John T Swan

Experience

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  Jamba

  Jul 2003 - Apr 2005

  Assistant General Manager

  Scheduled and managed more than 30 team members with flexible availability.Worked for both Corporate and Franchisee congruently for 6 months.Responsible for hiring and firing staff.Achieved sales and labor goals.Grew client base by memorizing repeat customer’s names and drinks.

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  U.S. Bank

  Apr 2005 - Sept 2008

  Teller Coordinator

  Trained and developed a very successful team of tellers.Personally mentored my tellers into cross selling and expanding our client base.Educated my tellers on how to increase branch profitability.Part of the National “Best” team where I contributed suggestions and shared best practices that increased teller productivity. Top Teller in Referrals for the Sacramento District in 2007.Top Teller Coordinator in Referrals for the Sacramento District in 2008.

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  H&R Block

  Oct 2005 - Apr 2013

  Responsible for managing and operating 2 offices simultaneously.Prepared difficult taxes and financially advised clients.Consistently earn yearly incentives.Coached branches and consistently earned high customer satisfaction surveys.Participated in local marketing events to grow the H&R Block brand, and connect with potential clients. Tax Preparation and planning, reviewed prior year returns filed elsewhere and saved clients over $100,000, marketing, building relationships with clients

  • Office Manager

    Oct 2010 - Apr 2013

  • Senior Tax Advisor

    Oct 2005 - Apr 2013
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  Jessup University

  Apr 2013 - now

  -Manage day to day operations & development of 4 Traditional & 1 Adult (ADC & Graduate) counselors with over 1,600 students.-Management of importing/exporting all data to & from the Department of Education & CSAC including disbursements & reconciliation.-Refined & improved financial leveraging model for Traditional students.-Improved & automated financial aid packaging system for both new and returning students through Microsoft VBA programming & Microsoft SSRS reports.-Created a highly personalized FA Award Letter that will be implemented with Fall 2018 recruiting cycle.-Manage budgets for departmental operations & campus wide Financial Aid discounts.-Responsible for all Title IV & CSAC compliance which has resulted in our first clean A133 Annual Audit (2016-2017 Award Year). Show less •Importing/Exporting all data from the Department of Education using EDExpress.•Analyzed data and created financial aid reports for various entities (AICCU, CCCU, NACUBO, CDS).•Responsible for cash management, disbursement, and assisted in reconciliation of Title IV, Institutional, and State funds (Cal Grant). •Personally counsel over 400 Traditional Undergraduate students and advise them on impact of borrowing student loans.•Create financial aid packages for new and returning students.•Managed and reconciled Federal Work Study funds.•Managed student database (CAMS) to ensure accurate information for new and returning clients.•Responsible for updating and maintaining financial aid section of school website. Show less

  • System Integration Specialist

    Jan 2023 - now

  • Director Of Student Financial Services

    Jul 2020 - Jan 2023

  • Director of Financial Aid

    Jul 2015 - Jun 2020

  • Associate Director of Financial Aid

    Apr 2013 - Jun 2015
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  Exceleration Solutions

  Aug 2018 - now

  Co-Founder & COO

  Exceleration Solutions helps automate Financial Aid Processes and specializes in bringing Financial Aid Offer Letters into the 21st century!

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  Council for Christian Colleges & Universities (CCCU)

  Jul 2020 - Jan 2023

  Commissioner for Financial Aid Administrators

  Appointed as a commissioner for Financial Aid Administrators

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  Credo Higher Education Consulting

  May 2021 - now

  Affiliate Consultant

  Affiliate Consultant specializing in Student Financial Services (Financial Aid & Student Accounts)