Aid Officer Data Entry

Mary Shaw

Racine, WI ***** **********@*****.*** 715-***-****

Profile

●Guest Relations both in-office and multi-line telephone management.

●Previous legal office manager and assistant experience.

●Legislative research in various topics, including both U.S. and overseas immigration issues.

●Confidentiality is a priority.

●I love data!

Professional Experience

Office Manager

Steinberg Financial - Racine, WI

August 2019 to March 15, 2020

●First point of contact for all current and potential clients, both in person and by multi-line telephone.

●Initial project was to repair and then maintain the client database. Researched ways of facilitating the use of this database over several platforms to extend the value of the database to marketing, communications and client evaluation logarithms. Developed email and texting campaigns using our existing resources for client contacts.

●Developed new document and database filing system, establishing document naming and filing protocol; developed filing system to facilitate information retrieval.

●Developed the disaster recovery plan complying with SEC requirements;

●Created procedures manual for all position tasks to facilitate training of new personnel.

●Together with assistant, planned all client events, making catering arrangements, reservation arrangements and client appreciation gifts. Prepared statements for cost analysis, new client acquisition reports according to resources applied.

●Arranged for maintenance and care of the office premises.

Financial Aid Officer Midwest College of Oriental Medicine January 2018 to October 2018

●As the junior Financial Aid Officer, tracked student eligibility for federal financial aid for two graduate programs, updating databases, liaising with a federal student aid clearinghouse and with college personnel regarding regulations and procedures.

●Prepared all student financial aid files for annual federal audit.

●Updated federal databases in preparation for financial aid funds drawdown.

●Determined student eligibility for federal financial aid according to attendance and GPA; coordinated financial aid disbursements for continuing students.

●Researched applicable scholarship information for low income students requiring additional funds, including internship opportunities; created a database of this information for easy student access.

Academic Advisor Upper Iowa University, Wausau Center April 2014 to September 2015

●Managed student database for purposes of class registration, tracking student GPA and interfacing with the financial aid department.

●Regularly met with students to track both progress of degree plan and current interest in career path due to constantly changing student interests.

●Through regular contact with local businesses, established a database of internship opportunities for accounting, marketing, business management and social work degree plans.

●Contacted all students who had dropped out of their degree programs, brought over 40 students back to school either with changes to the degree plan or with aid in finding resources.

●Maintained certification as Designated Supervising Official for U.S. Immigration Services, tasked with supporting international students to remain in compliance with all federal regulations.

University Associate II University of Wisconsin, Stevens Point - Stevens Point, WI April 2006 to March 2014

●Designated first point of contact in the International Programs Office, aiding students in selecting overseas programs both through our university and partner schools.

●Guided workshops and interview sessions regarding visa applications, immigration, culturally respectful dwelling overseas.

●Developed instructional materials regarding all aspects of programs, including brochures, fact sheets. Responsible for purchasing all office supplies, including tech maintenance. Tracked process of student applications for UW Foundation scholarships.

●Developed an office database and digitized all aspects of the student application process, cutting administration by 60% and allowing the office to expand in program offerings and services.

●Worked with the Director and other staff to change standards for preparing potential overseas interns in order to aid the student to profit fully from their time overseas. Worked directly with students to help them determine their interests and skills in their field of study, then aided in work searches to find business that directly corresponded to their skills.

● Developed a database of overseas business contacts in businesses that directly corresponded to student interests/needs.

●Worked with CISI International Insurance Co. to register all students, then was the contact point for students with special needs covered by that insurance, as well as being the point of contact between students and CISI for unusual situations overseas.

●Established relationships with consulates and embassies both in the U.S.A. and overseas to develop best-practices for visa application, applications for overseas universities and institutions, and to facilitate issues that arose in that process.

●Initiated demographic reports for overseas programs and scholarship awards to better track which students were not hearing/taking advantage of opportunities. Developed a marketing brochure for UW Founding scholarships to better inform students of opportunities.

Education

Bachelor of Arts in French Knox College - Galesburg, IL

Master of Information Science degree University of Phoenix

Master of Library and Information Science in Library and Information Science University of Wisconsin - Milwaukee, WI

Skills

• Database Management

• Microsoft Office

• Data Entry

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