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.
• 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.
• Strong leadership in creating strategic plans, goal-setting, and coaching.

• Counsel students, analyze applications, handle disbursements, perform verification, packaging, and R2T4. Determine eligibility according to federal regulations, institutional policies and procedures. Funds awarded.
• 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.
• 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.
• 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.

• 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 and.

Ba, Sociology, Education