Anthony P. Email & Phone Number

San Marcos, Ca, Us

United States

Oceanside California

Plan, assign, schedule, supervise and evaluate the work of assigned staff; with staff, develop, implement and monitor operational plans to achieve assigned unit objectives; participate in developing, implementing and evaluating plans.Provide day-to-day leadership to ensure a high-performance, service-oriented work environment that supports achieving district and division mission, objectives and service standards.Interpret, analyze and apply complex laws, rules and regulations related to state and federal financial aid programs; implement changes and advise other staff to assure continued program compliance.Maintain and audit the computerized disbursement module; prepare and input data for funds disbursement and coordinate with other district personnel and departments, to ensure timely and accurate financial aid disbursements.Verify and audit all federal, state and institutional financial aid program expenditures, including Pell Grant, Cal Grant, Full Time Student Success Grant, Federal Supplemental Education Opportunity Grant and reconcile expenditures monthly; verify availability of funds; research and analyze transactions.Monitor and evaluate internal operating procedures; determine, recommend, and implement changes needed in business processes to accommodate changes in federal, state, and district regulations.Using PeopleSoft, write queries and extract, verify, compile, analyze and format data from college and federal databases for planning, decision making, evaluation, research projects, and accountability purposes; develop and maintain data and reports to support program audits and for other purposes; compile, verify, and submit data for annual FISAP, MIS and SSARCC.Set up and maintain annual packaging policy based on updated regulations and assessed impact to financial aid programs.Complete the annual Peoplesoft aid year rollover process with BSA.

Interview and participate in the selecting process of new staff; supervise and evaluate staff performance; establishperformance requirements and metrics associated with departmental and individual goals; regularly monitor performance and provide training.Serve as the school certifying official for veterans benefits; certify and verify veterans’ benefits through VA Once online portal; prepare the application and education catalog for annual approval through the states veteran benefit administrator.Maintain current knowledge in federal, state, campus regulations, policies and procedures; advise staff concerning changes in policies, regulations, and provide direction and assistance during the implementation process.Oversee the institutional scholarship program which provides more than 2 million in assistance; collect and analyze application data, determine awardees and amounts, package funds and notify students of awards.Interview new incoming applicants and renewal students to determine eligibility for institutional and federal; assist students with the application process for varying types of aid; perform need analyses, verify if necessary, packageand authorize financial aid offers in compliance with federal and state regulation along with institutional policies.Assist the Director in reconciling and resolving discrepancies regarding federal, VA, scholarship, and vocational rehabilitation funding.Monitor and evaluate internal operating procedures and desktop manuals; implement changes needed to the policy and procedure manual in order to ensure compliance with federal and state agencies.Collaborate with the education technology team to ensure PeopleSoft reports are working and queries are pulling the correct and current data necessary for external reporting requirements.Utilize the following systems for determining eligibility, packaging, certifying loans and reporting; CPS, EdExpress,SAIG mailbox, COD and NSLDS.

Carlsbad, California

Create and revise administrative and student facing policies and procedures in adherence with accreditation standards, law, federal regulations, Title IV standards and state regulations.Responsible for creation and distribution of student lifecycle documents that include process guides, department manuals, and classroom procedures.Communicate regulatory shifts that impact the institution; present changes and other relevant information regarding institutional policy shifts to administrators and senior leadership. Operate single source publishing software system used for policy and procedure collaboration and documentationCollaborate with education leadership on the collection of responses and the assembly of the self-evaluation report for both accreditation bodies. Establish the financial aid policy manual to ensure compliance with federal regulations, state law, and executive orders

San Jose, Ca

The Accounts Receivable Supervisor is an integral part of the outstanding university and student partnership experience that we provide. A routine collection process occurs while maintaining a high level of service. In concert with timely resolution and collection, this position maintains superior student relations. The Accounts Receivable Supervisor works closely with interdepartmental resources and business partners to manage student account issues and emphasis on collections. Management of student account balances includes the following: • Manage the on-boarding and integration of new partner universities student account department with our best practices • Review aging of invoices weekly and perform deadline based collection activities via telephone and email.• Review reconciliation of weekly Service Fee billings and resolve variances with the partners. • Review processing of student requests for refunds and verify accuracy of refund amount.• Add students’ responses and collection comments to the system and follow up.• Respond to students and staff’s inquiries via phone, or emails.• Oversee Invoicing of current and prior term cash pay and/or repeat accounts.• Run and maintain reports from systems for the purpose of billing, collection and student refunds• Attend meetings and coordinate student related activities with other departments and business partners.• Assist in collecting data from accounting and SRM systems for the purpose of invoicing the service fees due on student collections.• Responsible for ongoing process improvements in the areas of billings and collection• Supervise the AR Assistants and provide support as needed• Implemented new metrics and workflow for the department• Established case/ticketing system to increase overall efficiency for employees

Santa Cruz, California

• Direct and manage project development • Developed and structured Department of Student Financial Services • Operate learning management system for reporting and tracking students• Work with developers in creating new tools for LMS• Oversee six university financial aid offices • Set and continually manage client & Comcourse expectations• Resolve escalated student and/or parent issues• Oversee quarterly account reconciliation • Oversee the integration of Financial Aid, Business Office, and Registrar with the Department of Financial Services• Fly to partner school and evaluate SIS and current processes Facilitate any necessary changes to system and processes Facilitate the integration of my department and Financial Aid for co-departmental processing• Created the concept of the “Department of Financial Services” Implemented structure and focus of the department Designed and launched the department successfully three years ago Authored training process and 75+ page employee manual for Department of Financial Services • Instituted all departmental metrics, including: Ticket system Student time & volume packaging Call monitoring/scoring Daily call time & volume No show rates Student experience survey• Knowledge of six institutional schedules and policies • Self-trained in five student information/management systems PowerFAids CAMS Campus Anywhere Datatel/Colleague Banner• Experience with two customer relation management systems Salesforce X2

Greater San Diego Area

o Manage student accountso Academic advisingo Student support o Maintained high student retention o Package incoming student files for review o Assist with student questions or concerns

Bachelor Of Arts (B.A.), Psychology

Activities and Societies: Research Assistant

Associate Of Arts (A.A.), Sociology

Activities and Societies: Associated Student Government