Staff Directory

• Counsels students with last name A-C
• Assists with aspects certifying private loans.

• Counsels students with last name D-G
• Assists with aspects of Federal Work Study which include awarding, monitoring earnings, and departmental assistance.

• Counsels students with last name H-L
• Oversees income-related Professional Judgment and Dependency Override requests.

• Liaison to all student loan lenders and guarantee agencies
• Monitors student loan defaults and aggregate loan limits
• Oversees special programs (consortium agreements, study abroad, Virtual University, and National Student Exchange)
• Oversees the Financial Literacy Program

• Coordinates the intake of non-degree program exception forms
• Assists with processing of the College Access Program (CAP) Grant
• Assists with processing that is applicable to evaluations of federal aid eligibility and adjustments
• Provides support to other members of the Application Awarding and Aid Evaluation Team 

• Executes the Satisfactory Academic Progress (SAP) process
• Completes the completion of the Satisfactory Academic Progress (SAP) appeals process
• Performs aggregate reviews for federal aid processing
• Assists with federal and need-based aid awarding
• Provides support to Assistant Director of the Application Awarding and Aid Evaluation Team

• Manages the Federal Teach Grant program
• Executes the Exit Counseling process for federal programs
• Oversees the College Access Program (CAP) Grant
• Serves as a liaison with academic advisors during the Course Auditor process in relation to eligibility for federal aid
• Assists with federal and need-based aid awarding
• Provides support to Assistant Director of the Application Awarding and Aid Evaluation Team

• Manages federal, state, and need-based aid processing.
• Provides leadership to Application Awarding and Aid Evaluation Team
• Provides support to Director of Financial Aid Systems

• Processes FAFSA Verification.
• Assists with FAFSA conflict resolution.
• Assists with FAFSA review form processing.
• Assists with Federal Student Aid Eligibility regarding citizenship and veteran status.
• Processes FAFSA corrections as needed.
• Provides support to Assistant Director for Application and System Processing

• Oversees, provides support for, and manages:

FAFSA Verification Processing

FAFSA Conflicting Information Processing

Federal Student Aid Eligibility

FAFSA Correction Processing

• Provides support for systems used at UofL for Federal Financial Aid processing needs.
• Provides support to the Director of Financial Aid Systems

• Oversees Direct Loan Common Origination & Disbursement processes.
• Oversees Parent PLUS Loan application process.
• Manage the Additional Unsubsidized Loan process.
• Manage Direct Loan reconciliation issues between PeopleSoft and COD systems.
• Primary resource for Master Promissory Note (MPN) process.
• Primary resource for the student loan entrance files

• Oversees the Return of Title IV (R2T4) process
• Review the batch disbursement process daily
• Manage the alternative loan disbursement process of posting and returning funds
• Assist with the review and adjustment of the Pell withdrawal certification process
• Assist with daily computer processes for the Disbursement and Information Management Team
• Provides general support to the Disbursement and Information Management Team

• Primary resource for KEES, KY National Guard, and other state programs (excluding CAP)
• Primary resource for non-resident state grants
• Oversees corporate partnership programs.
• Provides general support to scholarship team.

• Primary resource for employer reimbursement
• Processes Report Other Aid form
• Processes sponsorship processing
• Awards outside scholarships
• Assists with Admissions-based scholarships

• Processes KRS tuition waiver certification forms
• Monitors departmental scholarship requests and processes aid accordingly.
• Coordinates intake of institutional-based scholarship applications
• Runs reports to monitor and update financial aid packages for Bursar payments and stacking limits.
• Provides support to other members of scholarship team.

• Primary resource for CAP grant
• Primary resource for Cardinal Commitment grant
• Primary resource for athletic scholarships
• Manages institutional aid and central scholarship/aid budgets.
• Assesses and projects budget expenditures.
• Compiles data and provides reports to the Vice Provost for Student Enrollment Management and Student Success in support of recruitment and retention goals.
• Provides general support to scholarship team.

• Supervises Customer Service Team (Advisors and Graduate Peer Counselors)
• Liaison to Admissions, Bursar, and other university offices
• Assists with customer service related to the front counter, in the call center, and among staff.

• Provides leadership to the Disbursement and Information Management Team
• Serves as liaison with the Bursar's, Registrar's, and Student Advocate offices
• Supervisors Pell reporting, reconciliation and Pell withdrawal certifications
• Review credit balances and credit refunds
• Supervises disbursement and Direct Loan activities
• Review student inquiries regarding tuition reduction & compassionate withdrawals appeals.
• Assist with yearly auditor reviews.

• Provides leadership to the Fiscal, Operational, and Scholarship Management Team
• Oversees the awarding and disbursement of all scholarships including departmental, outside, athletic, admission-based, and other scholarships managed by the Student Financial Aid Office
• Serves as a liaison with representatives of key offices within the campus community.

• Oversees the Application and System Processing Team and the Application Awarding and Aid Evaluation Team
• Performs system setup of required tables and data elements for aid processing.
• Oversees federal aid processing.
• Interprets new regulations and policies to help ensure business processes are in compliance.
• Performs system testing, resolves system problems, and implements new system functionality.
• Develops and assesses query needs for staff and assists in preparing statistical data.
• Reconciles direct loan records and provides support for year-end reconciliation of other aid programs.
• Serves on the leadership team responsible for strategic planning and oversight of the Student Financial Aid Office
• Serves as a liaison with representatives of key offices within the campus community.