Finance aid counselor resume examples for 2025

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Updated March 26, 2025

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Finance aid counselor resume

Lisa Wood

(740) 555-1063 | lwood@example.com

Phoenix, AZ | 43701 E. Elm Ave. - 60882

Work experience

2020 - Present
Finance Aid Counselor, JPMorgan Chase - Phoenix, AZ
- Served customers by accurately and promptly performing transactions while delivering exceptional customer service.
- Ensured timely payments of vendor invoices.
- Provided customer service and problem resolution support.
2018 - 2020
Finance Aid Counselor, JPMorgan Chase - Phoenix, AZ
- Served customers by accurately and promptly performing transactions while delivering exceptional customer service.
- Facilitated communication between advisors, clients and underwriters.
2015 - 2018
Customs Collector, JPMorgan Chase - Phoenix, AZ
- Negotiated settlements and repayment plans on customer accounts.
- Provide solutions to aide our customers when facing difficult financial situations including restructuring loans and negotiating settlements.
- Collected past due amounts on private student loans.
- Maintained clear knowledge of policies and procedures, while acting in the best interests of the establishment to secure delinquent accounts.

Skills

Fdcpa
Financial Services
COD
Ensure Compliance
Bank Products
Institutional Guidelines
New Customers
Customer Accounts
Delinquent Accounts
Telephone Calls

Education

Bachelor's Degree, Business (2012 - 2015)
American InterContinental University
Chandler,

Finance aid counselor resume

Ann Wells

(470) 555-0394 | awells@example.com

Jacksonville, FL | 14698 S. First Ln. - 91806

Work experience

2018 - Present
Finance Aid Counselor, State Farm - Jacksonville, FL
- Demonstrated ability to provide exceptional customer service by receiving multiple awards by management.
- Expedited communication between upper level management and general personnel.
- Provided customer service to boat insured's for billing questions, payments and inquiries.
2017 - 2018
Finance Aid Counselor, Education Management - Pittsburgh, PA
- Provide potential and current students with accurate student loan information.
- Processed FAFSA's, SSCR's, ISIR's and ISIR corrections.
- Assist students/parents with the completion of the FAFSA and other financial paperwork.
- Assisted student/parent with the completion of the FAFSA and reviewed ISIR.
- Monitor student FAFSA applications to ensure all forms were completed thoroughly and accurately.
2015 - 2017
Student Services Specialist, Rollins - Orlando, FL
- Foster an educational and supportive environment for student learning through student activities.
- Train students on how to fill out the online enrollment form and obtain their enrollment verification in Banner self-service.
- Develop academic support plans for international students on academic warning or probation.
- Created online access, drops/refunds, cancellations, rescheduled classes, and trouble shoot minor technical issues regarding web use.

Skills

Customer Service
Powerpoint
Pell
Student Records
Student Loans
CIS
Eligibility Requirements
Appropriate Budget
Student Accounts
Educational Programs

Education

Master's Degree, Business (2014 - 2015)
University of Central Florida
Orlando,
Bachelor's Degree, Business (2011 - 2014)
Miami Dade College
Miami,

Finance aid counselor resume

Teresa Howard

(520) 555-4645 | thoward@example.com

Saint Louis, MO | 90978 W. Park Ln. - 35817

Work experience

2020 - Present
Finance Aid Counselor, Northwestern Mutual - Saint Louis, MO
- Facilitated communication between network office and headquarters.
- Scheduled appointment and communication with clients.
- Organized and maintained agent schedules - Managed communication between clients and agents - Updated client profiles and directed maintenance of materials
- Conducted financial aid presentations and seminars for prospective students and their families; assisted families with completing the FAFSA.
2016 - 2020
Finance Aid Counselor, Florida Hospital Ctr - Chattahoochee, FL
- Established payment arrangements on high account balances.
- Verify patient insurance, post payments to patient account.
- Provided procurement and customer services support to the TASC, Inc. Business Manager and Program.
- Packaged/verified student reports in accordance with state, federal, and institutional guidelines.
- Performed basic customer service functions.
2012 - 2016
Registrar, Florida Hospital Ctr - Chattahoochee, FL
- Register Emergency service patients in a fast paced environment.
- Registered patients, confirmed demographic information, and obtained signatures for medical consent.
- Assisted in medical records department project involving the beginning stages of uploading patient records for online access
- Work closely with doctors, nurses, nurse practitioners to provide excellent patient care.

