Financial Aid Information Systems

RESUME

Carol M. Miller P.O. Box ***, *** E Main Street, Sharpsburg, MD 21782 301-***-****

*****************@*****.***

GOAL

Working remotely, with solid professional work experience and the ability to learn quickly; I hope to achieve a maximum level of efficiency and expert application of skill necessary for exceeding the expectations of my employer.

WORK EXPERIENCE (relevant)

SHEPHERD UNIVERSITY – Shepherdstown, WV FINANCIAL AID MANAGER 2015 JUN - 2021 OCT

All duties performed as Information Systems Specialist

Supervise front desk staff, prepare goals and evaluations, oversee customer service and daily operations. Duty added to become Financial Aid Manager.

SHEPHERD UNIVERSITY – Shepherdstown, WV INFORMATION SYSTEMS SPECIALIST 2007 JUN - 2015 JUN

Manage daily updates to Financial Aid records; import/export Direct Loan and Pell files. Run batch origination and disbursement.

Import ISIR / FAFSA files using the Banner three step load process. Manage new and existing records that have suspended. Maintain data integrity of all Banner student records

Perform processing: tracking, budgeting and packaging groups, package eligible students and prepare award communications

Develop and manage the creation of Population Selections (Popsels) using SQL-like command language

Serve as intermediary between Financial Aid and IT in the resolution of problems associated with planning and utilization of the Banner Ellucian system including patches and upgrades. Worked closely with IT during testing.

Verify State (Term Based and overall year) and Federal data submission (IPEDS) for accuracy prior to submission. Enter the Financial Aid portion of IPEDs on the federal website. Resolve edits. Deadlines met consistently.

Create reports primarily using MS Access queries and Excel to satisfy the information needs of the departments. Collaborate with Financial Aid, Admissions & Registrar in the design of ad-hoc reporting.

Assist Financial Aid, Admissions and Registrar in resolving systems related awarding and reporting inconsistencies; develops systemic resolutions to minimize current manual processes. Identifying duplicate PIDMS, orphaning incorrect ID to correct IDs.

Evaluate college-wide procedures and implementation strategies of system related modifications, including Attendance, Satisfactory Academic Progress, Transfer Monitoring, in accordance with federal regulations.

Manage Ellucian Banner letter generation processes to optimize use, resolving problems as they occur. Actively seek to maximize opportunities for automation and improve student communication.

Set up, processing, maintaining and training for private loan processing through Banner using ELM.

Prepare EXIT counseling correspondence and documented results in accordance with federal regulations maintain stats

Train staff on Banner system use, updates and upgrades, prepare procedure manuals

Perform Pell, Direct Loan and Private Loan reconciliations monthly. Correcting Pell & Loan rejects

Work closely with IT to verify accuracy for the completion of the Common Data Set used for reporting purposes

Preparation of annual report requests and narratives for Title IV on-site audit each October

WORK EXPERIENCE (continued)

Served as Primary and Secondary Data Point Administrator for the CPS/SAIG; token assignment, access, setup & removal for applicable campus employees

Practical application using various Department of Education websites, including COD, FSA Download, NSLDS, FAA Access, IFAP, as well as maintaining and upgrading of computer-based web programs, including EdConnect and Title IV Returns

SHEPHERD UNIVERSITY – Shepherdstown, WV PROGRAM ASSISTANT 2005 SEP - 2007 JUN

Work for the Office of Admissions entering Transfer Articulation data using Banner’s Student module. Worked closely with the Registrar resulting in completion of customized degree evaluations for all incoming transfer students. Process new student applications and recruit records for admissions using Banner’s Admission module.

SHEPHERD UNIVERSITY – Shepherdstown, WV CASHIER 2005 FEB - 2005 SEP

Work for the Business Office collecting and recording payments from students, parents and all departments campus-wide including athletics, library, dining hall and bookstore. Daily reconciliation of cash and deposits with Banner’s Student module

THE BAVARIAN INN & LODGE – Shepherdstown, WV FRONT DESK CSR 2001 MAR – 2005 MAR

Provide outstanding front desk customer service for reservations, registration and check out for this beautiful five-star restaurant and lodge

BACHTELL & COMPANY, PA – Hagerstown, MD STAFF ACCOUNTANT (Public) 1995 MAR – 2000 DEC

Public accounting, bookkeeping, payroll and individual tax preparation for sole proprietors

EASTRIDGE HEALTH SYSTEMS – Martinsburg, WV STAFF ACOUNTANT (Non-Profit) 1994 MAR – 1995 MAR

Managed Balance Sheet accounts, prepared 150 employee weekly payroll; implemented new accounting software and developed new chart of accounts (for ten residential sites)

LYCHER, INC – Hagerstown, MD FINANCIAL MANAGER (For-Profit) 1990 JUN – 1994 MAR

Full Charge of all accounting phases G/L, A/R, A/P, P/R, cost accounting, budget verses actual and grant proposals

SKILL SET

Strong written and verbal communication skills

Advanced proficiency in business applications such as MS Suite with emphasis on spreadsheets

Having the ability to lead, support and inspire

Allocating time in a systematic manner to complete work efficiently and meet deadlines – highly organized

Producing results from listening to the needs, questions, concerns and ideas of others

Ability to build effective working relationships with people of diversity, with varied skill sets and professional backgrounds to achieve a common goal

Being able to “think outside the box” and come up with novel ideas, concepts or designs for reports or presentations

Creating and managing databases using appropriate data management techniques

The ability to test software to determine its correctness, completeness and functionalities

Capable of taking initiative, assuming responsibility, working independently, and contributing in a team environment

Professional attitude, work ethic and flexibility

Fifteen years of accounting experience and familiarity with Generally Accepted Accounting Principles

Seventeen years of higher education experience and knowledge of rules, regulations, practices and strategies

Five years of full-time customer service experience demonstrating excellent interpersonal and customer service skills

Significant exposure to SQL and the ability to review

The ability to analyze data, accounts, reports and other information to present trends, opportunities, or even risks

Provide a high level of accuracy and attention to detail

EDUCATION

High School Diploma, High Point High School

Shepherd University, some audited college coursework: Computer Apps and Intro to IT

TRAINING

Banner Summit / Ellucian Live: 2007 Las Vegas, 2009 Philadelphia, 2010 San Francisco, 2011 New Orleans, 2012

Las Vegas, 2013 Philadelphia, 2015 New Orleans, 2019 New Orleans

CoHEsion: 2017 Orlando, 2017 Baltimore, MD, 2018 Savannah, GA,

CPE Credit: 40 hours per year required CPE credit as tax preparer or staff accountant in CPA firm six years.

REFERENCES: Available upon request

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