Appendix IX. Resume of Financial Aid Director. Professional Development Training
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1 Appendix IX Resume of Financial Aid Director Professional Development Training
2 ALBERT TEZENO 6815 Chapelfield Houston Texas cell Director of Financial Aid and Interim Associate Vice President for Enrollment Management and Retention Services Extensively experienced and goal-oriented leader with a demonstrated track record of facilitating the preparation and analysis of financial reports to summarize and process Title IV Funds. Proven expertise in driving efficiency and productivity through evaluation of financial management systems and implementation of process improvements in the delivering of federal aid. Has interfaced and provided guidance for the Office of Admissions, Retention, and First Year Experience. A proven leader directing highly skilled financial aid advisors to support achievement of overall university, state and federal goals and objectives. Core competencies include: Accounting Management Financial Analysis Forecasting Cash Management Budgeting Cost Reductions Technology Integration Regulatory Compliance Efficiency Improvements CAREER EXPERIENCE Grambling State University, Grambling, Louisiana, 2010 present Interim Associate Vice President of Enrollment Management & Retention & Financial Aid Director Customer service oriented professional who is responsible for assisting in the administration of institutional, state, federal grant and student loan programs in accordance with fund guidelines and regulations so that students have the financial assistance needed to complete educational goals. Responsible for day-to-day operations of the Office of Financial Aid and Scholarships. Responsible for assisting in the monitoring of financial aid activities with respect to federal, state and institutional regulatory compliance. Responsible for assisting in the monitoring of reconciliation activities with third parties and the institutional general ledger. Oversee and review the financial aid awarding process and also review aid packaging and procedures to ensure compliance with federal, state and institutional guidelines. Review maintenance of financial aid over-awards, Title lv refunding, external audit items and oversee special projects. Managing, monitoring and enforcing administrative and financial policies and procedures. Continued
3 ALBERT TEZENO Page 2 CAREER EXPERIENCE CONTINUED Training and development of student financial aid personnel and follow-up to ensure compliance with federal, state, and institutional policies, procedures and support Financial Aid strategies and customer service goals. Coordinate and monitor electronic data entry, transmission and reconciliation. Coordinate communication and training plan for the financial aid office. Run and test Banner and Argos reports. Ability to read, analyze and interpret identified issues with Banner System, technical procedures or governmental regulations. Communicate system information and updates to financial aid team. Represent School at State, Regional and National professional associations. Initiate tests of system program Texas Southern University, Houston, Texas, Executive Financial Aid Director Responsible for exercising supervisory and management authority over the financial aid office. Remains abreast of all federal and state laws, regulations and policies to ensure the proper administration of financial aid and to amend university policies, procedures and guidelines accordingly. Oversee the continuous monitoring and revision of awards as necessary to ensure compliance. Outreach responsibilities include informing and advising students and parents regarding financial aid opportunities, processes and policies, and assisting in preparation of applications. Plan and conduct training programs and staff meetings on and off campus, as well as confer regularly with staff to plan and coordinate activities, assign and review work, resolve problems, and other associated tasks. Work closely with student accounts to reconcile aid disbursements, fulfill regulatory requirements, and develop financial aid systems that meet student and college needs. Evaluate university initiatives to increase early financial aid application activity. Demonstrate administrative competencies in the following areas: Accountability knowledge of regulations and guidelines; Leadership ability to influence others toward carrying out the university agenda through encouragement and modeling best practices; Communication addressing important issues and disseminating information to all necessary stakeholders; Responsiveness provide and promote superior customer service to students, faculty, staff and the public; Decision Making exemplifying sound judgment and reasoning; Broad based technical knowledge of financial aid funding mechanisms, regulations, needs analysis methods, aid packaging techniques and experience with an integrated student information system; Managed the reduction of the FFELP official cohort rate from 29.8% to 10% currently Serve as key leader in effectively managing a $70 million dollar federal program.
4 Texas College, Tyler, Texas, Financial Aid Assistant Director/Director Responsible for directing and managing all aspects of the financial aid office. Ensured compliance with appropriate regulations, and ensured that all students received high quality and comprehensive financial aid services. Demonstrate administrative competencies in the following areas: Coordinated the reimbursement system for the college Interacted and counsel students on financial aid issues Ensured timely and accurate awarding, authorization, and disbursement of all federal and state aid Planned and control student loan default process and ensured proper administration Ensured that all student aid activities and operations are carried out in compliance with federal and state regulations Utilized professional judgments based on Title IV guidelines Grambling State University, Grambling, Louisiana, Financial Aid Counselor Provided general financial aid counseling to students/parents seeking assistance and coordinated the federal and private loan process. I verified files that were selected for verification by the federal government, and worked in collaboration with comptroller/bursar to ensure accuracy and integrity of financial aid disbursements to students account. Demonstrate administrative competencies in the following areas: Counseled students and parents about the financial aid process Coordinated the federal programs which consist of loans, grants and work program Reconciled financial aid disbursements with the Comptroller s Office and the U.S. Department of Education EDUCATION Bachelor of Science, Computer & Information System (1990) GRAMBLING STATE UNIVERSITY Grambling, Louisiana Master s In Business Administration (MBA) (2005) University of Phoenix Houston, Texas Pursuing Doctor of Philosophy (2011) Jackson State University Jackson, Mississippi
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