Skills

Student Records
Meditech
Procedures
Emergency Room Patients
Medical Records
Professional Judgment
Emergency
Counsel
Pell
Ensure Compliance

Education

Master's Degree, Business (2011 - 2012)
Liberty University
Lynchburg,
Bachelor's Degree, Accounting (2008 - 2011)
Western Washington University
Bellingham,

Finance aid counselor resume

Michelle Simmons

(730) 555-1513 | msimmons@example.com

Schaumburg, IL | 97177 S. Elm Ln. - 95233

Work experience

2014 - Present
Finance Aid Counselor, Career Education - Schaumburg, IL
- Investigate Medicare claim denials by reviewing medical records and submitted CPT codes/modifiers.
- Provide outstanding customer service to prospect and current online students.
- Direct and monitor the National Student Loan Database and Transfer Monitoring processes.
2006 - 2014
Finance Aid Counselor, Career Education - Downers Grove, IL
- Assisted with backup registration for inpatient, emergency and physical therapy services for the facility business office.
- Assist with corrections and completion of FAFSA.
- Build personal and professional relationships through outstanding customer service Offers opportunities for financial success through different investment options
2005 - 2006
Student Services Counselor, Community Access Unlimited - New York, NY
- Developed client treatment plans based on research, clinical experience, and client histories.
- Assist residents with recreational activities and maintaining home like environment within the group home.
- Assist client with daily activities.
- Researched and provided guidance to resolve complex problems in order to better overall customer service experience.

Skills

Institutional Guidelines
Student Records
Debt Management
Federal Regulations
Satisfactory Academic
Data Collection
Student Learning
Counselors
Online
Customer Service

Education

Master's Degree, Accounting (2004 - 2005)
Baruch College of the City University of New York
New York,
Bachelor's Degree, Accounting (2001 - 2004)
Baruch College of the City University of New York
New York,

Finance aid counselor resume

Sandra Sims

(800) 555-2966 | ssims@example.com

Washington, DC | 3898 S. Evergreen Ave. - 21118

Work experience

2016 - Present
Finance Aid Counselor, Laboratory For Physical Sci - Washington, DC
- Assist students/parents with the completion of the FAFSA and other financial paperwork.
- Provided outstanding customer service to colleagues, students and parents.
- Determined students' satisfactory academic progress pertaining to eligibility for federal financial aid and scholarships by serving on Institutional Appeals committee.
- Processed and reconciled payments and expenditures, including purchase orders, invoices and statements.
2010 - 2016
Finance Assistant, Aramark - Washington, DC
- Create technical analyses reports, communicate and implement updated rules and procedures, including security/legal documents.
- Prepared GAAP and Statutory financial statements.
- Provide excellent customer service, products and solutions to meet the financial needs of small business owners and individuals.
2003 - 2010
Leasing Consultant, Campus Apartments - Riverside, CA
- Provided assistance and knowledge for residents with the vacating and leasing renewal processes.
- Conduct Property Management Orientation with all new residents.
- Prepared lease agreements and related paperwork and filed said paper work under IAC practices.

Skills

Particular Needs
Communication
Financial Transactions
Financial Statements
Purchase Orders
Internet
Company Policies
Fafsa
Financial Systems
Scholarship

Education

Bachelor's Degree, Psychology (2000 - 2003)
University of California, Santa Barbara
Santa Barbara,

How to write a finance aid counselor resume

Craft a resume summary statement

Put a resume summary on the top of your resume to highlight your accomplishments. A resume summary sums up your experience and skills, making it easy for hiring managers to understand your qualifications at a glance. Here are some tips to write a strong, impressive resume summary:

Step 1: Mention your current job title or the role you're pursuing.

Step 2: Include your years of experience in finance aid counselor-related roles. Consider adding relevant company and industry experience as relevant to the job listing.

Step 3: Highlight your greatest accomplishments. Here is your chance to make sure your biggest wins aren't buried in your resume.

Step 4: Again, keep it short. Your goal is to summarize your experience and highlight your accomplishments, not write a paragraph.

These tips will help you demonstrate why you are the perfect fit for the finance aid counselor position.

