• Financial Aid Counseling/Advising (In-person, email, phone, video, chat)
• Document Assignment, Collection & Review
• Imaging or Electronic Filing
• File Review and Verification
• Needs Analysis (IM & FM)
• Awarding
• Private Loan Certification
• Veterans Benefit Management
• Entrance/Exit Counseling
• Support with SAP/PJ Appeals
• Student Outreach
• Workshops

Our consultants are well versed in all areas related to processing Federal Student Aid, including high risk functions that often contribute to audit findings and inefficient service. We develop best practices designed to support the uniqueness of each client and incorporate Quality Assurance methods to validate our work.

Back-End Office Services include, but are not limited to:

• ISIR Dataload and Other Data Import/Export
• Packaging (Automated or Manual)
• Federal Fund Origination and Disbursement Authorization
• Satisfactory Academic Progress
• Withdrawal Processing and the Return to Title IV Calculations
• Federal, State and Institutional Fund Reconciliation
• Federal, State and Institutional Reporting

The Financial Aid Office is responsible for monitoring, managing and coordinating the institution’s participation in Federal Student Aid Programs, including areas not under the direct supervision of the Financial Aid Office. We understand, and we are the solution!

Administrative Office Services include:

• Consumer Information Management
• Financial Aid Office Calendar Creation and Management
• Financial Aid Policy Review and Recommendations
• Strategic Planning Support
• Audit Support