Financial aid is an important part of getting students enrolled and ready to progress toward their achieving their educational goals. Financial aid requirements and regulations frequently change so it is critical that financial aid professionals stay informed. This group is for financial aid professionals who aspire to discuss and master the competencies necessary for exemplary performance and top customer service in a dynamic, rapidly changing education landscape. Group members share best practices, ideas, thoughts, reflections, and resources to help colleagues across the globe improve performance.
It is very common for a lot of parents not wanting to disclose financial information thinking the student is already considered an adult. Once they know about how this will affect the financial aid for their kids, usually they change their minds and disclose the information needed.
It is very important to not only request the documents needed to clear a C code, but also check the dates and type of document provided by the student.
A good practice to complete a FAFSA verification as soon as possible when the student or parent cannot use the IRS DRT, is to ask them to request the IRS tax transcript as soon as the ISIR is received with the verification flag.
It is so important that a financial aid person learns how to assist students with any special circumstances so they can still complete the FAFSA and be qualified for what they are entitled to receive regardless of their particular circumstances.
l learned the importance of providing exceptional customer service. I also learned to ensure the FA office gets at least two audits annually. We should not only depend on FSA auditors because they can also miss something. To consider outsourcing for additional auditors for compliance purposes. As an FA Associate Director, I must review my staff files for corrections and ensure they receive adequate training.
Every department have to communicate their goals to be an the same page. And follo law and regulations is very important
It a lot responsibility but we have to make sure to follow the law and regulations and the guidelines. Also have private audit to supervised everything is in compliance
We have to have the guide provided by the department of education follow the law and regulations and read to be updated with the new regulations
We have to be careful and know the law and regulations because a mistake can be dangerous for the school. We have to double check everything is in compliance
Aside from compliance, verification, auditing, and meeting deadlines I've learned the importance of providing excellent customer service. Never say "I dont Know" instead say "Let me see what else we can do".
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