Josue Ortega

City, State, Zip Code

Home: 000-000-0000 | Cell: 000-000-0000

email@email.com

Summary

Organized Financial Aid Counselor who effectively identifies and resolves complex financial issues.Thrives in fast-paced and ever-changing business environments. Extensive experience working with and technical knowledge of student financial aid programs. Self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Well-versed in working in a student information systems Jenzabar and PowerFAIDS. Maintains positive attitude and works hard to build team relationships. Ability to work flexible hours including evenings and Saturdays during peak periods.

Core Competencies
  • Knowledge of Title IV regulations
  • Customer care
  • Cultural sensitivity
  • Financial aid/EDE software programs
  • Problem resolution
  • MS Office
  • Documentation and reporting
  • Packaging student aid awards
  • Public communications
  • Federal financial aid need analysis
Experience
Financial Aid Counselor
8/1/2011 – Current
Company Name
City, State
  • Develop negotiate and finalize student financial plans consistent with financial planning policies and procedures and with Federal/State regulations for awarding aid
  • Work closely with new continuing and re-entry students and their families to ensure the plan and re-plan continue to best meet the families’ needs
  • Counsel students on all acceptances and other matters related directly to the student financial plan
Financial Aid Counselor I
9/1/2008 – 7/1/2011
Company Name
City, State
  • Advised and counseled full and part-time undergraduate and graduate students/families on the availability of financial aid the delivery process for receiving it and the reconciliation processes required to insure that financial aid funds are transferred to student account
  • Served on committees and work groups; attended professional training and workshops on an ongoing basis
  • Assisted with achieving the strategic initiatives and goals for enrollment management/financial aid
  • Reviewed student applications performed verification procedures evaluated appeals and interceded for students with participating departments
Assistant Financial Aid Counselor
6/1/2004 – 9/1/2008
Company Name
City, State
  • Provided timely and accurate financial aid information to student questions and requests
  • Answered questions and resolved problems for students regarding financial aid and student accounts
  • Guided students regarding financial aid eligibility financial aid application procedures and college costs
  • Counseled students and parents in the financial aid application process and college costs
  • Participated in admission open houses and financial aid information sessions on and off campus
Education
Bachelor of Arts – Business and Accounting
XXXX – XXXX
University Name
City, State
Affiliations

The National Association of Student Financial Aid Administrators (NASFAA)

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