Rob Smith Email & Phone Number

Redding, California, United States

Western United States

Serving school and lender clients with efficient solutions in higher education finance technology.

Rdd

Cross-utilization agent

Juniper School

Middle school 8th grade home room, including Math and Coding for 6th, 7th and 8th grades.

Redding, California Area

Developed curriculum and direct instruction for undergraduate courses in Managerial Finance, Managerial Economics, Business Strategy, Policy, and Ethics.

Shasta County - Multiple Districts

California Certificated substitute teacher in multiple districts of Shasta County, including Alternative Education, Special Day Classes and K-12 classes. Specializing in Math and Middle-school.

Western United States

Providing excellent customer service related to delinquency and default prevention activities in the WASFAA (Western), RMASFAA (Rocky Mountain) and SWASFAA (Southwest) Regions for 2 and 4 year public and private institutions. Regularly developed and presented training topics at local and regional conferences. Primary point of contact for problem resolution on servicing and delinquency prevention activities for school clients. Technical adviser for in-house servicing portal and NSLDS processing questions for the school channel contacts.

Northern California

Series 6/63 Financial Services Professional and CA Licensed Insurance Agent for New York Life Insurance Co.

Western United States

Private Education Lending Sales for the Western United States. ReliaMax is partnering with ICBA (Idependent Community Bankers Association) and SLFC (Student Loan Finance Corporation) to originate and service the iHELP Private Loan Program for 2 and 4 year public and private non-profit colleges across the US.

Redding, California Area

Assigned to manage campus financial aid activities. Federal and State financial aid including PELL Grant, SEOG, Cal Grant, ACG, Federal Work Study, VA and campus-based Scholarships and discounts. Federal and State aid processing is outsourced by Global FAS.

Western United States

Outside sales with higher education staff and administration responsible for education finance of students at their institutions. Responsible for growth and maintenance of a loan portfolio exceeding $150 million, and cross-selling products and services of expanding business lines. Process flow analysis and technical support for multiple data processing platforms and school-based software applications. Outreach to high school and college students and parents regarding financial literacy and college planning.

Sacramento, California Area

Leader of loan production and delivery process related to educational lending. Responsible for employee development, department budget, projecting trends, scheduling, detailed analysis and reporting to senior leaders. Managed external business production partnerships, communicating regulatory changes, along with planning and execution of business continuity and disaster recovery initiatives.

Greater San Diego Area

Responsible for customer service to students and parents with educational finance questions. Packaged and awarded students with grants, scholarships and assisted with educational loan forms. Began as a student worker while attending college

Teaching Credential, Elementary Education And Teaching

Master, Business Administration / Financial Management

Bachelor Of Arts, Sociology / Criminal Justice

Activities and Societies: Successfully completed CBEST examination - 1994

Education record