Financial Aid, Customer Service, Management

Objectives

To obtain a position within the company where I can demonstrate my strong financial aid knowledge and

experience.

Education

Argosy University – BA Psychology (02/2014 – Present)

Currently seeking a Bachelors Degree in Psychology.

Lamson College -- Certified Medical Assistant (10/2008 – 05/2009)

Diploma and Certification – 740 hours of comprehensive classroom and on site training as a Medical Assistant.

Graduated with Honors – 4.0 GPA.

President’s List, Dean’s List & Perfect attendance

Cobaes 03 Velina Leon de Medina – HS, Accounting/Administration & Computer Business Diploma (06/1993 –

09/1996)

Graduated with Honors.

Margarita Maza de Juarez Tech Institute – Secretarial, Accounting/Administration & Computer Business I Certificate

(06/1990 – 09/1996)

Graduated with Honors.

Experience

Campus Relations Lead (03/2013 – 07/2014)

Education Management Corporation (Chandler, AZ)

• Provided the support needed to stay compliant with Federal and State rules and regulations and receipt of

Financial Aid in a timely manner to all of the Art Institute campuses already converted.

• Handled each student issue or campus concern with professionalism and urgency to ensure our students

received quality service while processing their Financial Aid.

• Identified trends and provided guidance to the campus where training opportunities may be present.

• Assisted campus in meeting goals to assist with overall EDMC goals and initiatives.

• Made updates, changes, recoveries or corrections to awards already packaged. Resolved escalated student

issues received via email, phone, Campus Vue activities, etc. and communicated actions with Finance

Managers, Directors and /or Regional VP (s) with escalated student resolution.

• Conducted Unpaid Aid calls with campus leadership teams in order to provide clarification on issues that

were preventing funds from paying and worked collaboratively to find resolutions.

• In instances, communicated with campus to keep them informed of CFA process changes, new policy

implementations, and any information from Operations.

• Communicated and worked with the campus on any CFA internal processing issues, resolution needed or

trends identified on the Unpaid Reporting or by CFA internal processing.

• Identified efficiency issues impacting overall customer experience and worked with management on solutions

when applicable.

• Acted as liaison between campus and CFA teams communicating challenges, concerns, process updates, etc.

• Identified training opportunities and developed and delivered training, tip sheets, FAQs, etc. to the campus

teams.

Resume: Betzy M. Rubio

• Delivered job aids or tools when applicable and worked with training to effectively help the campus counsel

their students in all areas of Financial Aid processing.

Financial Aid Processor – Argosy University/Ground (08/2012 – 03/2013)

Education Management Corporation (Chandler, AZ)

• Packaged TIV funds for Argosy Ground New and Continuing students, including Pell, DL Loans,

FSEOG, Private Loans and special request received from the campus.

• Responsible for maintaining a high level of accuracy while meeting standard team expectations.

• Occasionally assist OHE schools with processing Balance Waivers request from the campus.

• Helped implement the Federal Work Study process for the AU Ground campuses.

• Other Specials Projects assigned by our Director.

Internal File Review - OHE (05/2012 – 08/2012)

Education Management Corporation (Chandler, AZ)

• Assisted during the preparation for the annual DOE Audit for all OHE schools.

• Performed ISIR corrections, and contacted students for OHE schools if additional information was

needed to maintain 100% accuracy in all EDMC Student files.

• Special projects assigned by Senior Director of Compliance.

Financial Aid Director (01/2009 – 11/2011)

Delta Career Education Corporation/Lamson College (Tempe, AZ)

• Provided overall strategy and guidance to staff and student population with regards to the financial aid

process, special needs and customer service throughout this process.

• Monitored student financial assistance programs for Title IV compliance

• Ensured the accuracy of student financial aid packaging for all New and Continuing Students in accordance

with US Department of Education and other Agencies associated with the college.

• Coordinated the implementation of new policies and procedures at the campus level.

• Assisted in hiring, performance appraisals, training, displacement and scheduling of financial aid staff and

officers.

• Supported and actively participated in the major initiatives for process improvement.

• Provided reporting, analysis, and action plans related to financial aid

• Planned, organized, implemented and evaluated the organization’s fiscal function and performance.

• Reported timely, detailed, and accurate analysis of actual results to budgeted results, financial reports, and

financial trends.

• Created, implemented, and enforced policies and procedures in accordance to the Department of Education

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Resume: Betzy M. Rubio

Regulations to improve overall operations and effectiveness of the College.

• Prepared all month-end supporting reports as back-up to the monthly financial review calls Regional

Financial Aid and Campus Directors.

• Prepared and submitted annual operating budgets and mid-year forecasts with Campus Director direction.

• Strong knowledge in internal and US Department of Education Audits.

• Oversaw Veterans processing through VA Once Systems and Internal Audits.

• Collaborated with Campus Director to complete various reporting requirements (FISAP, IPEDS, accreditation

reports) and assisted with all Federal, State, VA, and ACICS Annual Audits.

• Participated in the development of the campus’ plans as a strategic partner.

• Worked closely with Director of Admissions in meeting departmental goals.

• Coordinated with Registrar to clear students for externship and graduation

• Monitored A/R balances to ensure student has zero balance for all students thru student receivables to

facilitate proper and timely collection of funds and ensure campus is meeting collections (both cash and aid)

goals.

• Provided counseling to students to ensure an understanding of financial aid basics and oversaw processing of

all exiting student paperwork in conjunction with the corporate office to ensure consistent, appropriate, and

timely refunds and provide guidance to students to encourage responsible borrowing and minimize

delinquencies and defaulted loans.

Team Lead (02/2006 – 01/2009)

Affiliated Computer Services (Tempe, AZ)

Development of the Financial Aid Officers, Learning Coaches and Assistant Team Lead through daily

interactions, coaching and performance evaluations.

Reviewed production reports and other performance data to measure productivity and goal achievement and

to determine areas needing cost reduction and program improvement.

Reviewed processing schedules and production to make decisions concerning staffing requirements, work

procedures, and duty assignments, considering budgetary limitations and time constraints.

Implemented production tracking and quality control systems, analyzing production, quality control, and

other operational reports, to detect production problems.

Established and implement departmental policies, goals, objectives, and procedures, conferring with

directors, and staff members as necessary.

Determined staffing requirements, and interview, hire and train new employees, or oversee those personnel

processes.

Prepared and maintain production reports, personnel records.

Participated in employee suggestions and involvement programs.

Conferred and cooperated with other managers to ensure coordination of Financial Aid processing.

Assistant Team Lead (02/2003 – 02/2006)

Affiliated Computer Services (Tempe, AZ)

Maintained current expertise on all Title IV program regulations and policies/procedures that impacted

student financial aid files. This included, but is not limited to, attending training seminars, and participating in

review sessions.

Reviewed production reports and other performance data to measure productivity and goal achievement and

to determine areas of improvement.

Development of the Financial Aid Officers, through daily interactions, coaching and performance evaluations.

Ensured employees adhere to quality standards, deadlines, and proper procedures, correcting errors or

problems.

Assisted in planning and conducting weekly team meetings and the implementation of process improvements.

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Resume: Betzy M. Rubio

Skills

Demonstrated proficiency in most MS applications (Word, PowerPoint, Excel) Outlook, Campus Vue, Global FS.

Strong knowledge of Financial Aid and the Department of Education Regulations.

Strong multitasking abilities and organization skills.

Bilingual (Spanish/English) speaking.

References & Recommendation Letters Available upon requests

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