Student Finance Planner Resume Samples

A Student Finance Planner is hired to act as a bridge between the Admissions and Student Finance, and as well as complete applications for student financing and educational expenses accurately. Job responsibilities seen on the Student Finance Planner Resume include the following – assisting and guiding students on various financing options; working with students and developing payment and financial assistance plans; providing guidance and assistance to students on funding and financial aid application process; managing the financial aid application processes; and supporting the administrative functions.

To qualify the following skills are needed – excellent interpersonal skills, strong working knowledge of MS Office; the ability to work under pressure; good understanding of programs and services; professional attitude; commitment to quality service; and multitasking skills. Completion of post-secondary education is preferred. However, an equivalent combination of experience and education will be considered.

Student Finance Planner Resume example

Student Finance Planner Resume

Objective : A dependable, detail-oriented, self-starter is seeking a position within a challenging facility where recently acquired skills and experience can be utilized.

Skills : Communication Skills, Multitasking, Interpersonal Skills.

Description :

    1. Informed students of their options and responsibilities and manage their financial needs to Maintain student profiles using closed databases Obtaining.
    2. Maintained and kept updated files as well as data entry in regard to documentation.
    3. Utilized workshops, individual appointments, web tools, email, social media, and telephone to disseminate accurate and clear information while counseling, advising, and directly supporting students and their families at all CIA campuses with finance and related processes.
    4. Maintained current working knowledge of the financial planning processes of financial aid, billing and payment options, and VA Benefits, as well as Housing, Admissions, Academic Advising, and Registrar processes and how they relate to the student's finances in order to fully and accurately advise them.
    5. Analyzed student files to make an independent determination regarding eligibility for financial aid and then reviews, awards, verifies, and processes financial aid paperwork, ensuring funds are awarded in accordance with Federal, State, and Institutional regulations and policies.
    6. Independently conducted analysis on students who have had their Free Application for Federal Student Aid selected for verification, determines and requests additional information as needed, submits corrections to the Department of Education, evaluates eligibility, and changes awards if needed.
    7. Supported the maintenance of the knowledge management protocols for Student Financial Planning, ensuring that information is efficiently communicated within the department, to all applicable stakeholders and to students/families. Assists with the development of FAQs and knowledge databases as required. Presented at and participated in team meetings and student forums as required to disseminate information.
                                    Years of Experience
                                    Experience
                                    2-5 Years
                                    Experience Level
                                    Level
                                    Executive
                                    Education
                                    Education
                                    High School Diploma


                                    Student Finance Planner Resume

                                    Objective : To obtain a Student Finance Planner position that will allow using the knowledge and skills obtained through work experience and while getting a Bachelor's degree in business administration.

                                    Skills : Microsoft Office Programs, Analyzing Skills, Communication Skills.

                                    Description :

                                      1. Conducted preliminary financing interviews with anywhere from 5 to 20 new students daily.
                                      2. Provided students with accurate information regarding the application process.
                                      3. Informed students of their financial obligation, the institution's financial aid options, and financial policies and procedures as related to their educational expenses.
                                      4. Advised students of their obligation to provide accurate information and the potential consequences related to their application and funding process.
                                      5. Reviewed financial applications and disclosure statements for completeness and accuracy.
                                      6. Provided customer service and answer student's inquiries regarding financial status on a daily bases.
                                      7. Assisted students and families in developing a financial plan to cover any unmet financial needs and meets payment deadlines.
                                    Years of Experience
                                    Experience
                                    2-5 Years
                                    Experience Level
                                    Level
                                    Executive
                                    Education
                                    Education
                                    High School Diploma


                                    Student Finance Planner Resume

                                    Summary : Years working for various companies have taught me the value of taking part in ownership and becoming a team player to accomplish company goals. seeking a company that will utilize skills and knowledge. interested in a company that provides opportunities for growth.

                                    Skills : General Office, Account Clerk, A/P & A/R, Student Accounts.

                                    Description :

                                      1. Explained complex policies/procedures to prospective/crossover students.
                                      2. Informed/Advised students of financial options and responsibilities.
                                      3. Determined Title IV eligibility through Need Analysis.
                                      4. Reviewed financial applications and disclosures for completeness and accuracy.
                                      5. Tracked, maintained, and updated filing intake.
                                      6. Prepared and reviewed financial aid awards to prospective students and parents Worked with the Admissions Office as a liaison with regard.
                                      7. Participated and consolidated the System-wide financial forecasting and re-forecasting process and maintains/updates the global assumptions to be used in its preparation.
                                      Years of Experience
                                      Experience
                                      10+ Years
                                      Experience Level
                                      Level
                                      Senior
                                      Education
                                      Education
                                      Business Communication

                                      Student Finance Planner Resume

                                      Objective : Highly qualified Student Finance Planner with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and would excel in the collaborative environment on which the company prides itself.

