Financial Aid Officer Resume Sample
Dan Ortiz
43774 Wisoky Ridges,
Philadelphia,
PA
+1 (555) 938 4509
Work Experience
Senior Admissions & Financial Aid Officer
08/2015
-
PRESENT
Los Angeles, CA
- Understands basic federal tax law to evaluate the accuracy of FAFSA data entry and completes verifications for families that are selected based on the Department of Education’s 30% rule
- Communicate closely with the Student Account Specialist and Admissions Counselors for clarity and understanding with a student’s award package and to analyze special financial needs of individual students
- Communicate with other SFS staff and internal constituents in regards to students’ financial aid award packages and special individual student circumstances
- Monitor and review student’s academic progress to ensure ongoing eligibility for financial aid
- Work cohesively with ADA’s or Admissions Coordinators in order to facilitate outstanding service to prospective students and their parents
- Maintain 100% Planning Load. Create Plans and explain the Plan and the student’s/parent’s rights and responsibilities for each aid source. Negotiate Payment Plans. Able to develop Student Financial Plans in concert with South University procedures and knowledge of Federal regulations
- Ensure that aid is paid to students’ accounts in a timely manner
Financial Aid Officer
04/2011
-
05/2015
Phoenix, AZ
- Maintain 100% Planning Load. Create Plans and explain the Plan and the student's/parent's rights and responsibilities for each aid source. Negotiate Payment Plans. Able to develop Student Financial Plans in concert with Institute procedures and knowledge of Federal regulations
- Assist students/parents with the completion of the FAFSA. Enter the FAFSA electronically and review the resulting ISIR. Assign the appropriate budget to a student and package the student (award their aid) as well as ensure that aid is paid to students' accounts in a timely manner
- Responsible for complete and accurate files and paperwork, certify loan applications, and complete Basic Verification/QA and C Code Requirements
- Work cohesively with Admissions, Student Services, and other departments in order to facilitate outstanding service to all students and their parents at multiple campuses as needed
- Assist students/parents with the completion of the FAFSA, all required documentation needed for enrollment and disbursement. Assign the appropriate budget to a student and package the student (award their aid) as well as ensure that aid is paid to students' accounts in a timely manner
- Evaluates student’s academic performance to ensure satisfactory academic progress
- Reviews aid application data to tax forms, bank statements, citizenship, etc.; determines family contribution and student’s eligibility for financial assistance. Processes and packages requests for financial aid
- Work cohesively with ADAs or Admissions Coordinators in order to facilitate outstanding service to prospective students and their parents
Regional Financial Aid Officer
06/2006
-
01/2011
Phoenix, AZ
- Serve on the Financial Aid Committee which responds to request for reconsiderations of aid awards; serve as assigned students’ representative to Financial Aid Committee
- Work cohesively with Assistant Director of Admissions or Admissions Coordinators in order to facilitate outstanding service to prospective students and their parents
- Implement financial aid policies as directed, ensuring compliance to state and federal regulations, audit requirements and the College’s policies
- Maintain accurate knowledge of the College’s products and services
- Embody the spirit of the College’s mission and vision in daily activities
- Strong interpersonal, written and verbal communication skills with the ability to maintain records and files with precision and accuracy
- High level of professionalism and telephone etiquette
- Excellent aptitude for math
- Proficiency in Microsoft Office Suite, with an emphasis on Outlook, Word, Excel, and Power Point
Education
Kent State University - Trumbull Campus
2002 - 2006
Bachelor's Degree in Management
Professional Skills
- Excellent interpersonal and communication skills; strong writing and editing skills
- Strong data management skills required, with proficiency in MS Access, Excel, Word, and web-based technology and ability to learn these skills quickly
- Strong technical and analytical skills, commitment to excellent customer service
- Strong organizational and time-management skills; ability to prioritize and follow through with projects
- Excellent analytical, writing, speaking, and collaborative relationship building skills
- Excellent analytical abilities, written and oral communication skills and attention to detail required
- Demonstrated experience managing complex processes in a technological environment
How to write Financial Aid Officer Resume
Financial Aid Officer role is responsible for software, events, travel, reporting, recruiting, training, finance, technology, editing, analytical.
