1. Wendy Loh Wang
1142 Sagewood Drive • Oceanside, CA 92056 • (760) 481-8668 • wendylohwang@icloud.com
Overview of Qualifications
 Accomplished professional with 24+ years of experience in coordinating financial assistance and
scholarship programs, including Veterans Administration (VA) Educational Benefits.
 Experienced in processing and authorizing the financial aid packages, assuring full compliance.
 Expert at planning, directing, and coordinating institutional financial assistance grant process.
 Effective in coordinating, supervising and training employees, ensuring high productivity.
 Versatile and proactive problem solver with excellent interpersonal skills.
 Highly adaptable to ever changing circumstances within a fast-paced and demanding environment.
PROFESSIONAL EXPERIENCE
Gemological Institute of America, Carlsbad, CA
Manager, Student Financial Assistance & Global Scholarship • Jul 2010 – Present
 Administer all federal, state, and institutional policies related to financial aid and scholarships.
 Coordinate and planning the operations of the Financial Aid Office; liaise with state/federal
funding agencies.
 Oversee government audits and account reconciliations; submit financial aid reports.
 Establish and maintain working relationships with US Department of Education and US
Department of Veterans Affairs representatives.
 Managing and directing the determination of policies in procurement and distribution of financial
aid.
 Administer financial aid through PeopleSoft system; assist with new bundle implementations.
 Supervise, train, and develop subordinates in the management of financial aid programs.
 Solicit, allocate, manage, and reconcile all financial aid funding; coordinate audit requirements.
 Establish and implement a global scholarship program; cultivate multi-program funding
strategies and annual capital solicitations from the endowment. Liaise with Information
Technology to design and accommodate unique application formatting and scalable submission
volume
 Facilitate Veterans Educational Benefits (e.g. Post 9/11 GI Bill, Vocational Rehabilitation, etc.).
 Work with AR Dept. maintaining the accuracy of EDExpress disbursements of financial aid awards.
 Evaluate, prepare, and uphold the annual Financial Aid Office budget.
 Able to demonstrate analytical and organizational experience; compilation and interpretation of
financial data and management reporting; proficiency in assessment of financial need analysis.
Gemological Institute of America, Carlsbad, CA
Financial Aid Specialist (Scholarship & Vocational Rehabilitation) • Jan 2007 – Jul 2010
 Reviewed and disbursed Federal Family Educational Loan Program (FFEL), unsubsidized
Stafford and Parent Loan for Undergraduate Students (PLUS) loan application.
 Reconciled all levels of loan monthly and compliance the yearly Financial Aid audits.
 Coordinated activities, data exchange and communications with outside agencies such as
National Student Loan System (NSLDS), California Educational Loan Programs, Department of
Education and Common origination Department (COD).
 Reviewed Vocational Rehabilitation and Retraining authorization and contracted submitted by
outside agencies to insure completeness and acceptability for processing.

2.  Worked with State Vocational Rehabilitation agency/counselor and students to set up the
authorization funding proposal and provided an educational plan for each program or course.
 Worked with local VA office for multiple programs such as GI Bill, Military Spouse Career
Advancement Accounts (MyCAA), VA Vocational Rehabilitation program.
 Coordinated activities, data exchange and communications with agencies and Veterans' Affairs.
 Reconciled the monthly disbursement with the accounting department.
 Disbursed student funds in accordance with all regulations and company policies.
 Reconciled the general ledger accounts with the financial aid data, collecting data for reporting.
 Coordinated with appropriate U.S. and international campuses personnel to insure accurate and
timely dissemination of scholarship information.
San Diego Beauty Academy (Bellus Academy), Poway, CA
Financial Aid Director – Independent Consultant • Feb 2006 – May 2006
 Planned, organized and supervised daily operations of the school’s financial aid office.
 Established and implemented school financial aid policies and procedures.
 Prepared and maintained the financial aid office budget, kept records, and prepared monthly and
other recaps, reports and summaries.
 Supervised the work of financial aid office staff; interviewed and recommended selection of job
applicants, trained employees, documented performance, etc.
 Evaluated student, family and veterans information to determine financial aid eligibility and
awarded financial aid, grants, scholarships, loans and fee waivers.
 Approved emergency fund awards; prepared check runs and disbursed checks.
 Advised and counseled families, students and others on financial aid issues.
 Solicited funds and prepared grant applications related to scholarships and financial aid.
California State University, San Marcos, CA
Senior Financial Aid Advisor (SSPII) • Jun 2004 – Jan 2006
 Interpreted Federal regulations and CSUSM policies and procedures in review and analysis of
financial aid applications; handled difficult cases and made complex determinations.
 Supervised financial aid assistants staff, front office staff and student assistants.
 Reviewed and made decisions on changes of circumstance appeals; coordinated aid awards from
other departments and agencies and reviewed summer aid requests, and determined eligibility.
 Confirmed student eligibility for study abroad programs, initiated consortium and contract
agreements with agencies/schools as needed and revised awards to reflect study aboard expenses.
 Conducted financial aid outreach, giving presentations to interested high school students,
counselors, and transfer students.
 Assisted in organization and execution of candidate evaluation for the scholarships.
California College for Health Science, Carlsbad, CA
Financial Aid Director – Independent Consultant • Feb 2003 – Jun 2004
 Set up the new financial aid Title IV program with the outside consulting agency, creating
operational policies consistent with federal, state and college regulations and guidelines.
 Provided necessary templates in meeting the most cumbersome regulatory requirements.
 Oversaw the administration, operational and strategic planning, staff development, financial aid
packaging, compliance, audits, disbursement, funds management and stewardship.
 Coordinated the delivery of financial aid services for students and their families.
 Managed internal compliance audits, program review responses, financial aid training,
Reimbursement, FISAP, Title IV reconciliation & return funds.
 Reviewed cash management reports, annual catalog refinements, and financial aid brochures.

