Carl James
Financial Aid Planner@ Everest University Online
San Angelo, Texas, United States
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Carl James is a highly experienced professional with 23.2 years of work experience. He possesses a diverse skill set including team building, customer service, training, leadership, and customer satisfaction. Based in San Angelo, Texas, Carl works with students to conduct financial interviews, financial options counseling, and intake processing to ensure accurate financing of educational expenses. He is known for his excellent communication and customer service skills, as well as his ability to inform and educate students about compliance with state and federal regulations. Carl is also skilled in providing customer service and resolving student concerns, providing customer service, and identifying options for financial status.
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Emails and Phone Numbers

@cci.edu
@yahoo.com
@everestonline.edu
@yahoo.com
+1 601618****
+1 214542****
+1 214710****
+1 214892****
+1 813879****
+1 903360****
+1 325234****
+1 361752****
+1 281793****
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About

Position works with new, continuing and re-entry students and is responsible for conducting student financial interviews, financial options counseling, performs needs analysis, and intake processing to ensure complete and accurate financing of student educational expenses. Utilize excellent communication and customer service skills to answer questions, counsel students, and encourage follow-through on loan commitments, assists students in the handling of their student loans and to prevent them from defaulting. Uses my knowledge and experience to inform and educate students about compliance with state and federal regulations, and help them on their path to a brighter future.• Respond to and resolve student concerns successfully in accordance with established guidelines. Provide customer service and answer student inquiries regarding financial status.• With a thorough knowledge of federal student loan programs advise students of their obligations, review financial applications and disclosure statements for completeness and accuracy.• Identify and present options including repayment plans, deferments and forbearances as it relates to individual circumstances, acting as liaison between students and third-parties such as loan servicers and the Department of Education to facilitate timely resolutions.• Work collaboratively with internal and external agencies to develop, track and maintain proper financial aid documentation throughout enrollment, awarding and packaging process.

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Work Experience

Tampa, Florida
370
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Carl James's Professional Milestones

  • Financial Aid Planner (2011-07-01~): Reduced financial aid fees, ensuring timely and reliable payment for students in need.
  • Team Supervisor (2005-06-01~2007-10-01): Motivated and consistently exceeded team goals, fostering a culture of continuous improvement and team leadership.
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Education

Community College of the Air Force
Community College of the Air Force