Financial Aid Representative Resume Samples

The primary role of a Financial Aid Representative is to assist students by providing financial assistance that can help them cover their educational expenditure and other related costs. The job description entails receiving, processing and disbursing various kinds of financial aids such as loans, grants, and scholarships. The Financial Aid Representative Resume gives a bullet list of other tasks and duties such as – providing advice and counseling about various financial aid opportunities, creating and supplying forms as needed, verifying the information provided by the students in the application form, and undertaking associated tasks.

Job applicants must be able to demonstrate these skills and qualifications on the resume – wide knowledge of federal and state financial aid regulations, proficiency with CRM, People Soft and other systems-based data; a thorough knowledge of financial aid package, and the diligence to follow-up on missing information or paperwork. Those seeking this occupation must hold a bachelor’s degree with majors in finance or economics or accounting.

Financial Aid Representative Resume example

Financial Aid Representative Resume

Headline : A performance-driven professional with exceptional organizational and inter-personal looking to obtain a career with an organization that will allow utilizing administrative and accounting experience.

Skills : Accounts Receivable, Document Imaging, Warranty Administration, Supervisor.

Description :

    1. Educates students and parents on scholarship research and default prevention.
    2. Creates, organizes, and presents financial aid seminars and workshops for new and continuing students.
    3. Attends and participates in professional seminars, training, and groups.
    4. Review and analyze previous financial aid information for all students prior to the start of each semester.
    5. Collects and processes incoming financial aid documents.
    6. Review incoming documentation for accuracy, completeness and returns incomplete documentation to students in a timely manner.
    7. Distributes documents to appropriate inter-office staff, monitor student's progress in terms of submitting required financial documents, and other state and federal forms.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BA


Financial Aid Representative I Resume

Summary : A performance-driven professional with exceptional organizational and inter-personal looking to obtain a career with an organization that will allow utilizing administrative and accounting experience.

Skills : Microsoft Office, Avimark, Clientrax, Fax Machine, Fax Machine, Copier, Copier, Multi-Line Phone System, Billing, Customer Service, Customer Service, Data Entry, Email, Excel, Filing, Inventory, Inventory, Internet, Office Management, Training, Time Management.

Description :

    1. Maintained student accounts, process weekly check requests for disbursements of funds for students.
    2. Entered data into Students' profiles to ensure correct accuracy to student accounts.
    3. Reviewed documents for the verification process.
    4. Responsible for counseling students and parents regarding various Title IV Financial Funding.
    5. Assisted heavily in annual audit findings and outside agency scholarships.
    6. Assisted prospective and current students with the financial aid process, including applying for federal grants, loans, and work-study programs.
    7. Collected documentation for financial aid verification, including federal tax returns, income statements, and W-2 forms.
    8. Educated students on when loan amounts would be applied, updated class schedules, submitted reports to corporate on outstanding balances.
    9. Provided assistance to freshly enrolled students and current students for federal and state financial aid eligibility.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma


Sr.Financial Aid Representative Resume

Headline : Extensive experience in mentoring, counseling and teaching. Superior interpersonal strengths to guide and support individuals in overcoming barriers to achieve success. Efficient problem solver for conflict resolution. Ability to manage multiple tasks requiring confidentiality, integrity, and attention to detail.

Skills : Microsoft Office, Quickbooks, Multi-Line Phone System, Cisco.

Description :

    1. Counsel students, parents, and staff on financial aid programs available.
    2. Explain how to apply for funds, the eligibility requirements for each program, and how these funds will be applied to the student's account.
    3. Review various reports and systems to determine the financial aid status for the cohort and Individualized Study students.
    4. Identify students who need to submit missing documents to the VFAO to complete their financial aid package and have their loans certified.
    5. Contact these students using all methods available (email, phone, mail, references, instructor, etc.) until the aid process is finalized.
    6. Report to the Assistant Director and assist in the return of financial aid funds back to the appropriate authorities.
    7. Respond to inquiries from lenders, servicers, and guarantee agencies, to resolve issues related to pending/current/and loans.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Certification

Financial Aid Representative I Resume

Objective : Dynamic and results-oriented professional with a successful track record and experience in Mortgage and Sales. Consistently exceeds deadline goals while maintaining great customer satisfaction.

Skills : Microsoft Office, Drupal, C++, Strong Decision-Making, Leadership, and Marketing Skills.

Description :

    1. Worked collaboratively with others as a member of a team; and made complex matters clear to the non-specialist.
    2. Developed, negotiated, and finalized student financial plans consistent with financial planning policies and procedures and with Federal/State regulations for awarding aid.
    3. Worked closely with new, continuing and re-entry students and their families to ensure the plan and re-plan continued to best meet the families' needs.
    4. Led a team responsible for updating and maintaining information pertinent to financial aid on the departmental website.
    5. Communicated with students by phone, email, or in-person to determine and resolve issues related to student financial aid.
    6. Used federal and institutional database to retrieve academic and financial information pertinent to student financial aid eligibility.
    7. Participated in admission open houses and financial aid information sessions on and off-campus.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS

Associate Financial Aid Representative Resume

Objective : Dedicated and motivated professional seeking a challenging and rewarding career where one can leverage experience and education, which includes but is not limited to, customer service, education administration, record keeping, and data entry, to make a positive contribution to the career.

Skills : Typing, Memoirs, Microsoft Office.

