Cassandra Y. Travis

*** ****** ***** ****

Byron, Georgia 31008

Mobile: 478-***-****

adydut@r.postjobfree.com

PROFESSIONAL SUMMARY

Dynamic finance professional with 22 years of experience in business operations, student accounts, finance/financial aid, training, and personal loan and student loan markets. Results driven, Problem/Solution focused enthusiastic team player and outstanding communicator. Creative, Detail oriented, Customer Care trained, motivating others and maximizing resources—all with a keen eye on effectiveness and efficiency of execution.

CORE COMPETENCIES

Financial Aid/Title IV

Billing and payment processing

Customer relations training

Exceptional office management skills

Employee Training

Microsoft Office

Banner Web Operating System

FAME Operating System

Database Spreadsheets Building

Query Reports and Analyzation

Collegiate Scholarship Research & Processing

Inventory and Auditing

PROFESSIONAL EXPERIENCE

UEI, Stone Mountain, GA

Student Finance Advisor November 2022-Present

Interview prospective students to determine financial aid eligibility.

Review student files for completeness and accuracy for submission.

Review and authorize student’s Financial Aid awards.

Edward Jones, Snellville, GA May 2019- November 2022

Office Administrator

Building the business/network for the FA by updating prospect/client records, executing direct-mail programs, planning seminars, making follow-up calls for appointments, recognizing new-business opportunities and facilitating branch business planning.

Conveying a welcoming presence while answering the phone, responding to client questions, greeting guests, and carrying out responsibilities that ensure a consistent appointment process.

• Creating and meeting business plans, overseeing appointment-setting/schedules, and expanding client relationships.

• Using our technology to make it easy for our clients to do business with us.

• Supporting business and marketing activities to consistently grow the business and the opportunity to work with the FA and with Edward Jones while continuously improving the client experience and branch processes.

Strayer University, Greensboro, NC May 2018 – February 2019

Student Services Coach

Support students through their academic careers.

Proactively advise groups of assigned students by phone, email, and text.

Address and resolve student problems through research, collaboration, and follow up.

Act as a point of contact to handle student account inquiries and follow up with all received emails and voicemails within one business day.

Document all student interaction through University applications.

Help students create academic plans.

Assist students electing to use financial aid with the appropriate application process and conduct on-going follow-up with students and/or Corporate’s Student Financial Services to resolve issues

Helms College, Macon, GA February 2016 – May 2018

Financial Aid Advisor

Use of FAME Database System, COD, and NSLDS, to monitor and track student eligibility for financial aid programs and communicates with students regarding missing information and required processes and procedures.

Implemented and maintained Work-study program, developed work-study placement sites through external community partnerships

Improved financial aid process and advising of financial aid loan processing and validation

Perform quarterly audits and compliance with regulatory guidelines, institutional regulations in all federal and state student assistance programs

Adjust over/under awards by determining the amount of aid to be cancelled or repaid

Interviews and advises students in regard to educational financial planning

Assist Financial Aid Manager with educational grants and loan programs

Fort Valley State University, Fort Valley, GA December 2007- February 2016

Financial Aid Advisor

Processes financial aid awards, maintain files including student loans, verification and parent PLUS loans assigned and reconciles with Business Office.

Implement policies and procedures to ensure compliance, quality customer service, and timeliness in all activities.

Works in accordance with state and federal regulations, and participates in file review processes as needed or requested, up to the point of determining or making a financial aid award.

Use of Banner Database System, COD, NSLDS, to monitor and track student eligibility for financial aid programs, reports query and communicates with students regarding missing information and required processes and procedures.

Actively participates in all professional development activities such as trainings, project teams, and other opportunities.

Collaborated with Admissions during Open house or recruitment events

Coordinated and maintained Work-study and scholarship programs

Performed annual reconciliation and audit of files during internal audits and accreditation reviews

Citi-Financial, Macon/Athens, GA

Branch Account Manager April 2004-December 2007

Build Business development and full cycle sales of personal loans, automobile loans and other credit related products

Follow up on leads from customer inquiries (online or through customer service)

Assisted customers in making financial decisions to help them achieve their financial goals

Managed direct consumer lending, credit underwriting techniques and skills

Managed servicing and collections activities

Provide referral or walk-in customers with the proper loan products to fit their needs

Accurately comply with company guidelines and procedures

Educate customers on the terms and conditions of the loan to ensure a clear understanding

Organized networking through community events to gain referral business

Collected delinquent accounts and filed legal action

Reduced delinquencies by 5%

Citi-Financial, Macon, GA

Customer Service Rep September 1998 – April 2004

Greet, assist, and solicit individuals entering the office and calling by phone

Received and process credit and employment verifications, and recording information obtained

Trained new associates

Processed personal and real estate loans, payments, distributions and insurance, accounts payable and receivables

Collected delinquent accounts

Consistently generated 18 personal loans and 2 real estate loans monthly

EDUCATION AND TRAINING

Fort Valley State University Degree: BBA Management 1991

Fort Valley, GA

Southern Association of Student Financial Aid Workshop - 5/2008– 9/2011

Federal Student Aid Customer Experience Workshop for HBCU’s – 2011

References Available Upon Request

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