                                      Skills : Assertiveness, Self Management, Problem Solving, Critical Thinking, Auditing, Account Reconciliation, Microsoft Office Organization, CampusVue, Verbal Communication.

                                      Description :

                                        1. Performed student financial interviews, financial options counseling, intake processing, and customer service to ensure complete and accurate financing of student educational expenses.
                                        2. Performed needs analysis, provide financing documents, and generate a tentative award letter for all new students enrolling in the institution's program.
                                        3. Determined Title IV eligibility through an approved needs analysis Financial Aid software system for students requesting Financial Aid.
                                        4. Processed, posted, and reconciled student payments and deposited daily in the college's student administrative software.
                                        5. Read, interpreted, and applied federal and state regulations and school policies as they relate to student finances, ensures compliance and deadlines are met.
                                        6. Collaborated with other offices and departments to provide appropriate resources to students, represents Student Financial Planning at various programs on and off-campus, and serves on college committees as appropriate.
                                        7. Monitored students' satisfactory academic progress and adherence to academic degree programs to maintain eligibility for federal, state, and institutional aid programs.
                                                        Years of Experience
                                                        Experience
                                                        2-5 Years
                                                        Experience Level
                                                        Level
                                                        Executive
                                                        Education
                                                        Education
                                                        A.A. In Liberal Arts

                                                        Student Finance Planner Resume

                                                        Objective : Student Finance Planner with 2 years of experience in Identifying students who are leaving school, prepares and conducts exit interviews, refund calculations, and R2T4, according to federal regulations and institutional policy, for students leaving school.

                                                        Skills : Critical Thinking, Directing Skills, Monitoring Skills.

                                                        Description :

                                                          1. Recognized high-risk borrowers and counseled students on responsible borrowing Assisted students with submitting applicable verification forms.
                                                          2. Conducted preliminary financing interviews with new students and determined Title IV eligibility Provided students with accurate information.
                                                          3. Maintained file intake completion in accordance with policies and procedures throughout the enrollment process Monitored the status of all pending.
                                                          4. Aided students over the phone to complete their required documentation regarding their funding and finances for their respective college education.
                                                          5. Serviced student accounts and inquiries regarding their loans and funding to include general questions of the processes and disbursements.
                                                          6. Assisted Associate Director and collaborates with other departments in developing strategies that support the goals and objectives of the department, division, and college in enrollment, retention, student satisfaction, and other related areas.
                                                          7. Conducted financial aid presentations during freshman/transfer information sessions, Accepted Student Days, and other admissions-related events.
                                                        Years of Experience
                                                        Experience
                                                        2-5 Years
                                                        Experience Level
                                                        Level
                                                        Executive
                                                        Education
                                                        Education
                                                        Bachelor In Business Management

                                                        Student Finance Planner Resume

                                                        Headline : Enterprising, hard-working, and technically skilled Accounts Payable Specialist known for accuracy, attention to detail, and timeliness in managing disbursement functions for diverse-industry employers.

                                                        Skills : Microsoft Office Programs, Administration Skills.

                                                        Description :

                                                          1. Worked with new students and was responsible for conducting student financial interviews and financial options Perform needs analysis, provide financing documents, and generate tentative award letters for all new students enrolling in the institution's program.
                                                          2. Observed and adhered to all Company policies and best practices.
                                                          3. Exercised judgment within defined procedures and practices to determine the appropriate course of action.
                                                          4. Performed audits and analysis on incoming student accounts to identify students at risk of not entering on time and provide regular reports and analysis for the review of the Associate Director.
                                                          5. Evaluated students who move entry dates to re-calculate budget and aid packaging in a timely manner.
                                                          6. Identified students, prior to registrations and graduations, that require account review, performs the analysis of the account, determines if the student is cleared or requires action, and follows up with students to ensure clearance, prior to the event.
                                                          7. Reviewed, advised, monitored, and maintained records of students with special schedules and perform enrollment status changes. Works collaboratively with internal resources across departments to resolve scheduling issues for students, counsels students on the re-entry and remittance process, as well as works with students looking to transfer to another CIA campus.
                                                                        Years of Experience
                                                                        Experience
                                                                        5-7 Years
                                                                        Experience Level
                                                                        Level
                                                                        Executive
                                                                        Education
                                                                        Education
                                                                        High School Diploma

                                                                        Student Finance Planner Resume

                                                                        Objective : Student Finance Planner with 5 years of experience in Working with Advancement and other outside agencies, maintains and updates the database of scholarships and grants, assists students with the application process, reviews and awards funds to qualified applicants.

                                                                        Skills : Microsoft Office Programs, Managing Skills, Monitoring Skills.

