Stacey Choi-Fung Email & Phone Number

Aliso Viejo, Ca

University’s primary administrator of federal, state and institutional financial aid programs, overseeing financial aid strategy, communications, and operations.

Azusa, Ca

• Supervise and oversee day-to-day operations in the Office of Graduate Student Financial Services servicing over 3,900 graduate students and 130+ graduate programs. Directly manage the FA team and oversee the Loan, Data and Counselor team as needed.• Successful completion of ED Program Review in 2012. Ensure compliance with federal, state and institutional regulations by developing policies & procedures and training the entire team. • Increased efficiency through the implementation of new policies and procedures for verification, SAP, packaging, document processing, scanning, disbursements, and scholarships.• Improved communication and provided quality service to inside and outside constituents by mobilizing various task teams to restructure website, update publications and procedures.• Represent the Office of Graduate Student Financial Services to internal and external constituents by delivering financial aid presentation to students & staff and training financial aid regulations to academic departments. • Strong leadership in creating strategic plans, goal-setting, and coaching.• Interim Chair of the Extended Graduate Center Management Team (Admission, Registrar, and Financial Services).

• Counsel students, analyze applications, handle disbursements, perform verification, packaging, and R2T4. Determine eligibility according to federal regulations, institutional policies and procedures. Funds awarded: Direct Loans, Institutional Loans/ Grants, Scholarship for Disadvantage Students (SDS), and the MacKensie Scholarship.• Conduct series of presentations for Debt Management, Federal Loan Entrance Interview, Interview Orientation, Post Baccalaureate premedical program, Conditional Acceptance program, and Prime LC program. • Research scholarships and maintain scholarship webpage. Initiated the first Financial Aid Newsletter for the SOM.• Provide technical support in testing systems, web pages, and reports. Report directly to the Financial Aid Director

• Lead coordinator of the following programs: Teaching Credential, Education Abroad (EAP), ACG/SMART grants, Summer UC Cross Campus, Summer Travel Study, and Summer Transfer Research Fellows. Recently added: TEACH grant, Nursing, and Masters in Public Health.• Primary trainer for six financial aid counselors hired. Oversaw new counselors’ work progress and training.• Responsible for managing a caseload of over 2,500 from a 28,000 undergraduate and graduate student population.• Implemented efficiency in the office by writing training materials for the staff and updating/creating forms for the student population. (ELM, Special Circumstance/PJ, Veteran Benefits, SAP, etc.)• Collaborated closely with the Assistant Director in discovering issues and obtaining solutions for FAME (UCI’s financial aid software), customer service, and office’s policy & procedure. Formulated and edited various written communications for the student population and internal staff.• Delivered financial aid presentations for high schools, non-profit organizations, EAP students, and various departments at UC Irvine as needed.

o Assisted the Office of Admissions and Relations with Schools at UCI in selecting the Fall 2009 freshman class by participating in a comprehensive review of over 400 admission files. o Was selected as a reader due to current employment that promoted prospective students for post-secondary education. o Successfully completed training/certification process by attending mandatory overview and two norming sessions.

• Analyzed quarterly and daily checks for accuracy, errors, and adjustments. • Principle fiscal coordinator for the Cal Grant program for monthly and yearly reconciliations. • Responsible for fiscal closing, scholarships, veteran waivers, and Return of Title IV. • Coordinator of the UCI Summer Financial Aid Program in conjunction with the Summer Extension Office. • Assisted in writing Policy & Procedure Manual for Summer Financial Aid, Foreign Students, and Federal Direct Loans. • Initiated the preparation of proposals for improvements of all aspects of responsibilities such as Cal Grant, Withdrawals, and Summer Financial Aid.

Certificate, Administrative Management

Mastery of the program objectives: effective communication with all levels in an organization, lead and motivate team members in new.

Ba, Sociology, Education