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Financial Aid Advisor Resume Samples
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0-5 years of experience
Ranked in the top 5% of advisors over all 13 campuses for completed Financial Aid Packaging.
- Promoted to Active Financial Aid advisor from Future Advisor team in 6 months. This role transition normally requires 3 or more years of Financial Aid experience.
- Maintained compliance with Texas Workforce Commission, The Department of Education, FAFSA and all UTI company policies and procedures.
- Interacted with students and parents to explain Financial Aid and maintain funding for students through graduation.
- Prepared and conducted Financial Aid presentations to groups of 10-50 students and their family members.
0-5 years of experience
Assisted online students with completing Financial Aid documents and effectively communicating the purpose.
- Awarded and completed financial aid packages according to compliance.
- Handled Financial Aid issues and proposed successful resolutions with students.
- Communicated daily with Admissions Advisors to ensure student's Financial Aid progress.
- Managed a high incoming call volume.
- Achieved a 100% cash/package goal.
0-5 years of experience
Assisted online students with completing Financial Aid documents and effectively communicating the purpose.
- Awarded and completed financial aid packages according to compliance.
- Handled Financial Aid issues and proposed successful resolutions with students.
- Communicated daily with Admissions Advisors to ensure student's Financial Aid progress.
- Managed a high incoming call volume.
- Achieved a 100% cash/package goal.
0-5 years of experience
Conducted financial aid information sessions for students, families, campus and community groups
- Supported the Dept. of Admissions in reaching annual recruiting goals and increasing retention rates
- Initiated outreach efforts to existing learners to address necessary updates
- Collaborated with financial institutions and students regarding student loan applications
- Conducted entrance and exit interviews as required by Title IV regulations
- Compiled data for departmental, fiscal, federal, and state reports on student aid
0-5 years of experience
Provided assistance and customer service to students completing financial aid process
- Ensured students are in compliance with the Department of Education Financial Aid Guidelines
- Answered multiple phone lines and manage over 100 students
- Facilitated live chats with students living out of the country to assist with financial aid process
- Aided in training of new hires on financial aid procedures and the use of Campus Vue
- Communicated daily with Admissions Advisors to help enroll students
0-5 years of experience
Interviewed, processed, awarded and tracked financial aid funds for those interested in entering and re-entering their chosen program
- Ensured students and potential students are informed of how they can finance their education
- Packaged and repackaged students with loans, and/or grants they were eligible for during 1st, 2nd or 3rd academic year
- Assisted students with finding a credit-worthy co-borrower if necessary
- Performed drop calculations and Return of Title IV funds when students withdraw from school
- Provided detailed information to students, parents, faculty and staff concerning the financial aid process and programs available
- Prepared, collected and tracked all required tuition planning documents and answered inquiries regarding financial aid and student account issues
- Conducted entrance and exit interviews as required by Title IV and institutional regulations
0-5 years of experience
Counseled and advised students and parents regarding the financial aid process and the complexities of Federal and State regulations.
- Analyzed financial aid applications to determine need and devised an appropriate financial aid package for individual students.
- Performed follow-ups to obtain documentation for federal verification.
- Held preliminary interviews for prospective students to prepare them for the actual financial aid appointments.
- Assisted both parents and students in completing Free Application for Federal Student Aid (FAFSA) applications and determined if aid eligible.
- Devised a financial plan for new perspective students wishing to enroll.
0-5 years of experience
Maintained 90% packaging rate for each class start by the end of the add/drop period.
- Conducted overview interviews with newly enrolled students.
- Developed Financial Aid Packages for students in accordance with Federal and State regulations.
- Answered student questions and anticipated financial concerns in a manner that is customer focused.
- Served as a liaison between the Admissions Advisor and the student by communicating information regarding student packaging.
- Scheduled student appointments and assisted students with receiving additional funding.
- Performed follow-up with financial institutions to determine student loan application status.
- Monitored student financial aid files to ensure completeness and compliance with Federal and State regulations.
0-5 years of experience
Advised students and parents on the availability of grants/loans and on their loan repayment obligations.
