Experience

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  University of Mary Hardin-Baylor

  • Financial Aid Specialist

    • Sep 2018 - Present

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  Temple College

  • Temple, Texas

  • Financial Aid Advisor

    • Mar 2017 - Aug 2018
    • Temple, Texas

    Advise and counsel students and/or parents in solving financial challenges to obtaining higher education goals.Manage difficult or emotional student and/or parent situations, responding promptly to meet needs and focus on solutions.Review and adjudicate Financial Aid Suspension Appeal Request Forms and Participate in Financial Aid Appeal Committee Meetings.Maintain knowledge of current and changing federal, state and institutional regulations, policies and procedures pertaining to the administration of financial aid funds.Maintain knowledge of current IRS tax forms, regulations and the implications of such on financial aid eligibility.Investigate and analyze regulatory information to resolve complex financial aid questions.Manage all activities related to the operation of the Federal Direct Loan program, private lender alternative loans, and the College Access Loan program through the State of Texas.Utilize professional judgment in determining loan amounts based on regulations and policies and a student’s unique case.Serve as liaison with external agencies in processing of student loans.Conduct on-campus presentations and orientations to inform students regarding federal and state financial aid and the Federal Direct Loan Program.Perform monthly reconciliation of loan funds, resolving data conflicts and over-awards.Assist in default aversion activities.Manage the Texas Hazlewood Act Exemption processes, including determining eligibility, certifications and submitting reports.

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  LeTourneau University

  • Longview, Texas Area

  • Student Account Representative

    • May 2014 - Dec 2016
    • Longview, Texas Area

    Provide financial counsel and customer service to current and potential undergraduate students and dual credit students. Current case load approximately 925 students.Provide assistance to students through the registration process and throughout the students’ enrollment.Reconcile students' subsidiary accounts and prepare billing for student accounts including preparation of invoices, receipts, financial aid receipts, and refunds.Interact with students to inform them of items specific to their accounts, answer questions, address problem areas, and formulate solutions where needed.Organize daily tasks and monitor balances to ensure that funds are received in a timely manner or that appropriate action is taken to minimize balances of delinquent accounts.Prepare journal entries as necessary to update student accounts with manual charges and to correct errors.Work closely with other university departments to keep informed of changing policies and procedures and to coordinate on issues that carry across functions.

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  Kohl's Department Stores

  • Longview, Texas Area

  • Jewelry/Beauty/Customer Service Associate

    • Sep 2011 - Apr 2014
    • Longview, Texas Area

    Work closely with customers to ensure a good shopping experience. Provide superior customer service to individuals returning unwanted or damaged merchandise. Maintain visuals and graphics for the Beauty Department for optimal marketing of select merchandise. Interpret diagrams and rearrange merchandise in the Department.

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  Norwex

  • Independent Sales Consultant

    • Oct 2010 - Jun 2012

    Maintain all financial records as pertains to the business including monthly bank statement reconciliation and records required for tax preparation.Generate business strategies to stimulate sales and utilization of up-selling techniques.Implementation of problem-solving strategies in relation to the product line and customer concerns.

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  Principal Financial Group

  • Des Moines, Iowa Area

  • Financial Advisor Assistant to Tom Maher, LUTCF

    • Mar 2011 - Jun 2011
    • Des Moines, Iowa Area

    Organized and maintained confidential client files. Prepared insurance and investment applications, ensuring accuracy. Wrote and/edited correspondence with clients. Answered phones and scheduled meetings.

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  Ten Tiny Toes In-Home Child Care

  • Director/Owner

    • May 2006 - Feb 2011

    Successfully managed and operated in-home day care for several families in the date range.Developed policies and procedures for the care of preschool aged children.Maintained records in regard to client payment and financial data required for tax preparation.Implemented problem-solving initiatives when required for difficulties in the child care situation.

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  Alliance Compressors

  • Administrative Assistant to Vice President of Operations

    • Oct 2005 - Mar 2006

    Direct administrative support to the Vice President of Operations.Processed data, created production charts and various production related administrative tasks.Worked with production Team Leaders, created daily paperwork for production floor.Maintained an employee point system for corrective actions for over 500 employees.Worked closely with Human Resources in the process of corrective actions for employees.Liaison between Human Resources and Team Leaders in the corrective action process.Administrative support for Production Engineers.

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  LeTourneau University

  • United States
  • Higher Education
  • 700 & Above Employee

  • Administrative Assistant, Office of Continuing Studies

    • May 2002 - Dec 2004

    Administrative Support for the Director of Curriculum and Special Programs, Coordinator for Curriculum, Coordinator of Camps and Special Programs and Director of Distance Education.Maintained all records for the University's Continuing Studies Courses including student registration, student payment, documentation, course facilitators and certificates of completion.Maintained and scheduled all University Events in the University Scheduling Database AdAstra.Entered large volume of Summer Camp registrations in database generated in Microsoft Access.Generated the book orders for Stand Alone General Education Course in CMAP (Database generated in Microsoft Access).Run Scantron surveys and generate reports on those surveys for curriculum.Maintained files for Continuing Studies, Summer Camps and general business related files.

  • Receptionist, Office of Graduate and Professional Studies

    • Nov 2001 - May 2002

    Answered and directed phone calls.Copied files and sent letters to students.Maintained the School of Graduate and Professional Studies' phone list.Mailed out graduation packets to prospective graduates.Assisted with graduation preparations.Filed documents for the Assistant to the Vice President of the School of Graduate and Professional Studies.