Financial Aid Advisor Resume Profile, MD - Hire IT People

A top-performing Operations Support Professional combines administrative, market research, and business development expertise to deliver substantial revenue growth in highly competitive business markets. Strong organizational ability and an excellent record of completing projects according to deadlines. Highly accomplished in advising clients, while building and maintaining relationships.

Areas of Expertise

Analytical
Customer Service
Team Development
Project Management

Technical Support
Problem Solver
Excel
Access

SalesForce
PeopleSoft
Lotus Notes
QuickBooks

Professional Experience

Confidential

Financial Aid Advisor

Interpreted and applied financial aid regulations, policies and procedures.
Administered Grants, Scholarships and qualified student loan programs.
Tracked document fulfillment progress and report status to management.
Assessed student financial needs and aid eligibility.
Resolved and escalated production issues via email, phone and ticketing system with existing and new students.
Proficient in working with Department of Education databases such as National Student Loan Data System NSLDS , Common Origination Disbursement COD system, and Institutional Student Informational Reports ISIR's .
Collaborated with admissions committee at retention activities and outreach events resulting in a

Confidential

Portfolio Manager

Managed a portfolio of over 20 clients with up to a value of 12M.
Analyzed client systems and developed recommendations for improvements in usage, data tracking reporting.
Cultivated new prospects to affect a 15 increase in acquisitions.
Prepared internal, external correspondence, including crafting legal contracts, indemnifications, calculated and reported proxy results for corporations annual meetings.
Assumed responsibility for annual shareholder meetings, corporate name changes, stock splits, mergers, payouts, consolidations of stock.
Maintained accurate reference documentation for internal management.
Fostered relationships with high-level executives and heads of the office.
Increased visibility of services and deliverables to shareholders, broker dealers, financial advisors, and legal counsels.

Confidential

Member Service Representative

Developed new strategies to increase sales goals, incentives and rewards for top performers.
Customer Engagement Rate of over 100 .
Sales Close Rate of 100 .
Reviewed all documents for compliance with FDIC, SEC, and OFAC regulations.
Generated referrals for Merchant Services and followed up to ensure complete client satisfaction.
Responsible for cross selling and enhancing credit, checking, online and savings products against rigorous performance metrics.

Confidential

Operations Coordinator

Trained and supervised a staff of 5 workers.
Enhanced employee retention by introduction of employee benefit policies and on the job trainings.
Improved production 30 in one year, leading to cost savings of 100K annually.
Liaised between clients and management to ensure smooth operations delivery.
Enhanced customer service responses for all product orders resulting in new acquisitions of 1M.
Implemented new technology to assist with the improvement of lead generation processes.
Evaluated operational performance and provided strategic plans for supply chain improvements.
Coordinated and managed project tasks to ensure delivery within allotted budget and timelines.

Confidential

Human Resources Administrative Assistant

Generated spreadsheets for office expenses and accounts receivable.
Helped senior leadership in Human Resource responsibilities including timekeeping utilizing Kronos performance evaluations and performing associated tasks as required to facilitate the hiring process: review/track applicants, coordinate interviews, communicate with applicants, and once hired, oversee onboarding with HR/benefits/IT.
Created presentations to support strategy, goals, and vision of senior leadership using Microsoft SharePoint, Word and Powerpoint.
Completed internal audits of corporate credit card accounts and expense reports of clinical and administrative staff within service area.
Served as a lead for 3 department administrative assistants train, monitor administrative budgets, direct workflow and provide training and guidance when necessary.
Implemented projects initializations, managed project files and project budgets.
Supported the talent acquisition function by providing overall administrative support in scheduling interviews, processing background checks, and extending offer letters as needed.

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Financial Aid Advisor Resume Profile

MD

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