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Customer Service Office Staff

Location:
United States
Posted:
July 21, 2014

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Resume:

ROBERTA WILLIAMS

**** ****** *** *** *** ! Long Beach, CA 90807 ! 562-***-**** ! ace131@r.postjobfree.com

S kills and Qualifications

Academic & Faculty Liaison Cal Grant Expert Registration

! ! !

Student Accounts

Accounts Payable & Receivable One Stop Trainer !

! !

Student Services

Bilingual in English & Spanish Persistence and Retention !

! !

P rofessional Development

Ameritas College of Brandman University 2/2012 to Present

S tudent Finance M anager

• Oversee college’s day to day operations of Interface with Brandman’s IT department to ensure

department and service to students and families effective implementation of tuition and fees

• Support and supervise One Stop staff workflows to Forecast start rates for upcoming trimesters

ensure optimal customer service Interpret financial aid regulations for institutional

integrity

• Hire, train and coach Student Success Specialists

with financial aid, academic, and registration Outreach to students regarding their academic

processes progress and provide action plans for improvement

• Counsel new and continuing students, parents, and Establish mechanisms for tracking, reporting, and

staff regarding federal, state, and institutional assessing outcomes for start rates, customer

guidelines satisfaction, financial aid and academic advising

• Review Professional Judgments in the Inland Update institution’s policies and procedures

Empire Implemented McCann assessment for new students

• Oversee accounts receivables for active and inactive Counsel new and continuing students regarding

students their Educational Plans

• Attend bi-weekly Brandman University’s directors New Student Orientation administrator

meeting Oversee Financial Literacy program

DeVry University – Long Beach, CA 11/2009 to 7/2011

S tudent Finance M anager

• Administered Federal Work Study Program Attended weekly directors meetings and

provided updates

• Reviewed Professional Judgments for the Long

Beach, Irvine, and Anaheim campus Managed write offs and Bad Debt for active

and inactive accounts

• Counseled new and continuing students, parents,

and staff regarding the financial aid process Administered Long Beach Metro’s institutional

funds and Federal Work Study Program

• Outreached to prospective students and parents at

National Open House and Orientation Hired, trained, and supervised financial aid

staff of seven

• Monitored Third Party Billings

Implemented Financial Literacy program for

• Audited student files and third party payments •

Southern California Metro

• Reviewed the A/R for Long Beach, Anaheim, and

Responsible for Financial Aid & Cal Grant

Irvine •

Workshops

• Worked closely with interdepartmental

Cleared new and continuing students with

departments to ensure optimal world class •

registration and clearance of SAP appeals

customer service

ROBERTA WILLIAMS

3500 Linden Ave Apt 203 ! Long Beach, CA 90807 ! 562-***-**** ! ace131@r.postjobfree.com

WyoTech – Long Beach, CA 11/2006 to 7/2009

S tudent Accounts Director

Counseled parents and students regarding the

• Managed A/R and Collections for Active and !

various financial aid programs

Inactive student accounts

Cal Grant Administrator

!

• Hired, trained, and coached staff in the Business

Assisted students, parents, and staff with

!

Office and Financial Aid Office regarding

contracts with third party agencies such as VA,

institution’s policies and procedures

EDD, and GAIN

• Troubleshoot any loan disbursement issues to

Attended yearly financial aid and student

!

ensure funds were funded

accounts trainings

• Reconciled monthly Cash Receipts Journal

New Student Orientation administrator

!

• Updated Student Accounts & Financial Aid Reconciled Title IV, state, and institutional

!

Office staff policies and procedures disbursements

• Supervised drops and re-entry calculations for Counseled students with student loan exits

!

federal, state, and institutional funds repayment options

• Administered institutional loan program Monitored Bad Debt

!

• Worked closely with Director of Financial Aid

and Corporate Financial Aid Regional

Otis College of Art and Design 4/2002 to 11/2006

A ssistant Director, Financial Aid

• Responsible for dataload via Banner and Ed Implemented and conducted financial aid

Express seminars to prospective students and parents;

Counseled students regarding default

• Counseled prospective and continuing students

prevention

regarding the financial aid process

Updated policies and procedures for

• Reviewed Professional Judgments •

institution’s financial aid workflows

• SAP Appeals Committee member

Responsible for Pell Origination via COD

• Assisted with internal audit file preparation

Assisted with the Cal Grant Audit

• Verified financial aid documents including

Cal Grant administrator and trainer

personal and business IRS tax forms; in •

accordance to federal and state regulations for Trained new staff

undergraduate & graduate students Supervised Work Study Students

• Host financial aid workshops in English and Worked closely with inter-departments to

Spanish ensure all students completed enrollment

process

E ducation

California State University Long Beach – Long Beach, CA 2014

C andidate f or Master s i n Public Administration ( M PA)

California State University Dominguez Hills – Carson, CA 2000

B achelor o f Arts – L iberal Arts

Los Angeles Trade Technical College – Los Angeles, CA 1997

A ssociates of Arts – L iberal Studies

F inancial Aid M anagement Systems

Powerterm, Banner, Web Grants, NSLDS, COD, SAS, Saint Director, Eassist, and OpenNet



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