Need a ERP Financial Aid? – Mindy Smith

From: $80.00

25 Year Banner Financial Aid


Objective Over twenty five years experience in higher education administration and 12 years progressive experience with Banner Enterprise Resource Planning (ERP) System. As lead financial aid consultant responsible for the implementation of Banner financial aid which included the  initial fit gap analysis, development of strategic business plans, training, and development of data standards. Proficient in structured query language  (sql) to create rules queries and reports to meet the needs of client operations.



Senior Banner Processing Consultant

Ultimate Consulting IT LLC Lebanon, GA Jun ’13 – Present


  • Provided long-term consulting services for Banner Financial Aid clients
  • Served as interim systems lead for financial aid unit and member of management team
  • Performed New Year set up for clients
  • Provided training for all functional users for release updates, patches, and changes to key financial aid processes
  • Converted cost of attendance from applicant budgeting to algorithmic budgeting
  • Initiated best practices for day to day processing
  • Assisted Management team in developing long term awarding philosophies using equity packaging
  • Automated PELL LEU and Transfer Monitoring
  • Set up Subsidized Eligibility Limit Available (SULA) for clients
  • Set up Standard Academic Year (SAY) and Borrow Based (BBAY) in preparation for 8.22 release.


Senior Consultant

Large Firm, CA Oct ’12 – Jun ’13


  • Advanced level consulting to existing Banner clients
  • Set up Period Based Budgeting with algorithms
  • Trained staff on key financial aid releases
  • Trained and set up New Year updates
  • Automated Pell Limit Eligibility Usage (LEU)using Transfer Monitoring
  • Automated Loan Processing
  • Developed best practices for improving key financial aid functions
  • Collaborated with college IT office to perform necessary Banner upgrades


Banner Consultant

Large Firm Feb , CO ’07 – Sep ’12


  • Provide pre and post production support for the Banner ERP system for various colleges and universities across the country.
  • Define implementation plans for the Banner financial aid module
  • Provide support with testing and monitoring client-defined values
  • Assist client IT staff in the conversion of legacy data and the development of data repositories and other reporting solutions
  • Provide training for financial aid staff regarding federal and state compliance and regulatory matters
  • Provide interim management to college financial aid offices
  • Provide strategic level consultation with regards to policy and procedure matters


Banner Financial Aid Consultant

Large Firm, PA Sep ’05 – Feb ’07


  • Provided support for implementation of the Banner financial aid system 12/23/2014 HigherEdJobs 1 of 4
  • Provided support for implementation of the Banner financial aid system
  • Worked with clients to define implementation project plans
  • Planned and conducted training sessions in all areas of Banner financial aid and interfaces with other Banner modules (student, accounts receivable, finance, advancement)
  • Provided strategic level consultations on policy and procedural matters to ensure maximum results from their financial aid system
  • Assisted IT staff in the conversion of legacy data
  • Provided system presentations and demonstrations to institutions to compare the similarities and new enhancements of a client’s legacy system with the Banner ERP system


Coordinator, Financial Aid Services/Assistant Professor

Large University, VA Jan ’04 – Jul ’11


  • Worked from 1/2004- 9/2005, 2/2007- 7/2011
  • Trained staff on utilization of PeopleSoft student information system,
  • Trained staff on verification, professional judgments, standards of academic progress, professional judgments, and default prevention
  • Counseled and educated students, parents and other college staff about the various financial aid processes and ramifications of timely submittal of paperwork
  • Trained staff on all aspects of financial aid programs utilizing NASFAA CORE training materials


Assistant Director of Student Affairs, Student Financial Services

Large Firm, VA May ’97 – Jan ’04


  • Core member of the Banner implementation team
  • Member of Banner data standards committee
  • Supervised the day to day operations of Student Financial Services (SFS)
  • Trained all SFS staff on financial aid matters (need analysis, verification, loan certification)
  • Trained all SFS staff on student accounts (tuition adjustments, loan proration, general refunds)
  • Responsible for review of financial aid appeals (professional judgments, financial aid leveraging)
  • Stage zero applications, ISIR Corrections entry in EdExpress and transmittal to CPS via EdConnect
  • Created sequential financial list management letters to students (award notifications, missing documents, SAP notifications)
  • Created and ran annual, monthly, bi weekly, and daily reports to assist SFS staff expedite financial aid processing
  • Conducted financial aid workshops for prospective students
  • Coordinated the college default management program
  • Served as core member of the Enrollment Management Team


Senior Financial Planning Counselor

Large University, VA Mar ’95 – May ’97


  • Responsible for education and providing assistance to students with regards to financial aid processes
  • Performed need analysis to determine eligibility of financial aid funds
  • Responsible for Pell processing and student loan certifications
  • Responsible for graduate audits


Default Prevention Manager/Financial Aid Officer

Large Firm, VA Jan ’93 – Dec ’93


  • Educated students and parents with regards to managing educational loan debt
  • Conducted entrance, mid-point, exit counseling sessions
  • Performed need analysis to determine financial aid awards
  • Certified Stafford, SLS, and PLUS applications
  • Processed Pell payments


Financial Aid Officer

Large University, NC May ’89 – Jun ’92

Served as verification specialist for students selected by CPS


  • 12/23/2014 HigherEdJobs 2 of 4
  • Served as verification specialist for students selected by CPS
  • Certified Stafford, SLS, and PLUS applications
  • Assigned Cost Of Attendance budgets to financial aid applicants
  • Processed Pell grant payments
  • Performed estimates for late applicants



Master of Arts (Education)

Norfolk State University Norfolk, VA

Bachelor of Arts (History-Economics)

Winston-Salem State University Winston-Salem, NC

List of Clients


  • Barstow Community College
  • Bainbridge College
  • Bossier Parrish Community College
  • Butler Community College
  • College of Marin
  • Colorado Community College System
  • Concordia University
  • Delaware County Community College
  • East Carolina University
  • Elizabeth City State University
  • Illinois Institute of Technology
  • Jacksonville State University
  • LaSalle University
  • Liberty University
  • Longwood University
  • Mercer County Community College
  • Mercy College
  • Mesa State College
  • Midwestern State University
  • Nassau County College
  • Oklahoma City University
  • University of Arkansas
  • Umpqua Community College
  • Stephen F. Austin State University
  • UNC-Charlotte
  • UNC-Wilmington
  • West Carolina University
  • Winston-Salem State University


Education Software Banner Enterprise Resource Planning (ERP)

  • PeopleSoft
  • Powerfaids
  • EDExpress
  • EDConnect
  • SAIG
  • BDMS Application Xtender
  • Image Now
  • Electronic Desk Cabinet
  • Microsoft: Word, Excel, Access, Outlook, PowerPoint, Publisher, Project, OneNote
  • ISIR Analysis Tools
  • File Transfer Programs (FTP)


Banner Financial Aid Experience

  • Dataload
  • Requirements Tracking
  • Applicant Budgeting
  • Period Based Budgeting
  • Funds Management
  • Package Group Assignment
  • Package Fund Assignment
  • Algorithmic Packaging
  • Disbursement
  • Direct Loan Processing
  • Satisfactory Academic Progress
  • Return of Title IV Funds
  • Banner Common Functions
  • Student Employment
  • COD Processing
  • Pell and DL Reconciliation
  • Population Selection
  • Letter Generation/Email Notification
  • Rule Writing in RORRULE
  • SQL Scripts for advanced set ups