KERI ROMERO
Chino
Summary
Experienced with managing comprehensive financial aid programs to support student success. Utilizes deep knowledge of federal regulations and institutional policies to ensure compliance and accuracy. Track record of effective communication and problem-solving skills in facilitating financial aid processes for students and families.
Overview
15
15
years of professional experience
Work History
Financial Aid Advisor
Concorde Career Colleges
Chino
01.2026 - Current
- Advised students on financial aid options and eligibility requirements.
- Processed financial aid applications using online management systems.
- Reviewed and verified documentation for accuracy and compliance with regulations.
- Assisted with completion of documentation such as FAFSA paperwork, answered questions, and delivered key information.
Financial Aid Administrator
Unitek College
08.2022 - 01.2026
- Delivered financial aid counseling to enrolled and prospective students.
- Optimized financial aid resource allocation through regular reviews based on institutional priorities.
- Authored presentations and documentation for current and prospective student distribution.
- Facilitated one-on-one sessions to guide students through financial aid complexities.
- Illustrated available financial aid opportunities during communication with prospective students.
- Assisted college students in obtaining financial aid via loan programs.
Call Center Agent
Maximus
04.2022 - 06.2022
- Analyzed and collected customer information to prepare product or service reports.
- Read from scripts to promote uniformity and consistency in communications.
- Built sustainable relationships and trust with customer accounts using open and interactive communication.
- Made appropriate account corrections to resolve customer problems.
- Recorded details of inquiries or complaints to maintain up-to-date records of customer interactions and transactions.
- Navigated multiple computer systems and applications and utilized search tools to find information.
caregiver provider
in home support service
05.2011 - 03.2020
- Transported client to doctor's office and essential errands.
- Reported health changes and provided proper documentation to appropriate staff.
- Protected health information according to HIPAA policies and procedures.
- Read and contributed to shift reports and care notes.
- Participated in case reviews, consulted with team caring for client, to evaluate client's needs and plan for continuing services.
- Prepared and maintained records of client progress and performed services.
- Completed and submitted clinical documentation in accordance with agency guidelines.
Education
cosmetology - Cosmetology Business
CITRUS COLLEGE
glendora, CASkills
- Support agent documentation
- Detail-oriented efficiency
- System documentation updates
- Professionalism under pressure
- Effective verbal communication
- Proficient in Microsoft Office
- Management of verification processes
- Administration of payment plans
- Clerical skills and data entry
- Coordination of tuition assistance
- Support for students
- Facilitation of application processes
- Collaboration in teamwork
- Excellence in customer service
- Strategies for problem-solving
- Ability to multitask and analyze
References
References available upon request
Timeline
Financial Aid Advisor
Concorde Career Colleges
01.2026 - Current
Financial Aid Administrator
Unitek College
08.2022 - 01.2026
Call Center Agent
Maximus
04.2022 - 06.2022
caregiver provider
in home support service
05.2011 - 03.2020
cosmetology - Cosmetology Business
CITRUS COLLEGE