Jake C. Email & Phone Number

Elmira, NY, US

Prescott, Arizona, United States

• Provide leadership to safeguard all processing related to verification, dependency overrides, citizenship, professional judgements, and other various reports to ensure they are processed in an efficient and timely manner
• Monitor and administer institutional policies and procedures consistent with federal and state regulations
• Reviewed and verified financial aid applications, awarding financial aid funds, and processing loan certifications.
• In collaboration with the Director, ensure compliance with established institutional and departmental policies, procedures, and standards related to data integrity, financial aid regulations, and computer usage through.
• Assist in the reconciliation of student accounts with various funds.
• Ensure the confidentiality and maintenance of student documents and files, and collaborate with other areas of Enrollment Services in the effective management of document imaging

Flagstaff, Arizona Area

• Designated Financial Aid Liaison
• Responsible for knowledge of the student life cycle within the functional areas: Undergraduate Admissions and Orientation, Scholarships and Financial Aid, Student and Departmental Accounts, and Registrar.
• Counsels, guides, and assists students and families of diverse backgrounds in the completion of complex admission forms, admission requirements, transfer guidelines, and various other student and enrollment-related.
• Specializes in Salesforce CRM application to provide customer service in the form of inbound and outbound phone calls, emails, print and communications, and in-person on Scholarships and Financial Aid, Student and.
• Advises students of enrollment timelines and forms. Process student add/drop and petitions request, and override authorization forms. Facilitate student needs in navigating pre-advising and enrollment planning process.
• Works in a high-paced environment during peak times, with projects and priorities that are completed in a timely and efficient manner while supervising over 100 student agents.

Flagstaff, Arizona Area

 Responsible for supporting, coordinating and administering processes and procedures for tuition and student loan past due accounts at the direction of the Manager of Student and Departmental Account Services. Administers compliance with due diligence procedures and collection of past due campus based loan accounts, enforces payment arrangements of past.

Flagstaff

My main responsibility as the Marketing Coordinator was to reach out to businesses within the store's 200 mile range of its assigned region. My duties included arranging meetings with these businesses to emphasize the importance and need of a Sam's Club membership. There were weekly, monthly and quarterly goals for membership upgrades, renewals and sales.

Flagstaff, Arizona, United States

• CSS 299 Professional Development Instructor.
• Responsible for back-up duties for Chief Business Manager and Registrar.
• Obtained materials needed for classes, including texts, subscriptions and publications.
• Prepared presentations for lectures.
• Identified needs for diverse cultures and non-traditional students.
• Reviewed and edited individual resumes.

Phoenix, Arizona Area

• Conducted individual prospect student needs analysis alongside admissions consultants for recruitment.
• Reported to Director of Admissions with updates on daily prospect documentation for perfect files.
• Verified student and parent application dates in compliance with federal criteria.
• Determined the types and amounts of financial aid to be awarded through the packaging process according to federal, state and institutional requirements. Monitored individual student awards. Resolved data conflicts and.
• Provided financial aid counseling to students to maintain a successful path for graduating.
• Interacted with appropriate outside entities in order to facilitate the student eligibility process.

Phoenix, Arizona Area

• Managed financial activity of campus operations including budget forecasting and control, accounting, purchasing, and general business functions.
• Processed accounts payable and receivable on a weekly basis.
• Assisted in retention by collecting required payments from a diverse population while managing over 400 student accounts.
• Maintained campus 90/10 Threshold by implementing strategic practices to ensure best practice under Federal Standards.
• Developed and conducted financial aid workshops, presentations and financial literacy initiatives which included Default Management.
• Assisted GED Coordinator with registering future GED testers to recruit new student perspectives.

Flagstaff, Arizona Area

• Awarded Certificate of Achievement for Outstanding Performance as a Financial Planner
• Provide optimum service to students and parents, exploring a variety of funding options to support students’ goal of furthering their education.
• Achieved the highest conversion percentile ratio of fully packaged starts
• Assist Chief Business Officer in an accurate and timely manner on a daily basis
• Provided optimum service to both continuing undergraduate and post baccalaureate students, exploring a variety of funding options to support individualized goals of furthering education to master’s degree programs.
• Analyzed individual student appeals concerning eligibility. Utilized professional judgment to adjust a student's eligibility based on documented mitigating circumstances in accordance with federal statutes.

Flagstaff, Arizona Area

• Received and processed member financial transactions, including deposits, transfers, and loan payments. Worked to identify member financial needs and offer solutions.
• Balanced cash drawer 100% of the time and maintained impeccable records.
• Training included: Loan Marketing; Office of Foreign Assets Control; Member Services and Relations; Bank Secrecy Act; and Credit Union Sales.
• Certificates include: Credit Union Sales and Introduction to Credit Unions

Master Of Education - Med, Adult Education And Training, 3.85

Program Development in Adult Education Multicultural Strategies for the Adult Learner Facilitating Online Learning Organizational.

Bachelor Of Science - Bs, Business Administration And Technology Emphasis

Associate Of Arts - Aa, Accounting