Daniel Roddick Email & Phone Number

San Francisco, California, United States

Externship Participation, Fall 2023

• Counsel students in-depth on short-term and long-term student loan repayment strategies, government and private repayment assistance programs, and peripheral financing basics including tax benefits for education. • Provide financial literacy workshops to small group and auditorium size sessions for all students in graduate health professional programs as well as many medical residents.

• Negotiate contracts and facilitate system conversion for campus-based loan servicing ($340M outstanding loans), 1098-T form processing and the procurement activities.• Manage relationships with debt collection agencies, multiple campus teams, and lead RFI for Private Student Lending PLL ($66M borrowed annually).• Complete monthly financial journals and student loan cash distribution journals, reconciling data from multiple loan portfolios for 10-campus system. • Monitor data integrity provided by vendors and debt collectors to ensure compliance, and administer University's participation in the Franchise Tax Board Offset Program.

• Represented school to prospective and current students, university offices, external agencies, and peer financial aid directors • Led quantifiable improvement in delivery of financial aid and access to scholarships, increasing yield and student satisfaction • Facilitated endowment growth with major gift officers, met with current and prospective donors, and fostered networking with recipients• Secured various loan products and financing solutions for international students in multiple MBA programs.

Assistant Director, Academic Operations July 2006 - January 2007Financial Aid Advisor, Financial Aid Office April 2003 - July 2006

J.D.

M.Ed., Counseling In Student Affairs

Internships: Outreach Program at UCLA, and Academic Advisor at Santa Monica College.

B.A., American History, Minors In Ethnic Studies And Sociology

Associate Of Arts (A.A.)