Loan division

Financial Aid professional with 20+ years of supervisory experience at a variety of institutional types

Provided support and guidance for the campus financial aid operationsImplementing new policies and procedures to make the department more efficientProviding statistical analysis to Director of Admissions and Executive Director for enrollment management purposes

• Assisted in the strategic planning and development of operational objectives for Financial Aid and ensured successful execution at eleven campuses from New York to Dallas• Provided the same training and support for the Western division in Regional FA Director’s absence• Developed training materials and tools to streamline processes for FA Directors and Advisors• Established and communicated functional performance expectations for Financial Aid Directors in partnership with Campus Presidents. Ensured success by developing and driving action plans, procedures and methods for meeting goals and holding Financial Aid Directors accountable for deliverables• Ensured Financial Aid consistency across campuses by scheduling regular campus visits to identify areas for improvement; sharing best practices, providing support and training; maintaining accountability; assisting with coverage; and ensure compliance with established policies/procedures• Developed leadership strength and skills within the Financial Aid team by identifying potential leaders and growing bench strength• Provided support by partnering with Campus Presidents in the interview and selection process, coaching, and providing input on performance evaluations for the Financial Aid Directors and staff as appropriate• Trained new FA Directors and Advisors, filled in as FA Director in his/her absence• Ensured campuses are in compliance from a Financial Aid perspective with federal, state and accreditation standards through partnership with compliance representative and other leaders• Performed analysis of campus key indicators (retention, completion, show rate, past due, etc.) by identifying trends and developing and driving appropriate solutions• Established and maintained excellent communication and relationships with the home office leaders of other departments promoting cross functional team building and cooperation at the home office and the campuses

• Dramatically reduced past due Financial Aid in less than one year• Mentored three advisors into FA Director positions within the company• Implemented new policies and procedures to make the department more efficient• Provided improved statistical analysis to Director of Admissions and Campus President for enrollment management purposes• Enhanced the working relationship between Financial Aid and other departments• Prepare and present monthly Accounts Receivable reports for corporate office• Conducted workshops with other departments to improve enrollment, retention and student satisfaction

• Provided support and guidance for the financial aid operations of nine career training schools• Introduce policies and procedures to new and current Directors of Financial Aid• Conducted internal compliance audits to reduce findings in Federal and Accreditation reviews • Assisted in the implementation of new programs related to the change of ownership• Act as Director of Financial Aid in the absence of one at the campuses• Conducted training sessions for Financial Aid Directors and Advisors

• Work with the financial aid office, the Controller’s Office and other consultants to identify and solve deficiencies in the financial aid process• Review verification procedures and recommend policy changes• Assist with audit response

• Responsible for overall leadership, direction and management of student financial aid programs and the operations of the Financial Aid Office• Ensured that the college complied with State and Federal statues• Ensured that all state and federal reporting requirements were met in an accurate and timely manner• Organized and catalogued the college’s Perkins Loan records• Presentations to new and prospective students at orientations and recruitment functions

• Responsible for administration and oversight of Brooklyn Law School's $1.6 million Federal Work-Study Program• Coordinated with the Career Center to develop public interest (non-profit) employment opportunities for Brooklyn Law School students• Presentations to, and packaging of, prospective and incoming first year law students• Administration of Brooklyn Law School Loan Repayment Assistance Program (LRAP)• Writing/revising of office publications and recruitment material• Initiated the development of America Reads Program participation• Conducted Exit Counseling and debt management presentations for upperclassmen and Law School Graduates

• Assisted partners with raising over $30,000 for charity• Organize and produce local entertainment events• Actively recruit and retain advertisers and sponsors• Explore and recruit new performers

Berkeley College of NYC New York, NY 1995-1999Director of Financial Aid• Supervision and delegation of duties for Assistant Director, five full-time counselors and three full- and part-time support staff• Administration and oversight of all federal, state and institutional aid and loan programs including verification and maintaining compliance with federal and state regulations• Oversight of funds management, campus packaging and institutional review policies• Develop and supervise the implementation of new financial aid and enrollment processes and policies• Conduct Entrance Counseling presentations to new studentsAssistant Director of Financial Aid• Responsible for the implementation of Electronic Funds Transfer contracts with student loan lenders, creation of campus policies and procedures regarding EFT, oversight of drawing down electronic reports, reconciling with corporate accounting office and returning excess loan proceeds to New York State Higher Education Services Corporation• Direct Loan Administrator responsible for the oversight and origination of loans in the William D. Ford Direct Loan Program, training the office staff, and drawing down and reconciling Direct Loan funds• Participated in special projects designed to enhance student enrollment and retention• Supervised a staff of four counselors and two student assistants in the director’s absenceFinancial Aid Counselor• Interviewed and packaged continuing students• Met with prospective students and their parents to estimate eligibility and determine payment options• Solely responsible for the origination and processing of all William D. Ford Direct Loans• Responsible for all data entry and transmissions of Federal and State financial aid forms using EDExpress, Title IV WAN and WinPATH software• Resolved discrepancies and difficulties in student applications and the financial aid process

• Initiated implementation and operation of Micro-Faids and New York State Financial Aid software• Primary individual student counselor including entrance and exit counseling• Provided assistance and referral information to students with academic and/or personal difficulties• Resolved discrepancies and difficulties in student applications and the financial aid process