Customer Service Financial Aid
Resume:
Phillip Isaacs
Denton, TX +1-972-***-****
**********@*****.***
Summary
Detail-oriented professional with proven knowledge of Automotive mechanics, mechanical assembly, CNC router operator, vacuum forming machine operator, Federal Financial Aid, Banking, Mortgage, Customer service, and account management. Aiming to leverage my abilities. I have strong organizational and multitasking skills, as well as an aptitude for technology. Ready to apply knowledge and skills to any challenge.
EXPERIENCE
Assembler Oct 2023 - Present
Safran (Adecco), Gainesville, TX
Operate 5 axis DMS CNC router
Operate vacuum forming machine.
Assembly of different seats parts and accessories.
Kitting assembly.
5s knowledge.
Packaging parts.
Knowledge and ability to interpret and understand blueprints and detailed assembly details.
Knowledge of wps and hardware location.
Oversized package handler Apr 2023 - Oct 2023
Fedex, Denton
Identifying and sorting oversized packages for delivery.
Utilized heavy equipment for distribution to different lines.
Team lifted up to 149lbs.
Financial Aid Counselor Mar 2023
Texas Woman's University, Denton, TX
Conducted presentations at high schools regarding college admissions process and financial aid opportunities available.
Participated in cross-functional teams focused on streamlining operations resulting in improved customer service delivery.
Assisted in the development of new processes to improve accuracy and efficiency of awarding process.
Analyzed student accounts to ensure compliance with federal, state, institutional policies and procedures.
Utilized customer service skills when interacting with internal and external stakeholders while providing timely responses.
Assists in maintaining compliance with federal, state, institutional and NCAA policies, procedures and regulations.
Reviews applications and awards financial aid. Revises financial aid awards to prevent over awards. Performs verification
on selected applicants. Checks satisfactory academic progress. Counsels applicants and families on financial aid
information and application directions. Trains and supervises clerical and student assistants. Acts as an office resource.
Assists with checking satisfactory academic progress. Reviews NSLDS student monitoring report. Reviews unconverted
records report & ISIRs. Conducts financial aid information sessions. Conducts formal financial aid presentations, both on
and off campus. Assists in the development of departmental policies and procedures. Calculates return of Title IV funds.
Evaluates and processes dependency change requests. Uses professional judgment in special circumstance situations to
revise student financial aid eligibility and cost of attendance. Assists in forms development and revision. Serves as office
manager in absence of administrators
Financial Aid Counselor May 2018 - Mar 2023
University of North Texas, Denton, TX
Conducted individual counseling sessions with prospective students to explain available financial aid packages.
Assist in training of new call center employees.
Manage and submit timecards. Provide feedback and collaborate efforts to strengthen call center operations.
Resolve escalated customer complaints or follow appropriate procedures.
Respond to student emails in a timely manner.
Safeguard confidential customer information.
Utilize the EIS system to communicate student account information.
Follow State, Federal, and University guidelines.
Demonstrated strong customer service skills while responding to inquiries from students, parents, and staff in a timely
manner.
Borrower Assistance Senior Processor Oct 2017 - Jan 2018
FlagStar Bank, Carrollton, TX
Maintained up-to-date knowledge of industry trends, regulatory changes, and best practices.
Collaborated with other departments to develop new processes that improved productivity.
Ability to compare, review and verify loan documents to system information.
100% quality scores while exceeding production requirements.
Communicate well with internal and external departments to complete correct maintenance requests and acquire prior
servicer documentation if needed.
Assists in any follow up required to ensure all standards have been met in the transfer process. Review and underwrite
GSE and Private loans for retention or liquidation options.
Review, enter and verify MSP system with correct borrower information.
Research and correspond with internal departments to resolve borrower issues.
Prepared audit documents for compliance with federal regulations.
Call center financial aid temp associate Mar 2017 - Sep 2017
University of North Texas, Denton, TX
Assist in training of new call center employees.
Manage and submit timecards.
Provide feedback and collaborate efforts to strengthen call center operations.
Resolve escalated customer complaints or follow appropriate procedures.
Respond to student emails in a timely manner.
Safeguard confidential customer information.
Utilize the EIS system to communicate student account information.
Follow State, Federal, and University guidelines.
Machine operator/Mechanical assembler Jan 2017 - Feb 2018
Conmet, Denton, TX
●Fulfill production requirements to meet or exceed customer on-time delivery
●Operate 5 axis cnc router, vacuum forming machine and different automation assembly machines.
●Inspect parts throughout the production process to verify quality expectations are being met or exceeded
●Detect and report nonconforming materials
●Operate assembly machines
●Use small hand tools as required.
●Use of hands/fine motor skills to perform repetitive tasks
●Follow written and verbal instructions
●Work well in team environment to ensure safety, quality, and production guidelines are followed
Mortgage Loan Officer Oct 2016 - Dec 2016
Cardinal Financial Company, Irving, TX
Represent the company as the customer's first point of contact.
Set clear expectations and educate the customer on the mortgage process.
Explain company values, the lending process and how they can work best to ensure a smooth closing.
Work effectively in a semi-autonomous and fast paced environment.
Utilize DU and LP programs for underwriting.
Extensive knowledge of state and federal lending rules and regulations.
NMLS 20 hours training.
NMLS UST.
Lead Purchasing Agent Dec 2015 - Oct 2016
ProSource Wholesale, Denton, TX
Establishing and maintaining measurable performance metrics for all levels of procurement activities to include but not
limited to supplier performance, supplier quality, internal order placement performance, buyer activity levels, financial (AP)
performance, and material shortage elimination.
Negotiate and execute purchase orders or vendor contracts as needed to support the critical business needs.
Strategically develop and implement commodity/supply chain strategies covering all commodities, services and supplier
processes throughout a global enterprise to deliver maximum value, leverage, and standardization.
Develops an overall vendor base which creates and sustains a competitive advantage, utilizing global market exploitation,
leveraging spend, and Manages all activities that develop relationships with suppliers. Heavy metric reporting and
presentation to senior partners.
Loss mitigation underwriter Jul 2015 - Aug 2015
Ally Financial
Senior claims researcher Feb 2013 - Jul 2015
Bank of America
Loss Mitigation Specialist Jan 2009 - Oct 2012
Citi Financial Mortgage
EDUCATION
High School Diploma
Clayton Valley HS
BS
Lehigh carbon college, Concordia University
SKILLS
Expert in: Computers
Intermediate in: Assembly
LICENSES & CERTIFICATIONS
Six sigma green belt
Six sigma
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