Senior Financial Aid Compliance Coordinator

• May 2023 - Present

Financial Aid Coordinator

• Feb 2022 - May 2023

Collaborated with the Director and Assistant Director to develop policies and procedures that align with federal regulations, guidelines, and professional literature, contributing to the team's continued success and reputation for excellence. Processed third-party authorizations for all third-party students. Filled out need calculation paperwork for third-party vendors, load student files from Banner to Third-Party Database, run funding of last resort calculations for students, or used vendor suggested formula, posted the award under the appropriate code, monitored students' enrollment/tuition charges, and made necessary changes to awards daily. Managed all third-party book receipts, invoice all third-party agencies, balanced and reconciled all third-party awards, took all third-party payments via check and EFT, filled out all third-party deposit slips, and sent back money to the vendor via requisition in situations of overpayment to the institution. Managed all state aid by pulling state Applicant/Disbursement Rosters from the state website, formatting the files, and loading them to Access. Post all eligible students for Access Missouri, Brightflight, Fast track, and Dual Credit awards. Review eligibility of awards for all students and make reductions/increases as student ISIR changes. Certify all State Awards, balance and reconcile all state awards, and monitor withdraw reports and make prorations to state awards when a student gets refunded. Send money back to the state via requisition when necessary. Meticulously collected, balanced, and reconciled all external scholarship funds, expertly managing deposit logs and ensuring compliance with all applicable financial regulations and guidelines. Assisted the director in constructing Microsoft Access databases and developing queries. Show less

Director Of Financial Aid

• Jul 2021 - Feb 2022

Established, implemented, and evaluated policies and procedures used by the Office of Financial Aid to ensure the highest levels of compliance with college policies and state/federal laws, contributing to a culture of excellence and accountability. Successfully represented the campus and responded to press inquiries related to financial aid, demonstrating expert knowledge and communication skills in high-pressure media environments. Served on the Enrollment Management Team, providing strategic input and leadership in the planning, development, and implementation of recruitment and retention programs, helping to achieve the college's enrollment goals. Expertly oversaw and developed the management process of all Federal Work-Study and Federal SEOG funds, ensuring accurate and efficient use of these critical financial resources. Successfully managed the annual compliance audit, demonstrating a deep understanding of financial aid regulations and meticulous attention to detail. Completed annual reports for various state and federal regulatory agencies, providing clear and concise information in compliance with all applicable reporting requirements. Demonstrated expert knowledge and skills in reconciling COD with the school's internal systems, identifying and resolving discrepancies to ensure accurate and timely financial aid processing. Completed needs analysis, verification, and Professional Judgments when necessary, ensuring students' financial aid needs are met and providing high-quality service and support. Facilitated continued training and development of staff on a weekly basis, contributing to a culture of learning and growth within the department and ensuring optimal performance at all times. Show less

Academic Advisor/Internship Coordinator

• Jul 2020 - Jul 2021

Provided expert academic advising to a diverse student population of 300+ business majors across seven different degree-specific programs, delivering comprehensive guidance on available courses, degree requirements, and college policies and procedures.Developed, directed, and coordinated the Craig School of Business internship program, cultivating valuable relationships with industry partners and providing opportunities for students to gain real-world experience in their field of study.Conducted comprehensive reviews and evaluations of upper-division business coursework from surrounding institutions, applying expert knowledge of college requirements and standards to determine internal equivalencies and ensure a seamless transfer process for students.Facilitated advisor training sessions for Business department faculty, sharing expertise and best practices to improve the quality of academic advising and support for students. Show less

Financial Aid Coordinator

• Aug 2017 - Jul 2020

Demonstrated excellent organizational and record-keeping skills in processing payroll entries and maintaining records of all student employees, ensuring accuracy and compliance with institutional policies and regulations.Developed and managed the department academic calendar, incorporating crucial deadlines and dates and communicating updates to faculty and staff in a timely manner to facilitate effective planning and execution.Maintained oversight of the department's yearly asset records, exercising strong attention to detail and accountability to ensure the proper tracking and management of institutional resources.Led the planning and delivery of engaging and informative Financial Literacy Seminars, employing excellent presentation skills to educate students and promote financial literacy and responsible financial management.Provided expert counseling and advising to students on a range of financial aid topics, including eligibility, application procedures, available aid programs, and student loan debt, using advanced knowledge of institutional policies and federal regulations to help students make informed decisions and achieve their academic and career goals.Retrieve all ISIRs on a daily basis by pulling in the I files with Ed Connect, compiling them into one file with a file cat script, and moving the file over with secure shell. Load the file into Banner, match the ISIRs to the correct students, and manage the suspense report for students who don't have a file to lock on. RORPOST requirements for verification from the students ISIRs and lock students files who are complete.Manage the book voucher process by running a disbursement ensuring aid is up-to-date for process, running selection processes in Banner, creating BOVO and TOVO files, sending out emails to all the students getting a voucher, and sending files to Barnes and Noble from Secure Shell. Show less

Financial Aid Assistant

• Jun 2014 - Aug 2017

Proactively reached out to students and families via cold calls to provide valuable assistance with signing up for default prevention seminars.Provided comprehensive support to students and families as they completed financial aid applications and forms, utilizing in-depth knowledge of federal and institutional policies to ensure accuracy and compliance, and maintaining a helpful and approachable demeanor throughout the process.Demonstrated strong multitasking and administrative skills in answering office phone calls, serving as backup to the front desk receptionist, providing clerical support, and mailing out required financial aid documents to students, ensuring a high level of accuracy and attention to detail in all tasks.Offered valuable guidance and support to students as they utilized the financial aid lab, providing technical assistance and supervision to ensure that students were able to complete critical financial aid processes accurately and efficiently.Collaborated closely with financial aid coordinators to provide support for specific financial aid processes and projects, bringing advanced analytical and problem-solving skills to bear to help streamline and optimize complex financial aid operations. Show less

Annual Fund Assistant

• Feb 2012 - Jun 2014

Played an integral role in achieving ambitious donation targets, leveraging a broad range of skills and knowledge to coordinate fundraising events, cultivate donor relationships, and drive engagement across diverse channels. Successfully raised funds for scholarships and technology upgrades by contacting and engaging with past alumni and university supporters, utilizing advanced outreach and engagement strategies to drive fundraising efforts forward.Consistently achieved or exceeded group quotas through the development of strong, productive relationships with donors, leveraging advanced communication and interpersonal skills to establish trust, rapport, and mutual respect. Show less