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Strategic, versatile, highly motivated, customer service professional possessing a strong and diverse portfolio of experience and demonstrated success in leadership of high profile programs and projects working collaboratively with education professionals and business partners.I have spent the last 10 years at Angelo State University as the Assistant Bursar. When I began my time at Angelo State University we were in the process of our Banner conversion. I am responsible for all third party billing and receivables, Hazlewood processing, coordination with the VETS Center for Post 9/11 GI Bill benefits, reconciliation of all institutional loan accounts. I also oversee my staff that is responsible for the collection of past due tuition and fees and the reconciliation of credit cards and other Student Account wiring transactions. During this last winter, I was appointed to the Texas Veterans Commission Negotiated Rules Committee for Hazlewood. This committee was tasked with restructuring the rules, recreating the application, and creating better reports for the benefit of the Texas Veterans Commission and the Texas Higher Education community within the boundaries of Texas Education Code. The six years prior to that were spent at Texas Tech University. While at Texas Tech, I held progressively responsible positions. I was hired as a frontline cashier and eventually moved to collections. During this time, I was cross trained in most of the positions in our office. I was able to apply exemption and third party credits, process withdrawal credits or charges, create manual refund checks, balance and create the bank deposit. I worked with the cashier supervisor to create additional cash controls.
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Education Compliance Survey SpecialistSaint George Consulting, Inc. May 2022 - Present -
Assistant BursarAngelo State University Jan 2005 - May 2022San Angelo, TexasSenior leadership role as member of the Banner project implementation teamDemonstrated leadership in Hazelwood administration and reporting by being appointed to represent the Angelo State University and the Texas Tech University System on the Texas Veterans Commissions Negotiated Rules Committee for Hazlewood Exemption when the new rules, applications and reporting standards were created for the Hazlewood ExemptionWorking knowledge of federal veteran education benefits processing for student paymentsDemonstrated leadership in reconciliation of short term, Nurse Faculty & Perkins loan accounts against servicer accounts, completion of federal Nurse Faculty Loan report, oversee collection agency activity for institutional loans, oversee internal collections of tuition and fees, balance vault, cashier, close out cashiering system (CashNet), generate and issue student reminders regarding billing or drop dates, ensure SB1210 complianceSenior leader of customer service team, fee testing team, TCPA Compliance update team, terms and conditions of registration update team, RFP consultant and review teamDrive third party billing, perform reconciliation of third payments against billed amounts, exemption applications Demonstrated ability to communicate with staff/ departments to provide direction/ information for projects to proceed forward Demonstrated knowledge of Texas Education Code, ability to assess proposed legislative bills for fiscal impact and ability to advise departments of fiscal impacts (real and proposed)Key Achievements:• Appointed to Negotiated Rules Committee for Hazlewood Exemption as Texas Tech University System Representative• Texas BUCS Speaker • Bursar Office Spokes Person• Implemented Institutional Account Receivables database and procedures • Reconciled Ch 33 Post 9/11 Third Party Contract Payments -
Sr SpecialistTexas Tech University Mar 1999 - Jan 2005Lubbock, TexasResponsible for Collections, customer service, cashier, reconciliation of short term loans & Perkins accountsOversight of collection agency activity for all collections for delinquent accountsPerformed processing of withdrawal refunds, departmental deposits, process exemptions, apply third party creditsResponsible for daily balance and reporting of vault cash transactions and final positionKey Achievements:• Decrease Perkins Cohort• Increase Efficiencies• Increase Cash Controls
Lynette Wheeler Skills
Lynette Wheeler Education Details
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Texas Tech UniversityHistory
Frequently Asked Questions about Lynette Wheeler
What company does Lynette Wheeler work for?
Lynette Wheeler works for Saint George Consulting, Inc.
What is Lynette Wheeler's role at the current company?
Lynette Wheeler's current role is Assistant Bursar at Angelo State University.
What is Lynette Wheeler's email address?
Lynette Wheeler's email address is ly****@****elo.edu
What is Lynette Wheeler's direct phone number?
Lynette Wheeler's direct phone number is (325)-942*****
What schools did Lynette Wheeler attend?
Lynette Wheeler attended Texas Tech University.
What skills is Lynette Wheeler known for?
Lynette Wheeler has skills like Higher Education, Public Speaking, Microsoft Office, Student Affairs, Admissions, Student Development, Event Planning, Microsoft Excel, Student Financial Aid, Research, Community Outreach, Staff Development.
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