Financial Aid Officer Resume Samples

The role of a Financial Aid Officer is to take up all those roles and functions that are linked with the synchronization, expenditure, donation, recurrence of financial aid support schemes and programs from various sources. The job description for this position varies based on the type of organization, but the key responsibilities listed on the Financial Aid Officer Resume remains the same and includes – providing best service to customers, allocating suitable funds to students and families, ensuring correct amounts are given to the recipients, having a detailed record of every transaction, and complying with fiscal help submissions and papers.

Job applicants for this role should show familiarity with the fiscal aid agendas, be well acquainted with the state and national credit correspondences; have a very good written and verbal communication skill and show the capacity to grasp and follow the stipulated state and national laws. A degree in the connected field is the minimum education requirement for this employment.

 

Financial Aid Officer Resume

Objective : Highly accomplished and results driven Professional possessing the ability to thrive successfully in a constantly changing environment. Looking to secure a permanent position which will allow me to expand my extensive knowledge of project management, higher education, senior level administration, staff training, accounting, and interpersonal skills with accuracy and efficiency while simultaneously creating and maintaining a culture of continuous improvement and operational excellence throughout the entire organization.

Skills : Organizational Skills, Detail Oriented, Communication, Interpersonal Skills, Computer Skills, Data Entry, Cash Handling, Call Center, Verbal Communication, Written Communication.

Description :

    1. Analyze and evaluate the financial viability of students and families, and provide counsel regarding available financial aid opportunities, eligibility requirements, and the federal application process.
    2. Review and assess the eligibility of applications for financial aid; exercise professional judgment to determine whether adjustments should be made.
    3. Review for accuracy and provide signature approval/disapproval of loan applications, promissory notes, and other financial documents.
    4. Conduct orientations, and entrance and exit interviews, in accordance with university, state, federal, and other agency guidelines.
    5. Respond to inquiries and research and resolve problems related to transactions handled by the unit; serves as liaison with other constituencies in the resolution of day-to-day administrative and operational issues.
    6. Serves as liaison with state, federal, tribal, and other agencies; keeps abreast of student assistance opportunities and program regulations.
    7. Oversee the collection, management, and reporting of protected student data in accordance with state and federal laws.
    8. Supervised the development and implementation of a new student-related data management system.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
B.A. In Business Management


Sr. Financial Aid Officer Resume

Summary : Looking to start a new adventure. A very fast learner and have always worked in a fast pace environment. Seeking a competitive and challenging environment where I can serve your organization and establish an enjoyable career for myself.

Skills : Customer Service Skills, Typing, CVUE system, Microsoft, Excel, Outlook.

Description :

    1. Work closely with new, continuing, and re-entry students to ensure that their Financial Aid options best meet their needs.
    2. Counsel students on all required documentation, processes, and procedures.
    3. Provide training and coaching in the department - specific tasks and trainings include procedures for overlapping loans, re-entry students, aggregate limits, Comment Codes, and the new verification process.
    4. Monitor and enforce financial policies and procedures in the department and ensure that the staff participated in regular trainings.
    5. Coach students on the requirements to retain Financial Aid eligibility including Satisfactory Academic Progress; also advise students of the consequences of not maintaining SAP, track students who needed to improve grades and help them reach out to tutors and academic advisors to retain their FA eligibility.
    6. Update appropriate tracking systems for timely processing, funding, billing and collections.
    7. Communicate with students regarding high balances they need to cover with the institution by either completing necessary steps for financial aid or coordinating other payment plan options.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
B.S. In Economics


Jr. Financial Aid Officer Resume

Objective : Seeking a position in a professional office environment where my skills and experience will enhance the company's productivity and reputation.

Skills : Microsoft Office, Customer Service, Sales, Outlook.

Description :

    1. Ensure financial aid documentation is fully uploaded and is available when necessary.
    2. Meet or exceed established deadlines for submission of all collected paperwork to the Campus Care Student Finance Department.
    3. Responsible for the campus' cash handling, encourages and processes students' payments, reconciles a daily cash drawer and deposit reporting.
    4. Advise students on the consequences of schedule changes or drops as they apply to financial aid awards.
    5. Advise continuing and re-entry students who have questions about their eligibility, available funding, stipends, etc.
    6. Oversight of stipend functions including stipend requests and release of checks.
    7. Management of aging reports (collections), ensuring campus is meeting collection goals, including daily calls and emails to students as needed and providing weekly aging report update to the Campus President or Financial Services Center Supervisor for assigned campus(es).
    8. Responsible for notifying supervisor of at-risk students due to failure to meet their financial obligations.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
B.A In Business Administration

Financial Aid Officer III Resume

Summary : Accomplished and seasoned hard worker with more than 20 years of experience in fast-paced professional environments. Excellent computer and communication skills, and interpersonal communication skills. Organized, detail oriented, adheres to deadlines. Track record of achieving exceptional results in Legal field and Financial Aid.

