Financial Aid Assistant Resume Sample
Irwin Romaguera
3278 Bogan Stream,
Los Angeles,
CA
+1 (555) 577 6139
Work Experience
Assistant Director of Financial Aid
10/2016
-
PRESENT
Chicago, IL
- Direct efforts of managers; develop those in leadership positions and in the leadership pipeline, make hiring decisions, provide coaching and mentoring, manage performance, determine staffing needs, develop and ensure succession planning within area of responsibility
- Work independently to make decisions regarding projects, programs, and initiatives, with limited or no review by senior management: commit university resources with limited or no review by senior officers
- Manage exceptions to university, program, or unit policies and procedures; determine appropriate response to settle grievances
- Serve as senior advisor to dean on programmatic and policy development. Recommend new internal policies, guidelines and procedures
- Manage, interpret, implement and ensure compliance with legal, financial, university, academic and administrative policies and external regulations within an organization or program
- Direct complex, high-visibility process redesign and innovation projects; Champion major initiatives, develop and drive implementation of project initiatives
- Partner with key individuals from across the university to determine new and ongoing business and technology initiatives
Assistant Director, Financial Aid
02/2011
-
07/2016
Houston, TX
- Serve as the institutional lead for the leveraging of financial packaging
- Coordinate efforts with Financial Aid, Undergraduate Admissions and Institutional Research Analysis
- Compile data and statistics as necessary for analysis and interpret data
- Develop recommendations/policy changes
- Research and draft reports on analysis as requested
- Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met
- Operates multi-telephone line system to answer questions and provides customer service to students and parents
Financial Aid Assistant
05/2007
-
11/2010
Los Angeles, CA
- Troubleshoots student database system issues, performing problem analysis and making recommendations for the most appropriate procedures to resolve
- Schedules, creates, tests, and executes upgrades to the system
- Builds and monitors the student financial aid system rules and processes, such as selection sets, algorithms, packaging, and generating letters; builds formulas and processes to monitor the same
- Responsible for the annual system set-up of the SFS software system for the start of each financial aid year
- Reviews user needs on requests for enhancements. Working closely with central IT, develops proposed solutions when necessary and develops project plan and schedule as needed
- Researches new regulatory requirements and identifies methods for the university to meet compliance through the current system
- Manages EDConnect federal processing software
- Reviews and manages requests for access to the SFS system
Education
The University of Texas at Austin
2002 - 2006
Bachelor's Degree in Education
Professional Skills
- Strong communication skills including, verbal, written skills, and public speaking experience
- Excellent communication and counseling skills, as well as strong analytical ability
- Strong writing ability to compose comprehensive emails and strong verbal communication skills
- Demonstrated ability to use sound judgement with excellent problem solving skills
- Excellent interpersonal skills and the ability to work effectively as a team member
- Excellent communication skills, including the ability to exercise tact and discretion when dealing with students, families and staff
- Experience utilizing computing systems as well as skills with various applications (Word, Excel, PowerPoint)
How to write Financial Aid Assistant Resume
Financial Aid Assistant role is responsible for customer, public, computer, analytical, interpersonal, software, research, leadership, microsoft, recruiting.
