September 1, 2016

  • Alliance Grant – If a student has an Alliance Grant in place but also has an ARM set up, that student needs to still pay the monthly payment since the grant is contingent on her graduating and maintaining her GPA. If they graduate with a credit balance then that balance will be sent back to the student after graduation.
  • SEOG ***UPDATED*** – We cannot award SEOG to students who have used their full aggregate limit of Pell even if they have a 0 EFC.
  • Pending POG for V4 or V5 – We can submit a file pending POG if they are selected for V4 or V5.
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March 25, 2016

  • Charges Agreement and Info Sheet – If the campus is incorrect on either of these forms it will be accepted (per Ryan Perry).
  • MPN – If we have an MPN on file that shows “pending” for another school and is not expired Ryan Perry said we can accept it “as long as I can link my loan records to it, I can process”. Best practice would be to get our name on it anyway.
  • POG without Full Grad Date – If a POG does not have the full grad date (Month/Day/Year) it must be approved by CFA. Please send these POG’s to the auditors so they can check with CFA. You must do this before you turn in the file for audit.

August 24, 2015

  • Low Income Form – If the “other” box isn’t checked please make sure it doesn’t say “See Attached”. It was defaulting that way until Megan fixed it so when auditing your own files make sure it doesn’t say “See Attached” if the other box isn’t checked.
  • POG Verification – No need to add this to the POG in school docs. Auditors will be checking to make sure it’s showing up in the activities so make sure it’s there before turning in the file. It will fail if it isn’t mentioned in the email that we are “pending POG” or “pending POG Verification”. Make sure you put the screen shot in the email to the auditors.
  • FAA Scripts – When doing an FAA please make sure that if you are using a script you don’t sound robotic or sound as though you are reading a script. QA is hearing this and it’s awkward.
  • ARM Budget – When filling out a budget with a student please make sure you verbalize why you are asking such intrusive questions. That way the student will understand the reasoning and they shouldn’t get defensive or upset. “In order to get you the best payment option possible I need to go through your budget”, or something to that effect.
  • IDs & SSCs – If a student has a temporary ID we need Kody’s approval. If a student has the receipt from the SSA showing they have ordered a new one we need Kody’s approval