Education

1992

Master of Business Administration

Western Washington University, Bellingham, Washington

Beta Gamma Sigma Honor Society; graduated top fifth of class.

1986

Bachelor of Arts in Economics and Mathematics

Western Washington University, Bellingham, Washington.

1976

Diploma

Bothell High School, Bothell, Washington

Professional Experience

Feb 2003
Present

Associate Director, Student Financial Resources

Key financial aid administrator position with managerial responsibility for the financial aid office in the absence of the director. Assist in developing department policy and maintaining department’s policies and procedures web-based manual. Lead role in developing new student debt management and financial planning programs. Initiating new institutional work study program.

Continuing responsibilities outlined in Sr. Assistant Director and Assistant Direct positions below.

Jul 2000
Jan 2003

Sr. Assistant Director, Student Financial Resources

Responsible for Student Employment Office and Volunteer Community Services Program; oversight responsibility for Information & Services office. Routinely perform financial aid counseling, file review, and verification duties.  Fund manager for Federal Job Location & Development budget.  Provide funds management for $1.5 million federal work study and state work study program. Successfully met federal work study community service earnings requirements. Fostered strong working relationships with Higher Education Coordination Board State Work Study staff.

Directly supervise fulltime program coordinator and graduate intern; serve as lead for administrative exempt assistant director of client services; indirectly supervise student employee staff.

Coordinate Federal Quality Assurance program and the Experimental Sites program. Meet federal reporting deadlines required of program participation. Implementing new Federal Quality Assurance software requiring extensive data query and report writing activities.

Gather extensive data on federal direct loan disbursements and student enrollments to determine whether participation in the loan disbursement experiments impact student default rates. Successfully guided the Experimental Sites transition from narrative-based reporting format to numerical-based spreadsheet reporting format.

Support environment of innovation leading to enhancements such as on-line summer financial aid application, financial aid procedures website, Student Contribution Adjustment mailing list web form, migration of student employment job posting platform from MS Access database to more productive postgreSQL database, work study job description web form, and school principal job approval form.

Jul 1998
Jun 2000

Assistant Director, Student Financial Resources

Western Washington University, Bellingham, WA

Innovated student employment job posting process from typewriter-centered operation to MS Access database input and reporting system.  Used database to post jobs on the internet.  Guided development of student employment web page. Led task force to fundamentally change the student employment wage schedule adjustment process. Credited by supervisors of student employees for changing the work study awarding policy to allow students to continue their out-of-classroom learning experience.

Significantly increased federal work study reading tutor earnings in support of AmericaReads goals; secured and expended supplemental state work study funding for Western students.

Collaborated with staff to bring student development theory into satisfactory academic progress (SAP) policy implementation by including in SAP petition responses information about variety of student assistance resources.  Assisted in redesigning SAP petitions to communicate to students an expectation of behavioral changes to improve academic performance.

Created and maintained web sites including Quality Assurance Program Project Web, and Student Employee Wage Schedule Task Force Project Web. Encouraged wide staff participation in Quality Assurance Management Enhancement reporting.

Provided funding support for high-end computer server allowing increased flexibility in web site development.  Contributed to

 development of web-based local area network giving office staff online access to policies, procedures, and forms.

Jul 1993
Jun 1998

Assistant Director, Academic Advising Services

Western Washington University, Bellingham, WA

Multifaceted position managing the Academic Advising Services budget status and reporting process, Collegiate Writer word processing project, Tutorial Center in-house operations, Transfer Student Advising program, and office computer resources.  Used accounting documentation (including state, self-sustaining, and Foundation funds), purchase orders, field orders, invoices, and billing statements to reconcile budgets and to plan and monitor expenses; worked closely with staff in Accounting Services, Purchasing, and Student Fiscal Services to make any required correcting transactions; instructed professional staff on using applications such as MS Word and Excel features, E-mail, ftp software, and various Hydra/Unix attributes.

Aug 1988
Jun 1993

Coordinator, Tutorial Center, Western Washington

University, Bellingham, WA.

Directly supervised professional staff including computer programmer (administrative exempt position) and Program Assistant II, and 25 student staff; responsible for hiring, training, motivating, and evaluating employees; innovated tutorial services to nearly triple annual student contacts from 5,000 in 1987 to 14,000 1998.