To write great resume for financial aid assistant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Aid Assistant Resume
The section contact information is important in your financial aid assistant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Financial Aid Assistant Resume
The section work experience is an essential part of your financial aid assistant resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous financial aid assistant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial aid assistant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Aid Assistant resume experience can include:
- Detail-oriented and possess excellent written and verbal communication skills, and strong customer service skills
- Planning and effective time management skills
- Demonstrable history of excellent counseling/advising skills
- Attention to detail with strong analytical and quantitative reasoning skills
- Strong computer and customer service skills
- Strong supervisory and leadership skills and ability to lead a team
Education on a Financial Aid Assistant Resume
Make sure to make education a priority on your financial aid assistant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial aid assistant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Financial Aid Assistant Resume
When listing skills on your financial aid assistant resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical financial aid assistant skills:
- Effective communication and writing skills. Experience with Microsoft Office products and the ability to use enrollment systems software
- Demonstrated project management and organizational skills with strong attention to detail
- Competency with computer applications, familiarity with WYSIWYG functionality and strong typing skills
- Strong interpersonal, written, and public speaking skills
- Excellent organizational and written and verbal communication skills required
- High energy and enthusiasm and excellent customer service skills
List of Typical Experience For a Financial Aid Assistant Resume
1
Experience For Assistant Director of Financial Aid Resume
- Strong customer service skills, pleasant & welcoming demeanor
- Demonstrated aptitude to learn new systems such as Ellucian Colleague, and the computer skills necessary for data entry and retrieval
- Excellent customer service skills with the ability to handle sensitive information
- Standard computer and telephone skills
- Work effectively in a culturally diverse environment under minimal supervision
- Superior interpersonal, customer service and communication skills (both written and oral)
- The ability to work independently and effectively within a team environment
- Loan certification during period prior to fall and spring semesters
- Three or more years of experience at an institution of higher education focusing on financial aid and/or student counseling
2
Experience For Assistant Director, Financial Aid Resume
- One year office experience, utilizing basic word processing, intranet, and spreadsheet applications
- Experience analyzing financial aid awards using institutional methodology
- At least two years of relevant experience demonstrating leadership qualities with a customer-service focus
- Demonstrated understanding of financial aid systems
- Demonstrated ability to be a team player who is flexible and willing to help when necessary to support the Financial Aid Office/team, students and families
- Experience in financial aid office, preferably at a private college or university
- Demonstrated service aptitude and ability to work independently as well as with students, parents, and colleagues
- Proven ability to use multiple software systems as well as to learn new systems as required
3
Experience For Assistant Director Financial Aid Resume
- Experience and familiarity with electronic processes and financial aid databases
- Demonstrated ability to interact professionally with students, parents, faculty and staff on a consistent basis
- Demonstrated ability to manage a number of complex operations and to problem solve on a daily basis
- Loads, reviews, and consolidates new recruitment, applicant, and financial aid records to ensure accuracy
- Four years related financial aid and/or management experience
- Monitoring regulations and guidance concerning aid eligibility
- Monitoring system releases and testing of Banner software application
4
Experience For Department Assistant for Financial Aid Resume
- Provide extensive student advisement and counseling regarding financial aid and financing options
- Serve on the Training Team that is responsible to coordinate office training
- Complete tracking requirements using Banner enterprise system
- Provide students with accurate information regarding the application process, including federal, state, institutional and loan programs
- Promote a reduction in the University's annual discount rate through awarding of endowed scholarship funds
- Targeted dissemination of private scholarship opportunities to Lesley University students, including graduate and undergraduate students
- Work in cooperation with the Office of Advancement to set-up and maintain the NextGen Scholarship website for the awarding of endowed scholarships
- Daily -20% Assists students in completion of the FAFSA application and other FA applications while maintaining confidentiality
5
Experience For Admissions & Financial Aid Assistant Resume
- Frequently acts in a helping or assistant mode
- Keep informed of all current Federal and College financial aid policies and procedure; attend financial aid training workshops and professional meetings
- Process incoming loan disbursements (electronic and paper)
- Communication, verbal and written regarding their loan disbursement
- Manages the day-today process for private loan in SFS, including certification, award eligibility determination and reconciliation