Skills : Microsoft Office.

Description :

    1. Assisted students electing to use financial aid with the appropriate application process and conducted on-going follow-ups with students and parents to resolve issues which could have resulted in disbursement delays.
    2. Provided administrative support for the department of financial aid: to include e-mail, telephone, and office walk-ins.
    3. Provided individual counseling to students on FASFA completion, educational budgeting, and proper financial aid attainment.
    4. Processed financial aid files, assisted in verification process, and account reconciliation.
    5. Ensured all federal, state and institutional guidelines were followed and kept in compliance.
    6. Conducted workshops and made oral presentations to parents, students and university officials.
    7. Conducted office audits, and worked with the university appeals committee in determining decisions regarding students' Satisfactory Academic Progress.
    8. Developed working knowledge of various Federal Student Financial Aid programs.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
B.S. In Business Administration

Financial Aid Officer II Resume

Headline : Very strong work ethic and am very detail oriented and pride myself on accuracy and efficiency. Worked as a Financial Aid professional and have been writing. I've successfully maintained and excelled in both areas due to my determination and work ethic.

Skills : Skills & Expertise Insurance Medicare Long-term Care.

Description :

    1. Guide students through every aspect of the financial aid process by a series of seamless transitions from the application process through graduation, working closely with other departments.
    2. Provide information to students regarding financial aid program requirements and procedures.
    3. Fully package and repackage financial aid awards using both credit hour and clock hour methodologies.
    4. Evaluate and award federal aid based on FAFSA eligibility.
    5. Evaluate and award other sources of financial aid such as: veteran's funding, state grant aid, agency funding, etc.
    6. Maintain and review student files for both accuracy and completeness.
    7. Interpret, apply and comply with federal, state, agency and institutional regulations governing financial aid and maintain current working knowledge of guidelines/regulations relating to financial aid.
    8. Administrative tasks such as: managing a particular segment of financial aid such as default management and prevention.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
General Studies

Financial Aid Officer I Resume

Summary : Business Administration with a concentration in Medical Billing and Coding from American Intercontinental University looking for an exciting job. Over the past year, I have focused on delivering great customer service. Because I am flexible, work well with others, and willing to learn, I can implement the newest methods and processes. I would like the opportunity to show how you can put my experience to work.

Skills : Data Entry, Microsoft office.

Description :

    1. Assisted students in FSFA application process, received inbound calls to explain loan dispersements, and counseled students on class status requirements.
    2. Solicit orders for merchandise or services over the telephone.
    3. Enter commands, using computer terminal, and activate controls on computer and peripheral equipment to integrate and operate equipment.
    4. Enter commands to clear computer system and start operation, using keyboard of computer terminal.
    5. Load peripheral equipment with selected materials for operating runs, or oversee loading of peripheral equipment by peripheral equipment operators.
    6. Observe peripheral equipment operation and error messages displayed on terminal monitor to detect faulty output or machine stoppage.
    7. Diagnose reasons for equipment malfunction and enter command to correct error or stoppage and resume operations.
    8. Clear equipment at end of operating run and review schedule to determine next assignment.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Master of Science

Financial Aid Officer I Resume

Objective : Very excited to join and organization where I can expand and continue to develop my HR knowledge. Provide input with business strategies, implement forward diverse thinking in the management and development of the organization's talent.

Skills : Microsoft Office.

Description :

    1. Provided information to students regarding financial aid program requirements and procedures.
    2. Accepted financial aid applications, forms; review for completeness, accuracy; verify information reported on student applications to determine eligibility for awards; screen applications; review student folders, transcripts, test scores, and process.
    3. Demonstrated integrity, ethical behavior in working with confidential information and maintained a high level of confidentiality.
    4. Interpreted, applied and complied with federal, state and institutional regulations governing student financial aid; maintained current working knowledge of guidelines/regulations related to financial aid.
    5. Maintained a close working relationship with Enrollment Services, the Bursar's Office, Registrar's Office, and other university personnel.
    6. Participated in all Financial Aid meetings and events as assigned.
    7. Responded to all inquiries within 24 hours.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Associates

Financial Aid Officer/Manager Resume

Summary : Highly qualified Financial Aid Officer with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.

Skills : Counseling Military & Civilian College Students, Excellent Customer Service,.

