Tell us a little about yourself.
My first professional job was in the Trust Department of a bank. The bank later transferred me to the Education Finance division where I performed marketing functions for a company that was a client of the bank. The president of the company was looking to expand his operation and asked me if I was interested in making the transition. I accepted and took on the role of Department Head and Vice President and spent the next 19 years in financial aid, eventually managing 43 for-profit trade and technical schools across the country.
What are some of the FA tasks you have performed and excelled at?
I’ve handled a number of projects in my role as a consultant including working on several file reconstructions that were part of a DOE review, handling refunds on behalf of schools, updating the National Student Loan Database system, performing data entry and corrections, and working in whatever FAMS systems the schools used, as well as Title IV verification, Awarding/Packaging, and professional judgement and appeals. Recently, I took on the task of completing a Staffing Assessment report for a school client that wanted to make sure they were hiring the right number of people and the right people for the right jobs.
What advice would you give to a school looking to bring in an FA consultant?
Make sure the consultant has the expertise that you need to get the job done. Additionally, make sure the consultant has the desire to accomplish the tasks that need to get done and that they can be empathetic and relate to the schools’ challenges, problems and issues.
What makes HEAG unique or special compared to your work experiences elsewhere?
HEAG identifies each consultant’s areas of expertise and matches them with a school that needs that expertise and knowledge. The organization is extremely professional and well organized and works hard to ensure each consultant has the resources they need for the job that needs to get done.
When you’re not consulting, what other hobbies/interests do you have?
I have a jewelry and accessory business; I love to travel; and I do some writing in my spare time.