6
Experience For Student Financial Aid, Assistant Director Resume
- Administers the awarding and administration of financial aid programs in accordance with established federal, state and institutional regulations
- Responsible for working with staff to develop and maintain the office’s Policies and Procedures manual
- Responsible for developing policies and procedures for the use of professional judgment
- Assist in processing appeals with other members of the committee
- Trouble-shoot FAFSA filing questions and errors and provide accurate responses to inquiries
7
Experience For Assistant Dean for MBA Admissions & Financial Aid Resume
- Respond to requests for information from students, parents, staff using Banner, Docfinity, Slate and the National Student Loan Data Systems
- Complete data entry for eligibility documentation, cancel/defer records, exit counseling, state grant unit reports
- Serve as “on-call” counselor when necessary. This includes phone, walk-in, and appointment counseling, and front desk coverage when necessary
- Ensures accurate and timely posting of fellowship announcements and provides notification oversight
- Frequently perform desk based computer tasks, seated work and use light/ fine grasping
- Familiarity with federal financial aid regulations and knowledge of US Department of Education processing systems and software
- Assists students in completing financial aid forms
- Responsible for emailing award notices to students and revisions
8
Experience For Financial Aid Assistant Director Resume
- Tracks and inputs all incoming documents into database
- Moderate knowledge and understanding of Title IV regulations
- The ability to multi-task and work within an industry that is constantly changing
- In-depth knowledge of state and federal guidelines and regulations governing financial aid
- Analytical thinking and organizational aptitude
- Able to work with technical software systems including campus-based data platforms, student self-service
- Familiar with a student enterprise system (i.e. PeopleSoft, Banner etc.) and imaging systems
9
Experience For Financial Aid Program Assistant Resume
- Document Analysis and Logging for audit purposes
- Work evening and weekend hours when necessary
- 3) Knowledge of word processing, spreadsheet, and database applications
- Successful track record of working with diverse student populations in a positive manner
- Knowledge of Ellucian (Banner) operating systems
- Proficient with database query (PSQuery, SQL, Access, etc.) and/or reporting tools (Excel, Oracle BI Publisher, Tableau, R)
10
Experience For Financial Aid Assistant Resume
- Knowledge of federal and state legislation and regulations governing financial aid and VA Education Benefits
- Knowledgeable regarding VA Education Benefits and accounts management
- Counsel and correspond with prospective, current, and former students on matters pertaining to financial aid
- Provide customer service and answer student inquiries regarding financial aid
- Monitor and follow up on the accuracy and accounting of each student’s financial aid package
- Conduct financial aid workshops, including information sessions for prospective students and their families
- Improve service by updating policies and procedures as appropriate
List of Typical Skills For a Financial Aid Assistant Resume
1
Skills For Assistant Director of Financial Aid Resume
- Strong interpersonal and communication skills, specifically with the ability to simplify and clarify complex processes
- 4) Ability to multitask and work cooperatively with others. Strong verbal and written communication skills
- Outstanding interactive skills; ability to work well with administrative staff and student personnel, as well as external community groups and organizations
- Provide GREAT customer service, anticipating and exceeding the needs of our customers. Possess the skills to professionally diffuse difficult situations
- Initiative, ability to think logically, sound judgment, organizational, and planning skills
- Basic accounting and computer skills
- Demonstrated experience in needs analysis and packaging of student financial aid
2
Skills For Assistant Director, Financial Aid Resume
- Three years experience working in a heavy volume financial aid office, with progressive experience
- Three years’ experience working in a heavy volume financial aid office, with progressive experience
- Possess critical thinking skills to conduct special projects, data analysis, research and assignments as needed
- Prior experience in a comprehensive financial aid program
- Three to five years’ experience with needs analysis (federal and/or institutional methodology) or an equivalent combination of education and experience
- Experience administering loan programs, as well as reconciliation and monitoring funds related to all programs
- Experience in needs analysis and packaging of student financial aid
3
Skills For Assistant Director Financial Aid Resume
- Dedication to providing excellent customer service to St. Catherine University community
- Experience in a financial or office setting
- Experience working with federal and state financial aid programs and regulations
- Strong working knowledge of PeopleSoft Campus Solutions Financial Aid module or equivalent application/module
- Experience managing corporate clients and corporate sponsorship accounts
4
Skills For Department Assistant for Financial Aid Resume
- Experience working with individuals from diverse cultures, languages, and ethnic backgrounds
- Demonstrated student-centric service orientation and commitment to proactive customer service
- The ability to manage multiple priorities under established time constraints
- Manage multiple priorities under established time constraints
- Valid driver’s license and ability to travel locally and nationally
