JUANITA HARPER
Perris
Summary
Motivated professional bringing over 26 years of student financial aid experience in a college setting. Well-versed in training, educating, communicating effectively and professionally.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Financial Aid Manager
Gurnick Academy of Medical Arts
09.2020 - Current
- Assist my team with ensuring that Financial Aid policies and procedures are in compliance with the Federal Tittle IV regulation.
- Ensure that staff are getting appropriate training through direct interface meetings, internal training sessions, or through external sources; ensure staff are properly determining student’s eligibility for financial aid, calculating tuition amounts and adjustments, packaging accuracy, reviewing overall progress by assessing each staff’s tracking worksheet in GEGI;
- Download all ISIRs for staff at each campus; review budget/estimate sheets;
- Oversee and Mange the Financial Aid Advisor ensuring Financial Aid Plan meets the file completion deadline for new start and repackaging.
- Conduct periodic audits of Student Aid files according to policies. Conduct Financial Aid exit counseling for graduates;
- Assist with annual compliance audits program review.
- Participate in monthly Financial Aid Department meeting.
- Participate in monthly Financial Aid Manager meetings to discuss changed in federal regulations and technical changes impacting the Financial Aid department.
- Provide input to Campus Directors on Financial Aid Advisor technical competence for staff evaluations and goal setting.
- Developed financial aid strategies to enhance student access and affordability.
- Mentored staff on compliance regulations and effective advising techniques.
- Review Financial Aid Advisor files for Verification, Comment code.
- Manage and award students Cal Grant, FSEOG.
Director of Student Affairs
InterCoast College
12.2010 - 09.2020
- Administered the organization’s student financial aid program consisting of federal, state, and local funds while ensuring the use of funds is compliant with applicable state and federal regulations. Administered loans for disbursement; assess needs and approve loans in accordance with established policies and procedures.
- Supervised the receipt, evaluation, and approval of requests for programs; established procedures for and maintains records on transactions with students; ensured effective and efficient use of automated financial aid management systems.
- Developed, implemented, and enforced a range of student services policies, and ensured that services for students operate in compliance with policies and standards. Planned, coordinated, and delivered staff development training to students.
- Determined and interpreted student services needs on an individual basis, and initiated referrals to appropriate student and/or academic services; advised students on policy issues, acted as student advocate, and resolved problems as necessary; managed new student orientations.
- Collected and analyzed statistical data, and developed reports designed to evaluate effectiveness of programs and services.
- Supervised personnel, including recommendations for hiring, termination, performance evaluation, training, work allocation, and problem resolution.
Director of Financial Aid
Charter College
04.2007 - 12.2010
- Assisted in successful audits and program reviews. Remained current on all federal and state laws and regulations that pertain to the programs administered by the office, implemented and/or modified office procedures to comply with those laws and regulations, prepared all required reports accurately and in a timely manner, and served as a liaison to the financial aid audit team.
- Contributed to the accomplishment of the enrollment management objectives of the organization by recommending data-driven financial aid strategies within the framework of federal and state regulations consistent with those objectives and by administering financial aid, scholarship, and student employment programs that support student recruitment and retention.
- Maintained student satisfaction through delivery of quality customer service in all aspects of the administration of financial aid and student employment services.
- Developed a competent, productive and effective departmental staff by hiring, training, and supervising unclassified, classified, graduate assistant, and student employees both directly and through delegation.
- Maintained open and effective communication among all supervised areas using staff meetings, e-mail, and one-on-one meetings with employees.
Senior Financial Aid Officer / Associate Director of Financial Aid
InterCoast College
07.2004 - 04.2007
- Developed award letters in concert with Institute procedures and knowledge of Federal regulations; reviewed financial aid applications to determine the extent of financial need to process awards of financial support within the limits set by established policies, rules and regulations; audited and adjusted awards on a continuous basis.
- Calculated proration for student financial aid refunds; notified the appropriate funding agency of any refunds and amount.
- Worked cohesively with admissions representatives to facilitate outstanding service to prospective students and their parents. Counseled borrowers regarding loan obligations, repayment plans and the possible consequences of loan default; conducted personal interviews with students and their parents regarding financial aid.
- Prepared turnkey student packaging for Title IV eligible programs. Determined student eligibility for the Federal Direct Subsidized Stafford Loan, Federal Direct Unsubsidized Stafford Loan, Federal Parent Plus Loan, and Alternative Loans; determined and processed scholarships and grants, including Federal Pell Grants, Federal Supplemental Educational Opportunity Grants and various State grants.
Financial Aid Officer
Computer Education Institute
10.2000 - 07.2004
- Advised and counseled students and their parents on financial aid products available to them. Resolved student inquiries relating to financial aid products. Studied and evaluated policies, regulations and applicable laws relating to financial aid products.
- Assisted students/parents with the completion of the FAFSA and review the resulting ISIR. Assigned the appropriate budget to a student and packaged student as well as ensure that aid is paid to students' accounts in a timely manner.
- Maintained complete and accurate files and paperwork, certified loan applications, and completed certification and C-Code Requirements.
- Assisted with entrance, exit, and financial literacy counseling; assisted students with institutional payment plans.
Education
Certificate in All Microsoft Studies
Computer Education Institue
Carson, CASkills
- Leadership and management
- Program management expertise
- Prepare effective oral and written reports
- Advanced skill in Microsoft Word, Excel, and PowerPoint
- Office administration
- Detail-oriented
- People-oriented
- Develop and maintain effective working relationships
- Financial planning
- Eligibility guidelines
- Verification processes
Certification
- WASFAA, FSA - Certified Financial Aid Officer
- CASFAA Workshop - Certificate of Attendance
- ED Fund - Advanced Certificate
- Computer Education Institute - Certificate in all Microsoft Applications
- Training in verification, Pell Grants, Cal Grants and Veteran Affairs
Timeline
Financial Aid Manager
Gurnick Academy of Medical Arts
09.2020 - Current
Director of Student Affairs
InterCoast College
12.2010 - 09.2020
Director of Financial Aid
Charter College
04.2007 - 12.2010
Senior Financial Aid Officer / Associate Director of Financial Aid
InterCoast College
07.2004 - 04.2007
Financial Aid Officer
Computer Education Institute
10.2000 - 07.2004
Certificate in All Microsoft Studies
Computer Education Institue