Developed computerized office budget and record-keeping systems; managed Collegiate Writer (CW) software project; produced CW financial statements and provided inventory control;

Sep 1987
Aug 1988

Program Assistant II, Tutorial Center, Western Washington University, Bellingham, WA. Provided training and scheduling support for 25 student employees; developed office filing and communication systems. Developed computer-based procedures for tracking and forecasting student employee payroll;

May 1986
Jun 1987

Buyer, Boeing Aerospace Company, Kent, WA.

Negotiated and awarded purchase contracts in support of material requirements; strictly adhered to government and company regulations, policies, and procedures; researched contract data to provide cost analysis for purchases; responsible for each contract from origination to completion; successfully met production line-mandated deadlines; credited with over $80,000 in cost-saving ideas; promoted to Associate Buyer in minimum time.

Other Experience

Aug 1985 Mar 1986

Student Coordinator of Tutors, Western Washington University, Bellingham, Washington.
Assisted Coordinator of the Tutorial Center in developing training topics by acting as liaison between the Coordinator, faculty, and the tutoring staff; conducted staff training to convey mechanics of tutoring and to develop individual strengths in interpersonal relations.

Summer 1984, 1985

Computer Operator, ELDEC Corporation, Lynnwood, Washington.Maintained the operation of daily batch files on HP-3000 system; produced and distributed work-in-process, inventory, and budget reports; conducted daily system file backups.

Sep 1984
May 1985

Math Tutor, Western Washington University,Bellingham, Washington

Sep 1984
Dec 1985

Waiter, South of the Border Restaurant, Blaine, Washington.
Accurately managed own cash till.

Summer
1983

Electrical Engineering Intern, Naval Undersea Warfare Engineering Station, Keyport, Washington.

Feb 1982
May 1983

Resident Advisor, Washington State University, Pullman, Washington.
Responsible for 60 men on two residence floors; used goal setting, programming, and individual counseling to achieve residence hall objectives.

Mar 1981
Sep 1981

Counter Attendant, Godfather's Pizza, Bothell, Washington.
Responsible for own cash till.

Winter 1981

Math Tutor, Edmonds Community College, Lynnwood, Washington.
Worked exclusively with learning-disabled student.

Apr 1983
Sep 1986

Air National Guard, Seattle, Washington.
Team Leader of mobile radio relay unit.

Oct 1976
Oct 1980

United States Air Force, Plattsburgh, New York.
Electronic technician; documented historical data and provided trend analysis; performed electronic fault isolation and repair; maintained technical manuals.

Applications:

SCT Banner Financial Aid; Microsoft Office XP with high proficiency in Word, Excel, Access, and PowerPoint; familiar with FrontPage, Dreamweaver, Fireworks, PgManager.

Networking:

Shared, peer-to-peer, computer workstation configuration; configured PC as a web server for task group file sharing.

Utilities:

Norton Utilities, Vi & Pico Editor, WS-FTP (file transfer application).

Regulation and Policy Experience

Interpreted, applied, and followed regulations and policies from a variety of areas including,

·        U.S. Department of Education Campus Based Programs

·        Washington State Higher Education Coordinating Board State Work Study Program

·        Boeing Purchasing Contract Procedures

·        Federal Purchasing Contract Regulations

·        University Student Records Policy

·        Affirmative Action/Equal Opportunity Guidelines

·        Employment Policies for Classified Staff

·        WWU Exempt Professional Staff Handbook

·        Military Technical Manuals for Electronic Test and Repair Procedures

Instrumental in revising student employment wage schedule policy, and in work study awarding policy; contributed to satisfactory academic progress policy;

Professional Affiliations and Memberships

Washington Financial Aid Association (WFAA)

Washington State Student Employment Administrators (WSASEA)
Past-President, 2003-2004
President, 2002-2003

Western Association of Student Employment Administrators (WASEA)

Awards and Honors

2002 2000 - WWU Service Learning Certificate of Appreciation.

1993 - Western Idea Network (WIN) award for best idea of the year, WWU.

1992 - Beta Gamma Sigma Honor Society, top fifth of MBA class, WWU.

1986 - Selected as Commissioned Officer Candidate, Washington Air National Guard.

1986 - 90 Plus Honor Roll, Washington Air National Guard.

1981 - Edmonds Community College Honor Roll.

1976 - Honor Society, Bothell High School.

