Lance Mcgraw Email & Phone Number

United States

• Provides Academic and Financial Aid advisement to new and continuing students throughout theiracademic program until graduation• Use discretion and independent judgment to evaluate each student's academic and financial profileto develop, recommend and implement a personal plan that will promote their engagement andsuccess• Demonstrate comprehensive expertise in all components of Title IV regulations and ourcorresponding policies and procedures• Identify risk factors that may impact students academic progress and collaborate with colleagues toaddress challenges and recommend plans of action to to overcome• Analyze reports and student feedback to identify academic or financial issues which may impactprogress and create and action plan to effectively address these concerns

United States

• Review portfolio of between 700-1000 students• Provide thorough review of accounts making sure students accounts are up to par• Verify all documents have been collected, no current or past due balances• Call and email students regarding accounts• Maintain metrics of accounts reviewed per day as well as contact to student per day• Make sure verification is completed so that students can receive Title IV• Run daily excel reports

United States

• Perform the necessary Account Adjustments upon completing the federal regulation calculations• Develop effective and efficient methods for processing students• Run and process reports required to identify, track, and follow-up on outstanding students• Analyze Return to Title IV data and return funds to the appropriate state and/or federal agency- ordisburse funds to the students account• Counsel students on loans borrowed while enrolled in school through mailings • Complete daily and weekly production reports• Perform data entry including transaction coding daily and review system/manual transaction updatesdaily• Reprocess accounts that have been updated while at collections

Schaumburg Il

•Give students Tuition Overviews Regarding Loans, Grants, VA Benefits, GI Bills •Review Verification documents, Loan Option Forms, Student Payment Agreements •Set up budgets for students according to students credits, books, Activity Fees, Lab Fees •Adjust & Award loans for students, go over overlapping loans, & prorate loans •Submit E-Cards •Work hand in hand with Admissions in order to package a student in timely matter

•Advisor for Sanford Brown College & Le Cordon Bleu Institute•Run CAS Reports Daily on Excel, to see students Financial Aid Status on accounts•Give students Tuition Overviews Regarding Loans, Grants, VA Benefits, GI Bills•Weekly Conference calls with Admissions, Regional Directors, Cordinators•Assist students with Scheduling Stipends, Consent to obtain credit reports, Entrance Counseling Quiz, Authorization to retain funds documents, Master Promisary Notes, & payment plans.•Schedule Financial Aid appointments for over the phone and also on campus for students to complete there Financial Aid to ensure funding•Work with programs such as NSLDS, COD, Studentloans.gov, Campus View to run possible estimates for stu depending on EFC.

•Verified authorizations obtained from adjusters or nurse case managers•Ensured insurance lines were entered into appropriate system for correct bill out•Sent out LOP’s to ATI Physical Therapy Facilities and to attorney offices•Spoke with attorney offices regarding court case numbers for worker compensation claims •Handled large quantity of accounts daily •Responsible for handling accounts via email, phone and through company system•Made outbound calls to insurance companies and attorney offices to verify diagnoses •Handled Medicare supplemental policy

Provided members, doctors or nurses with insurance benefit information Handled payments and checked medical records Dealt with faxing and high call volumes throughout day

Bachelor'S Degree, Project Management

Diploma, Medical Billing & Coding

Associate'S Degree, Business Administration And Management, General

Activities and Societies: NSLS Honor Society