Bryan Gee Email & Phone Number

Remote/Hybrid

• Independently manage a portfolio of continuing students through the financial process.• Answer student questions and anticipate financial concerns in a manner that is customer focused. Where necessary, counsel students to ensure financial obligations are honored• Inform and advise students and parents regarding eligibility and responsibilities of financial aid programs; interpret and explain policies, application procedures and availability of funding from various sources• Review balance and out of pocket alternative options for student. Assist student with steps to set up payment plan of out-of-pocket balance.• Review and evaluate required documentation and package awards in accordance with established guidelines; interpret and apply Federal, State, and Institutional regulations to determine and certify student eligibility• Provides assistance in collections and communications regarding student accounts.• Counsels students on resolving debt incurred and answers questions about their account• Responds to student in regard to student stipends• Keep students informed of their financial aid file and refund status.• Run periodic reports prior to and during the term to determine which students have not completed their financial aid file; contact all students with an incomplete file• Checks NSLDS (National Student Loan Data System) and COD (Common Origination and Disbursement) to determine students who previously attended college• Inform and advice students regarding VA benefit eligibility, explain policies and discuss required documentation for certification.• Work with other departments on all continuing students who have not completed their financial aid file; contact all students who have not applied for financial aid, have incomplete files, and or have gaps between financial aid and total costs

• Supervise collections department with a total of 12 employees with 7 employees under my direct supervision• Responsible for financial reporting to CFO and CEO• Conduct interviews with prospective candidates• Train new hires on policies and procedures• Make daily collection calls, sending emails, coordinate payment plan, repayment offer resolution regarding overdue balances• Work with the financial aid department and student services to ensure timely enrollment and any changes to students schedule* Work closely with 3rd party collection agency• Responsible for closing, opening and balancing cashiering registers• Minimize amount of outstanding balances

Larkspur California

• Process accounts payable• Manage owners busy calendar schedule• Coordinate with 3 property managers regarding payroll, benefits and maintenance requests• Coordinate and book travel arrangements• Database management and mailings

• Responsible for auditing and reporting Company’s 3 different brands, Fidelity National Title, Chicago Title and Ticor Title• Counties responsible for are San Francisco, Santa Clara, San Mateo, Alameda, Contra Costa, Marin and Monterey• As a Rate Compliance Officer, our goal was to ensure that our escrow officers are in compliance with the Department of Insurance on pricing procedures• Complete escrow file audit• Assist Rate Compliance Director in training classes held for problem counties

• Supervise accounting department with 3 employees• Audit and reconcile multiple trust and saving accounts• Responsible for financial reporting, income projections, and market share• Oversee accounts payables/receivables, general ledger accounts, wire transfers, and daily deposits• Supervisor county compliance of corporate accounting procedures• Facilitate annual internal corporate audits• Perform cost analysis of numerous vendors to maximize efficiency and minimize expenses• Conduct interviews for prospective candidates• Evaluate employee performance and analyze bonus structure• Primary contact for all escrow personnel regarding any accounting related questions• Responsible to contact and collecting past due invoices

General Education

Education record

Education record