- Financial aid experience in higher education
5
Skills For Admissions & Financial Aid Assistant Resume
- SCT Banner knowledge & experience
- Solid knowledge of various state, federal and institutional aid programs
- Experience with PeopleSoft/Oracle Campus Solutions and ImageNow
- Financial aid work experience
- Demonstrated ability to think critically and analytically
- Demonstrated ability to interpret and apply complex federal/state regulations and institutional polices
- Demonstrated ability to be proactive, positive, organized and solution-focused
6
Skills For Student Financial Aid, Assistant Director Resume
- Two years of relevant experience is required
- Experience in a large, public university
- Demonstrated proficiency with computer mainframe and software
- 2) Six years of related experience in a financial aid office
- Higher Education Experience
- Four years of experience in financial aid administration
7
Skills For Assistant Dean for MBA Admissions & Financial Aid Resume
- Experience in team-based organizational structure
- Successful experience in higher education financial aid
- Work experience in a financial aid office
- Two to five years of significantly progressive and successful experience in a higher education financial aid office
- Three to five years’ experience with needs analysis (federal and/or institutional methodology)
- Financial aid and/or SQL experience
- Currently active financial aid experience
8
Skills For Financial Aid Assistant Director Resume
- Previous experience in college or university financial aid office
- Valid driver’s license due to travel requirements
- Experience as a student loan coordinator
- Strong attention to detail and understand the importance of confidentiality
- Working knowledge of word processing, spreadsheet, and database management programs
- Working knowledge of automated financial aid systems and software applications
9
Skills For Financial Aid Program Assistant Resume
- Working knowledge of Common Origination and Disbursement Website
- Working knowledge of federal and state financial aid regulations, policies, and procedures
- Working knowledge of Banner, COD (Common Origination and Disbursement), EdConnect, and FAA Access
- Responsible for greeting visitors, as well as answering and routing incoming calls. Ability to perform student outreach calls and answer general FA questions
- Process exception/error processing daily with Department of Education including verification processing and handle student interface
10
Skills For Financial Aid Assistant Resume
- Responsible for coordinating the continuing student fellowship review meeting and notification process
- Knowledge of federal and institutional policy regarding and regulations governing financial aid compliance
- Reviews and researches admissions and financial aid applications to determine outstanding requirements using a variety of computer applications
- Responsible for need analysis, packaging, counseling, phone calls, office visits, and other contacts with current and prospective financial aid students
- Sends form emails to applicants requesting missing or incomplete information
- Monitors web and social analytics, observing and reporting on key performance metrics
- Knowledge of Ellucian (Banner) operating systems; familiarity with state and federal reporting requirements
List of Typical Responsibilities For a Financial Aid Assistant Resume
1
Responsibilities For Assistant Director of Financial Aid Resume
- Maintain strong working relationship with Ross Development and Finance
- Advise students, departments/academic counselors, and parents regarding eligibility for assistance while studying abroad
- Written presentations detailing financial aid to incoming students
- Video presentations detailing financial aid to incoming students
- Proficiency in Microsoft Office Suite products including Word and Excel, with a working knowledge of PowerPoint
- Assists with interviewing, hiring, and evaluation of the performance of, and when necessary, discipline of employees
- Responsible for managing specific aid programs and or processes as assigned by the Associate Director of the Counseling Area
- Assists counselors with answering and returning telephone calls
- Process and approve Housing Payment applications and Housing Waiver request each semester
2
Responsibilities For Assistant Director, Financial Aid Resume
- Oversee the Continuing Student Scholarship, automation, and process
- Learn the basic functions of each financial aid process with the goal of assisting financial aid counselors with questions
- Make recommendations for strategic planning
- Answer general and specific questions concerning the financial aid process at Peabody
- Download exit and entrance loan counseling results and maintain student records
- Prepare outgoing correspondence, deliver to mailroom
3
Responsibilities For Assistant Director Financial Aid Resume
- Coordinate MAP program budgets for all participating programs
- Review donor funding criteria for all accounts
- Coordinate scholarship tracking file with PeopleSoft (MPathways) data
- Train financial aid coordinator regarding office procedures and financial aid processes
- Proficiency with Google collaboration tools including Gmail, Calendar, Drive and other shared resources and database management
- Assists staff by providing systematic Banner support or popsels/reports as requested
4
Responsibilities For Department Assistant for Financial Aid Resume
- Identifies training needs and ensures that necessary job-related instruction is provided to staff to facilitate unit productivity
- Participates in the planning, coordination, development and implementation of long-range goals and objectives
- Counsel students and parents concerning the availability of state, federal, and institutional student financial assistance funds
