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Professional Objective
“To utilize my education, work experience and professional development skills in the education industry”
Financial Aid Administrator
Education Industry
Performance Profile
Ø Ten plus years of progressive, responsible experience as an operations manager/business owner and administration of financial aid programs as a Senior Financial Aid Advisor/ Default Manager. Extensive knowledge of federal regulations, experience with awarding strategies and familiarity with state/federal funding processes.
Ø Four years of retail banking experience with proficiency in the execution of banking processes, daily transaction reconciliation, sales of bank products, customer service, consistent input of recommendations for personal and business financial management.
Ø Identify ethical principles and moral ethical dilemmas that arise in a business environment. Ability to create a code of ethics and conduct a code of ethics audit. Communicate employer expectations and employee rights. Practitioner of Kohlberg’s model and Kant’s Ethics.
Ø Democratic (Servant) leadership style with either a consultative or participative view. Involve employees in decision making, delegate authority, and encourage participation.
Ø Analytic/direct style of decision-making: high tolerance of consistency and a relatively low tolerance for uncertainty. Logical and rational approach to thinking.
Ø Implement Six Sigma projects that will have a large (ROI) or increase the bottom line value to the organization.
Ø Manage a project by identifying requirements, address customer needs/expectations, acknowledge active stakeholder communication and balance competing constraints of scope, quality, schedule, budget, resources, and risk.
Ø Approach a supervisory role systematically and confidently by knowing the requirements for success through the major supervisor/manager functions and establish management practices.
Core Competencies
Project Management / Recruitment and Selection / Process Improvement / Continuous ImprovementCritical Thinking / Budgets / Ethics/Integrity / Creativity
Determination / Multi-tasking / Planning/Scheduling / Organizing
Directing / Controlling / Coaching / Motivation
Monitoring and Supporting / Budgets / Communication Skills / Lean
Project Charter/Case/Scope / Team Building / Policy and Procedures / Six Sigma
Preventative Maintenance / Meetings and Conference Calls / Database/File Management / Lessons Learned
Conflict Resolution Skills / Kaizen / Value Stream Mapping / Statistical Matrix
Professional Experience
Universal Technical Institute, Norwood, MA /2012 to 2014
Active Financial Aid Advisor
Ø Provided financial aid support and guidance for active students and families/influencers by maintaining contact, and identifying/resolving issues that might affect a student’s financial aid package.
Ø Ensured timely processing of all documents and items related to students funding.
Ø Supported active students in school with ongoing contact, ensuring financial aid or other funding was secured, ensuring all required paperwork was submitted.
Ø Encouraged active students to complete their education by developing rapport with the students, influencers, and other departments, and overcoming resistance to objections regarding money, time, fear or personal reasons.
Ø Created solutions to potential setbacks that may affect student retention by identifying challenges, seeking to understand students’/influencers’ viewpoint, and working collaboratively with other departments to address issues.
Concurrent Professional Experience
2003 to 2014
Taunton Wellness Center, Taunton, MA
Operations Manager
Ø Oversaw the strategic management and operational oversight of the company’s Business Development and Operations in order to provide streamlined operations, reduced operating costs, and greater profitability.
Ø Interfaced with partners and clients to develop and maintain organizational strategies, operational efficiencies, and proposals for increasing technical efficiency and improving profitability.
Ø Set up all financial relationships, systems, and processes necessary for US Generally Accepted Accounting Principles (GAAP) compliance.
Ø Directed marketing strategies, business development plans, promotional activities, product development projects.
Ø Responsible for all aspects of financial management. General financial oversight, funding/revenue, financial planning/budgeting, financial reporting/banking, and book-keeping/record-keeping.
Ø Acted as an information and reference point for the Chair clarifying financial implications of proposals; confirming legal requirements; outlining the current financial status; and retrieving relevant documentation.
Ø Responsible for directing the organization’s budget, overseeing investment of funds, managing and limiting risks, supervising cash management activities, and raising capital to support the firm’s expansion.
Professional Experience Continued
2002 to 2011
Lincoln Technical Institute, Somerville, MA
Senior Financial Aid Officer/Default Manager
Ø Responsible for leading and managing all aspects of the financial aid office including the application and awarding processes for institutional, federal, state and private funding; ensuring compliance with institutional, federal and state policies/regulations; and delivering the highest level of student and parent financial aid counseling services.
Ø Assisted in the implementation of workshops on campus designed to educate the campus about financial aid opportunities and responsible borrowing habits. Kept in constant contact with graduates, drops and interrupts to educate students about deferment, forbearance or repayment options available in order to reduce and prevent default. Monitor (SAP) satisfactory academic progress and provide debt management information and counseling, including entrance and exit counseling sessions.
Ø Assumed responsibilities of the Director of Financial Aid when director was away. Supervised and trained a staff of three financial aid professionals in Title IV policy, packaging procedures, and institutional guidelines.
Education
Bachelor of Science in Management, 2011, Magna Cum Laude
Bay State College, 122 Commonwealth Avenue, Boston, MA 02116
Associate of Science in Business Administration, 1999, G.P.A 3.3
Holyoke Community College, 303 Homestead Avenue, Holyoke, MA 01040
Management Certification, 1992
The University of Maryland, European Division APO AE 09407
Professional Development
Management and Strategy Institute
3947 W. Lincoln Hwy #312, Downingtown, PA 19335
Executive Management Focus
· Executive Management Certified (EMC)
Certificate ID DET102215
Professional Competency Units (PCU) 20
· Strategic Organizational Leadership Certified (SOLC) ™
Certificate ID DET102215
Professional Competency Units (PCU) 30
· Six Sigma Champion Certified (SSCC)
Certificate ID DET100315
Professional Competency Units (PCU) 30
· Sarbanes-Oxley Trained Professional (SOTP)
Certificate ID DET110815
Professional Competency Units (PCU) 20
Professional Development Continued
Continuous Improvement Focus
· Change Management Specialist (CMS) ®
Certificate ID DET100315
Professional Competency Units (PCU) 30
· Design For Six Sigma (DFSSC)
Certificate ID DET101315
Professional Competency Units (PCU) 20
· Six Sigma Black Belt Professional (SSBBP) ®
Certificate ID 1570591
Professional Competency Units (PCU) 30
· Certified Kaizen Facilitator(CKF)™
Certificate ID 1607028
Professional Competency Units (PCU) 10
Management Focus
· Total Quality Management Professional (TQMP)
Certificate ID# DET101315
Professional Competency Units (PCU) 30
· Certified Corporate Trainer (CTC)
Certificate ID# DET102115
Professional Competency Units (PCU) 30
· Certified Team Supervisor (CTS) ™
Certificate ID# DET167374
Professional Competency Units (PCU) 10
· Project Management Qualified (PMQ) ®
Certificate ID# DET061615
Professional Competency Units (PCU) 20
· Certified Ethics Associate (CEA) ™
Certificate ID# DET100315
Professional Competency Units (PCU) 10
· Certified Social Media Manager (CSMM)
Certificate ID# DET100315
Professional Competency Units (PCU) 20
Transcripts Available Upon Request
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