Customer Service Data Entry

Financial Aid and Accounting Professional

Paul Tancredi

Boca Raton, FL

H: 561-***-****

C: 561-***-****

Email - ****.********@*****.***

Dedicated Financial Aid Officer, Loan Coordinator and Accounting Professional with exceptional communications, customer relations, decision-making and analytical skills. Strong work ethic, professional demeanor and results oriented. Committed to understanding and helping students achieve their educational goals. Qualifications

Experienced Financial Aid Officer since 2011.

Seven years of experience dealing with Perkins Loans with extensive knowledge and experience in assisting students from defaulting on Perkins Loans. On-going success keeping cohort default rate within acceptable range. Strong communication and presentation skills – extensive experience working with students individually and in large group presentations – providing and explaining detailed information to ensure their obligations are understood and achieved. Work History

Long term success in the education field- with over 19 years within an academic environment. More than 20 years providing superior customer service and training. Work well under pressure; accustomed to meeting deadlines and achieving results. Strong communication and teamwork skills

Cortiva Institute, Pompano Beach, FL

2018 to 2019

Financial Aid Administrator

Job Responsibilities

Checked ISIR accuracy, packaged loan information to facilitate aid payments, submitted start forms, ran weekly reports to discover aid payment delays, acted as a general information resource for all campuses, financial aid directors and officers on financial aid questions, payment issues and remaining balances. Art Institute of Ft Lauderdale, Ft Lauderdale, FL

2011 to 2018

Financial Aid Officer

Job Responsibilities

Developed, negotiated and finalized Financial Plans with new, reentry and continuing students according to Federal and State Policies. Certified loans ensuring that all Title IV and Non-Title IV aid was paid in a timely manner and that all regulations were met. Provided continuous financial aid counseling throughout students’ program of study. 2004-2011

Perkins Loan Coordinator

Job Responsibilities

Maintained and lowered cohort default rates, conducted entrance and exit interviews, processed drops, handled deferments and forbearances, post payments and forward to the billing server, completed loan verification certificates and tracked payments, skip-traced students to prevent loan default, approved and disapproved transcript requests

1999 to 2004

Accounting Assistant

Job Responsibilities:

Assisted in-school and out-of-school students with accounting issues, set up payment plans for out-of-school students, received and posted payments and worked on accounts payables and receivables

Education.

Associate of Arts, Broward Community College

Computer programs: proficient in MS Word, Excel, PowerPoint, Lawson, CampusNexus, Outlook.

References furnished upon request

Contact this candidate