Description :

    1. Conduct financial aid information sessions and assist prospective and current students with the completion of their applications and documentation.
    2. Ensure students meet the enrollment eligibility, i.e. verifying high school diplomas and identity.
    3. Inform students on available funding in accordance with their needs assessment, as well as communicates with loan co-signers when necessary.
    4. Inform students on available funding with outside agencies such as veteran affairs, local scholarships, and state aid.
    5. Track student progress on financial aid packages as well as student attendance, satisfactory progress, grades, and report any student change of status.
    6. Verify and collect student aid reports, student financial information, and active students using the online student finance application system verification edits.
    7. Perform 100% verification on all student financial aid package Verified documents and processes loan certifications for federal and private loans.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
GED

Financial Aid Representative II Resume

Objective : Experienced, reliable, organized, detail-oriented, inquisitive, challenge seeking team player and motivated self-starter seeking Consultant or Analyst positions.

Skills : Inventory Management, Supervision, Banking Reconciliation, Safety, and Quality Control.

Description :

    1. Provided financial aid services for a Department of Education federal contractor.
    2. Accurately assessed clients' financial aid history, needs, potential problems and other indicators in developing sound financial aid recommendations.
    3. Researched, gathered, assembled, correlated and analyzed data to identify suitable solutions for clients.
    4. Provided new employee training and quality assurance training/improvement services.
    5. Handled a large volume of telephone calls and responded to financial aid requests from parents and students.
    6. Performed other financial activities such as outreach, reporting, and monitoring of account status.
    7. Developed customized payment plans for loan repayment and/or debt liquidation.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS

Assistant Financial Aid Representative Resume

Objective : Seeking a challenging position with an ethically responsible organization, where one can immediately utilize experience and skills and grow a career in a new industry.

Skills : MS Office Suite, Budget Management, Inventory, Customer Service.

Description :

    1. Provide information to students regarding financial aid program requirements and procedures.
    2. Evaluate documents submitted and ensure accuracy and completeness.
    3. Interpret, apply and comply with federal, state and institutional regulations governing student financial aid.
    4. Maintain current working knowledge of guidelines/regulations related to financial aid.
    5. Demonstrate integrity, ethical behavior in working with confidential information and maintain a high level of confidentiality.
    6. Maintain a close working relationship with Enrollment Services, and the office.
    7. Follow all new and updated compliance and federal regulations.
    8. Work closely with admissions to answer any financial aid questions, conduct mini appointments, as well as full financial aid appointments.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS

Financial Aid Representative-Temp Resume

Summary : Career-focused and driven to achieve excellence, works well with little to no supervision seeking a position that utilizes and reinforces current skills as well as develop new ones.

Skills : Microsoft Office 2010, Records Management, Data Entry, Accounting.

Description :

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

Financial Aid Representative III Resume

Summary : Seeking to obtain a full-time position utilizing skills to benefit the company and make it more successful. Also, goal-oriented and consistently seeking opportunities for growth and increasing merchandising knowledge.

Skills : Project Management, Product Development, User Acceptance Testing, Business & System Requirements.

Description :

    1. Provided information to students regarding financial aid program requirements and procedures.
    2. Explained Financial Aid plans to students; review their rights and responsibilities with regards to financial aid programs.
    3. Reviewed financial aid applications, forms, and documentation for completeness and accuracy.
    4. Completed verification procedures for awarding of, federal, state, in accordance with all applicable laws, regulations, and policies.
    5. Answered questions, inquires or requests from students or parents, and maintained complete and accurate files and paperwork.
    6. Calculated return of federal funds for students who withdrew.
    7. Set up payment arrangements when students were behind on loan payments.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BA

Jr. Financial Aid Representative Resume

Objective : A dedicated and focused professional who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Seeking a role to increase skills, responsibility, and authority.

Skills : Project Management, Product Development, User Acceptance Testing, Business & System Requirements, MS Office Suite.

Description :

    1. Support the initial student experience and registration process by exemplifying a positive customer service approach.
    2. Follow up with students in the collection of documents as requested.
    3. Assist students at FA kiosk/computer as needed for FA processing.
    4. Provide entrance and exit loan counseling.
    5. Handle some account receivable functions including accepting registration fees and other limited payments at the campus, distributing receipts, making bank deposits, etc.
    6. Review ledger cards regularly to ensure all funds are received and follow up on delinquent students.
    7. Review memos from the General Office and FAME news releases and follow-up as needed.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Associates

Financial Aid Representative-Part Time Resume

Objective : Dependable Manager bringing management experience and a willingness to take on added responsibility to meet tight deadlines. Enthusiastic team player with a strong work ethic and advanced complex problem-solving skills. Driven Leader bringing an innovative approach to human resource and restaurant management while creating a team-driven environment that fosters room for development and growth.

Skills : Administrative, Office Management, Clerical, Data Entry, Customer Service, Client Relationship, Networking.

Description :

    1. Effectively managed a high-volume of inbound and outbound customer calls.
    2. Answered a constant flow of customer calls with up to 10 calls in queue per minute.
    3. Gathered and verified all required customer information for tracking purposes.
    4. Defused volatile customer situations calmly and courteously.
    5. Accurately documented, researched and resolved customer service issues.
    6. Mastery of customer service management systems and databases.
    7. Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
    8. Acted professionally and patiently when addressing negative customer feedback.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS

Financial Aid Representative Resume

Headline : Seeking a position as a Financial Aid Representative in your establishment in which one can utilize vast customer service and administrative skills.

Skills : MS Office, Administration, Office Management, Budgeting.

Description :

    1. Advised students regarding financial planning, budgeting, and debt management.
    2. Reviewed students' applications for consistency, completeness, and accuracy.
    3. Verified accuracy of student and family-reported information needed as a basis for approval of financial aid.
    4. Extensive data entry using Campus View, Excel, and Outlook.
    5. Conducted Financial Aid Workshops, orientations and Grad Gala events for prospective students.
    6. Responsible for student account affairs; contacted students in regards to tuition fees and enrollment fees.
    7. Contacted students in regard to missing documents for completion of the Financial Aid process.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BA