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List the right project manager skills

Many resumes are filtered out by hiring software before a human eye ever sees them. A robust Skills section can let recruiters (and bots) know you have the skills to do the job. Here is how to make the most of your skills section:

Start with the job listing. Frequently, the keywords looked for by recruiters will be listed. Be careful to include all skills in the job listing you have experience with.
Consider all the software and tools you use on a daily basis. When in doubt, list them!
Make sure you use accurate and up to date terms for all the skills listed.

These five steps should give you a strong elevator pitch and land you some finance aid counselor interviews.

Here are example skills to include in your “Area of Expertise” on a finance aid counselor resume:

Financial Assistance
Customer Service
Financial Aid Programs
Professional Judgment
FAFSA
Financial Aid
Student Loans
Financial Aid Eligibility
Financial Aid Applications
Work-Study

Title IV
Appeals
Federal Regulations
NSLDS
Financial Aid Awards
State Regulations
COD
Student Accounts
Satisfactory Academic
Federal Financial Aid

Institutional Regulations
Financial Aid Packages
Verification Process
Institutional Guidelines
Institutional Policies
Financial Data
Student Eligibility
Institutional Aid
Debt Management
Federal Student

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How to structure your work experience

Your work experience should be structured:

With your most recent roles first, followed by earlier roles in reverse chronological order.
Job title, along with company name and location on the left.
Put the corresponding dates of employment on the left side.
Keep only relevant jobs on your work experience.

How to write finance aid counselor experience bullet points

Effective job bullet points do more than just describe your job duties. Instead, they should be specific and measurable accomplishments. Here are some strategies to mastering job bullet points:

Use strong action verbs like Led, Built, or Optimized.
Follow up with numbers when possible to support your results. How much did performance improve? How much revenue did you drive?
Wrap it up by explaining the actions you took to achieve the result and how you made an impact.

Here are great bullet points from finance aid counselor resumes:

Work history example #1

Telephone Banker

Citizens Financial Group

Performed audits on the ATM and coworker's drawers.
Charged with equity product origination, lending, and closing for consumer clients.
Maintained friendly and professional customer interactions.Notary and NMLS certified.
Balanced, Maintained, and serviced the ATM accordingly.
Opened accounts, processed loans and maintained effective communication with management.

Work history example #2

Finance Aid Advisor

Northwestern Mutual

Provided effective instruction to students (via call center) for completion of FAFSA.
Acted as an intermediary line of communication between multiple hierarchy levels and lines of business within the group.
Established continuity and communication by taking and emailing notes from our team meetings and huddles.
Maintained ATM by adding cash, running deposits and balancing when needed.
Audited student FAFSA applications for completeness, accuracy and eligibility.

Work history example #3

Customs Collector

Central Virginia Svc

Received and screened in and out communications, including email and standard USPS mail.
Recorded outcome of discussions by inputting them in the Cubs system, all while following the Mini Miranda and FDCPA laws.
Engaged in customer consulting and through excellent communication and sales, increased and built continuous revenue for the company.
Billed providers through Managed Care, Medicare and Commercial Insurances.
Ensured FDCPA compliance, accurate account documentation and debt resolution to meet company and client audit guidelines.

Work history example #4

Finance Aid Officer

KBI General Contractors

Processed domestic and international employee payroll.
Coordinated scholarship process and maintained records and payments.
Tasked with drawing down funds, batching funds, transmitting ISIRS, performance of drop calculations, and withdraw notifications.
Processed and submitted student applications for Federal Pell Grants, Stafford Loans, and Alternative Loans.
Assisted students/parents with FAFSA completion, entered the FAFSA electronically, and reviewed the resulting ISIR.

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Add an education section to your resume

The education section should display your highest degree first.

Place your education section appropriately on your resume. If you graduated over 5 years ago, this section should be at the bottom of your resume. If you just graduated and lack relevant work experience, the education section should go to the top.

If you have a bachelor's or master's degree, do not list your high school education. If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.

Here are some examples of good education entries for resumes:

Bachelor's Degree in business

American InterContinental University, Chandler, AZ

2012 - 2015

Master's Degree in business

University of Central Florida, Orlando, FL

2014 - 2015

Highlight your finance aid counselor certifications on your resume

Certifications can be a crucial part of your resume. Many jobs have required certifications.

Include the full name of the certification, along with the name of the issuing organization and date of obtainment.

Here are some of the best certifications to have on finance aid counselor resumes:

Medical Assistant
Certified Management Accountant (CMA)
Certified Professional, Life and Health Insurance Program (CPLHI)

Updated March 26, 2025

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