Earle Thomas Email & Phone Number

Houston, Tx, Us

United States

•Ensures compliance with all Federal and State Title IV regulations•Manages a team in charge of processing Verification,R2t4,Loan, COD files and ISIR data loads. •Works with State and Institutional auditors yearly.•Testing and implementing all Releases to enhance the Banner Financial Aid system to the latest regulatory requirements •Develops a training plan for entire department yearly•Manages the Disbursement process, Automic (UC4), FormFusion, ARGOS, Lexmark Perceptive Software, Self-Service Banner (SOS), Degreeworks (My SJC GPS), Texas specific (Texas Connection Consortium – TCC) modules of Banner, for financial aid. •Implements all new related features as delivered by Ellucian•Provides solutions to Financial staff for the Financial Aid module. •Conducts all Federal and State reporting for financial aid. •New Year and Term Set Up for the Banner Financial Aid system

Houston, Texas, United States

•Develops and implements financial aid policy and procedures for the College; monitors and ensures processes are consistent district-wide and in compliance with college, state and federal regulations•Directs, develops, implements, and administers the District student financial aid services. Administers the process of application and dissemination of financial aid awards; reviews and consults on special circumstances/issues, student requests and/or complaints; administers SAP and appeals processes•Collaborates with the foundation director to administer foundation scholarship funds; administers external grant and scholarship funds; oversees the process of application and dissemination of scholarship and grant awards to students; reviews and consults on special circumstances/issues, student requests and/or complaints•Manages the development of strategic plans for the Financial Aid and Scholarship Department, establishes goals and objectives, measures quality of level of service provided, and ensures the department’s activities stay within the departmental budget•Files and certifies end of year reports to external agencies including the Texas Higher Education Coordinating Board and U.S. Department of Education; monitors Return to Title IV aid; oversees all internal and external financial aid audit processes.•Performs personnel management activities for the entire Financial Aid and Scholarship Departments (campus and college-wide operations); including recommendations for employment and promotions, supervising and evaluating assigned personnel, and providing guidance and support concerning personal and professional development.•Assists in the development of software systems, processes to better meet the needs of the College and SJC students; works with campus financial aid and scholarship office to ensure computer support.•Sets up the Banner financial aid module yearly and maintains the module through out the year by observing releases the system may need.

Houston, Texas, United States

Erp

•Manage a team of Program Coordinators and Student Workers handling all scholarships and grants for the University of Houston which include: o State and Institutional Aid o University Scholarships o College Work-Study o Departmental Scholarships o Outside Scholarships o Endowments •Fund management for all programs totaling over $500,000,000 •Responsible for approving all vouchers in PeopleSoft Finance•Reconcile accounts and manage cost centers •Analyze turnaround time of awarding, and forecast the needs of the team to meet benchmarks while staying within budget•Ensure compliance to state, federal, and institutional policies/procedures•Train new staff members on office protocol, policies, and procedures•Create professional development plans for team members•Ensure the team has a Business Plan in place that defines a clear vision for the programs•Represent the Office of Scholarships and Financial Aid at University events•Work closely with personnel across campus, including faculty and staff •Manage high call and email volume regarding financial aid issues

Houston, Texas Area

•Review and verify data on financial aid applications and paperwork by applying policies, criteria, and guidelines established by the various financial aid programs, lending institutions, and the University•Confer with students and parents on budget and to disseminate information and educate them on financial aid eligibility and programs•Verify accuracy of information on financial paperwork and notify students and staff as needed•Gather and submit financial aid data for reporting – NSLDS Reports, C-Flag Report, Over Award Report, Loan Export Report, Purge Rosters, No-Pay Rosters•Update students’ financial aid files and records, and maintain confidentiality

•Meet with students and parents daily to assist with FAFSA, assess financial needs, and discuss eligibility for federal aid•Review tax information and conduct verifications to ensure that FAFSA information and tax information are the same•Educate students and parents on repayment options while in school and after graduation or leaving school•Ensure that financial aid is disbursed appropriately in a timely manner by evaluating unpaid aid reports daily•Communicate with appropriate agencies or departments if disbursements are posted •Work closely with admissions to ensure a smooth process for incoming new students

•Marketed and sold financial products and services to both consumer and small business customers •Consistently met and exceeded sales goals for every quarter by 25%•Proactively created, developed, and sustained long-term relationships with current and potential customers in the community•Opened deposit accounts, assisted customers with loan applications, and handled other customer service requests •Quickly and accurately identified customers’ needs and found ways for Bank of America to meet those needs •Presented current customers with opportunities to create further connections to the bank

•Adjusted sales strategies based on specific information about prospective customers•Outlined product benefits to match the needs of prospective customers•Presented technical details to customers about products or services