Miguel Ortiz

Student Finance Coordinator- Verification at Purdue University Global
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Contact Information
us****@****om
(386) 825-5501
Location
Burbank, Illinois, United States, US
Languages
  • Spanish Native or bilingual proficiency

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Bio

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Credentials

  • Excel Essential Training (Office 365/Microsoft 365)
    LinkedIn
    Sep, 2022
    - Oct, 2024
  • From Excel to SQL
    LinkedIn
    Sep, 2022
    - Oct, 2024
  • H&R Block Income Tax Course/ Tax Preparer
    H&R Block
    Dec, 2019
    - Oct, 2024

Experience

  • Purdue Global
    • United States
    • Higher Education
    • 700 & Above Employee
    • Student Finance Coordinator- Verification
      • Jul 2016 - Present

      -Analyze complex financial aid applications for hundreds of students using established University guidelines, utilizing both institutional methodology and federal methodology - Perform verification on all required students as well as those with conflicting information while focusing on accuracy. -Assist with resolving federal aid application issues. Contact students to coordinate resolution, collect documents to satisfy federal requirements, and effectively communicate decisions. -Skilled with processing in Common Origination and Disbursement Web Site (COD) and National Student Loan Data System (NSLDS). -Ability to handle several projects simultaneously and work well under pressure. -Familiarity with Campus Solutions (CS9), CampusVue, Orion, Regent, COD, NSLDS, FAA Access - Exceptional analytical, verbal, and written communication, problem-solving, and organizational skills. - Excellent computer skills, including proficiency in Excel spreadsheet, database, and processing software. Show less

  • City Colleges of Chicago-Harry S Truman College
    • United States
    • Higher Education
    • 100 - 200 Employee
    • Financial Aid Advisor
      • Dec 2014 - Mar 2016

      -Counseled and advised students, parents and other interested parties on the availability of student financial aid programs to assist in meeting college education costs. -Interviewed students applying for financial aid assistance, answered questions regarding eligibility requirements and informed them of the types of financial aid available including grants, loans and work/study programs. -Assisted students in completing financial aid applications and reviewed submitted applications for accuracy and completeness. -Monitored student’s academic status to insure they continue to meet eligibility requirements for financial aid awards. -Utilized professional judgment to adjust a student’s eligibility based on mitigating circumstances in accordance with federal statutes -Performed federal verification to determine the types of financial aid to be awarded through the packaging process according to federal, state and institutional requirements Show less

  • City Colleges of Chicago-Harold Washington College
    • United States
    • Higher Education
    • 100 - 200 Employee
    • College Clerical Assistant
      • Sep 2012 - Dec 2014

      -Monitored student’s academic status to insure they continue to meet eligibility requirements for Title IV funding-Represented the Office in various outreach activities, open houses, and college-wide committee-Effectively communicated and escalated customer service issues to upper management to ensure matters were handled swiftly and appropriately-Responsible for following-up with students and making sure they submitted their necessary verification documents.-Partner with Admission staff to ensure the student completed the enrollment and financial aid process in a timely manner.-Provided students with exceptional customer service at office, via telephone and email. Show less

    • Financial Aid Volunteer
      • Jun 2012 - Sep 2012

      -Participated in recruitment events including open houses, information sessions and orientation-Data entry, clerical, and phone responsibilities necessary to accomplish departmental goals and objectives-Responded to various communication inquiries regarding the admissions process-Participated in the Applicant Interview process for all programs, including greeting applicants, assisting with presentations, leading tours, etc.

Education

  • Purdue University Global
    Master of Science in Finance, Financial Analysis
    2020 - 2021
  • Robert Morris University - Illinois
    Bachelor of Business Administration - BBA, Management
    2010 - 2011

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