Lorraine McIntyre-Copeland

[email protected] (954) 326-0612 5925 NW Brenda Cir., Port St Lucie, FL 34986

PROFESSIONAL SUMMARY

Dynamic professional seeking role as Financial Aid Officer with 10 years of experience in student first mentality, process management, funding plans, and collections process. Proven ability to resolve billing discrepancies and implement process improvements. Strong analytical and communication skills, adept at building relationships and ensuring seamless operations in dynamic environments.

WORK EXPERIENCE

Bursar
12/2020 - Present
Keiser University , Port Saint Lucie, FL
Cultivated strong relationships with decision-makers across departments to enhance collaboration and understanding of strategic plans
Reviewed and reconciled student account balances, effectively identifying and resolving discrepancies
Provided comprehensive support via phone, email, and text to students, partners, and community members
Addressed customer concerns with politeness and active listening to confirm and clarify information
Monitored in-progress transactions proactively, taking corrective action when necessary
Managed non-standard delivery situations with professionalism, empathy, and urgency
Utilized Cnex (Salesforce) and other internal tools to accurately log interactions and resolve issues
Managed over 700 student accounts, maintaining high engagement through calls, texts, and emails
Ensured timely payment processing, achieving a consistently low debt balance for the campus
Maintained campus rankings between 1st and 3rd out of 18 campuses over two years based on debt balance
Broad knowledge of federal financial aid programs and recordkeeping requirements
Knowledge of higher education processes, supervisory and personnel practices, communication techniques and computer software
General knowledge of accounting practices, data processing and computer applications
Detail oriented, outstanding research and analytical skills
Ability to multitask
Works with a sense of urgency, while engaging and listening to experts
Exhibits a high degree of flexibility in adapting to a rapidly changing environment
Problem solve rapidly and effectively
Strong organizational skills with the proven ability to prioritize
Process tasks in a timely manner
Work independently with minimal supervision
Capability to handle confidential and sensitive information, following confidentiality guidelines
Strong communication skills, both verbal and written, with the ability to effectively convey information and interact with students, colleagues, and others
Ability to communicate effectively and professionally with other team members
Team player with a positive, can-do attitude
Proficient in the use of standard Microsoft Office software products, including Outlook, Word, Excel, PowerPoint, and MS Project and ability to learn additional software products
Self-motivated with a strong work ethic, dedicated to quality, quantity, results and timeliness
Demonstrated ability to anticipate needs and exercise independent judgment
Excellent analytical skills, problem resolution skills and general business acumen
Ability to work collaboratively with colleagues, academic departments, and administration to support student success, achieve institutional goals and contribute to a positive and inclusive culture
Admission Counselor
06/2015 - 02/2021
Keiser University
Efficiently problem solve and troubleshoot quickly
Negotiated with academics department to ensure students received all transferred credit
Strong written and verbal communication skills, with the ability to interact and connect with all departments and students and with many types of personalities
Guide students through enrollment process, completing the financial aid process to be properly funded and packaged before orientation
Comfortable with a fast-paced environment and changing requirements
Ability to receive and implement feedback to continuously improve quality of support provided to customers
Managed over 200 customer accounts maintaining a high level of engagement through regular communication and product demos tailored to specific educational needs to maintain student retention

EDUCATION

Bachelor of Science, Business Management
06/2008
Strayer University , Chesapeake, VA

SKILLS

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