Description :

    1. Assist students when applying for financial aid during the enrollment process; also assisting students with re-application, and maintenance of funding throughout their program.
    2. Provide information and resources to students regarding financial aid program requirements, and procedures.
    3. Evaluate documented financial need, and all documentation submitted by students.
    4. Review financial aid applications for completeness, accuracy; verify information reported on student applications to determine eligibility for awards.
    5. Ensure that all necessary documents are entered, and processed using the institution's financial aid management software, and contracted servicers.
    6. Assist in follow-up of students' institutional loan payments.
    7. Assist in answering phones, directing calls, and other administrative support.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Psychology

Financial Aid Officer/Executive Resume

Headline : Dedicated Financial Aid Officer with 8 years of experience delivering outstanding service to prospective students and their parents. Extensive experience working with and technical knowledge of student financial aid programs. Highly skilled in conducting Entrance Interviews, advising students and developing repayment schedule calculations. Efficiently and effectively utilize Microsoft Office, financial tracking software and the internet.

Skills : Experienced sales, professional with an excellent ability.

Description :

    1. Develop, negotiate, and finalize student financial plans consistent with financial planning policies and procedures and with Federal/State regulations for awarding aid.
    2. Work closely with new, continuing, and re-entry students and their families to ensure the plan and re-plan continue to best meet their needs.
    3. Counsel students on all acceptances and other matters related directly to the student financial plan.
    4. Provided timely and accurate financial aid information to student questions and requests.
    5. Answered questions and resolved problems for students regarding financial aid and student accounts.
    6. Guided students regarding financial aid eligibility, financial aid application procedures, and college costs.
    7. Counseled students and parents in the financial aid application process and college costs.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Certificate In Accounting

Financial Aid Officer/Supervisor Resume

Summary : Dedicated, ambitious, team oriented with the career and life objective to learn in order to grow. Successfully recruit, train and manage multi-function teams with minimal turnover. Facilitate group presentations, meetings and one-on-one communication. Skilled at conflict resolution, persuasive verbal and written communicator, trained to work with internal and external customers effectively. Problem-solver, able to prioritize and stay focusing on directed activities but always remaining flexible to unexpected changes.

Skills : Microsoft Office, Excel, Word, Spreadsheets, Power Point Creation And Presentations, Quick Books, Campus Vue, QSI, CPS, Eaglesoft, And Dentrix. Typing 30+wpm, 10-key By Touch, Fax, Copy Machine, Multi Phone Line Operation.

Description :

    1. Daily Detail Managed financial aid processing for over 400 student recipients.
    2. Recruited, hired and trained campus Financial Aid staff and Student campus workers.
    3. Managed team of up to five direct reports within the Financial Aid Department and up to ten Student campus employees.
    4. Generated reports of aid applicants using spreadsheets to analyze applicant characteristics and identify ineligible/incomplete/late students.
    5. Sorted applicants for automated versus manual awarding.
    6. Identified changes in status relevant to awarding or revising awards.
    7. Monitored status of awarding for reporting to the Director of Finance, Executive Director and Regional Management.
    8. Generated reports and spreadsheets to support management and prioritization of the workload for the Financial Aid Office unit.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
Bachelor's Of Science

Asst. Financial Aid Officer Resume

Summary : Results-oriented and motivated team player with over fifteen years of experience in federal and state funding. Combines a demonstrated ability to lead teams to success, with equally strong technical skills. An effective leader, with superior communication skills and a proven track record in building and maintaining successful working relationships. Diplomatic and tactful with professionals and non-professionals at all levels.

Skills : Microsoft Office.

Description :

    1. Worked with new students and was responsible for conducting ignite interviews to provide financial options.
    2. Processed financial aid forms in accordance with state/federal regulations.
    3. Served as liaison between Admissions and Finance departments.
    4. Provided excellent customer service to all internal and external customers.
    5. Informed students of their financial obligations, financial aid options and policies and procedures as it related to their educational expense.
    6. Reviewed financial applications and disclosures for completeness and accuracy.
    7. Determined Title IV eligibility through a needs analysis software system.
    8. Provided students with accurate information regarding the application process, loan counseling and their eligibility for state/federal funding.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Master of Science

Financial Aid Officer Resume

Headline : Efficiently and effectively prioritized a broad range of responsibilities to consistently meet tight deadlines. Demonstrated success in surpassing productivity and performance objectives. Possess effective organizational and time management skills.

Skills : CampusVue, BroadLeaf, Powerpoint, Excel, Email Marketing, Office Management, Publisher, student Financial Planner.

Description :

    1. Plans, organizes, develops and implements the College's Financial Aid to assure that eligible students receive assistance, information and funds.
    2. Prepares a variety of complex statistical and narrative reports.
    3. Assures that financial aid records and files are up-to-date, accurate, and balance to financial statements.
    4. Interprets and implements federal and State guidelines governing financial aid programs.
    5. Maintains up-to-date knowledge of guideline revisions.
    6. Reviews and implements guidelines to comply with College policy and procedures.
    7. Provides advice and assistance to students with loan, grant, scholarship, and financial aid applications.
    8. Reviews applications to assure accurate and complete information.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science