- Successfully administer over $800 million in aid to over 30,000 students- Fiscally responsible for the office operating budget of $1.5mm, including salaries and expenditures- Manage staff of 40 hardworking financial aid professionals- Provide long-term planning and budget projections- Work with Admissions, Registrar, Student Financial Services, OIT, and other campus departments to support long term sustainability goals- UCI Campus representative to UC System-Education Finance Model (EFM) Committee- Work with Development to implement process to fund-raise for scholarships and meet with donors to help cultivate relationships for university- Serve as business owner of FAO in new SIS mapping from home-grown-system to Banner- Work with Enrollment Management Team on yield projections, leveraging, and strategic planning to support enrollment, top scholars, and diversity goals- Responsible for Scholarships program with 2 direct reports- Committed to the highest ethical and professional standards and to serving the needs of a diverse student population -Routinely assess the needs of the office, streamline processes, and implement new technologies to support office goals, enrollment management, and university sustainability goals.

- Successfully administered over $180mm in student aid to over 8,000 students- Fiscally responsibel for the office opearting budget of $1.3mm, inlcuding salaries and expenditures to staff of 18 talented and hardworking professionals- Met with University President and Executive Council to discuss federal legislative changes & their impact on financial aid, awarding strategies to support enrollment yield goals, and Title IV compliance pertinent to DOE federal requirements- Took visionary approach to streamline office: created robust document tracking, award letter, and a more robust telephone system to handle heavy calling during peak periods- Responsible for maintaining Jenzabar for awarding decision processing, loan module, Net Price Calclator, budget, annual campus audit, and yearly packaging tables- Fully orchestrated the transition of the Financial Aid Office from NAIA university to an NCAA Division II university- Managed End-of-Year Reconciliation for federal and state aid programs, and responsible for successful completion of FISAP and IPEDS- Served on crucial institutional committees: Enrollment Management team, Exceptions, Compliance and Reporting, Institutional Data Task Force, and Athletics Compliance - Routinely met with parents and students to resolve conlicts or situations sensitive in nature - Successfully led University in recent Comprehensive Program Review

- Satisfactory Academic Progress Coordinator- Administered interal audits for special programs within the main financial aid ofice and the School of Law- Reviewed policies and procedures for each program and provided training in areas where program requirements were not met- Updated the policies and procedure manual to reflect a comprehensive policy that would be an efective training tool

- Counseled students and families in all financial aid inquiries- Administered and reconciled Washinton State Need Grant Program- Administered annual audits- Reviewed ISIR, award financial aid, performed verifcation, and certified student and parent loan applications- Supervised the financial aid advisor and recruited & supervised work study students- Volunteered at Financial Aid conferences to support colleagues and industry