It takes a village
Our dedicated team is trained to assist admission, financial aid, enrollment and student account personnel with any challenge.
Client Engagement Manager
Kate’s journey with College Aid Services began in 2019 as a Consultant, where she quickly showcased her exceptional skills and expertise, paving the way for her growth within the company. Her outstanding performance throughout the years has led to her current role as our Client Engagement Manager.
In this role, Kate will play a pivotal part in leading the Client Engagement Team, ensuring the seamless and effective delivery of solutions to our clients while driving team success. Her strong interpersonal and communication skills continue to enable her to build meaningful relationships with clients, understand their unique needs, and develop tailored strategies to exceed their expectations.
Kate has worked with a diverse range of institutions, including public, private, 2-year, and 4-year colleges and universities since embarking in the industry in 1998. Throughout her tenure as a college aid administrator, Kate was renowned for her ability to foster positive and collaborative relationships with various departments, making her a trusted collaborator and sought-after participant in university committees.
Kate has been instrumental in creating and implementing impactful Financial Aid Awareness and FAFSA filing campaigns, leveraging her expertise in both financial aid processing and customer service. Kate is particularly knowledgeable in the areas of compliance, verification, student eligibility, and professional judgment.
As a skilled presenter, Kate has delivered engaging presentations to diverse audiences, including potential students and fellow financial aid professionals. She has been a moderator and presenter in the College Aid Services webinar series, sharing her insights and facilitating valuable discussions.
Furthermore, Kate has conducted training sessions for financial aid administrators on various topics such as Professional Judgment, R2T4, Verification, and Customer Service. Her expertise has also been recognized in teaching NASFAA credentialing sessions on Campus-Based Programs, R2T4, and Student Eligibility. Kate takes pleasure in sharing her knowledge with students and families, providing informative presentations on Financial Aid Eligibility and Financial Literacy.
Kate holds a Bachelor of Arts Degree in Sociology from Transylvania University.
Kate also holds NASFAA credentials in the areas of Administrative Capability, Campus-Based Programs, Need Analysis, Return of Title IV Funds, Student Eligibility, and Verification.
Contact Kate at kate@collegeaidservices.net or by phone toll-free at 833-GETCAS1, ext. 724 (833-438-2271 ext. 724). You can also schedule a meeting with her at https://www.calendly.com/cas-kate
Our dedicated team is trained to assist admission, financial aid, enrollment and student account personnel with any challenge.
No matter your institution’s size or type — community college, state university, private, public, or for-profit — we’re here to help.
At College Aid Services, we specialize in tailored solutions designed to meet your unique challenges.
Facing a current issue or anticipating one ahead? Contact us and let’s find the right solution together.