My prior role as Financial Aid Operations Manager for Embry-Riddle Aeronautical University, I assisted the Director for the Office of Financial Aid and Veteran Affairs with managing the day-to-day operation related to the responsibilities of financial aid awarding. I stayed current with federal regulations, state statues, and institutional policies as it related to the awarding and disbursement of federal, state, and institutional aid. I ensured financial aid was awarded in a timely and effective manner, thus assisting the institution to meet enrollment goals. Charged with oversight of financial aid packaging, I assisted in the developing of policy, procedure, and best practices. As Enrollment Management Coordinator with Northern Arizona University, I indirectly supervised over 100 student agents and assisted both current and incoming undergraduate and graduate students. To earn the supporting title of Financial Aid Liaison, I underwent extensive training in the Office of Scholarships and Financial Aid. I awarded financial aid and monitored student account activity in accordance with institution procedural directives. The additional responsibility allowed the Student Contact and Service Centers to maintain efficiency, further productivity and establish need. I have an extensive understanding of student accounts and accounting practices. As an Account Specialist for Student Department Account Services, I was responsible for recognizing a complex array of account activities while strategizing new concepts to simplify current processes for the overall functionality of the department. I can reconcile historical account data and translate activity within terms that counsel and direct students’ needs. As Business Manager, VA Certifying Official, and under direction of the Executive Director for CollegeAmerica, I managed the financial activity for all campus operations. Analyzing quarterly reports and default projections helped me focus on specific need and provided opportunity to create workshops to support those needs. Students were provided resources to uphold payment obligations and retain account good standing or apply for debt forgiveness. I supervised the creation process of internal loans by Financial Planners to ensure a zero-error rate within perfect files.
-
Inside Sales ManagerBarbriElmira, Ny, Us
-
Sales Team LeadBarbri Global Jun 2021 - Present -
Operations ManagerEmbry-Riddle Aeronautical University Mar 2021 - Jun 2021Prescott, 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 the use of various auditing reports and assessments and make recommendations for improvement. • 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• Identify the source of complex financial aid issues, determining the appropriate course of action to provide an effective solution, and ensuring follow-through resolution. • Ensured that financial operational activities are executed and delivered as per the standards set by the university• Packaged students for Federal Financial Aid, verified scholarship, transfer and need based award eligibility • Participates in developing, monitoring, evaluating, and recommending improvement to processes, procedures, workflow, and/or standards, ensuring alignment with university mission, values, goals, and objectives and local, state, and federal laws and regulations -
Enrollment Management CoordinatorNorthern Arizona University Apr 2018 - Mar 2021Flagstaff, 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 services, programs, and opportunities; serve as liaison between prospective students and the Admissions and Orientation Office in order to clarify policies, procedures, and deadlines. • 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 Departmental Accounts, The Office of the Registrar, and Admissions and Orientation related inquiries; resolve elevated customer service issues. • 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.• Performs ongoing call monitoring and provides trend data to management team, uses recorded calls to develop training and performance goals, participates in design of call monitoring formats and quality standards, uses quality monitoring data management system to compile and track performance of team and on an individual level. • Adheres to benchmarking standards and call review assessments to improve the quality metrics. -
Account SpecialistNorthern Arizona University Jul 2015 - Apr 2018Flagstaff, 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 due student accounts and delinquent borrowers in accordance with Federal regulations and University policies and procedures. Reviews past due accounts on a regular basis providing on going written and telephone collection efforts, recommends to the Manager any registration restrictions and exceptions, including negotiated settlements. Negotiates, reviews and maintains payment arrangements with delinquent students. Contacts defaulted students and borrowers by letter and phone to collect past due amounts needed to bring the account current in accordance with the agreed payment plan. Prepares and sends past due, final demand, and monthly repayment statements. Provide proof of debt and resolve disputes regarding financial aid adjustments. Assessment and counseling of students’ financial status in making repayment and settlement arrangements. Informs past due of campus loans of proper rights and responsibilities and coordinating communication and outreach with loan servicer and lenders. Monitors financial aging report. Provides support for escalated calls and emails from students that have various situations that need to be researched and coordinated with other campus departments. Maintains a process and procedure manual.
-
Marketing CoordinatorSam'S Club Jun 2015 - Jul 2015FlagstaffMy 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. -
Teaching AssistantCollegeamerica Feb 2015 - Jun 2015Flagstaff, 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.• Applied ethical standards in curriculum development and instructional design.• Graded daily assignments and applied inclusive teaching methods to adapt with all learning styles.• Invited professionals from local organizations and businesses to participate in mock interviews. -
Financial PlannerCollegeamerica Jul 2014 - Nov 2014Phoenix, 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 over awards.• 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.• Participated in the development of institutional financial aid policies and procedures that will positively impact efficiency and quality of service provided.• Partook in annual training and professional organizations to keep abreast of new information and program changes to implement best practice as needed.
-
Business ManagerCollegeamerica Apr 2012 - Jun 2014Phoenix, 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.• Co-managed Financial Planners and student workers.• Audited department practice through quality matrix to exceed accrediting standards. • Developed relations with outside vendors to keep building up to code.• Familiarized with available student loan repayment and forgiveness programs.• Allocated duties for student workers and petty-cash borrowers.
-
Second Year Financial PlannerCollegeamerica Nov 2010 - Apr 2012Flagstaff, 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.• Supervised First Year Financial Planner’s admit processing for second year and continuing students• Transferred necessary referrals to other student service offices.• Assisted Chief Business Manager in an accurate and timely manner on a daily basis.
-
Member Service AssociateArizona Central Credit Union Jul 2008 - Oct 2010Flagstaff, 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
Jake C. Skills
Jake C. Education Details
-
Business Administration And Technology Emphasis -
Accounting
Frequently Asked Questions about Jake C.
What company does Jake C. work for?
Jake C. works for Barbri
What is Jake C.'s role at the current company?
Jake C.'s current role is Inside Sales Manager.
What schools did Jake C. attend?
Jake C. attended University Of Phoenix, Stevens-Henager College, University Of Phoenix.
What skills is Jake C. known for?
Jake C. has skills like Leadership, Information Technology, Cash Management, Social Media, Public Speaking, Accounting, Adult Education, Account Management, Sales, Financial Planning, Data Entry, Teaching.
Not the Jake C. you were looking for?
-
Jake Schillaci
United States2gmail.com, blharbert.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial