Summary
Overview
Work History
Education
Skills
References
Languages
Timeline
Generic

Syed Mansoor

Mississauga,Canada

Summary

Financial advisor with extensive experience in guiding students through funding options. Expertise in financial aid advising, and student loan counseling. Proven ability to communicate effectively, solve problems, and manage time to facilitate comprehensive financial planning processes.

Overview

16
16
years of professional experience

Work History

Student Financial Planner

CDI College
, ON
03.2021 - Current
  • Advise students on funding options and financial aid applications.
  • Review student financial records to ensure compliance with institutional policies.
  • Guide students through financial planning processes, addressing individual concerns.
  • Maintain updated knowledge of federal and provincial student loan programs and regulations.
  • Analyze student loan applications, verifying the accuracy of the data prior to submission.
  • Maintain detailed records of all client interactions for future reference.
  • Collaborate with college staff to accurately track all student financial records.
  • Identify new opportunities for service expansion within the organization.

Owner

Self Employed
Mississauga, ON
01.2018 - 10.2020
  • Streamlined daily operations to enhance workflow and ensure quality service delivery.
  • Oversaw financial management, including budgeting, invoicing, and expense tracking.
  • Trained new staff on operational procedures and customer service best practices.
  • Managed hiring and training of staff to strengthen team capabilities.
  • Supervised worker performance to boost productivity, efficiency, and cost savings.

Student Financial Aid Officer

Trios College
Toronto, ON
06.2017 - 12.2017
  • Assisted students in understanding financial aid options and application processes.
  • Reviewed and verified financial aid applications for accuracy and completeness.
  • Guided students through appeals process for denied financial aid requests.
  • Maintained accurate records of student financial aid files in compliance with regulations.
  • Provided one-on-one counseling to students regarding financial aid program options and requirements.
  • Liaised with students and admission department to facilitate documentation and application processing.

Student Financial Aid Advisor

Everest College
Mississauga, ON
10.2009 - 01.2015
  • Processed financial aid applications and verified documentation accuracy.
  • Conducted workshops to educate students about financial aid resources.
  • Provided one-on-one support to resolve student financial inquiries promptly.
  • Responded promptly to inquiries from students regarding their financial aid packages.
  • listened carefully to student concerns and swiftly resolved issues by taking appropriate action.

Education

Master of Business Administration (M.B.A -

Oklahoma City University
Oklahoma City, US, OK

Bachelor of Business Administration (B.B.A) -

Northeastern State University
Tahlequah, US, OK

Skills

  • Financial advising
  • Financial management
  • Team collaboration
  • Problem solving
  • Effective communication
  • Attention to detail

References

REFERENCES References available upon request

Languages

English
Professional
Urdu
Professional
Hindi
Professional
Punjabi
Limited

Timeline

Student Financial Planner

CDI College
03.2021 - Current

Owner

Self Employed
01.2018 - 10.2020

Student Financial Aid Officer

Trios College
06.2017 - 12.2017

Student Financial Aid Advisor

Everest College
10.2009 - 01.2015

Master of Business Administration (M.B.A -

Oklahoma City University

Bachelor of Business Administration (B.B.A) -

Northeastern State University

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Syed Mansoor