Financial Aid Resume Sample

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Enola Gusikowski
3487 Volkman Trail,  New York, NY
+1 (555) 806 0020

Work Experience

Financial Aid Manager
10/2015 - PRESENT
San Francisco, CA
  • Prioritizes and assigns work to lower level staff; monitors the performance of lower level staff; trains staff on work methods and procedures; and participates on staff evaluations
  • Collects, analyzes, evaluates, and verifies financial aid data and documents submitted by students
  • Certifies student enrollment, ensuring adherence to academic progress policies and eligibility requirements; initiates appropriate adjustments to individual student financial aid
  • Researches current State and Federal regulations to keep up-to-date and determines the application of regulations to specific student circumstances
  • Prepares and reconciles a variety of reports, business correspondence, records, and/or other related documents
  • Participates in preparing for and facilitating financial aid workshops and presentations
  • Counsels students, and others, regarding eligibility requirements of financial aid
  • Provides a high level advice and information to all visitors at the LSC-University Park campus and specifically to students visiting the Office of Financial Aid
  • Serves as first line of communication for students seeking information regarding financial aid options and opportunities
Financial Aid Coordinator
09/2011 - 04/2015
Phoenix, AZ
  • Verifies accuracy of student financial aid grant, scholarship, work program or loan program application and files. Assists students and parents with the entire application and disbursement process for all federal, state and institutional aid programs utilizing electronic processes developed by the Dept. of Education
  • Assists in identifying and clarifying conflicting database matches from the particular agency/organization; resolves database mismatches including communicating with responsible agency and student
  • Assists with prep work for the Federal Student Loan Entrance and Exit Counseling Sessions or Orientations
  • Assists in preparation Federal, State, Institutional and Private reports to donor or agencies
  • Provides information to students and parents who are interested in financial aid programs
  • Verifies accuracy/corrects student financial aid grant, scholarship, work program or loan program application and files; Triages issues to higher level specialists/advisors/managers as needed
  • Assists students and parents with the entire application and disbursement process for all federal, state and institutional aid programs utilizing electronic processes developed by the Department of Education
  • Identifies and clarifies conflicting database matches from the particular agency/organization
  • Resolves database mismatches including communicating with responsible agency and student
Asst Dean Admiss / Financial Aid
08/2006 - 07/2011
Dallas, TX
  • Answers and screens phone calls, handling multiple lines. Answers questions, takes messages and directs calls to appropriate Financial Aid staff
  • Assists with the initial steps of processing financial aid paper work, keying data, reviewing and auditing Student Aid reports
  • Reviews and audits student records and maintains appropriate and timely Financial Aid documentation. Follows up by letter or phone to notify students of missing information
  • Inputs data to be transmitted electronically to various federal, state and other agencies. Scans documents to be transmitted to Financial Aid System Office
  • Provides accurate information regarding guidelines of major aid programs offered by Lone Star College System and private donor scholarships
  • Advises students on supplemental financial assistance
  • Works with students and parents to provide information regarding financial aid programs; directs students to appropriate staff as needed
  • Assists students with completing financial aid and needed internal paperwork as situations arise


Oglethorpe University
2000 - 2005
Bachelor's Degree in Computer Science

Professional Skills

  • Analytical skills: Curiosity, resourceful, self-starter, willingness to make an impact, strong passion for working with numbers, strong quantitative background
  • Excellent communication skills, both written and verbal, including the ability to bridge functional and technical resources by communicating
  • Demonstrate an ability to problem solve issues with students utilizing critical thinking skills
  • Excellent oral, written and customer service communication skills
  • Excellent interpersonal and organizational skills are required to interact with subordinates and direct/coach work efforts
  • Strong computer and technology skills and knowledge of financial aid software applications
  • Excellent interpersonal, customer service and written/oral communication skills

How to write Financial Aid Resume

Financial Aid role is responsible for analytical, organizational, software, research, customer, interpersonal, reporting, accounting, microsoft, technology.
To write great resume for financial aid job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Financial Aid Resume

