Financial Aid General Ledger

Paula Thomas

**** ****** **** **, ********, TX, *5072 312-***-**** *.************@*****.***

Education

M.S. ACCOUNTING 2017 KAPLAN UNIVERSITY

B.S. ACOUNTING 2013 UNIVERSITY OF PHOENIX

Skills & Abilities

oSix Sigma Yellow Belt, MS Office Applications, QuickBooks, 10-Key, Oracle, PeopleSoft, Image Now, Banner, Salesforce, Campusvue, PowerFaids, Jenzebar, Business Vision Sage 50 (ERP Software), Ultipro, Ramquest, Filescan, pay.gov, Touchnet cashiering, Common Origination & Disbursement, NSLDS, FAA, SAP Credentials, GAAP understanding, GL Accounting, Pivot Tables, V-Lookups

Experience

STUDENT FINANCIAL ACCOUNT III UNVERSITY OF TEXAS DALLAS AUGUST 2019 – CURENT

oProcess all refunds and stipends to students

oUse Peoplesoft daily for all accounting functions

oMaintained Student Account records

oCreated Pivot Tables within reconciliations

oUsed V-lookups daily for reports

oCompleted reconciliations for refunds and any unapplied credits according to GAAP

oWorked to ensure all uncashed checks were either returned to DOE or Escheated

oWorked to ensure all direct deposit accounts were established and credited correctly

oAnswer student question in person, email or phone regarding refunds

oPost transactions to clear account balances on General Ledger

oIssue stop payments

oWorked to implement better practices via Touchnet for a better student experience

oResolved issues with student refunds

oWorked to ensure all accounts were debit and credited correctly for General Ledger

FINANCIAL AID OFFICER PARKER UNIVERSITY MAY 2018 – JULY 2019

oInteract face to face with students

oEstablished and Maintained Student Account records

oCounseled students on financial aid loan and grant monies

oWorked with student and parents to understand Title IV funding

oImplemented policy and procedures on awarding financial aid and scholarships

oWalked borrowers through Department of Education Applications

oResolved COD rejects to ensure funding

oProcess R2T4s’s

oProcessed SAP and Professional Judgement Appeals

oWorked with VA for student certification of funds and BAH

oHandled all student accounts who either dropped or re-entered the university

oPackage Financial Aid Funding

oScholarship review and awarding

oWork closely with admissions, registrar, business office and education teams

FINANCIAL AID ADMINISTRATOR LINCOLN TECHNICAL INSITUTE AUGUST 2017-MAY 2018

oInteract face to face with students

oEstablished and maintained student records

oWorked with enrollment counselors to help meet admissions goals

oPackaged Financial Aid

oScholarship scoring and awarding

oPackaged all reentry students

BORROWER SERVICES REP (CONTRACT) GREAT LAKES HIGHER ED NOVEMBER 2016-MARCH 2017

oAnswer 40-60 incoming calls per day

oNegotiate payment plans and took payments on accounts

oCounseled borrowers on financial aid disbursements and repayments

oWalked borrowers through DOE applications

oResolved rejected account issues

oResearched and resolved issues that affected payments posted

oWorked with borrowers on one call resolutions to clear delinquent accounts

ACCOUNTS PAYABLE ASSISTANT (CONTRACT) INTERCITY-SUPPLY, INC, CO MARCH 2015-FEBUARY 2016

oUpdated G/L and maintained company records, files and account reconciliation.

oPayroll time entry

oMade collection calls

oBill Payment

oInvoicing

oIssue Stop payments

oPurchase Order Amendments

oVerify/Update current vendor accounts for reconciling purposes

oEffectively resolved accounting and financial questions for customers and vendors

oWrote 100-150 checks for vendor payments per month

oImplemented new policies to help streamline processes

oMBE/WBE/DBE compliance certification officer

FINANCIAL AID REPRESENTATIVE DEVRY UNIVERSITY JANUARY 2014-DECEMBER 2014

oAnswered 40-50 inbound calls per day

oAssist students and parents with financial aid questions and requests

oMade collection calls for delinquent payments and paperwork

oWorked with other departments to ensure student success

oTook payments

oAssist with registering and discounts available for military students

oAssist with scholarship processing for eligible students

oWorked with academics and enrollment to retain old students

SENIOR FINANCIAL AID ADVISOR UNIVERSITY OF PHOENIX JUNE 2005 – JANUARY 2014

oPerformed financial aid duties for students related to graduate and undergraduate students

oTook 20-30 inbound calls per day in combination of outbound calls

oCounseled students and relatives on financial aid and responsible borrowing

oUsed all accounting aspects regarding Title IV

oEstablished and maintained student financial aid profiles.

oTracked all financial activities for student files through Oracle and PeopleSoft

oDiligently worked with NSLDS and COD

oEffectively solved students challenge through audit and research

oPerform account maintenance including conducting account reviews

oReconciled using accounts receivable processes including collection calls

oContinuously worked in focus groups to help improve financial and customer service processes for students

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