Wilmington University - Business
Financial Aid Counselor / Work-Study Coordinator
Kathleen worked at Widener University as a Financial Aid Counselor / Work-Study Coordinator
Associate Director of Financial Aid (9/98 - 2/99)
Consultant (7/98 - 9/98)
• Awarded and verified all incoming and returning students
• Administered the Federal Pell Program and the State Grant programs
• Utilized the C.M.D.S. software system to communicate awards to the Accounting Office
• Responsible for the completion of the F.I.S.A.P.
Director of Financial Aid (11/95 - 6/98)
Assistant Director of Financial Aid (3/91 - 11/95)
Director of Financial Aid
• Ensured compliance with all state and federal programs
• Monitored regulatory changes and responded to all N.P.R.M.’s
• Created and maintained the DCAD financial aid policies and procedure manual
• Initiated DCAD’s first ever Title IV audit which yielded no audit findings
• Established payroll processing procedures through the Financial Aid Office for institutional work-study students
• Streamlined the financial aid award packaging process
• Utilized P.H.E.A.A.’s OneLink system to administer all aid programs
• Administered the Federal Pell grant program, Federal Family Education Loan program, the Delaware
Scholarship Incentive Program, the Pennsylvania state grant program, Enterprise Zone scholarship, alternative loan programs and institutional program
• Increased the awareness of financial aid availability through mass mailings, presentations during portfolio days, and campus visits leading to an increase in the number of students receiving aid
• Developed two financial aid informational fact sheets, one to assist students in completing the Free Application for Federal Student Aid (F.A.F.S.A.), and the other to assist with scholarship research
• Established a contract with the Veterans Administration to enable DCAD students to participate in the Veterans Educational Benefits program
• Contracted the National Loan Clearinghouse to process the Student Status Confirmation Report on line at no cost to the institution
• Collaborated with the Director of DCAD and the Director of Admissions to modify the DCAD merit grant awarding policy resulting in an increase in higher caliber students
• Presented information concerning financial aid and the implications on recruitment and retention to the Board of Trustees on a semi annual basis
• Served as a member of the steering committee for DCAD’s strategic plan, judicial board, and the Delaware Mentor Program
Director of Financial Aid
• Ensured compliance with all state and federal programs
• Supervised, trained and evaluated the two Assistant Directors of Financial Aid, the Loan Coordinator, College Work Study Counselor, Special Programs and Projects Coordinator, Graduate Counselor and three work-study students
• Updated and changed job descriptions and duties to more effectively handle the volume of work
• Utilized the software system to complete the SAP review procedure in half the time as in the past
• Utilized the Janzabar, Excel, and Windows 2000 software systems
• Collaborated with the Director of Admissions and Noel Levitz to modify Eastern's merit grant awarding policy resulting in an increase in higher caliber students
• Monitored regulatory changes and responded to all N.P.R.M.’s (Notice of Proposed Rule Making)
• Streamlined the financial aid award packaging process
• Streamlined the importing and posting of all loans in the accounts receivable department
• Brought all computer hardware up to regulations
• Conducted a Technical Assistance Review with PHEAA/AES with no findings
• Worked with the Department of Education to ensure compliance during the merger with Eastern’s Theology School
• Implemented procedures due to previous years internal audit finding
Financial Aid Associate
• Responsible for the graduate student financial aid program
• Advised and awarded all graduate students using EDExpress
• Administered the graduate student loan program using Sallie Mae’ Opennet and AES Onelink systems
• Assisted the Bursars office with troubleshooting student issues
A.A.S. in Business Administration
B.S. in Business Administration
Marketing
High School
Academic Track
Master's Degree
Public Administration
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