► Consistently increased student satisfaction and adhered to University policies by responding to student inquiries and advised them about billing, holds, and account-related issues in person, through email, and on the phone. Utilized Banner, ServiceNow, and PowerFAIDs to review accounts.► Saved an average of 2-3 hours per month by successfully streamlining the ‘returned refund’ process which allowed students to receive their refunds in a timely manner.► Provided one-on-one coaching and consistently trained new hires, student employees, and contracted employees in refunds in the email process and general student inquiries.► Consistently interacted and collaborated with offices across the University.► Created and mailed invoices for scholarships, student loans, and student reimbursement requests.► Reviewed and processed student refunds in accordance with Northeastern policies and Federal Title IV guidelines, as well as working with outside vendors.► Consistently adhered to confidentiality and upheld Federal regulations such as FERPA.

► Interacted with a diverse range of clients to discuss their financial needs and goals while matching them to Bank of America products and referring them to our specialists when appropriate.► Independently researched and resolved client issues, utilizing Salesforce.► Updated and managed client accounts and profiles, utilizing information gained in discussions.► Provided leadership in the lobby of the financial center, serving as the first point of contact.► Operated the financial center in compliance with appropriate laws, rules, and regulations.► Taught our clients how to use new technologies and enroll/utilize new programs.

► Operated a cashbox and performed cash transactions at the teller line.► Built and strengthened client relationships by successfully addressing their financial needs.► Helped implement the daily operations of the financial center.► Ensured compliance with bank and government rules and regulations.