STEPHANO ENCARNACION SANTOS
San Juan
Summary
Energized and resourceful, showcasing natural affinity for assisting students and families. Demonstrates solid understanding of financial aid processes and federal regulations, along with strong analytical and communication skills. Committed to guiding students towards achieving their educational goals through effective financial planning and support.
Overview
2
2
years of professional experience
Work History
Financial Aid Advisor
Universidad Ana G Mendez
01.2025 - Current
- Provided personalized counseling sessions to assist students with financial aid applications.
- Maintained up-to-date knowledge of regulations governing financial aid distribution.
- Designed financial aid packages tailored to individual monetary and logistical needs.
Financial Analyst
Caribe Federal Credit Union
06.2024 - 08.2024
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Reduced time spent on manual data entry, implementing automated data extraction tools.
Finance Clerk
MCCS
10.2023 - 06.2024
- Managed accounts payable and receivable, ensuring all transactions were recorded accurately and on time.
- Provided excellent customer service when addressing inquiries related to billing or account issues, resolving disputes efficiently and professionally.
- Maintained organized filing system for easy access to important financial documents.
Accounting Clerk
PlanilleoPR
06.2023 - 10.2023
- Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
- Maintained accounting records utilizing in-house and client systems.
- Input high volume of monthly invoices with consistent accuracy.
Data Entry Clerk
Data Storage Centers
05.2023 - 06.2023
- Completed data entry tasks with accuracy and efficiency.
- Followed established procedures to enter and process data correctly.
- Organized, sorted, and checked input data against original documents.
Education
Bachelor of Science - BS - Finance, General
University of Puerto Rico-Mayaguez
05.2023
Skills
- Eligibility guidelines
- Verification processes
- Payment plans
- Microsoft office
- File monitoring
- Teamwork and collaboration
- Time management
- Attention to detail
- Problem-solving abilities
- Excellent communication
- Customer service-focused
- Adaptability and flexibility
Languages
English
Bilingual or Proficient (C2)
Spanish
Bilingual or Proficient (C2)
Timeline
Financial Aid Advisor
Universidad Ana G Mendez
01.2025 - Current
Financial Analyst
Caribe Federal Credit Union
06.2024 - 08.2024
Finance Clerk
MCCS
10.2023 - 06.2024
Accounting Clerk
PlanilleoPR
06.2023 - 10.2023
Data Entry Clerk
Data Storage Centers
05.2023 - 06.2023
Bachelor of Science - BS - Finance, General
University of Puerto Rico-Mayaguez
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