- Keep abreast of the state, federal, and institutional rules and regulations applicable to the awarding of aid to eligible students
- Manage Federal Work Study Program in coordination with Office of Student Employment
- Review all documents received by the financial aid office for accuracy and completeness
- Answer all student inquires in person, by email or by phone
5
Responsibilities For Admissions & Financial Aid Assistant Resume
- Evaluate student awards for accuracy
- Review of student eligibility documents
- Assist to resolve FAFSA reject codes and C Flags
- Process requests for revisions to student awards
- Handle sensitive financial documents and maintain appropriate confidentiality
6
Responsibilities For Student Financial Aid, Assistant Director Resume
- Analyze financial aid applications along with other confidential financial data to determine eligibility for financial assistance from institutional, federal, state and other programs. Respond to financial aid appeals as necessary. Requires knowledge of all federal, state and institutional regulations and policies
- Advise/counsel students and their families about costs, financial aid policies, procedures, programs, funding limitations and options in a skillful, timely and professional manner through personal interviews, written correspondence and social media
- Develop a relationship with a professional organization
- Oversee the daily customer service of the financial aid process
- Supervise the phone calls, e-mails, student appointments, and all student/family contact
- Electronically award financial aid packages and handle the interface with students
- Oversee the award review process and follow up contact with students
- Supervise the Tuition Exchange process with employees and dependents
- Provide direct support to the Director of Financial Aid, serve as the liaison between the financial aid office and the Information Technology Department at SAIS, and serve as the expert functional user for PowerFAIDS and SIS systems in the financial aid office
7
Responsibilities For Assistant Dean for MBA Admissions & Financial Aid Resume
- Assist the Information Technology Department at SAIS and Mt. Washington campuses with modification and refinement of the computerized data processing system PowerFAIDS
- Perform system configurations and update software parameters in the PowerFAIDS database, maintain and troubleshoot daily financial aid processes via the PowerFAIDS database, and train staff as needed on PowerFAIDS processes and functionalities
- Counsels students regarding the availability of aid, application procedures, University policies, federal and State regulations, the process of needs analysis and necessary documentation, and the availability of student employment
- Reviews applications for financial aid; analyzes financial situations and needs; determines appropriate packaging of aid; adjusts packages to meet changes in student eligibility criteria based on Federal and State regulations and institutional policies
- Oversees administration of the Federal Work-Study program, including monitoring expenditures, development and maintenance of budgets, databases and other record-keeping systems
8
Responsibilities For Financial Aid Assistant Director Resume
- Maintains EDE downloads, printing/importing/exporting ISIR’s, correction of EDE records, disbursements, loan reconciliation and reporting to the Federal Processor
- Determines need for and evaluates supporting documentation such as income tax returns, terms of wills and testaments, bankruptcy filings, escrow accounts, social security statements, unemployment and welfare documents, tax assessments to determine effect on financial need
- Responsible for maintenance and development of Financial Aid website - including fellowship announcements, regulatory updates, and revision of forms online, supervises and trains Financial Aid staff, temporary employees and/or student workers, and presents financial aid information at Open House, Student Orientation, and via webinars
- Assist the Director of Financial Aid in packaging and disbursing federal, state, and institutional aid
- Assist the Director of Financial Aid of reviewing compliance issues and updating policies and procedures to reflect current Federal regulations
- Assist the Director of Financial Aid in the day to day operations of the Financial Aid Office
- Assist in the reconciliation of Pell and Direct Loan Funds
9
Responsibilities For Financial Aid Program Assistant Resume
- Review and organize a strategy to help students find additional external aid opportunities to finish college
- Serve on the SAP Appeals Committee and the Special Circumstance Review Committee
- Monitor the federal default rate and report to the Administration status and concerns and provide students with loan repayment information
- Knowledge of Federal Title IV regulations and FERPA
- Authorize disbursement of aid packages
- Evaluate financial aid application forms and federal income tax returns, gather applicant data to comply with federal regulations
- Prepare, evaluate, and communicate pertinent program information both internally and externally as appropriate
10
Responsibilities For Financial Aid Assistant Resume
- Update and train peer staff
- Ensure timely and accurate management and distribution of information of programs within established timelines
- Assist with the development and implementation of policies and procedures
- Maintain a current comprehensive knowledge of federal and state financial aid regulations related to financial aid
- Interact regularly with Department of Education systems, including but not limited to the Common Origination and Disbursement (COD) System and the National Student Loan Database System (NSLDS)
- Complete return of TIV funds calculation, adjusting aid and returning funds as necessary
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