generation: Generated thousands of leads from our lead system: Listing Booster * Receive 5 STAR customer service from clients/realtors – Assist with closing transactions for Realtors and their clients



Legacy Mutual Mortgage

• San Antonio, Texas Area

• Production Associate III

  • Jul 2017 - Nov 2017

  First point of contact for all in-bound leads – completed 1003 Loan Applications and advised clients on their options and next steps. Maintained compliant and up-to-date on all ethical & compliance guidelines  Managed new and existing leads – Avg. 75+% conversion from lead to completing Loan Application. Created campaigns to reach out to existing leads (refinance & general follow-up) * Pre-qualified borrowers while discussing all loan terms & conditions – built rapport & trust * Entered loan application & disclosure information into loan origination system (Encompass) * Priced & locked all loans; Provided needs list; Reviewed disclosures * Assisted with new realtor partnerships – Rausch Coleman Builders & existing realtor partners



DeVry University

• San Antonio, Texas Area

• Student Support Advisor II

  • Nov 2013 - Jul 2017

  Provide a high level of customer service to our new and existing student population for the South Central region (all Texas, Oklahoma, Missouri, and Colorado campuses). • Review financial plans and awarding for new and continuing students (Loans, grants, scholarships, tuition assistance/reimbursements, VA benefits, etc.) • Assist students with completing Loan Counseling, Entrance/Exit Counseling, MPN • Help students and families complete FAFSA and loan process (processing Parent Plus) • Send and review all verification documents • Complete Professional Judgment & Special Circumstance reviews • Review student accounts – Accounts Receivable and Collections (Touchnet Cashiering) • Guide military students with completing VA documents for education benefits such as (Post 9/11 GI Bill, Montgomery GI Bill, Dependent Benefits, Tuition Assistance) o Certified for VA-ONCE • Complete quarterly assessments to ensure we are in compliance with all federal, state regulations. • Registration/student advising through BANNER system. Conduct New Student Review sessions • Review academic plans of study with students – suggest course recommendations & registration • Improve student retention through academic advising (using ASPIRE) • Review academic appeals, course repeats, pre-requisite permits, and transcript evaluations • Volunteer for national training activities • Conduct virtual (online) financial appointments through WebEx (teleconferencing technology)



The Art Institute of San Antonio

• San Antonio, Texas Area

• Financial Aid Officer

  • Feb 2011 - Nov 2013

  Worked closely with prospective and continuing students to properly advise of financial aid status/issues. In addition, conducted appointments in person, as well as over the phone. • Maintained files at 100% - completing verification as needed and abiding by Federal and company policies/procedures • Completed weekly and monthly reports – Assisted with new student registration • Conducted training sessions for new employees • Awarded and certified student loans - Package federal grants and Scholarships



International Academy of Design & Technology

• San Antonio, Texas Area

• Tuition Planner

  • Apr 2007 - Feb 2011

  Advised all incoming students in tuition planning - including overviews, workshops, cost of attendance, and deciphering financial award plans. • Prepared, collected, and tracked all required financial documents necessary for student files • Reviewed all types of federal and school driven financial awards. Advised all incoming students in tuition planning - including overviews, workshops, cost of attendance, and deciphering financial award plans. • Prepared, collected, and tracked all required financial documents necessary for student files • Reviewed all types of federal and school driven financial awards.