Financial Aid Specialist Resume Samples

A Financial Aid Specialist undertakes the responsibility for reviewing, verifying and analyzing various financial aid applications and documents and determine the amount and type of financial aid that can be sanctioned or available to the students. Job duties listed on the Financial Aid Specialist Resume include the following – determining completeness of the application forms; determining eligibility for financial aid; verifying accuracy of documents and consistency of data; performing data analysis to identify discrepancies; mailing application and debt management letters; conducting routine exit interviews; and participating in the annual audit processes.

In order to qualify the following skills are required – knowledge of automated processing; familiarity with supervisory techniques; skillful in entering data accurately; solid understanding of government rules, regulations, procedures and guidelines; and directly relatable experience. A Degree in economics, finance or accounting will be useful.

Financial Aid Specialist Resume example

Financial Aid Specialist Resume

Headline : Motivated, personable administrative professional with successful record of excellent customer service and professional support. Talent for quickly mastering technology, methodologies and job responsibilities.

Skills : Banner, Campus, Class, COD, NSLDS.

Description :

    1. Assisted in determining eligibility and hiring of work-study students.
    2. Responsible for setting up and maintaining paper/electronic files on these students.
    3. Verified timesheets, then provide payroll information to the Payroll Manager.
    4. Kept track of work-study funds and disbursements to students.
    5. Calculated and process Return of Title IV funds weekly and at the end of the semester.
    6. Assisted TRA students weekly with weekly attendance sheets for Unemployment Compensation Agency.
    7. Coordinated TRA student attendance with CareerLink at Employment Agencies.
    8. Provided cost estimates for potential TRA and WIA students.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Master Of Business


Sr. Financial Aid Specialist Resume

Summary : To build a long-term Financial Aid Specialist career in the finance field with opportunities for career, educational, and professional growth.

Skills : Microsoft Office, Scanner, Printer, Calculator, Customer Service, Fax.

Description :

    1. Associated with providing assistance through numerous grants, loans, employment, and scholarship programs.
    2. Provided administrative support related to the daily operations of the Student Financial Aid office by performing various customer service, clerical, and student counseling duties.
    3. Facilitated needed corrections to student records through the Department of Education electronic procedures.
    4. Performed requirement for Loading Files through EdConnect, NAS, Core FTP, and AppWorx.
    5. Served as a representative to the community by presenting financial aid workshops and seminars for LIT students as well as various external groups and organizations.
    6. Responded to inquiries and researches and resolves problems related to transactions handled by the department.
    7. Awarded scholarships to incoming students based on their grades, test scores, and university parameters.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Administration


Sr. Financial Aid Specialist Resume

Headline : To seek a career in finance sector and to use best of skills and abilities which will help personal growth as well as betterment of the organization.

Skills : Finance, Accounting, Financial Planner.

Description :

  • Verified accuracy of documents and consistency of data from need analysis processor, federal tax returns, financial aid transcripts verification.
  • Prepared financial aid document tracking and financial aid award letters Maintained proper records retention policy and documentation of Financial.
  • Aided students in filling out a general financial aid application.
  • Assisted in the financial aid process, which included filling FAFSA and retaining required documents.
  • Managed daily operation and workflow by checking the status of enrolled students' financial aid records.
  • Managed student accounts, Participate in accepting or denying loans - determine if loan necessary, Distribute student files to leading specialists.
  • Maximized financial aid archive room by reorganizing boxes, and created an alphabetically and numerically systematic order for files.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MS In Finance

Financial Aid Specialist III Resume

Summary : Higher education financial aid professional with over 20 years of functional experience implementing IT solutions to support strategic goals and enhance the student experience. Financial Aid user for over 12 years as both director and assistant director with functional IT duties.

Skills : Proficiently use of Word, Excel, Lotus, PowerPoint, Internet and Outlook.

Description :

    1. Advised students and parents on eligibility requirements for federal and state financial aid.
    2. Assisted students through completing their FAFSA applications and all school required documentation to determine Title IV aid eligibility.
    3. Reviewed all school and federal required financial aid documents for accuracy and completeness.
    4. Verified applications flagged by the Department of Education for verification to accurately verify the student's submitted information and resolve any comment codes that require resolution.
    5. Certified and transmitted Federal Direct Loan and alternative loan data in a timely manner utilizing the school's information system.
    6. Utilized the school's information system effectively to assist in administering Title IV aid through the school's manual packaging methods.
    7. Tracked files and paperwork both physically and digitally in schools information systems to ensure 100% file completion.
    8. Audited student files at the beginning of each academic year and upon graduation to ensure completion and accuracy before being stored.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
A.S. In Business

Financial Aid Specialist II Resume

Headline : A professional and goal oriented professional with a track record of meeting and exceeding established goals and objectives related to different types of counseling such as financial aid counseling, crisis counseling.

Skills : Microsoft Office, Counseling, Crisis Counseling, Customer Service, Financial Analysis.

