Financial Manager
Resume:
WORK EXPERIENCE
Financial Aid Advisor
Advanced Career Institute - Bakersfield, CA
October 2018 to Present
Awarded and completed financial aid packages according to compliance. Handled Financial Aid issues and proposed successful resolutions with students. Communicated daily with Admissions Advisors to ensure student's Financial Aid progress. Supported the Dept. of Admissions in reaching annual recruiting goals and increasing retention rates Collaborated with financial institutions and students regarding student loan applications Conducted entrance and exit interviews as required by Title IV regulations Compiled data for departmental, fiscal, federal, and state reports on student aid Ensured students are in compliance with the Department of Education Financial Aid Guidelines Answered multiple phone lines and manage over 100 students Facilitated live chats with students living out of the country to assist with financial aid process Aided in training of new hires on financial aid procedures and the use of Campus Vue, Diamond Communicated daily with Admissions Advisors to help enroll students Analyzed financial aid applications to determine need and devised an appropriate financial aid package for individual students.
Performed follow-ups to obtain documentation for federal verification. Held preliminary interviews for prospective students to prepare them for the actual financial aid appointments. Assisted both parents and students in completing Free Application for Federal Student Aid (FAFSA) applications and determined if aid eligible.
Answered student questions and anticipated financial concerns in a manner that is customer focused. Served as a liaison between the Admissions Advisor and the student by communicating information regarding student packaging.
Scheduled student appointments and assisted students with receiving additional funding. Monitored student financial aid files to ensure completeness and compliance with Federal and State regulations. Assisted the student with the completion of FAFSA and collect documentation. Input FAFSA into RGM and performed a needs analysis to determine the student's eligibility including Received acknowledgments, resolved rejects or problems, and completed for pending disbursement. MARLENE
GAITAN
Financial Advisor
Bakersfield, CA 93306
**************@*****.***
To obtain a position where my Financial Aid Advisor skills will continue to develop and will also help the organization.
#readytowork
Assigned the appropriate budget to students and packaged them. (awarded aid) Prepared the MPN and loan for submission.
Maintained consistently clean files shown through school policies and procedures. Tax Preparer
Liberty Tax Service - Bakersfield, CA
November 2017 to Present
tax prepare, file, fax, call clients, schedule appointments, audits, answer calls from clients on their file, open, close, clean building, advertising business.
Financial Aid Advisor
Bridgepoint Education - Bakersfield, CA
January 2012 to February 2018
Assisting student with financial aid, award letter, academic leave, grades, grade appeals, escalating students to manager if not deescalated,call center, transfer calls, packaging of award letter, walk students through Entrance counseling
,mpn,isir,,cod,nslds. follow up with students on behalf of their accounts. notating accounts as they call in to my dept. review that all documents sent in from DOE are correct as also reviewing tax return transcripts EDUCATION
High school or equivalent
Bakersfield Adult School - Bakersfield, CA
2002
SKILLS
FINANCIAL AID (10+ years)
EXCEL (8 years)
LOANS (7 years)
PACKAGING (8 years)
WORD (6 years)
Typing
Microsoft Office
Multi-line Phone Systems
Tax Experience
Academic Advising
Microsoft Office (8 years)
ADDITIONAL INFORMATION
Skills
Remarkable experience in advising students on financial Nslds
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aid Cod
Tms
Profound knowledge of financial aid packaging and Regent processing Students loans website, (ec, mpn, plus loans, ext.) FAFSA
Familiarity with Federal, State and Institutional financial WORD aid regulations, procedures and directives Excel
Power Points
Ability to provide focused advising on academic Campus view standards
Ability to create student financial aid related documents Ability to provide students with accurate information regarding the application process
Ability to provide students with accurate information on eligibility for federal financial aid
Ability to work in a multi-ethnic and multi-cultural environment with students, faculty and staff
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