Financial and Accounting

**** **. *******'s Dr SE Phone: 612-***-****

Conover, NC 28613 Email: ********@*****.***

Kate Lee

Objective To make a positive contribution in an organization that seeks a

dedicated and hard-working professional with exceptional

organizational and leadership skills.

Skills

. Excellent computer skills, Microsoft: Word, Outlook,

Excel, Power Point, and background in HTML

. Software Expert: CLASS, CampusVue, ADP, SharePoint, CRM

on Demand, COD, NSLDS, Sales Force and EdConnect

. Typing speed of 65 wpm, Excellent 10-key

. Great communicate skills across all cultures and ages

. Bilingual in Hmong and English

Education Master of Business Administration Graduated: December

2011

Benedictine University, Lisle, IL

Emphasis: Financial Management and Accounting

Bachelor of Arts Graduated: May 2005

Concordia University, St. Paul, MN

Major: Criminal Justice

Emphasis: Sociology

Experience

Financial Aid Officer August 2012-

Present

Charlotte School of Law, Charlotte, NC

. Counsel student about federal financial aid eligibility,

loan application procedures and cost of attendance.

. Excellent knowledge of Title IV regulations including

Verification, C-Flag clearance and professional

judgment.

. Responsible for all loan processing, ensuring all

borrower- based loans are packaged and certified in COD.

. Assist Assistant Director of Fiscal Affairs and Literacy

and Compliance Specialist in analyzing short term

private loans to students, Student Account members and

Chief Financial Officer.

. Manage work study interviews, hiring process and ensure

hiring documents are complete.

. Manage and maintain Federal Work Study through the

process of recruiting, hiring, establishing external

organization site for employment, eligibility, hours

earned, hours remaining, monthly allocation reporting of

25% and 75% funding to Director of Fiscal Affairs and

assist with accurate year end accounting for FISAP

report.

. Oversee external work study student's work hours in ADP

and remitting approval to Central Office.

. Resolve student's account every semester based on

enrollment through increase or decrease of loan(s)

and/or scholarship(s) to ensure student is not over

awarded.

. Responsible for working with the Finance Office in the

following areas: Credit balances, student refunds and

Title IV refunds.

. Create batch list in CampusVue for disbursement

confirmation in COD to prepare payments in G5 on a

weekly basis.

. Administer R2T4 process in FAA Access to CPS Online and

ensure Exit Counseling letters are emailed to students.

. Liaise with Department of Education, COD, private banks

and entity (SallieMae and Tuition Options) regarding

student's loan and account.

. Supervise three employees contracted through external

organizations.

Student Finance Officer January 2008-

January 2011

Rasmussen College, Lake Elmo, MN

. Supervised two employees and overall handled 10 work

study student's employment paperwork, weekly timesheets

and payroll; which resulted in no errors in bi-quarterly

audits.

. In charge of and handled Work Study federal program;

such as interview, hire paperwork and hours eligibility.

. Ensured compliance to state and federal regulations,

audit requirements, and the College's policies.

. Accountable for Florida Bachelor students enrolled

through campus in all aspect; such as new student files,

certification and recertification of new loans, accounts

receivable, Global and lender issues.

. Accountable for ensuring federal Pell and SEOG grant is

batched and posted to the student's account on a daily

basis.

. Maintained expected cash flow to achieve quarterly A/R

goals; which resulted in top three in the region

annually.

. Investigated and resolved billing and unpaid tuition

errors; which resulted in less than $1,000 by the end of

each quarter.

. Experienced and assisted with Refund of Title IV funding

and closing out financial aid files.

Administrative Assistant January 2007- January

2008

Rasmussen College, Lake Elmo, MN

. Maintained responsibility for general administrative

support to the Campus Director and Academic Dean, as

well as other members of the college to ensure accurate

recordkeeping for faculty, staff and students.

. Inputted new student files, schedules, status changes,

change of address information, inquire, and other

student related data update in CLASS database.

. Accountable for enrolling new students on a quarterly

basis.

. Assisted Academic Dean with evaluation of transcripts on

a weekly basis.

Legal Secretary May 2006- August 2006

Lo & Associates, Little Canada, MN

. Supported three attorneys and staff in Personal Injury

Firm; specializing in Insurance, Medical Mal-Practice,

Family and Criminal Law.

. Performed a wide range of administrative and general

support duties of a highly confidential nature by

maintaining files, client correspondence, accurate

record keeping, and prompt follow up on pending matters

with limited direction.

. Scheduled appointments, meetings and conferences.

. Transcribed dictation, often of a highly technical

and/or confidential content.

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