Director Training

Lori Jackson

**** ***** ****** **., *********, Tx. 75126/(ph)210-***-****/ ****.*********@*****.***

Professional Purpose: I am a Financial Aid professional with 8 years of experience, with

a plethora of knowledge. I specialize in verification, and dependency status issues, and

conflicting data.

Work Experience:

Financial Aid Administrator

The Kenaly Complement 6/10 Present Arlington, Tx

• Monthly reconciliation of direct loans and pell

• System setup of Campus Vue, EdExpress, and Powerfaids

• Resolving compliance issues

• Expert in verification, C codes, and conflicting data

• Packaging new and continuing students

• Importing and exporting from EdConnect

• Originate Subsidized, Unsubsidized and Plus loans

• Disburse loans from COD

• Perform R2T4s for all clients

• Training new Director of Financial Aid

• Process Title IV loans (direct subsidized, direct unsubsidized, direct

plus)

Director of Student Finance

Kaplan College 5/09 2/10 San Antonio,

Tx.

• Supervised department of 10 employees

• Develop and monitor accountability goals

• Forecast monthly and yearly goals

• Originate and Certify Subsidized, Unsubsidized and Plus loan

• Allocated $3.5 million in revenue monthly

• Created and conducted weekly training

• Review dashboard and run revenue reports

• Ensure all state and federal regulations are followed

• Resolved all student complaints and issues

• Ensured the communication, and relationship between Financial Aid

and Admissions

• Attend all Managers meetings

Finance Advisor

Concorde Career Institute 7/08 5/09 Arlington,

TX.

• Initiated group financial aid interviews

• Determine federal eligibility and awards

• Conducted credit score reviews

• Collect and review tax returns and W 2s (if selected by Depart of Ed

or by the school)

• Originate Subsidized, Unsubsidized and Plus loans

• Counsel customers on rights and responsibilities

• Resolve conflicting data (verification, dependency status)

• Schedule loans via Campus Vue

• Run daily report (start date, packaging,ect.)

Finance Advisor

Court Reporting Institute 06/07 7/08 Dallas,

Tx.

• Assist student in completing federal application

• Determine federal aid eligibility and awards

• Conducted credit score reviews

• Collect and review tax returns and W 2s (if selected by Dept of Ed.,

or the school)

• Originate Subsidized, Unsubsidized and Plus loans

• Counsel customers on rights and responsibilities

• Resolve conflicting data

• Schedule loans via Campus Vue

• Run daily report

Director of Student Finance

Aviation Institute of Maintenance 08/03 5/07 Dallas, Tx.

• Supervised department of 5 employees

• Ensured all new and continuing students are awarded

• Q/C 80% of files for employees

• Insure all ISIRs are reviewed (valid and selected)

• Develop and monitor accountability goals

• Originate and certify federal loans

• Forecast monthly and yearly goals

• Allocated $1.5 million in revenue monthly

• Created and conducted weekly training

• Review dashboard and run revenue reports

• Ensure all state and federal regulations are followed

• Attend all Managers meeting

Education:

South Garland High 08/07 06/91 Garland Tx.

• Diploma

Contact this candidate