The section contact information is important in your financial aid resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Financial Aid Resume

The section work experience is an essential part of your financial aid resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous financial aid responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial aid position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Financial Aid resume experience can include:

  • Skill and experience in project management and organizational effectiveness while maintaining strict attention to detail
  • Strong organizational skills and the ability to handle multiple tasks in a fast-paced environment
  • Strong computer and technology skills and knowledge of financial aid software applications required
  • Effective and efficient office administration and personnel management skills
  • Efficiently and effectively utilize a personal computer and related software including Microsoft Office, financial tracking software and the Internet
  • Prior working/programming experience

Education on a Financial Aid Resume

Make sure to make education a priority on your financial aid resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial aid experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Financial Aid Resume

When listing skills on your financial aid resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical financial aid skills:

  • Communication skills: Strong written and verbal communication skills
  • Strong interpersonal skills, including the capacity to work cooperatively with a wide range of individuals
  • Demonstrated ability to learn new computer skills
  • Demonstrated ability to communicate effectively across cultural boundaries and work harmoniously with diverse groups of students and staff
  • Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of data
  • Knowledge of student loan and federal work study programs; Excellent interpersonal and communication skills

List of Typical Experience For a Financial Aid Resume


Experience For Financial Aid Coordinator Resume

  • Excellent organizational skills as well as demonstrated success in providing friendly, high quality customer service and effective outreach abilities
  • Excellent interpersonal and communication skills; writing composition
  • Demonstrated ability to interact effectively with a diverse, multi-cultural student population
  • Project: (code documentation, collaboration and teamwork, functional documentation, organizational skills, planning and workflow development and documentation)
  • Demonstrated experience managing resources across multiple teams, locations and systems

Experience For Financial Aid Analyst Resume

  • Attention to accurate data entry and filing skills
  • Utilize metrics to evaluate team and individual performance and effectively implement continuous improvement, streamline processes, and optimize efficiency
  • Interacts and communicates effectively with students. Works cooperatively and productively with applicants, students, faculty, staff and others
  • Effectively present information and respond to questions from groups of students, parents, managers, clients, customers, and the general public
  • Work effectively in a culturally diverse environment independently
  • One (1) year relevant work experience in financial aid student counseling, financial aid awarding or managing financial aid programs
  • Experience using complex databases with the ability to define specification for database programming
  • Experience using advanced features of word processing and spreadsheet/ database software

Experience For Financial Aid Manager Resume

  • Experience with managing process oriented projects
  • Research students' prior borrowing history to determine eligibility for the currently requested loan
  • Financial aid awarding experience required
  • Independently manage multiple priorities and responsibilities in a fast paced, high-pressure environment, while maintaining composure and discretion
  • Review subsequent ISIR transactions to determine validity of changes and update student records as needed, including aid revision

Experience For Financial Aid Administrator Resume

  • Demonstrate competencies working in technology driven operation
  • Demonstrated knowledge of proper grammar, spelling, and punctuation
  • Demonstrated ability to use judgment when dealing with highly confidential information
  • Solid working knowledge and ability to interpret and apply federal, state and University financial aid regulations, policies, and procedures
  • At least three years of progressively responsible experience in administering student financial aid
  • Previous experience with performing analysis of financial aid records to determine student eligibility
  • Experience in Wolverine Access, MPathways or similar student record keeping system
  • Professional experience working in an academic environment

Experience For Financial Aid Data Analyst Resume

  • Demonstrated ability and commitment to work collaboratively in a team environment
  • Strong orientation towards customer service and responsiveness
  • One to two years’ experience in higher education and/or a financial aid
  • Student admissions and financial aid administration experience is required
  • Demonstrate progressive leadership and utilization of administrative systems in an enrollment management focused financial aid environment
  • Strong knowledge of aid regulations
  • Identifying areas of weakness and initiating corrective action, including developing new processes, policies and procedures

