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YYYYYY X. YYYYYY

0000 xxxxxx xxxx , xxxx , xxxxx 00000 973-771-8038 abc@xyz.com

 

Objective

 

  Analytical and highly-skilled financial professional seeking to launch the next chapter of my career.

Summary of Qualifications

 

  Work history of consistently exceeding performance objectives and training and coaching team members.

  Stellar listening, verbal communication and interpersonal skills to build relationships with stakeholders.

  Strong accuracy, with a proven ability to complete projects in a dynamic and fast-paced environment.

  Outstanding time management, attention to detail and organizational skills, including prioritizing tasks.

  Proficient with Microsoft Word and Excel, as well as QuickBooks and TaxWise software.

Education

 

Master of Public Administration (MPA), Government Management; earned 2012 (4.0 GPA)

Keller Graduate School of Management Fort Lauderdale, FL

 

Bachelor of Science (BS), International Business; earned 2007 (3.6 GPA)

Caldwell College Caldwell, NJ

Continuing Education and Training

 

Income Tax Assistance Program Training, Internal Revenue Service (IRS)

Certifying Veterans Official, Veteran Training ATI Career Training Center

Guardian Ad Litem Training, State of Florida

Customer Service Training, Everglades University

Financial Aid Training, Everglades University

Financial Aid Training, FastTrain II Corp.

Areas of Expertise

 

Needs Assessment Customer Service Account Auditing

Safety Policies and Procedures Risk Management Generating Reports

Tax Reporting Regulatory Compliance Staff Training

Work History

 

Senior Director/Student Finance Advisor, Florida Career College/IEC 2013-Present

  Train and educate six new financial aid officers on generating reports for the financial aid system, and assisted with the hiring of a new student finance advisor.

  Supervise and lead a team of four financial aid advisors in the absence of the Manager.

  Research loan history and FAFSA information for students through the National Student Loan Data Service and Central Processing Services.

  Originate up to four Federal financial aid Pell grants, loans and/or scholarship packages per day.

  Lead the Federal Work Study Program, including verifying applications and forms and maintaining compliance with regulations while disbursing awarded funds to students.

YYYYYY X. YYYYYY

0000 xxxxxx xxxx , xxxx , xxxxx 00000 973-771-8038 abc@xyz.com

 

Work History (continued)

 

Senior Director/Student Finance Advisor, Florida Career College/IEC (continued from page 1) 2013-Present

Achievements:

  Reduced rate of rejected files and expedited processing time for financial aid payments after identifying information that conflicted with U.S. Department of Education regulations and correcting errors.

  Earned Employee of the Month honors in Apr. 2016 for outstanding performance.

  Exceeded accuracy standards by 20% per month while accurately processing forms and applications.

  Consistently met or exceeded student expectations for customer service on quarterly surveys.

 

Financial Aid Officer, Everglades University 2012-2013

  Performed daily audits on ledger cards, transcripts and financial aid awards for accurate aid distribution, as well as accuracy of documentation for internal and U.S. Department of Education audits.

  Originated up to four Federal financial aid Pell grants, loans and/or scholarship packages per day.

  Trained three new financial aid officers on financial aid basics and the financial aid system.

  Generated up to five reports on a daily basis for management and participated in daily staff meetings.

Achievements:

  Achieved 100% accuracy while verifying and processing documentation within 24 hours.

  Resolved discrepancies in two days and maintained past due account balances below $1,000.

 

Financial Aid Advisor, FastTrain II Corp. 2009-2010

  Completed credit checks on students to verify the accuracy of their financial aid package.

  Generated detailed weekly and monthly reports for management.

  Recovered $250,000 within six months by checking the accuracy of documents distributed to a processing company and tracking account status.

 

Financial Aid Officer, Keiser Career College 2008-2009

  Displayed solid attention to detail skills to verify a high-volume of financial documentation.

  Educated key stakeholders about post-secondary Federal student financial aid eligibility criteria, funding, scholarships, Stafford loans and Pell grants.

  Emphasized the importance of loan repayments, including options, with pending graduates.

 

Head Bank Teller, Valley National Bank 2004-2007

Volunteer Work

 

Income Tax Assistance Program, DeVry University; 2012-2014

 

Guardian Ad Litem Program, Seventeenth Judicial Circuit; 2012-2013

 

Financial Aid Counselor, Educational Remedies for Financial Aid; 2011

 

 

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