Fostering Collaboration Between Financial Aid and Admissions Professionals

1. Fostering Collaboration Between Financial Aid and Admissions Professionals Presented by Sharon Oliver North Carolina Central University Assistant Vice Chancellor for Scholarships and Student Aid April 13-16, 2014

2. Overview • Processes for Students • Recruiting Opportunities • Recruitment Factsheet • Team Empowerment • Service Center • Customer Service

3. Processes for Students • Admissions • Application (1) • Application Fee or Fee Waiver (2) • Test Scores (3) • High School and College Transcripts (4) • Residency Form (5) • Confidential Statement (6) • Financial Aid • Free Application for Federal Student Aid (105 questions) (handout) (7) • Federal Tax Transcript Provided by IRS & Correctly Filed(8) • Electronically • Tax Transcript (handout) • Verification Worksheet (V1-V6) (9) • Proof of Foster Care, Ward of the Court, Emancipated Minor, Legal Guardianship, Homeless, Separation (10)

4. Processes for Students (Cont.) • Financial Aid (Cont.) • Financial Aid Award Accept or Decline (11) • Loan Entrance Counseling (12) • Master Promissory Note (13) • Other • Orientation Registration & Payment • On Campus Housing Registration & Payment • Final High School Transcript • Immunization • Critical Deadlines

5. Recruiting Opportunities • Financial Aid Nights • Invite Admission’s Representatives • Easy Access to Students, Parents & High School Guidance Counselors • Admissions Standards w/ Financial Aid Requirements • Repeat Institution’s Name Frequently • Wear School Colors/Display Logo • Student Ambassadors • Professional Display • University’s Requirements • Admitted as a Degree Seeking Student for Financial Aid Purposes

6. Recruiting Opportunities (Cont.) • Community Outreach Sessions • Churches • Schools • Libraries • FAFSA Day • Office Visits • Telephone Contacts • Emails • Road Trips Build Relationships • FAFSA School Code (1-4)

7. Recruitment Fact Sheet • Application Process • Apply online at CFNC (no paper applications) • Website • Fee/Fee Waiver Options • View Status on myEOL • Login requirements • Timelines for processing of documents – 3 to 5 business days • SAT/ACT • Test Dates • Websites • Preparatory Sessions (Free/Fee) • Request Test Scores (Amount/Timelines) • School Code • Official Copies • Scores on High School Transcripts (Acceptable/Unacceptable)

8. Recruitment Fact Sheet (Cont.) • High School Transcripts • Unofficial Copies Unacceptable • Uploaded Electronically • Signature Programs • Open House Date/Website • Campus Visits (Days/Times) • Recruitment Receptions – Locations/Dates/Times • FAFSA • website –www.fafsa.gov • Year – 2014-15 • Priority Date – March 1st

9. Recruitment Fact Sheet (Cont.) • Scholarships • General Scholarships Application Deadline – February 21st • Website • External links • Minimum Requirements for Partial/Full, renewable • GPA 3.00 • SAT 1,650 • ACT 23 • Application Process – Electronic, Paperless

10. Recruitment Fact Sheet (Cont.) • Required Fees • Orientation • Amount for Student & Family • Website/Process • Deadline • June Sessions Priority • Housing Options • On Campus – Rate • Preferred Hotel – Rate, telephone #, address, distance • Housing • Amount (Refundable or Non-Refundable) • Admit Status (Applicant or Admitted) • Deadline • Website • Preferred 1st Year Housing Choices for Males/Females

11. Recruitment Fact Sheet (Cont.) • Tuition and Fees Deadline • Payment Due Date – 8/1/14 • Payment Options • Cash, Check, Visa, American Express • Online Website and Steps • Payment Plans • Sallie Mae – 1st payment due July 1st • University – ½ fall balances, ¼ - 9/10, ¼ - 10/10 • Pertinent Dates • Week of Welcome • First Day of Classes • Non-Payment Drop Date

12. Recruitment Fact Sheet (Cont.) • Key Offices Contact Numbers & Representatives • Admissions • Financial Aid • Student Accounting • One Stop Service Center • Academic Advisor • Residential Life • Orientation • Health Services • Cashier’s Office • Transfer Services Office

13. Team Empowerment • Knowledgeable • Cross Trained Representatives • Effective Communication • Accurate Information • Reduce Transfer Calls • Eliminate Office Territories • Financial Aid & Admissions • Share Electronic Access • Query • Check FAFSA Status • Check Admission’s Status

14. Team Empowerment (Cont.) • Frequently Asked Questions • Scholarship Flyer • Financial Aid Tips • New Federal Requirements • Special Circumstances • Supported by family members other than nature parents • Significant reduction in family income • Divorce/Separation • Unemployment • Death • Loss of Social Security Benefits i.e. Social Security • Loss of One Time Income i.e. inheritance, IRA Distribution

15. Service Center • One Stop Center • Units Supported • Admissions • Financial Aid • Student Accounting • Student Health • Computer Services • Staff Cross-Trained for all Services • Respond to Admissions Inquiries • FAFSA Reminder • Share School Code • One Point of Contact for ALL Inquiries

16. Service Center (Cont.) • Feedback • Offices are informed of key issues • Frequently asked questions • Delayed Admission’s Decisions • Delayed Financial Aid Awards • Complaints • Compliments

17. Customer Service • Face of the Institution • First Point of Contact • Friendly • Personable Experience • Prompt Responses • Anticipate the Next Step/Question/Action • File FAFSA • Pay Fees • Transfer Calls • Avoid Voicemail • Immediate Feedback • Point of Contact for Key Units

18. Collaboration • Communicate, Communicate, Communicate • Weekly Chat Sessions • High Academic Achievers • Scholarship Acceptances • Scholarship Denials • Plus Loan Completers • Share Student Issues and Concerns • Reduce Emails and Increase Face to Face Visits