Experience For Financial Aid Representative Resume

  • Performing the NSLDS enrollment updating process
  • Coordinating the awarding and administration of federal financial aid programs in accordance with established federal, state and institutional regulations
  • Managing the import and export of files with the Department of Education and resolves all loan related rejects
  • Serving as primary point of contact for campus based programs (Perkins, SEOG and Federal Work Study)
  • Assisting with study abroad students, concurrent enrollment students and Satisfactory Academic Progress reviews
  • Performing Refund to Title IV (R2T4) calculations for official and unofficial withdrawals

Experience For Manager Financial Aid-va-ctu Colorado Springs Resume

  • Acting as a liaison between the Financial Aid Office and the enrollment team
  • Interpreting legislative and regulatory changes to keep financial aid policies, processes and procedures up-to-date
  • Programming Languages and Frameworks: (CSS, HTML 5, Java, JavaScript, PL/SQL, and XML)
  • Leading all communication related to financial aid with university officials, as needed
  • Advising students and parents regarding financial aid programs and processes
  • Applying federal and state regulations to all aspects of financial aid programs
  • Reviewing financial aid applications for eligibility

Experience For Financial Aid & Scholarship Awards Analyst Resume

  • Analytical: (critical thinking, debugging, decision-making, judgment, problem solving, troubleshooting)
  • Manage private student loan processing to include certification, scheduling and monitoring disbursements, handling funds returns
  • Responsible for developing and maintaining an understanding of federal, state and institutional financial aid guidelines
  • Responsible for the progress of work assignments and making administrative adjustments in response to peak processing times
  • Manage SFS Help Desk ticketing system to ensure timely resolution of processing tickets
  • Awareness of Department of Education requirements regarding Net Price Calculator, Financial Aid Shopping Sheet and Gainful Employment
  • Travel as needed for training and presentation purposes to stay informed of changes regarding financial aid benefits
  • Assist Online Financial Aid Advisors with packaging for all students by providing necessary information that can facilitate conversations over the phone

Experience For Financial Aid Disbursement Analyst Resume

  • Supports testing of modifications or reports within PeopleSoft and imaging system
  • Interprets results of implementations using a variety of techniques, ranging from simple data aggregation to more complex analyses
  • Customer service support for walk-in visitors and providing information regarding federal, state, and University financial aid
  • Highly proficient in Microsoft Office Suite products including Word and Excel, with a working knowledge of PowerPoint
  • Proficiency with Google collaboration tools including Gmail, Calendar, Drive and other shared resources, database management and maintaining websites
  • Assists in the Federal Student Loan Entrance and Exit Counseling Sessions or Orientations
  • Provides accurate information regarding guidelines of major aid programs offered by Lone Star College and private donor scholarships
  • Commitment to promoting diversity in the work environment
  • Maintain a positive attitude in a demanding work environment

Experience For Fsbm Financial Aid Coordinator Resume

  • Provides a high level advice and information to all visitors at the LSC-Tomball campus and specifically to students visiting the Office of Financial Aid
  • Commitment to academic excellence, exceptional service, and providing dynamic climate for
  • Manages the day-to-day responsibilities of the Financial Aid’s Federal loan processing for the University, three campuses
  • Contacts outside agencies regarding students’ eligibility for assistance
  • Manage incoming files from campuses and stay within established service level goals as stated in the Service Level Agreements
  • Interact with Student Financial Services to facilitate funding of approved loan requests
  • Audits spending against restricted and sponsored funds to assure that it is in compliance with the funders restriction or the sponsor’s contract
  • Attends conferences and training as approved and required
  • Coordinate with the Bursar’s Office on all disbursement transactions and G5 funding requests

List of Typical Skills For a Financial Aid Resume


Skills For Financial Aid Coordinator Resume

  • Skills needed to coordinate and organize multiple complex projects and tasks and the ability to manage competing deadlines
  • Prior experience with the Ellucian Banner financial aid module, Academic Works software and US Department of Education websites
  • Being at work on time and maintaining good attendance is a requirement of employment
  • Knowledge of queries, report writing and experience presenting finding
  • Highly proficient in Microsoft Excel including formatting, linking, formula’s (intermediate to advanced skill set