- Assisted the student with the completion of FAFSA and collect documentation.
- Input FAFSA into RGM and performed a needs analysis to determine the student's eligibility including
- Received acknowledgments, resolved rejects or problems, and completed for pending disbursement.
- Assigned the appropriate budget to students and packaged them. (awarded aid)
- Prepared the MPN and loan for submission.
- Maintained consistently clean files shown through school policies and procedures.
0-5 years of experience
Evaluated financial needs of students and families based on documentation and information presented during interviews
- Awarded financial aid according to government and institutional regulations and guidelines
- Counseled and advised students about financial aid eligibility, application procedures, aid programs, program costs and student loan debt
- Answered questions and requests from students and parents in person, over the phone and in writing regarding financial aid programs and eligibility
- Reviewed student files for completeness, verified student files that were selected for verification, resolved issues with problem files
- Confirmed and reported the enrollment status of students who receive Title IV aid through enrollment reporting (SSCR) to NSLDS on a regular schedule
- Analyzed various system generated reports such as grades, enrollment status and award status to verify compliance and eligibility of students receiving aid under federal and institutional guidelines
- Established relationships and communicated with other departments to ensure a timely and productive registration process for students
0-5 years of experience
Awarded and administered $250,000 of aggregate financial aid dollars
- Assessed, negotiated and awarded financial proposals for continuing students.
- Finalized and certified students' loans and grants.
- Conducted financial aid presentations on and off campus.
- Mentored, assisted and directed colleagues in day-to-day department operations.
0-5 years of experience
Performed needs analyses, packaged aid, and disbursed awards, loans, and scholarships
- Conducted financial aid information sessions for students, families, campus and community groups
- Supported the admissions staff in fulfilling annually stated recruiting goals and ensured the quality of campus visit experiences
- Served as liaison in the complete process of financial procedures, including working directly with lenders, guarantors and federal agencies
- Compiled data for institutional, fiscal, federal, and state reports on student aid as needed
- Organized and participated in entrance and exit counseling sessions for our borrowers
0-5 years of experience
Review student files and proposed aid packages to ensure compliance with federal and state guidelines. Review and evaluate student files to determine financial eligibility and special circumstances to determine appropriate revisions to aid packages.
- Trained, supervised and evaluated the performance of student workers; provided technical direction and guidance as needed.
- Processed payroll entries and maintained records of all student employees
- Audited completed Financial Aid files for accuracy
- Processed Fellowships and outside scholarships through People Soft and GFS
- Resolved student concerns regarding packaging of funds, and explained factors that contributed towards their award packages
- Counseled students about existing aid programs
0-5 years of experience
Counseled students and families regarding the options for obtaining financial aid, the process for requesting aid, and the eligibility requirements for receiving and maintaining aid.
- Provided tenacious and professional judgments for ensuring eligibility for Students with special circumstances.
- Provided financial education to minimize education debt talk tracks that support 90/10 Ratio, with Title IV funds not greater than 90%, and private / cash funding not less than 10%.
- Maintained Financial Aid database, prepared statistical reports, and maintained demographic data.
- Processed loan accounts, promissory notes, transaction problems, and other types of financial assistance.
- Maintained a close working relationship with Enrollment Services, the Bursar's Office, Veteran's Office, and other university personnel.
0-5 years of experience
Counseled and assisted an average of 15 incoming students and their parents daily on the availability of financial aid and the application process.
- Reviewed documentation submitted by students to ensure compliance with federal and state regulations.
- Supported the completion and certification of student Tap applications.
- Entered FAFSA in CPS and provided estimate for state application.
- Approved, and certified loan applications.
- Electronically corrected ISIR EDITS with proof from student and parent.
- Reviewed appeals for dependency, and income overrides.
0-5 years of experience
- Involved in management activities such as risk assessing, business structuring, vision creating
- Created and developed intranet use, customer database system which managed over 900 accounts
- Provided personal financial counselling to high school and college students
- Prepared financial portfolio (valuation of personal assets and loan status) for students and parents
- Established office IP phone network system that resulted in significant efficiency improvements
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