Description :

    1. Interviewed students applying for financial aid, such as loans, grants-in-aid, and scholarships.
    2. Assisted students in completing the Free Application for Federal Student Aid Counseled students through the personal understanding of student loans and Federal Aid along with the eligibility time frames.
    3. Executed daily operations of verification process from obtaining additional information for certain enrolled students who need additional interviewing for financial assistance.
    4. Determined eligibility for assistance in university.
    5. Answered questions relating to financial assistance available to students enrolled in university.
    6. Interviewed students to obtain information needed to determine eligibility for aid.
    7. Compared data on students' applications, such as family income and transcript of grades, with eligibility requirements of the assistance program.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science

Financial Aid Specialist I Resume

Summary : Motivated, dedicated, service oriented Higher Education and Administrative professional with approximately 10 years of experience as a Financial Aid Coordinator seeks a position that will utilize passion for helping others, experience, and education to assist an organization in achieving its mission and goals while providing opportunities for professional development.

Skills : Microsoft Office, Finance Aid Coordinator.

Description :

    1. Supervised work-study program, including hiring, completion of employee forms, and maintaining a $125,000 budget.
    2. Processed students' financial aid, including grants, loans, and scholarships.
    3. Verified of student/spouse/parental income for the packaging of student aid.
    4. Counseled students and parents in financial aid matters Track Satisfactory Academic Progress.
    5. Traveled to College fairs with Admissions staff.
    6. Defaulted Management Supervisor.
    7. Assisted in the organization of college recruiting events.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Science

Financial Aid Specialist/Analyst Resume

Headline : Professional offering overall 2 years of experience in Financial Aid Specialist, CRM, and B2C & B2B. Diligent and motivated to improve processes, streamline operations, and increase revenue.

Skills : Microsoft Office, Adding Machine, Customer Service, Bookkeeping, Fast Learner, Receptionist, Typing.

Description :

    1. Maintained up-to-date knowledge of federal and state financial aid regulations.
    2. Balanced the various state and federal accounts.
    3. Advised and inform students and parents about the financial aid application process.
    4. Assisted with the processing of financial aid applications by collecting the required documents, verifying for accuracy, and preparing student files for awarding.
    5. Assisted with monitoring and evaluating the Satisfactory Academic Progress.
    6. Performed basic clerical functions in support of the main task of administering financial aid to students.
    7. Maintained student files in order as required for audit purposes, on an annual basis.
    8. Updated financial aid forms using Word and Excel.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS In Accounting

Financial Aid Specialist/Representative Resume

Summary : Obtain a Financial Aid Specialist position allowing for supervision and coordination of multiple employees in an office setting, allowing to utilize strong communication, organization, and analytical skills to best serve the organization as well as the internal and external customers.

Skills : Microsoft Excel, Quickbooks, Microsoft Office Suite, Salesforce.

Description :

    1. Responsible for the accurate provision of information regarding procedures and requirements of the institution's financial aid program.
    2. Applied deep knowledge of Federal and State Financial Aid Regulations to ensure regulatory compliance with Kaplan policies and procedures, as well as Federal regulations pertaining to eligibility and the disbursement of funds.
    3. Performed complex Federal Aid processes.
    4. Verified student information to determine Title IV eligibility.
    5. Conducted interviews with applicants.
    6. Provided counsel on financial aid policies and procedures.
    7. Collaborated with school personnel to address any Title IV funding issues received by the Home Office.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MBA In Accounting

Financial Aid Specialist/Coordinator Resume

Headline : Self-motivated and excellence Financial Aid Specialist driven individual looking for a position in a growing company that will utilize strong organizational skills.

Skills : Microsoft Office, Spanish, Finance.

Description :

    1. Communicated with students and review documentation in order to verify financial aid files and determine eligibility.
    2. Able to set goals and prioritize for increased efficiency.
    3. Reconciled reports daily for accuracy.
    4. Communicated and cooperate with partnering organizations.
    5. Updated organizational policies and procedure manual as needed.
    6. Attended yearly seminars and conferences to ensure compliance with rules and regulations from the Department of Education.
    7. Processed all faculty staff grants and added appropriate amounts to financial aid packages.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Interdisciplinary Studies

Financial Aid Specialist Resume

Headline : Results oriented 21st Century visionary with a broad range of Financial Aid, College Access, Administrative and Customer Service skills. Demonstrated hands-on style and possess solid planning, organizational, and communication skills.

Skills : Microsoft Office, Typing.

Description :

    1. Identified areas of improvement to take the college off heightened cash management to ensure compliance of Federal guidelines and directed the administration of Title IV programs.
    2. Increased TSAA (Tennessee Student Assistance Administration) state funding by 30% within one year and 65% the following year and increased the Pell grant recipients from 30% to 74%.
    3. Trained Department Heads and staff on student financial aid operations, policies, procedures, and budgets.
    4. Processed verifications for accurate analysis and awarding of all Title IV, state, and local grants, supported institutional scholarship awards, processed loans, and veteran's payments to ensure compliance with legislated requirements.
    5. Advised the community, students, parents and prospective students regarding financial aid and other pertinent financial counseling and assisted the Admissions Team with recruitment and promoting the college.
    6. Facilitated college readiness workshops for middle and high school students.
    7. Assisted the Registrar's Office with maintaining record-keeping of student files, annual reports, academic progression, and graduation ceremony.
    8. Supervised the Federal Work-Study Program and monitored students' satisfactory academic progress.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associate Of Science