Skills For Financial Aid Analyst Resume

  • Work closely with Planning & Reporting Team to prioritize work and understand capacity planning
  • Experience working in a higher education setting or a related area
  • One (1) year experience in financial aid, finance, accounting, or other closely related area that involves determining eligibility for a program or service
  • Knowledge of principles used in FA processing; experience writing complex SQL queries; knowledge of higher education administrative system
  • Strong work ethic Working knowledge of Microsoft Office Suite of products
  • Strong use of computers and standard office software programs, including Word and Excel
  • Meticulous attention to detail and accuracy -Knowledge of statistics and experience analyzing data-sets
  • Navigate learning management systems; strong attention to detail

Skills For Financial Aid Manager Resume

  • Experience using PeopleSoft Student Administration System
  • Experience in higher education setting, preferably in financial aid
  • Demonstrate integrity, ethical behavior in working with confidential information
  • Financial Aid work experience in a higher education setting
  • Knowledge of financial aid and/or experience in a higher education environment

Skills For Financial Aid Administrator Resume

  • Experience with document management software and systems, such as OnBase
  • Strong customer services attributes with the desire to enhance the satisfaction of LSC-University Park’s customer needs are required for the position
  • Strong customer services attributes with the desire to enhance the satisfaction of LSC-Tomball's customer needs are required for the position
  • Strong customer services attributes with the desire to enhance the satisfaction of LSC-University Park's customer needs are required for the position
  • Reconcile Pell to ensure institutional compliance and to demonstrate administrative capability as required by regulations

Skills For Financial Aid Data Analyst Resume

  • Picking, pinching, typing, or otherwise working, primarily with fingers rather than with the whole hand as in handling
  • Working knowledge and support of Athletics, Graduate Contracting and Academic Works programs/systems
  • Understanding and working knowledge, or the ability to rapidly acquire, of regulations and requirements of financial aid programs
  • Assisting the Work Study Coordinator in administering the Federal Work Study Program
  • Working knowledge of Department of Education software
  • Provides counseling to students regarding all aspects of financial aid, including borrowing and repaying student loans, and resolving defaulted loan issues

Skills For Financial Aid Representative Resume

  • Provides staff training relating and not limited to loan processing, disbursement, ISIR’s, document imaging
  • Provide third-level support for NSLDS Customer Support Center including evaluating potential issues and finding resolutions
  • Maintain the Financial Aid inbox by reviewing, researching and responding to inquiries on a daily basis
  • Counsels with students and parents for the purpose of disseminating information, determining eligibility and resolving problems
  • Maintain ongoing communication with students regarding their financial aid status and information needed to complete the process
  • Prepare and communicate exit interview information for students graduating or not returning to the College
  • Responsible for organizing and communicating with all parties directly or indirectly connected to regulatory compliance

Skills For Manager Financial Aid-va-ctu Colorado Springs Resume

  • Participate in Student Services area by greeting customers and answering
  • Provides exit counseling for graduating students
  • Collaborate with the Michigan Tech Fund in awarding and maintaining sponsored scholarship donor agreements
  • Assist with scholarship renewal, reinstatement, and appeal process, including departmental awarding
  • Oversees awarding grants, scholarships, loans in regards to student financial aid packages, including employee and dependent fee waivers

Skills For Financial Aid & Scholarship Awards Analyst Resume

  • Commitment to academic excellence, exceptional service, and providing dynamic climate for lifelong learning
  • Oversee daily workflow analysis to ensure processing is compliant and meeting learner deadlines
  • Inform students, parents and community members about financial aid opportunities and assist in completing applications
  • Coordinate and assist in the processing and maintenance of financial aid
  • Coordinate the processing and calculation of federal and state aid with the Bursar's Office
  • Work and manage multiple work streams calmly and objectively in situations under pressure while meeting

