Customer Service
Graduate Peer Counselors
Heather Glidewell | Jacui Zaczek | Morgan Zuege | Nat Taylor | Seth Kelly |
Tristan Ferguson
- Provides advising and counseling services for students seeking in-person service via office lobby
- Provides advising and counseling services for students seeking assistance via phone (call center) and email (service account)
- Supports Customer Service Team
- Supports Student Outreach
Financial Aid Advisor, Sr Team
- Counsels students and families on all financial aid processes for federal, state, and institutional aid to assist with getting them to apply and matriculate to the university.
- Processes and revises aid awards
- Assists with processing the SAP (Satisfactory Academic Progress) Policy
- Helps students with FAFSA corrections for special populations dealing with citizenship, legal relationship, selective service registration, as well as other checklist forms.
Miggeletta Wade
Financial Aid Advisor, Sr.
Phone: 502.852.8348
- Counsels students with last name A-C
- Assists with aspects certifying private loans.
James Barger
Financial Aid Advisor, Sr.
Phone: 502.852.8346
- Counsels students with last name D-G
- Assists with aspects of Federal Work Study which include awarding, monitoring earnings, and departmental assistance.
Monique Montgomery
Financial Aid Advisor, Sr.
Phone: 502.852.8909
- Counsels students with last name H-L
- Oversees income-related Professional Judgment and Dependency Override requests.
Claudia Santos
Financial Aid Advisor, Sr.
Phone: 502.852.8345
- Counsels students with last name M-R
Alecia Price
Financial Aid Advisor, Sr.
Phone: 502.852.8378
- Counsels students with last name S-Z
Manuel McMillan, Sr.
Assistant Director
Phone: 502.852.8344
- Liaison with 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
*Mike Abboud, Associate Director of Financial Aid Services
Application Awarding and Aid Evaluation
Cedric Trigg
Financial Aid Advisor, Sr.
Phone: 502.852.1405
- 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
Nate Goulet
Administrative Systems Analyst
nathaniel.gauthier-goulet@louisville.edu
Phone: 502.852.8341
- 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
Natalie Legleiter
Administrative Systems Analyst
natalie.legleiter@louisville.edu
Phone: 502.852.8376
- 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
Katie Lenss
Assistant Director
katherine.lenss@louisville.edu
Phone: 502.852.8350
- 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
*Mary Pike, Director of Financial Aid Systems
Application and System Processing
Emily Clark
Financial Aid Advisor, Sr.
Phone: 502.852.9281
- 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
Bryan Trautwein
Assistant Director
bryan.trautwein@louisville.edu
Phone: 502.852.8349
- 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
*Mary Pike, Director of Financial Aid Systems
Disbursement and Information Management
VACANT
- 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
Nichelle Johnson
Coordinator
Phone: 502.852.8342
- 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
*Tina Carter, Associate Director
*Mary Pike, Director of Financial Aid Systems
Scholarship Management
Niki Royce
Coordinator
Phone: 502.852.1407
- 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.
Lucas Willman
Financial Aid Advisor, Sr.
Phone: 502.852.9107
Financial Aid Advisor, Sr.
- Primary resource for employer reimbursement
- Processes Report Other Aid form
- Processes sponsorship processing
- Awards outside scholarships
- Assists with Admissions-based scholarships
Brittini Wise
Financial Aid Advisor, Sr.
Phone: 502.852.1369
- 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.
VACANT
Assistant Director
- 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.
*VACANT, Associate Director
Systems
Kiran Maind
IT Systems Analyst II
Phone: 502.852.8343
- Technology
- Website
- System Utilization
- Security
- Communications
Financial Aid Operations
Toya Bailey
Assistant Director Special Tasks
Toya.flanagan@louisville.edu
Phone: 502.852.7750
- Oversees the Competency Based Education (CBE) program. Counsels all students in the CBE program regarding federal, state, and institutional aid. Monitors the cost of attendance and financial aid packaging according to CBE guidelines.
- Oversees the SAP (Satisfactory Academic Progress) Policy
Oversee Department Funding, Pro-Card Transaction
Manage/Oversee “Gift Card”
Liaison for SFAO Director and Strategic Enrollment Manager
Manage Administrative issues pertaining to Zendesk
*Angela Black, Executive Director
Administration
Michael Abboud
Associate Director
Phone: 502.852.8347
- 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.
Tina Carter
Associate Director
Phone: 502.852.7877
- 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.
VACANT
Associate Director
- 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.
Mary Pike
Director of Financial Aid Systems
Phone: 502.852.3997
- 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.
Angela Black
Executive Director
Phone: 502.852.3870
- Oversees all aspects of the work of the Student Financial Aid Office