Financial Aid Counselor Resume

Jennifer Collins

1234 Main Court,

Montgomery, NY, 12549

(555)-555-5555

[email]

Summary

A motivated professional who held responsibility in assisting administrators and other company staff in the management of programs focused in student financial aid; has performed clerical and technical work which required independent application of knowledge in financial aid policies and procedures.; has assisted students in the completion of financial aid forms to avail financial aids in tuition for submittal to the approving body; exercises coordinative functions and supervised student assistants; performs work in accordance with policies, rules, and regulations; appraised budgetary systems, financial services and evaluated adequacy of accounting methods used; has the mathematical ability and the acumen to plan, interpret and evaluate financial records for presentation to management.

Professional Experience:

Financial Aid Counselor January 2006 – December 2009

Dana-Farber Cancer Institute, Boston

Responsibilities:

  • Ensured that all patient information is accurately entered in real time into patient accounts.
  • Updated all patient insurance changes and status.
  • Created treatment cost estimates.
  • Met with patients to review, jointly analyze data records and current conditions.
  • Provided suggestions on how patients can apply and get approved for financial medical aid.
  • Arranged payment plans and schedules for patients who are not able to pay in full.
  • Reviewed patient payment schedules to determine patients with outstanding balances; assisted them by providing different payment timelines.
  • Collected and analyzed financial data of patients to determine eligibility for financial aid.

Financial Aid Counselor-Loans June 2003– January 2006

Arkansas State University, Jonesboro, Arkansas

Responsibilities:

  • Conducted needed analysis to determine student financial aid options based on individual case circumstances and capacity to pay.
  • Reviewed students’ applications for consistency, completeness and accuracy.
  • Verified accuracy of student and family-reported information needed as basis for approval of financial aid.
  • Integrated financial counseling with student-housing options, academic goals, extracurricular plans and career objectives.
  • Advised students regarding financial planning, budgeting and debt management.
  • Served as liaison on financial aid matters to assigned campus offices and departments.
  • Maintained standard application of currency on financial aid packages, state and federal regulations related to financial aid, and university policies and procedures.
  • Interpreted financial aid policies and procedures and assisted in problem-solving initiatives.

Financial Consultant February 2000 – May 2003

Fashion Emporium, Beachwood Ohio

Responsibilities:

  • Ensured that all patient information is accurately entered in real time into patient accounts.
  • Updated all patient insurance changes and status.
  • Created treatment cost estimates.
  • Met with patients to review, jointly analyze data records and current conditions.
  • Provided suggestions on how patients can apply and get approved for financial medical aid.
  • Arranged payment plans and schedules for patients who are not able to pay in full.
  • Reviewed patient payment schedules to determine patients with outstanding balances; assisted them by providing different payment timelines.
  • Collected and analyzed financial data of patients to determine eligibility for financial aid.

Financial Aid Counselor-Loans June 2003– January 2006

Arkansas State University, Jonesboro, Arkansas

Education

1998- 2000 Bachelor of Science in Public Administration

Yale University, CT

1994 – 1998Associate Degree in Financial Management

Yale University, CT

Skills:

  • Proficiency and expertise in MS Office: Word, Excel, PowerPoint
  • Financial management and accounting skills
  • Very effective English verbal communication and written skills
  • Knowledgeable in social networking, graphics and advertising
  • Effective time management skills

Awards and Honors

Dean’s Lister, Yale University, Batch 1994

Association to Advance Collegiate Schools of Business, Member

MBA Association, Senior Member

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  • March 1, 2020Create Date
  • March 1, 2020Last Updated

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