-Create: Virtual Financial Aid Office.-Up-to-date knowledge of Department of Education regulations.-Develop and implement Federal Student Aid policies and procedures to ensure compliance with regulatory requirements and best practices.-Lead and manage remote Financial Aid Office employees.-Ensure the accuracy and integrity of financial aid data and records.-Oversee the financial aid process for schools and students.-Analyze financial aid data.-Provide exceptional customer service to schools, students, and families.-Professional development activities to stay abreast of trends and changes in financial aid practices.

• Provide leadership and direction for the Financial Aid and Drop Team.• Resource for 92 large volume schools.• Created and Hosted Financial Aid Training August 2022: 150 attendees.• Assist Compliance with creating, managing and implementing accrediting agency and Department of Education policies and procedures.• Sr. Financial Analyst responsibilities.

•Supervisor over Operations Employee(s)•Manage 87 large volume schools and Title IV funding to ensure accurate documentation is recorded for correct funding. •Research, analyze and reconcile disbursed funds for all student ledger/account(s). •Reviews, verifies and analyzes financial aid applications and documents to determine the type and amount of financial aid available to students.•Verifies accuracy of documents and consistency of data from student information, federal tax returns, financial aid transcripts and verification documents; performs data analysis to identify discrepancies; determines actions for resolution.•Requests additional information for incomplete or inconsistent applications needed to perform accurate need analysis. •Knowledge of government rules, regulations, guidelines and procedures related to financial aid. •Processes application according to federal guidelines or regulations; denies aid if ineligible; performs needs analysis calculations and determines eligibility, adjustments, changes and/or corrections.•Inputs information, changes, corrections, or new awards into database. •Performs the annual audit of student records and record retention requirements. •Assists in development and implementation of office procedures. •Prepares reports for specific schools regarding Master Promissory Notes, Title IV, students’ ledgers and attendance. •1098T processing, Integrated Postsecondary Education Data System (IPEDs) reporting for 87 schools.•Quarterly and end of year reporting to school owners and management.•Answers questions, inquiries, or requests of students, parents, lenders, staff, in writing or by telephone regarding financial aid eligibility and awards.

•Review and manage credit and debit funding of up to $1.2 billion on the Federal Reserve Account to ensure transfers accurate and appropriately recorded.•Evaluate and analyze Federal Reserve balance and record funding transfer actions utilizing Excel to ensure allocations are accurate and in compliance with FDIC. •Research, analyze and reconcile misappropriated funds for more than 3000 accounts and ensure accurate documentation recorded. •Manage more than 3000 accounts and process wire transfer funding within strict time demands and ensure accurate funding transfers. •Evaluate and record wire transfer funding utilizing Excel and Access to ensure funding transfer accurately reported for audits conducted by FDIC. •Manage and process matured certificate of deposits through electronic transfers and automated clearing house to assist customers with reallocating funds effectively and resourcefully to ensure customer long and short term plans supported.•Inform and resolve customer inquiries and communicate effective resolutions in a timely manner to ensure exceptional customer service upheld.•Process and record incoming customer checks to ensure accurate reporting to the Federal Reserve in compliance with FDIC. •Develop and manage personnel level admittance matrix based utilizing Excel and record changes in a timely manner including; promotions and terminations to ensure access levels permitted to the appropriated personnel accurately and secured. •Analyze and forecast transferring of funds using Excel reporting to ensure funding requirements maintained and in compliance with FDIC.•Research and analyze annual trend reporting utilizing Excel to ensure appropriate funding forecasted accurately within Federal Reserve Accounts.

•Reviewed and managed credit and debit funding of up to $1.4 billion on the Federal Reserve Account to ensure transfers accurate and appropriately recorded.•Evaluated and analyzed Federal Reserve balance and record funding transfer actions utilizing Excel to ensure allocations accurate and in compliance with FDIC. •Researched, analyzed and reconciled misappropriated funds for 9 large volume key accounts and ensure accurate documentation recorded. •Managed 9 large volume key accounts and processed wire transfer funding within strict time demands and ensured accurate funding transfers. •Evaluated and recorded wire transfer funding utilizing Excel and Access to ensure transfer accurately reported for audits conducted by FDIC. •Managed and processed matured certificate of deposits through electronic transfers and automated clearing house to assist customers with reallocating funds effectively and resourcefully to ensure customer long and short term plans supported.•Processed and recorded incoming customer checks to ensure accurate reporting to the Federal Reserve in compliance with FDIC. •Analyzed and forecasted transferring of funds using Excel reporting to ensure funding requirements maintained and in compliance with FDIC.•Researched and analyzed annual trend reporting utilizing Excel to ensure appropriate funding forecasted accurately within Federal Reserve Accounts.

•Reviewed and analyzed electronic transfers sent to Federal Reserve to ensure accuracy and compliance with FDIC.•Evaluated and identified misappropriate funding and rejected back to appropriate department to ensure appropriate corrections and actions accomplished. •Evaluated and analyzed consumer credit applications and credit report history for discrepancies and submitted recommendations, approvals and declines for processing to ensure financial institution would be protected from fraud. •Created and managed consumer approval and decline correspondence to ensure information of credit approval communicated.•Developed and managed personal goals and trend analysis reporting utilizing Excel to ensure performance measurements and increased revenue achieved.

•Managed and processed wire transfers funding within strict time demands and ensured accurate funding transfers.•Approved and initiated Federal Reserve funding transfers to ensure funding allocated appropriately and in compliance with FDIC.•Processed Federal Reserve funding transfers accurately and within strict time demands.

•Check availability of funds and security procedures for outgoing wires•Route foreign wires to the correct corresponding banks•Reconcile the general ledger for four affiliate banks•Create/Send daily reports to upper management•Managing the outgoing wire queues and distributing work to employees•Answer all production questions•Facilitate staff meetings•Keep the moral of the department a positive and high energy atmosphere•Handling supervisorial calls