Skills For Financial Aid Disbursement Analyst Resume

  • Equipment used includes, PC workstation running on a LAN in a Microsoft Windows environment, calculator, phone and other general office equipment
  • Manage Federal Pell Grant components according to required federal statutes and regulations
  • Disseminate information orally and in writing
  • Knowledge of guidelines relating to Satisfactory Academic Progress holds and student appeal procedures highly desirable
  • Use a variety of PC-based spreadsheet, database, and word processing programs
  • 0-24 mo Computer Programming / Analysis
  • Generate and verify creation of standard and ad-hoc reports for management and ED customer relating to all functional areas of NSLDS

Skills For Fsbm Financial Aid Coordinator Resume

  • Open and distribute office mail. Redistribute mail not belonging to incumbent's area to the appropriate sources
  • Maintain responsible contact with students and families by way of rotating front counter responsibilities
  • Cancels and reduces funding as appropriate
  • Assists graduating students with payment plans
  • Process special circumstances appeals and exercise professional judgement, by making adjustments or revisions to costs, need, or dependency status
  • Resolve data discrepancies with citizenship and Selective Service registration using guidelines established by the Department of Education
  • Perform the Return of Title IV calculations using the Federal website
  • Apply practical understanding to carry out instructions furnished in written, oral, or diagram form

List of Typical Responsibilities For a Financial Aid Resume


Responsibilities For Financial Aid Coordinator Resume

  • Create financial aid communications and maintain updates to university financial aid publications to include the financial aid portal, the financial aid information on the University’s website, the financial aid terms and conditions, and any other university documentation that includes financial aid information
  • Desire experience with Campus Vue software
  • Detail oriented in all aspects of position from reviewing student files and awarding financial aid, to reviewing reports
  • Analyze and identify needs of staff and develops reports utilizing Argos and/or Blackboard Analytics reporting software
  • Develops and maintains java code and html formatting for electronic forms in imaging system
  • Serves as liaison between all university departments and the financial aid office to coordinate policies and guidelines pertaining to financial aid
  • Possess a clear understanding of enterprise business goals and how the teams’ delivery of results impacts those goals
  • Knowledge and understanding of Federal student aid programs

Responsibilities For Financial Aid Analyst Resume

  • Ensures the accuracy of utilizing the most recent Electronic Data Exchange (EDE) Institutional Student Information Records
  • Oversees and coordinates the timely and accuracy of OnBase document imagining
  • Keeps abreast of Banner Financial Aid upgrade releases identifying process changes and/or enhancements
  • Strategically award Endowed and Demand sponsored scholarships based on university strategic awarding policies
  • Establish fund codes for new scholarships through collaboration with the Accounting Office staff
  • Collaborate with the Tech fund to maintain a sponsored scholarship database, scholarship search website and other reporting functions

Responsibilities For Financial Aid Manager Resume

  • Counsel students who plan to study abroad including cost of attendance and financial aid options
  • Review student information on applications and additional documents to determine student eligibility and resolve conflicting information
  • Adjust and package financial aid following federal, state and institutional regulations and policies
  • Formulates and executes test scripts, implements project plans, rolls out communications and training materials
  • Serves as liaison for imaging system and financial aid offices
  • Designs and runs queries within PeopleSoft Campus Solutions for use with imaging system
  • Trains and supervises student employees and staff in use of imaging system
  • Loads files into the imaging system on a daily basis
  • Assists in the preparation of materials and presents information regarding federal financial aid to prospective and current students

Responsibilities For Financial Aid Administrator Resume

  • Develops and Maintains understanding of institutional, state and federal financial aid programs
  • Maintains knowledge of federal, state, and institutional regulations and policies regarding a variety of financial aid programs
  • Verifies student Title IV eligibility. Collect, review and certify supporting documentation matches student/parent reported data
  • Thorough understanding of federal financial aid and cash management regulations
  • Develops and maintains understanding of aid programs
  • Work collegially and collaboratively within a team and able to react and adjust quickly to changing conditions
  • Familiarity with nonstandard term aid processing