To write great resume for financial aid officer job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Aid Officer Resume
The section contact information is important in your financial aid officer 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
- Telephone number
Work Experience in Your Financial Aid Officer Resume
The section work experience is an essential part of your financial aid officer 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 officer 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 officer position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Aid Officer resume experience can include:
- Communicate and counsel effectively, both orally and in writing
- Good command of the English language, in both oral and written form
- Provide support to team members with customer service as well as collecting and indexing financial aid applications and supporting documents
- Responsible for identifying and implementing best practices for efficient management of all enrollment communications
- Conducts needs analysis and prepares financial aid award packaging for MBA students, ensuring that data is accurate and compliant
- Responsible for setting up and maintaining LIPP and SPIF participants as payees with Accounts Payable
Education on a Financial Aid Officer Resume
Make sure to make education a priority on your financial aid officer 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 officer 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 Officer Resume
When listing skills on your financial aid officer 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 officer skills:
- Communication: Effectively communicate with others
- Prior experience with Ellucian Banner and SalesForce
- Experience managing the collection and reporting of data
- Experience conducting workshops and presentations
- Experience and comfort presenting to small groups helpful
- Experience in a higher education setting
List of Typical Experience For a Financial Aid Officer Resume
1
Experience For Senior Admissions & Financial Aid Officer Resume
- Attends seminars, workshops, and conferences to remain current on legislation regarding student financial aid programs
- Work independently and assume responsibility for problem solving sometimes under stressful conditions
- Assists in or presents financial aid information sessions for traditional undergraduate prospective students, parents, and community groups
- Makes recommendations to the Associate Director on financial aid office policies and procedures, forms development and modifications for traditional undergraduate students
- Assist in audits, reconciliations, and federal and state reporting, as needed
- Demonstrate knowledge of and compliance with all PacWest Conference and NCAA rules and regulations as they pertain to student-athlete athletic financial aid and entitlements and responsible for ensuring that Student Financial Services is compliant with all rules and regulations
- Knowledgeable in all areas of financial aid: Federal Title IV and State regulations governing financial aid programs, determination of need, packaging procedures and resolution of problems
2
Experience For Regional Financial Aid Officer Resume
- Exercise important interpersonal skills in establishing and maintaining effective working relations within the SFS Office and the Point Loma community
- Review financial aid applications, perform need analysis, and package financial aid awards
- Counsel enrolled and prospective students and their parents
- Process federal verification in accordance with federal guidelines
- Reach out to prospective students, their families, community based organizations and others to increase economic diversity of applicant pool and enrolling classes. Includes travel, presentations, social media and other forms of outreach
- Represent the office at meetings and events as needed
- Provide counseling services to current and prospective students and their parents, resolve concerns of both a personal and financial nature, and exercise professional judgment authority granted by the Department of Education. Also, in constant in communication with academic advising and other staff throughout the college to resolve financial aid issues
- Manage Career Support Financial Aid programs at HBS including Summer Fellows, Social Enterprise Loan Reduction Assistance Program (SELRAP), Private Sector Loan Reduction and Global Opportunity Fellowship. This includes being responsible for the relationship management with Social Enterprise Initiative, Rock Center and Career and Professional Development
List of Typical Skills For a Financial Aid Officer Resume
1
Skills For Senior Admissions & Financial Aid Officer Resume
- Previous work experience to include counseling responsibilities required
- Experience as a productive member of a successful work team
- Experience with Ellucian’s Banner, COGNOS, and/or Microsoft Office
- Post-college work experience
- Working in a Higher Education Environment, with
- Exercise independent judgment; use discretion in making decisions along with logical problem solving
2
Skills For Regional Financial Aid Officer Resume
- Assists in organizing and presenting workshops
- Exercise professional judgment relating to extenuating circumstances and policy interpretation
- Direct Complementary Fellowship processes including Forward Fellowship, Kaplan Life Sciences Awards, SVMP Fellowship, Canadian Fellowship and Goldsmith
- Manually package federal and institutional aid as needed including the review of NSLDS and COD to calculate student loan eligibility
- Interpret and administer federal mandates such as attendance monitoring, unusual enrollment history, and professional judgment
