Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Syed Mansoor

MISSISSAUGA,Ontario

Summary

Proficient Financial Aid Advisor and customer service professional knowledgeable about financial aid well-versed in program options and regulatory requirements for student assistance. Excellent problem-solving, relationship-building and communication skills. Offering more than 9 years of related experience. Well-organized and hardworking with good grasp of related paperwork and processes.



Overview

14
14
years of professional experience

Work History

Student Financial Planner

CDI College
03.2021 - Current
  • Provides financial planning support to diverse populations with unique needs
  • Evaluates the needs of clients in interview format, determined the required services and made appropriate referrals
  • Review initial financial aid applications for accuracy and compliance with reporting standards.
  • Communicates with prospective students to illustrate available financial aid opportunities
  • Evaluates loan requests and documents to verify accuracy and completeness
  • Completes appropriate documents in accordance with company policies and compliance
  • Cultivates and strengthen relationships with both new and current students
  • Assists with the organization of graduation and awards ceremonies

Owner

Self Employed
01.2018 - 06.2020
  • Managed day-to-day business operations.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Evaluated suppliers to maintain cost controls and improve operations.
  • Established foundational processes for business operations.
  • Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.

Student Financial Aid Officer

TriOS College
06.2017 - 12.2017
  • Advised students in making academic decisions and financial management.
  • Provided financial aid counseling to enrolled and prospective students.
  • Counseled students about financial aid options and program details.
  • Developed and maintained relationships with clients.
  • Helped college students obtain financial aid through Ontario Student Assistance Program (OSAP)
  • Processed loan applications and monitored progress from start to finish.

Student Financial Aid Advisor

Everest College
10.2009 - 01.2015
  • Evaluated the needs of clients in interview format,determined the required services and made appropriate referrals
  • Completed appropriate documents in accordance with company policies and compliance
  • Reviewed and analyzed financial needs of students
  • advise students on the Ontario Student Assistance Program (OSAP)
  • Frequently used cross-cultural communication skills with clients
  • Tracked and maintained financial aid packages
  • Provided follow-up and resolved issues where needed
  • Appealed denied provincial/national loan applications
  • demonstrated ability to maintain confidentiality


Education

MBA - Marketing And Finance

Oklahoma City University
Oklahoma City USA

BBA - Marketing Management

Northeastern State University
Tahlequah

Skills

  • Financial Aid Counseling
  • Client Relations
  • Client Confidentiality
  • Critical and Analytical Thinking
  • Multi Tasking
  • Problem Solving
  • Team Player
  • Leadership
  • Time Management
  • Interpersonal Communication

Languages

English
Full Professional
Hindi
Full Professional
Punjabi
Professional Working
Urdu
Native or Bilingual

Timeline

Student Financial Planner

CDI College
03.2021 - Current

Owner

Self Employed
01.2018 - 06.2020

Student Financial Aid Officer

TriOS College
06.2017 - 12.2017

Student Financial Aid Advisor

Everest College
10.2009 - 01.2015

MBA - Marketing And Finance

Oklahoma City University

BBA - Marketing Management

Northeastern State University

Similar Profiles

CREATE PROFILE
Syed Mansoor