Responsibilities For Financial Aid Data Analyst Resume

  • Arrange any necessary institutional student payment plans to assist students in funding their education
  • NEAP and Military student processing
  • Monitor past due cash including communication to the disbursements team within Student Aid Solutions
  • Adhere to all policies, procedures, integrity and ethical standards, meeting compliance standards as established by business and government regulations
  • Perform the R2T4 calculation using the Federal website as needed

Responsibilities For Financial Aid Representative Resume

  • Verify individual recipient disbursements to reconcile the Pell Grant and/or Federal Student Loan program on a continuing basis
  • Knowledge of state and college policies and requirements for rewarding scholarships
  • Maintain confidentiality including the ability to recognize situations in which confidentiality is required
  • The work is typically performed while sitting at a desk or table. The employee occasionally lifts light objects
  • Coordinates Direct Loans program funds according to required federal and state statutes and regulations
  • Able to provide an expert level of service in processing financial aid requests
  • Responsible to create and maintain current policy and procedures pertaining to the Return to Title IV calculations
  • Expertise with Microsoft Office including — Word, Excel and PowerPoint
  • Promptly answer queued telephone calls

Responsibilities For Manager Financial Aid-va-ctu Colorado Springs Resume

  • Provide courteous, accurate, and complete information to caller
  • Provides supervision and direction to other professionals in financial aid by keeping them informed of changes in legislation, establishing new procedures and/or policies to deal with changes
  • Participates in the planning, goal setting, and evaluation of the financial aid process and operation of the areas of the Student Financial Assistance Office
  • Reviews and recommends changes and/or implementation of departmental policies and procedures to increase efficiency of operations and to meet changing regulations requirements
  • Interprets federal regulations, guidelines and professional literature on financial aid and informs financial aid staff of changes, modifications and interpretations resulting from new or current legislation
  • Compiles budgetary and statistical reports regarding financial aid to recommend equipment, supplies, staffing and to report on current activities of function

Responsibilities For Financial Aid & Scholarship Awards Analyst Resume

  • Reviews and analyzes difficult financial aid applications referred by subordinate staff to determine best solution and decide eligibility for award
  • Prepare and present financial aid sessions/workshops to high schools and other organizations upon request
  • Additional assigned responsibilities for other programs as needed
  • Serve as a subject matter expert in Financial Aid: workflow drivers, volumes, impacts, and process flows
  • Identify opportunities to improve the quality of service to internal partners and our learners through the use of technology and process improvements
  • Review and determine financial aid eligibility and award amounts based on submitted documentation from the learner
  • Process Financial Aid applications, adjustments, and other Financial Aid related functions

Responsibilities For Financial Aid Disbursement Analyst Resume

  • Complete required work assigned by the Work Distributor accurately and within predetermined departmental service levels
  • Manage and track team productivity through company software and evaluate resource needs based on volume
  • Initiate and develop process and productivity improvements across the Financial Aid team/s
  • Responsible for the annual Title IV and state grant audits, annual federal reports (FISAP), coordination of EFT disbursements form lenders and servicers, development of Central Office Procedure Manual, and development, scheduling, and content of campus visits, including financial aid workshops
  • With EDMC leadership and in conjunction with regulations, develop Financial Aid Processing Philosophy
  • At least two years’ experience as a financial aid administrator in a higher education setting, including a comprehensive understanding of eligibility requirements for federal student aid, the application and verification process, and technology used to support the administration of financial aid awards (e.g. COD, NSLDS, CPS)

Responsibilities For Fsbm Financial Aid Coordinator Resume

  • Review and analyze student and parent documents, including Tax Return Transcripts, income certifications, and household size forms, prior to performing data input
  • Correspond with and interview students and parents in order to resolve conflicting information and when clarification of submitted data is required
  • Review student documents and make determinations on citizenship and Selective Service status using guidelines established by the appropriate agencies
  • Set appropriate indicators in PeopleSoft and enter individual student comments when necessary
  • Use office and University guidelines to review all student Emergency Loan applications and secondary documentation

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