Financial Aid Counselor Resume Samples

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A Financial Aid Counselor assists students and parents in the completion of financial aid forms while making discretionary judgments as to how that financial aid should be distributed. Example resumes for Financial Aid Counselors will list such skills as meeting with students and parents/guardians to discuss financial aid programs/eligibility, and presenting financial aid information at meetings, workshops and recruitment sessions. Resumes of Financial Aid Counselors often list Bachelor's degrees in the field of humanities or another related field (such as counseling, education, public administration, or communications), as well as at least two years of experience in financial aid or counseling.

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1

Financial Aid Counselor

Analyzed over 70 financial aid accounts per month for accuracy, adhering to established state and federal regulations, policies and procedures.

  • Determined and administered over $1.25 million in Title IV financial aid grants, and beyond $10 million in Title IV federal and state loans.
  • Collaborated with four cross departmental teams to ensure enrollment goals were achieved.
  • Streamlined financial aid processes and communications.
Candidate Info
6
years in
workforce
3
years
at this job
BA
Bachelor of Arts
MA
Aacsb Accredited
2

Financial Aid Counselor

Advised students and families on financial aid options and presented financial plans to fund their education

  • Teamed up with Admissions staff to package new students within forty-eight hours of financial aid appointment
  • Conducted file review including - when required: verification, professional judgments, dependency overrides
  • Calculated financial aid awards based on eligibility
  • Analyzed student accounts and resolved delayed disbursements
  • Managed private lending programs to expedite disbursements
  • Assisted Director of Finance with Federal Work-Study program
Candidate Info
12
years in
workforce
4
years
at this job
BA
Management
3

Financial Aid Counselor

Responsible for counseling students and parents regarding various types of Financial Aid programs.

  • Responsible for packaged and awarded students, utilizing Banner / Image now software.
  • Participated in Financial Aid training seminars and workshops.
  • Verified select students applications and corrections.
  • Supervised student workers and civil service employees
  • Scheduled appointments for potential students and respond to student's inquiries via phone & email.
  • Provided assistance to other departments as well as perform other duties as assigned by the Financial Aid Director and Coordinator.
Candidate Info
19
years in
workforce
6
years
at this job
BA
Psychology
4

Financial Aid Counselor

Planned for and analyzed the disbursement of funds for the Schools of Pharmacy and Social Work

  • Assisted in debt management counseling and entrance and exit interview sessions
  • Created and delivered presentations
  • Certified Federal Stafford and Private Loans
  • Troubleshot SCT Banner awarding/processing/disbursement problems
  • Created, revised and edited office newsletters and web site content
  • Assisted in the supervision of front office staff and provided guidance and training to new counselors
  • Counseled students and their families
Candidate Info
2
years in
workforce
2
years
at this job
MA
Student Affairs
JD
Juris Doctor
5

Financial Aid Counselor

Proactively provides information and assist students in making the best decisions to maintain their tuition payments so they can achieve their goal of college graduation.

  • Counseling students through the financial aid and private loans application process.
  • Performed soft collections on delinquent account balances.
  • Reduced and maintained A/R percentage below the campus goal of 10% to less than 5%
  • Directly responsible for raising the New Student Retention (NSR) percentage above the campus goal of 75% to 85% for corporate reimbursement and cash students
Candidate Info
13
years in
workforce
8
months
at this job
C
Finance
C
Customer Service
6

Financial Aid Counselor

  • Counseled 2,500 + students about federal, state, and institutional aid
  • Balanced a $2 million HOPE fund
  • Conducted and presented financial aid seminars for students, parents, and faculty and staff
  • Interpreted and adhered to all rules, regulations, and policies regarding scholarships
  • Evaluated applications and notified applicants of aid eligibility
Candidate Info
13
years in
workforce
3
years
at this job
BA
Business Management
7

Financial Aid Counselor

Handled an average of 80 phone queue calls per day, and achieved a 98% customer service satisfaction rating

  • Accurately documented customer interactions and financial transactions, ensuring strict confidentiality with sensitive customer information
  • Assisted students with the academic and financial aid application and documentation process
  • Assisted with complex processes such as tax verification
  • Resolved customer grievances with attention to detail and de-escalation techniques
Candidate Info
5
years in
workforce
2
years
at this job
AS
Liberal Arts
BA
Human Relationships & Sexuality
8

Financial Aid Counselor

Advised incoming and continuing graduate and medical school students with financial aid eligibility.

  • Educated students and parents on their rights and responsibilities of loan and debt management under federal guidelines.
  • Maintained lines of communication with faculty and administrative offices.
  • Assisted the Director with the preparation of academic year budgets, recruitment and retention of staff.
  • Supervised support staff.
  • Created and maintained database of files and records.
Candidate Info
7
years in
workforce
4
years
at this job
AS
Humanities And Sciences
BS
Health Services Administration
MA
Master of Arts
9

Financial Aid Counselor

Engaged in direct contact with students and parents in person, by phone or via email

  • Interviewed and counseled students and parents on federal and state rules and regulations pertaining to the financial aid programs and services
  • Processed financial aid applications, applied federal and state rules and regulations, and determined eligibility for federal, state, and institutional aid
  • Conducted financial aid presentations, on and off campus
  • Served as the Federal Work Study Liaison, determined student eligibility, advised students and employers on how to obtain Federal Work Study positions, reviewed departmental job descriptions, processed reimbursement requests for departments
  • Served on Satisfactory Academic Progress Appeal Committee, reviewed appeals for reinstatement of financial aid, prepared and distributed written materials, notified students of committee decisions, updated student accounts
Candidate Info
9
years in
workforce
2
years
at this job
BA
Psychology
MS
Management, Human Resources Specialization
10

Financial Aid Counselor/scholarship Coordinator

  • Prepared financial aid packages according to caseload assignment, determined eligibility following university, state, and federal requirements
  • Designed and coordinated the new electronic endowment scholarship application process
  • Increased endowment applications to over 200 applications
  • Managed accounts for scholarship monies ranging up to $200,000
  • Customized financial aid packages to fit the individual needs of families
  • Featured in the [company name] news press release on April 2009 for customer service and financial aid assistance
Candidate Info
7
years in
workforce
2
years
at this job
BA
Political Science/minor
MA
School And Guidance Counseling

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