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Focusing on Teamwork: The Financial Aid Office and the Business Office Working Together

Focusing on Teamwork: The Financial Aid Office and the Business Office Working Together. Ginger Gatlin, University of North Alabama Debra Moody, Lurleen B. Wallace Community College. Agenda. Organizational Structure Location ! Location! Location ! Access to Each Other’s Screens

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Focusing on Teamwork: The Financial Aid Office and the Business Office Working Together

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  1. Focusing on Teamwork: The Financial Aid Office and the Business Office Working Together Ginger Gatlin, University of North Alabama Debra Moody, Lurleen B. Wallace Community College

  2. Agenda • Organizational Structure • Location! Location! Location! • Access to Each Other’s Screens • Joint Training • Service to Students is Job 1

  3. Organizational Structure • To Whom Do You Report? a. Vice President of Financial Affairs b. Dean of Enrollment Management • What is the Focus of Your School’s Structure? a. Student Billing Processes b. Enrollment Goals • Culture and Campus Relationships Determine Best Approach

  4. Location! Location! Location! • Physical Location of Each Office a. Across the Hall/Another Floor b. Another Building c. Across Campus • Ease of Access for Students and Parents a. Accessibility – 2nd Floor – No Elevator b. Bad Weather/Long Lines • Address and Resolve Issues Quickly • Have You Increased Use of Electronic Billing and Financial Aid Systems?

  5. Access to Screens • Who Should Take the Call? • Can Business Office See Screen for Missing Documents? • Can Financial Aid Answer Outstanding Billing Questions? • Do Both Offices Operate on the Same System?

  6. Joint Training • Title IV Regulations and Processing Requirements • Training for Both Offices • Invitation to Conferences and Workshops • Regulatory Updates • Reporting Mandates • Timely Aid Awards a. “CLEANER” billing statements b. More on-time Payments c. Lower Accounts Receivable

  7. Service to Students is Job 1 • Is All That Necessary? a. Institutional Aid Application b. Signed Award Letter c. Signed Loan Request Form • Is the Billing Statement User Friendly? a. “NET” Balance Due b. Pending or Estimated Financial Aid c. Actual or Paid Financial Aid • What Topics Cause the Most Questions?

  8. Questions and Comments?

  9. That’s All Folks! Enjoy the Conference Ginger and Debra

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