3. College of the Canyons, Santa Clarita, CA
Financial Aid Technician/Advisor • May 2000 – Jan 2003
 Supervised the work of staff engaged in all phases of the student financial aid program.
 Managed the supervised Financial Assistant staff and FWS programs.
 Served as the Financial Aid Administrator in accordance with federal and state statutes.
 Established and implemented operational policies consistent with federal, state and college
regulations and guidelines governing the entire financial aid award process.
 Assured the timely awarding of financial aid; developed fund requirements for programs.
 Coordinated institutional responses to independent/internal audits, and federal program reviews.
 Implemented accounting controls and monitor federal and state financial aid expenditures.
 Developed the budgetary, staffing, facilities, and equipment requirements for the financial aid office.
 Conducted research on costs of housing in the geographic area served by the college.
 Coordinated awards of federal financial aid with other resources including but not limited to state
programs, such as the Board of Governors Grant Program, EOP&S, Cal Grant Program, and
scholarships.
 Represented the college to community groups, public and private organizations, and governmental
agencies regarding local, regional and national financial aid programs for students.
 Implemented the "Satisfactory Academic Progress" policy pertaining to financial.
 Directed the maintenance of student financial aid records; selected and trained financial aid staff.
Los Angeles Pierce College, Woodland Hills, CA
Financial Aid Technician/Assistant • Dec 1992 – May 2000
 Coordinated the daily operations of a Financial Aid Office, including analysis of financial assistance
needs, determination of financial aid eligibility, review of financial aid applications, awarding of
loans, grants, and maintenance of financial aid records and files.
 Reviewed Federal Work Study and California Grant accounting records for accuracy and compliance
with state and federal regulations and took corrective actions when necessary.
 Liaised with District Accounting Division for reports and reconciliation of fund/loan balance.
 Oversaw and trained financial aid clerical support staff; served as the Financial Aid Administrator.
 Coordinated the financial aid programs such as Federal Work Study Program, Federal Pell Grant
Awards, Federal Supplemental Educational Opportunity Grant, electronic transmissions, loan
billings/collections, scholarships, Cal Grants and Federal Stafford Loan Programs.
 Authorized awards for financial aid through a combination of loans, grants, and work-study.
 Provided advice and offers solutions to students who have special financial problems.
 Audited individual student financial aid files to assure completeness and accuracy of all documents.
 Prepared and coordinated institutional responses to state and federal audits.
 Resolved student information discrepancies, recalculate and package student file into the computer
using EDExpress; assisted students on completing their financial aid application.
 Analyzed individual student needs to determine eligibility for financial aid.
 Answered inquiries and complaints from students regarding financial aid
 Administered PERKINS LOAN programs, presented entry and exit workshop for students;
reconciled financial aid accounts and assisted students on completing their Promissory Note.
 Assisted Financial Aid Manager in completion, generation and transmission of all applications and
reports to the District FAMS program.
 Managed the supervised Financial Assistant staff and Federal Work Student staff.
OTHER EXPERIENCE
Los Angeles County Environmental Health Department, Monterey Park, CA
Food Manager – Internship • Dec 1998 – Dec 1999
NewWay Printing and Package Company, Los Angeles, CA

4. Assistant Manager • Sept 1990 – Sept 1991
EDUCATION
California State University, Northridge, CA
Bachelor of Science in Finance • 1999
Alberta College, Edmonton, Canada
Associate Degree in International Business • 1992
Box Hill College, Melbourne, Australia
Victorian Certificate of Education & Certificate in Australian Study and English • 1991
Royal Academic School of Ballet
Member/Advance and Performance Level Certificate • 1989
Royal Academic School of Music
Member/Advance and Performance Level Certificate • 1989
MEMBERSHIPS & AFFILIATIONS
- National Association of Student Financial Aid Administrators
- California Association of Student Financial Aid Administrators
- Western Association of Student Financial Aid Administrators
- Presenter- CASFAA conference-2014-VA Program Review
COMPUTER SKILLS
- MS Office Suite
- ED Express
- PeopleSoft
- DEC software
- FAMS accounting software
- Datatel software
LANGUAGES
English – Fluent
Mandarin and Cantonese Chinese - Fluent
REFERENCES
Syed Rizvi
Dean of Student
Santiago Community College
Email: Rizvi_Syed@sccollege.edu
Addalou David
Former Director of Financial Aid
(Retired) Lifetime Member of CASFAAA