* Independently plan, develop, and coordinate all logistical aspects of Persson and Ceder Group areas managed activities, including meetings, workshops, VIP visits, and conferences.* Serve as a travel arranger and scheduler for the Persson and Ceder Group teams and applicable guests, as needed, using a high degree of discretion, anticipation, organization and thorough knowledge of travel policies and calendaring practices. * Provide calendar support as needed to two PI's to ensure that all calendars are well coordinated with internal and external clients and make necessary changes using judgement and in coordination with the Group’s Program Manager. * Provide guidance on relevant policy and procedural requirements to ensure proper compliance with LBNL and DOE practices* Recommend and implement new procedures and process improvements to address the moderately complex communication needs of Senior Management with other business units throughout the Lab. * Interact effectively and professionally with a variety of individuals from various levels across the organization and external stakeholders.* Plan, organize, and coordinate administrative support services such as invoice payments, procurement, and office supplies/equipment maintenance.* Triage and resolve a broad range of administrative issues within the Persson and Ceder Group Office, recommending solutions and courses of action.* Compose and review business correspondence, ensuring accuracy and professionalism.

* Served as a point of contact for operational, administrative and/or programmatic issues within BSBK.* Supervised the day-to-day activities of non-exempt employees, analyzing the workflow and processes to ensure balanced work distribution and efficient service delivery.* Served as Travel Lead for BSBK ensuring travel and reimbursement requests are submitted in a timely manner and according to policy. * Created and maintained a Travel desk guide for processes within BSBK.* Collaborated with operational, business, and administrative staff to design and create templates, forms, websites, and other forms of media.* Ensured compliance with the Department of Energy (DOE) policy and conference attendance.* Collaborated with administrative leadership on special projects, presentations, and ad hoc reports.* Assessed, prioritized, tracked, and determined appropriate action on various requests and inquiries ensuring timely completion.* Provided a high level of customer service to all levels of personnel both internal and external to the organization representing the Biosciences Area Operations Center.* Managed and provided backup support for various processes such as Safety, Facilities and Sr. Leadership support.

Management and Administration* Assisted in the interpretation of federal and state regulations, and institutional policies; Remained current and abreast of changes to pertinent legislation and regulations; Researched regulations as necessary and provided support for impact analysis of new regulations; Disseminated accurate and timely information to the community as it relates to applicable laws and initiatives.* Collaborated with Director with planning, evaluating, and implementing policies and procedures regarding office operation and delivery of financial aid programs. Developed and administered policies and procedures aligning with university policies and best practices. Adapted functional plans to address any operational challenges. * Worked with other administrators University-wide to research compliance matters and recommended solutions, including assisting in the collection of documentation, investigation, review, and reporting.* Created customized PowerPoint presentations and assisted in establishing a year-round schedule for internal and external financial aid outreach. Worked with Marketing and Communications to review and improve Financial Aid web pages to provide clear and concise information.* Managed and oversaw Operations activities and personnel issues. Functions included providing direct leadership, ensuring compliance, assisting with system configuration, facilitating meetings, providing data analysis for areas of responsibility, and establishing benchmarks and goals for the day-to-day operations. * Developed work schedules and assign duties to direct report personnel to ensure efficiency.* Evaluated employees' job performance and recommended appropriate personnel action, including disciplinary action, performance improvement plans, and termination through partnering with Human Resources. Performed operational tasks including analyzing direct reports’ quality performance and trending call types, and providing coaching on a regular basis.

Management and Administration* Oversaw the Cal Grant program and managed the Federal Work-Study program.* Developed in-house training materials and updated various financial aid presentations. * Supervised customer service representatives to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems as needed.* Evaluated employees' job performance and recommended appropriate personnel action, including disciplinary action, performance improvement plans, and termination through partnering with Human Resources.* Performed operational tasks to assure program service level requirements and goals were met, including analyzing direct reports’ quality performance and trending call types, and provided coaching on a regular basis* Managed and supervised the tax verification process for Federal and State aid eligibility.* Worked in conjunction with Student Accounts on weekly aid disbursements.* Ensured compliance with federal, state, and institutional regulations, and provided analysis on financial aid regulatory updates.* Reviewed and tested different test case scenarios for Workday implementation. Provided corrections and suggestions to implementation team.Customer Service and Account Maintenance* Performed need analysis and verification on student aid applications, constructed financial aid packages and authorized aid disbursements. Utilized professional judgment in the readjustment of financial aid packaged during the year on the basis of changed financial circumstances. * Provided in-person counseling to prospective students, current students and parents on all aspects of financial aid application processing, need analysis, appeal processing, and packaging, including information on institutional, federal, and state aid programs.* Conducted financial aid application workshops and served as financial aid representative, information source at campus-based events.

* Provide in-depth advising in person and via phone and email, and provide individual counseling on non-routine, sensitive financial aid issues. Exercise professional judgment to authorize changes in financial aid awards.* Analyze a variety of factors (financial data, family circumstances, social background, academic status, educational goals) and apply knowledge of federal, state, University, and outside agency laws, regulations and policies to determine students’ eligibility for various types of financial aid. * Review exception reports of students whose aid packages could not be handled by automated programming and determine action needed to resolve issues and complete students’ aid allocations. Reconcile student data from multiple sources. Identify and resolve mismatches and errors.* Coordinate with other UC departments to implement and evaluate student-focused activities, programs, and services. * Advise departments on existing financial aid procedures, resources, and options available. (Transfer, Re-entry, and Student Parents). * Manage relationship between Financial Aid and Athletics and TRSP Center. Recommend changes in financial aid policy or procedures to benefit these student groups.* Present Financial Aid Awareness workshops each semester for new student parents and re-entering students; Attend and present financial aid information sessions for new student-athletes.

Management and Administration* Oversaw the work of 5 career Administrative Assistant II’s and a team of (2-3) Work-Study and temporary employees.* Supervise the work of customer service representatives to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems as needed.* Develop work schedules and assign duties to direct report personnel to ensure efficiency.* Evaluate employees' job performance and recommend appropriate personnel action, including disciplinary action, performance improvement plans, and termination through partnering with Human Resources.* Perform operational tasks to assure program service level requirements and goals are met, including analyzing direct reports’ quality performance and trending call types, and providing coaching on a regular basis* Was responsible for all administrative and awarding aspects for approximately 1,500 scholarship awards. This involved assuring coordination with other aid, working with the General Ledger to maintain full utilization of funds, and establishing good working relationships with Accounting, the Development Office, and individual academic departments. * Managed all activities and provided training in the use of the document imaging system, including prepping documents for scanning, use of the scanner workstation, quality assurance review of scanned documents, indexing of documents to student and document type, routing of documents across the office, and retrieval of documents.Customer Service and Account Maintenance* Performed set up of vendor records in the Berkeley Financial System for loans paid directly to parents. * Utilized third party vendor systems to review, certify, reject and refund private funds.* Provided back-up counseling in person, over the phone and via email regarding private loan eligibility. * Reviewed unapplied reports to determine aid eligibility and resolved allocation problems.