Adrian Garza

925-***-****

admtu5@r.postjobfree.com

SUMMARY OF QUALIFICATIONS

Accomplished business focused professional skilled in the oversight and technical support of campus Student Finance operations in accordance with Federal/State regulations and company policy and procedures. Subject matter expert in assessing employee performance, provide feedback and support, development through monthly coaching sessions, quarterly check-ins and annual reviews for direct reports. Provide students with accurate information regarding application process, loan counseling and their eligibility for State/Federal financial assistance while conducting internal audits and issuing compliance reviews for quality assurance.

Director/Manager of Student Finance: Multi-campus point of contact and technical support for systems-related issues. Managed a staff of 9. Responsible for conducting interviews, hiring new employees, and terminating employees as necessary. Communicated with campus leadership and participated as an active member of the management team. Oversaw departmental workflow and allocated key job duties while simultaneously responding to and resolving ticket requests from all 12 campuses within 24hrs. Initiated, designed and delivered departmental training and developmental activities. Made recommendations for individual and team development based on performance reviews and provided guidance and coaching to direct reports on an ongoing basis. Answered staff questions and resolved escalated issues. Provided ongoing financial analysis of current operations in order to make strategic/budget recommendations to local or regional administration. Monitored all student finance activities to ensure timely file processing, billing, funding, and collections.

Sr. Financial Aid Advisor: Coached and mentored 8 team members in daily student finance operations. Maintained file intake completion throughout the enrollment process while tracking new applications and missing documents to allow for timely follow up and completion in accordance with company policies and procedures. Participated in all new student orientations and conducted graduation seminars. Handled escalated student issues. Reconciled student accounts and reported findings to management while making recommendations to improve accuracy. Monitored students funding. Resolved data conflicts and over awards.

Assistant Director of Financial Aid: Supervised day-to-day operations of financial aid processing. Assisted in matters associated with staffing, policy and procedure development, operations, compliance, and departmental planning. Managed and reported Cohort Default Rate to Department of Education.

Financial Aid Advisor: Conducted financial aid interviews with new, continuing, and re-entering students. Specialized in assisting students who have had an interruption in their educational program. Determined Title IV eligibility. Analyzed student data and applied professional judgment in conducting Federal needs analysis, verification, and initial financial aid packaging for the accurate processing of Title IV.

Quality Control Analyst: Performed property inspections and initiated foreclosures. Generated loan officer audits and issued compliance reviews. Facilitated investors’ repurchase requests. Completed annual Home Mortgage Disclosure Act reporting. Supported investors with quality assurance reviews.

Quality Control Coordinator: Monitored inbound/outbound calls for quality assurance. Prepared and reported monthly financial aid processing data and quality assurance findings to upper management. Addressed areas of opportunity and provide solutions to improve performance.

Student Loan Specialist: Made outbound collection calls to borrowers delinquent on their federal student loan. Received inbound calls from borrowers with questions regarding their Federal Subsidized/Unsubsidized student loan. Initiated investigations on delinquent borrowers for accurate contact information. Adhered to and met daily quota for outbound, inbound, and manual calls. Compiled daily reports for call center management.

EMPLOYMENT HISTORY

Mycatech LLC May 2018 – Present

Self Employed - Owner 05/2018 - Present

San Francisco State University December 2016 – December 2017

Financial Aid Counselor 12/2016 - 12/2017

John F Kennedy University December 2015 – December 2016

Sr. Financial Aid Counselor 12/2015 - 12/2016

Heald College January 2011 – April 2015

Director/Manager of Student Finance 7/2012 - 4/2015

Sr. Financial Aid Advisor 2/2011 - 7/2012

Kaplan College July 2006 – December 2010

Assistant Director of Financial Aid 12/2007 - 12/2010

Financial Aid Advisor 7/2006 - 12/2007

GEM Mortgage March 2003 – July 2006

Underwriting/Funding Assistant 3/2003 - 7/2005

Quality Control Analyst 3/2005 - 7/2006

Affiliated Computer Services (ACS) February 2000 – March 2003

Quality Control Coordinator 4/2001 - 3/2003

Financial Aid Specialist 2/2000 - 4/2001

EDUCATION

AAS Computer Information Systems - Diablo Valley College

Letters of recommendation available upon request

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