Working with broker partners, identify goals and develop plans of action for how the Zywave products can deliver value and return on investment for an agency.

Build and run SQL queries off Oracle database in response to university-wide stakeholder requests. Examples include financial and student data for federal reporting requirements, scholarship requests and creation of dashboards tracking incoming student data throughout admissions funnel. Build and maintain departmental website in accordance to Department of Education regulations. Member of university website and publications committee. Provide technical support to 30+ office staff, including training on system updates such as the transition to Office 365.

Managed portfolio of 50+ clients with an over 90% client success and renewal rates.Specialized in launch process and working to move clients through a successful but alsoprofitable implementation.Created and delivered in-person administrator training curriculum to over 200 attendees atthree consecutive user group conferences. Using this content, developed administrator andemployee certification program.Served as technical expert in training sales team on design and client usage of softwaresolution. Assisted sales team during prospect calls and sales presentations to provide technicalclarification as well as current client use cases.

Oversaw college’s federal loan portfolio of over $50 million, ensuring all funds were received,disbursed and reconciled according to federal regulation. Reconciliation of funds requiredregular cross-college communication to ensure dollars were accounted for correctly.Main point of contact for all students with questions about student loans. Provided financialinformation and education to numerous students and families; including serving as a presenterand representative of the college in community college-awareness events.Tracked students across all campuses for points of exiting the college in order to provideinformation on student loan repayment obligations and options.

Led college’s transition to a newly mandated federal loan program of over $2 million.This included updates to software system, office processes and educating 1,800+ students onchanges to their financial aid.Provided financial education to numerous students and families as a representative of thecollege; including to all graduating students, all incoming students as well as a regularpresenter at area high schools during financial aid nights.Annually verified 600+ student financial and tax information in accordance with federalfinancial aid guidelines to ensure aid was paid accurately.

Maintained client caseload of 80 job seekers and monitored participation in accordance with program guidelines.Conducted regular job readiness and mental health assessments to address client barriers to employment.Assisted with the delivery of employment workshops in areas of interview and workplace training.Staffed client help desk to address walk-in concerns regarding state benefit programs.

Responsible for managing and monitoring court-ordered plans to reunite children removed from their homes with their families.Served as a family advocate at all client court appearances.Sourced community resources and maintained provider relationships to connect clients with court-ordered services.Monitored home environments of both foster and family homes to ensure safety and permanence.