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Introduction To...

Introduction To. S.P.I.R.I.T Office. Nataly Lozano Accounting Assistant A.K.A Resolution Specialist. What is the S.P.I.R.I.T. Office?. The SPIRIT Office is a “mini” department. It branches off the Business Office Is linked to the Cashier department and AR but is separate from both.

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Introduction To...

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  1. Introduction To...

  2. S.P.I.R.I.T Office Nataly Lozano Accounting Assistant A.K.AResolution Specialist

  3. What is the S.P.I.R.I.T. Office? • The SPIRIT Office is a “mini” department. • It branches off the Business Office • Is linked to the Cashier department and AR but is separate from both.

  4. Location • The SPIRIT Office is located at the Pecan Campus, Building K, Room 1.912 • In the hallway between the Cashier department and financial aid.

  5. Goals • Provide a direct reliable resource which students may utilize to expeditiously resolve his/her issues. • Payment discrepancies, alternative payment arrangements, or specific financial concerns are addressed. • Commit the availability of professional skilled personnel to research and analyze student account inquiries. • The issues are resolved through the collaboration of various interrelated campus departments (primarily Cashiers, Financial Aid, Admissions, or Ombudsperson). • Student information is gathered from different areas as required. • The team cooperatively assists in resolving and/or thoroughly explaining the student issue while reducing student “run around”. SPIRIT

  6. Purpose • To help any student that has a problem primarily with Cashiers but whose problem is inter-linked with any other department. • To help any student who has been given the “run-around”. • Have an intermediate person between the student and any departments involved.

  7. Procedures Referral to SPIRIT Office • Call S.P.I.R.I.T. Office and see if the problem can be taken care of over the phone before sending the student over (courtesy call) – it will save the student some time and some “running around”. • If student will be referred to me, I will give you an appointment time over the phone to meet with the student (depending on the situation). • Do not send the student directly over unless the student is very upset – this will be an “emergency” meeting with the student, and I will personally walk over and escort the student to the SPIRIT office. • If an appointment was set, fill out the referral form and drop off at the SPIRIT office -do not give it to the student.

  8. Statistics • So far, I have met with 25 students • 19 student problems have been resolved. • 6 students are pending : • (2)checks to be void • (1)making a payment arrangement • (1)appeal to be granted • (1)financial aid being awarded • (1)further research into the account ***These are students that I have met with in person, students whose problems were fixed by a simple email or phone call are not included.***

  9. GrandOpening • The “Official” opening of the S.P.I.R.I.T. Office was yesterday July 24, 2007. • Our turnout was… • 104 students that entered the raffle • + an estimated 25-30 students who did not enter the raffle but took snacks and were given the “S.P.I.R.I.T. Office Goals” card.

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