Interests and Hobbies

• Financial Planning
• Tree farming
• Organizational Structure
• Volleyball
• Enjoy social gatherings and movies
• Web Page Design and Creation

Committee Work

Assistant Vice President, Division of Student Affairs, Hiring Committee; Dec. 2000

Chair, Financial Aid Information & Services Manager Hiring Committee, 2000

Chair, Student Employment Wage Schedule Task Force, January 1999 – May 1999.

Departmentally Related Advisory Committee (DRAC), October 1993 - present, WWU.  Review DRAC constituent budget proposals; make budget allotment decisions for Student Activity fees applied to departments.

Retirement Investment Benefits Committee, Exempt Professional Staff, 1996-97, WWU.

Administrators Association Executive Committee, 1994-95, WWU.  Created membership database; initiated and maintained e-mail based list processor.

Hiring Committee, University Residences, April - June 1994, WWU. Position:  Assistant Director.

Administrators Association Subcommittee for Retirement Benefits Options, November 1993, WWU.  Gathered information on proposed changes to University retirement benefit options.

Co-Chair, Student Affairs Division Staff Development Committee, October 1992 - June 1993.  Identified Division staff training and development needs; selected workshop presenters to address training needs.

ACT Survey Response Team, November 1992 - March 1993, WWU. Follow-up to ACT survey results regarding academic advising and career services at WWU.  Developed, administered, and analyzed survey to determine source of satisfaction/dissatisfaction with office services.

Hiring Committee, Writing Center, June - August 1992, WWU. Position:  Administrative Exempt Staff, Assistant Director.

Nakama I & II Student Affairs Conference Planning Committee, 1989 & 1990, WWU.  Designed Nakama I, Student Affairs Conference, to address staff development issues.  Success of Nakama I led to annual repetitions of the conference.

Sequent Users Group Secretary, August 1989 through June 1990, WWU.  Arranged meeting locations, developed meeting advertising fliers, created and maintained Users Group member database; booked presenters and guest speakers.

Hiring Committee, Academic Advising Center, January 1990, WWU.  Position:  Administrative Exempt Advising Coordinator.

Sequent Computer Users Group Steering Committee, June through August 1989, WWU.  Forum to facilitate the University's transition to the new Sequent computer system; developed structure and scope of the users group.

Presentations and Workshops

Student Employment Supervisors Policies & Procedures Orientation; July 2003.

Show Me the Numbers -- A detailed look at Work-Study Funds Management.

Examination of work study funds management tools to produce the data needed in funds management decision- making; May 2003.

Academic Support Services presentation; collaborated with colleagues to introduce Student Financial Resources to the organization in an engaging format; May 2002

Financing Your Education, 1998 – 2003; presentations at a variety of new student orientation programs and high school informational workshops; PowerPoint-based presentations giving information on the financial aid process.

Working Your Way Through Western, 1998 – 2003; new student orientation workshop informing students of part-time employment opportunities and important job search tips.

Washington High School Counselors financial aid briefing, September 2000.

Investing in Bonds, July 1997, Investment Club, Bellingham, WA.

Taught Mgmt 312, Behavioral Process for Management, WWU, Summer 1995. Jr.-level course for Coll. of Bus. & Econ. students designed to teach managerial skills.

Conflict Management and Negotiation Skills, May 1993, Student Affairs Division Staff Development Series, WWU.  Co-presented with Peter Rosenberg.

Native American Mentoring Project Tutor Training, February 1993, WWU.  Presented tutoring techniques and modeling to tutors working with Whatcom Middle School Native American students.  Training included questioning techniques, listening skills, learning styles, affects of judgmental attitude.

LINK Volunteers Tutor Training, October 1993, LINK Program, WWU.

Time Management & University 101, October 1992, WWU.  Presentation for University 101 instructors on Tutorial Center model of time management instruction.

Study Skills for Athletes, September 1992, Freshmen Football Team Members, WWU.  Topics included text comprehension, time management, effective note-taking, and test-taking strategies.

MUTUAL FUNDamentals, September 1992, Nakama IV Student Affairs Conference, Whidbey Island.  Workshop on stock mutual funds and their role in investing for supplemental retirement income.

MUTUAL FUNDamentals, August 1992, National Association of Academic Advisers Conference, Harrison Hot Springs, B.C.

Computers in the Classroom, October 1991, College Reading and Learning Association, Spokane.

Essential Survival Series, February 1991, WWU. Time Management Presentation.

Enhancing Supervisory Skills, May 1990, WWU. Workshop for Supervisors of Student Employees; panel member discussing paraprofessional development.