- Overnight travel and extended working hours occasionally required
3
Skills For Financial Aid Officer Resume
- Utilizes ERP system in day to day advising of students
- Responsible for processing award invoices of over $10 million annually
- Monitors check processing to ensure timely disbursement of funds
- Processes participants leaving the LIPP program to confirm eligibility and close file
- Performs file verification, packaging, revisions, and quality control of financial aid program funds for traditional undergraduate students
4
Skills For Senior Admissions & Financial Aid Officer Resume
- Advises for traditional undergraduate students and parents regarding financial aid eligibility
- Able to understand document procedure
- Make decisions within broad limitations of University policy
- Coordinate with key stakeholders around HBS to provide unified applicant experience across Complementary Fellowships. Work with MBA Admissions and other departments (e.g.SEI) to coordinate the distribution of these Fellowships
- Arrange and lead selection committee meetings for these Career Support Financial Aid programs and oversee payment process. Establish tracking student funding tracking system for these programs
- Assist with needs analysis including our institutional needs analysis during peak times if needed
5
Skills For Regional Financial Aid Officer Resume
- Coordinate all activities related to monitoring Satisfactory Academic Progress with special emphasis on counseling and retention related activities
- Administer HBS year-end prizes using input from Assistant Director, MBA Registrar and faculty and other MBA staff
- Strong customer service and/or student advocacy as demonstrated through a positive attitude of approachability, ability, strong problem-solving and desire to identify and support student success
- Does not stop with the first or easiest answer to a customer, but gets to the root of the cause of the problem, question or issue to solve it as quickly and professionally as possible
- Current working knowledge of federal, state and institutional aid programs required
- Decision Making: Display willingness to make decisions
- Dependability: Respond to requests in a timely manner
- Teamwork: Balance team and individual responsibilities
6
Skills For Financial Aid Officer Resume
- Time Management: Able to complete all job requirements in allotted time
- Work Ethic: Display an organized and results-oriented approach, and motivation to perform without extensive direction
- Accuracy: Display a high quality of work and level of accuracy
- Innovation: Use a creative, solution-oriented approach to address problems
- Work well as a member of a team, ability to manage confidential materials
- Knowledge of federal, state, and/or institutional financial aid programs rules and regulations
- Proficiency with Microsoft Word, Access, Excel, and web-based technology required
7
Skills For Senior Admissions & Financial Aid Officer Resume
- Background in financial aid helpful
- Serves as initial point of contact for financial aid inquiries for GWSPH students and counsels prospective and current students on navigating various financial aid processes
- Assist students with inquiries related to the Graduate Assistantship program
- Assists with management of Graduate Assistantship and Student Employment programs
- Assist with daily maintenance of the Banner Financial Aid module
8
Skills For Regional Financial Aid Officer Resume
- Develops and maintains knowledge of federal/institutional financial aid policies and regulations
- Assists with additional enrollment management functions as assigned
- Serve as a liaison with relevant university offices, such as Financial Aid; Office of Graduate Assistantships & Fellowships; Student Account Office
- Counsels students on financial aid policies and procedures
- Support the certification, origination, disbursement and reconciliation of student aid funds
- Manage complex financial aid issues and troubleshoot potential problems
- Reviews Low Income Protection Plan (LIPP) and Summer Public Interest Funding (SPIF) applications, performs needs analysis; evaluates, analyzes and determines award eligibility
9
Skills For Financial Aid Officer Resume
- Participates in internal policy setting and policy documentation processes
- Assists the Associate Director in the key operation areas including website development, technology initiatives, and overall enforcement of quality control measures within the office
- Meets and counsels students on financial aid policy, appeal requests, and personal budgeting and debt management issues
- Presents workshops on financial aid policy to student groups
- Monitors participant accounts and coordinates repayment and loan conversions
- Coordinates, maintains, updates, and develops website/social media/blog across all SFS programs
- Works with LIPP Associate Director to develop and financial and program literacy outreach
10
Skills For Senior Admissions & Financial Aid Officer Resume
- Works with LIPP Administrative Officer and Associate Director to produce, organize and analyze surveys and operational statistics
- Primary contact for walk-in, telephone and email inquiries for LIPP and SPIF
- As part of financial aid team supports and improves office operations and processes, as needed
- Reviews, evaluates, and verifies federal financial aid applications and all submitted documentation to ensure accuracy and equity
- Oversight of one or more traditional undergraduate financial aid specialty areas (Cal Grant, federal funds, workflow, VA, NCAA, etc.)
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