                                                                        Description :

                                                                          1. Conducted preliminary financing interviews with new students in order to determine the most efficient financial package for their needs.
                                                                          2. Counseled students regarding the loan and grant application process, the ins and outs of state and federal financial assistance, alternative models of funding, and re-payment processes.
                                                                          3. Informed students of their financial obligations post-graduation and potential consequences related to accepting financial aid.
                                                                          4. Determined Title IV eligibility through -Financial Aid software system.
                                                                          5. Reviewed financial aid applications and disclosure statements thoroughly to ensure accuracy.
                                                                          6. Monitored and followed up through the first disbursement with any pending matters concerning funding, billing, and collections as well as student loan documents.
                                                                          7. Participated in new student orientations and addressed any questions or concerns from students and parents.
                                                                        Years of Experience
                                                                        Experience
                                                                        2-5 Years
                                                                        Experience Level
                                                                        Level
                                                                        Executive
                                                                        Education
                                                                        Education
                                                                        Bachelor Of Science

                                                                        Student Finance Planner Resume

                                                                        Summary : As a Student Finance Planner, responsible for Applying for an entry-level job position that will utilize professional experience along with being resourceful in completing projects and the ability to multi-task effectively. have capable organization skills and the capacity to handle challenging situations.

                                                                        Skills :  Assessment, Decision Making, Attention to Detail, and Problem-solving Skills.

                                                                        Description :

                                                                          1. Conducted preliminary financing interviews with new students.
                                                                          2. Tracked and maintain file intake completion throughout the enrollment process.
                                                                          3. Determined student's Title IV eligibility through approved needs analysis financial aid software.
                                                                          4. Submitted requests over to support for assistance.
                                                                          5. Processed all forms in accordance with State/Federal regulations and company policies and procedures.
                                                                          6. Performed financial counseling, needs analysis, forms completion, contract disclosure, and all other related processing to ensure student funding of educational expenses.
                                                                          7. Worked with both dependent and independent students.
                                                                        Years of Experience
                                                                        Experience
                                                                        7-10 Years
                                                                        Experience Level
                                                                        Level
                                                                        Management
                                                                        Education
                                                                        Education
                                                                        G.e.d

                                                                        Student Finance Planner Resume

                                                                        Headline : Seeking long term employment in an organization where can grow professionally and further enhance skills, knowledge, and experience to face and overcome the challenges of today's changing work environment.

                                                                        Skills : Customer Service, MS Office, Assisting Skills.

                                                                        Description :

                                                                          1. Helped students with their financial needs for college, bookkeeping, record up-to-date statements for current students, billing, and balance sheets.
                                                                          2. Generated revenue and provide a better future for students by securing educational funding and creating an authentic financial aid award for students.
                                                                          3. Conducted presentations and counsel students about existing aid programs and determine their financial aid eligibility; provide follow-ups.
                                                                          4. Executed procedures related to student financial aid counseling including overviews, FAFSA completion, entrance and exit counseling, and obtaining student loan default status utilizing NSLDS.
                                                                          5. Managed account transactions, posting of cash receipts, disbursement processing.
                                                                          6. Assisted students in obtaining federal and private Financial Aid by research and analysis of sensitive personal information.
                                                                          7. Coordinated with cross-functional team members to provide the highest level of customer service to our students by providing accurate and timely.
                                                                        Years of Experience
                                                                        Experience
                                                                        5-7 Years
                                                                        Experience Level
                                                                        Level
                                                                        Executive
                                                                        Education
                                                                        Education
                                                                        Diploma

                                                                        Student Finance Planner Resume

                                                                        Objective : A bilingual Student Finance Planner professional with over five years of experience serving the Tampa Bay area; known for a strong work ethic, and excellent organizational, interpersonal, and critical thinking abilities. Ready to contribute to the success of your company utilizing strong time management and multitasking skills, taking charge, and filling in the gaps where needed.

                                                                        Skills : Microsoft Office, CRM, Salesforce, Financial Skills.

                                                                        Description :

                                                                          1. Conducted preliminary financing interviews with new and re-entering students.
                                                                          2. Updated appropriate tracking systems to support timely processing, funding, billing, collections, and NSLDS reporting.
                                                                          3. Provided new students with accurate information regarding the application process, loan counseling, and their eligibility for State/Federal financial assistance, alternative financing, contracts, and/or institutional payment plans.
                                                                          4. Informed students of their financial obligation, the institution's financial options, and financial policies and procedures as related to their educational expenses.
                                                                          5. Obtained Title IV eligibility by utilizing effective family contribution provided by the completion of the Free Application for Federal Student Aid.
                                                                          6. Advised students of their obligation to provide accurate information and potential consequences related to their application and funding process.
                                                                          7. Updated appropriate systems such as CampusVue to ensure the timely processing, funding, billing and collections of the package selected.
                                                                        Years of Experience
                                                                        Experience
                                                                        2-5 Years
                                                                        Experience Level
                                                                        Level
                                                                        Entry Level
                                                                        Education
                                                                        Education
                                                                        G.E.D