Colleges and universities are preparing for, or in many cases, are now in the thick of financial aid season. Some institutions have admissions staff conduct outreach calls to students once aid packages have been sent. For those that do not, admissions recruiters, at a minimum, need to be prepared to handle incoming calls.
The idea is not to convert admissions staff into financial aid experts. However, recruiters should be familiar with the lingo of financial aid.
Here is a list of questions and scenarios the recruiters should be prepared to address:
- Has your financial aid filing deadline passed?
- What forms are required?
- What is verification?
- Can you explain the EFC? Need?
- What about loans, payment plans, and paying the bill?
- When should the “handoff” to the financial aid office occur to ensure a smooth transition?
- How are appeals and special circumstances handled?
For some quick reminders about these topics and more, we invite you to watch and listen to S&K’s webinar recording from December, How Admissions Staff Should Prepare for Financial Aid Season (file opens as an MP4). You can also download a PDF version of this presentation here.
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About the author: Enrollment Management Consultant Mary Piccioli joined Scannell & Kurz in April of 2009. She consults on a variety of enrollment management topics, both strategic and operational in nature – from strategic financial aid analysis and strategic enrollment planning to financial and admissions operations reviews. She previously served as Assistant Vice President of Institutional Research and Planning as well as the Dean of Enrollment at St. Bonaventure University, where her responsibilities included undergraduate and graduate admissions, financial aid and institutional research. Prior to that position she served 14 years as the Director of Financial Aid.
Mary holds a B.S. degree in mathematics and an M.B.A, both from St. Bonaventure University.