Cathy Sanchez Email & Phone Number

Partner with higher education clients to critically examine, rethink, redesign, and drive sustainable performance improvement. Apply functional financial aid expertise to guide clients to streamline internal processes to improve efficiency, staff satisfaction, student success, and compliance.

Partnered with higher education clients to critically examine, rethink, redesign, and drive sustainable performance improvement. Applied functional financial aid expertise to guide clients to streamline internal processes to improve efficiency, staff satisfaction, student success, and compliance.

Memphis, Tennessee, United States

Provide exceptional customer service to our students, while collaborating with and providing financial aid for our six colleges. Create and provide training for staff members and students. Review policies and procedures to ensure compliance with federal, state, and institutional policies and regulations. Implemented two new software programs - Academic Works for scholarships and JobX/TimesheetX for Federal Work Study.

Fort Worth, Tx

Promoted from FA Counselor. Oversaw financial aid staff of four counselors. Created staff training in Canvas LMS. Created Financial Aid Literacy Suite of presentations for students. Reconciled Direct Loan program monthly. Performed R2T4 calculations. Developed policies and procedures that meet audit standards. Completed PeoplePix training for hiring new employees.

Fort Worth, Tx

Developed training procedures for financial aid staff. Customer service daily, via phone, email, and in person. Daily use of PeopleSoft software to package student financial aid, view student accounts, and view registration. Wrote and ran queries to complete federal, state, and institutional reports. Completed R2T4 calculations. Reconciled Title IV funds. Oversaw Work Study Program. Oversaw scholarship program. Created bi-monthly newsletter in Publisher and distribute online to entire campus. Develop PowerPoint presentations and conduct orientation seminars for new students with both Registrar and Student Financials. Maintained greater than 95% student satisfaction since 2012 (up from 87% in 2009). Selected to serve on Texas Higher Education Board Financial Aid Services Committee. Taught Personal Finance at local high school with Junior Achievement. Moderated interest session at 2012 NASFAA Conference. Daily use of PeopleSoft, Microsoft Outlook, Adobe, Word, and Excel.

Remote Employee

Promoted Citi Student Loan products and Citi brand to schools and students by calling, visiting, and facilitating workshops on campus. Supported team of 9 Account Managers administratively. Completed weekly summaries, tracking reports, check requests, and finance requests. Managed all team projects and met all deadlines. Assisted with creation of Salesforce.com dashboards. Conducted counseling sessions and FAFSA workshops on high school and college campuses. Facilitated weekly optional Lunch ‘N Learn sessions for team. Presented Financial Aid 101 Sessions at the 2008 Los Angeles Cash for College event. Daily phone contact with customers and team. Daily use of Microsoft Word and Excel, Outlook, PowerPoint, Salesforce.com, SharePoint, and Internet. Action Selling Certified.Awards: 2008 West District Team Player of the Year and 2008 Top Region of the Year (Pacific Southwest Team)

Newberg, Or

Oversaw financial aid functions. Provided leadership in the development of financial aid and student account policies and procedures. Interpreted federal regulations, and kept current with trends and changes in financial aid nationally. Maintained relationships with lenders from federal and private programs. Coordinated scholarship program in conjunction with Development Office. Assisted in researching, recommending, and implementing policies. Presented financial aid seminars to both students and parents. Supervised five Financial Aid Counselors and one Loan Specialist. Led weekly staff meetings. Daily use of Microsoft Word, Excel, Access, Outlook, and Internet.

Newberg, Or

Counseled current and prospective students regarding financial aid. Packaged and maintained files for ½ of the undergraduate population (approx. 800 students). Presented financial aid seminars to high school students and their parents, both on the University campus and high school campuses. Monitored compliance with federal regulations for Title IV and state programs. Coordinated scholarship program in conjunction with Development Office. Set up PowerFaids and trained staff of seven on its usage. Designed and distributed monthly newsletter to all undergraduates. Supervised four full-time employees and three work-study students. Daily use of Microsoft Office.

San Diego, Ca

Oversaw office functions and made final decisions during Director transition. Completed processing of financial aid files for 1/3 (approx. 700 students) of the student population, which involved packaging, processing student loan applications, and advising. Participated in interviewing and selecting new Director. Performed Analyst duties concurrently. Daily use of CARS, EDExpress, and WhizFund.

San Diego, Ca

Participated in interviewing and selecting assistants. Facilitated and met weekly with assistants, instructing them in office policies and providing a forum for resolving conflicts and confusion concerning policies and procedures. Coordinated scholarship program. Actively promoted and disseminated financial aid information to students. Audited Title IV and state programs to maintain compliance. Maintained relationships with lenders, state officials, and other campus offices. Initiated and facilitated move from paper application and check processes to electronic processes.

San Diego, Ca

Processed Stafford Loans.

Master Of Science (M.Sc.), Learning Technologies, 4.0

Bachelor Of Science (B.S.), Business And Economics, 3.85

Activities and Societies: George Fox Radio Station (KFOX) DJ Resident Assistant