1 | p a g eclient.ecsi.net/training/client training course catalog aug 2011.pdf · please email us...
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Contact Information
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Training at Work for you ECSI’s Training Department recognizes that our client’s most
important assets are their employees. We are committed to assist
you with providing materials to help train your staff. This Course
Catalog provides you with a list of all the training that is currently
available to our clients. Accesing ECSI’s Training Library is as easy as 1
– 2 – 3.
1. Go to http://client.ecsi.net/training/index.html
2. You will be taken directly to ECSI’s Training Library where you
can access:
On-Demand Videos on a variety of topics and previous
Webinars offered
Training Documents saved in PDF format for easy saving or
printing
A Suggested Training Checklist for New Clients/New Users
A list of Industry Training Resources
3. Complete the training that is right for you!
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PERKINS LOAN TRAINING ...........................................................................................................................................5
Perkins 101: The Making of a Perkins Loan ....................................................................................................................... 5
Perkins 201: Repayment, Forbearance & Deferment ........................................................................................................ 5
Perkins 301: Cancellations ................................................................................................................................................. 5
Working with Cohorts in your Perkins Loan Program (Run Time: 14 min.) ....................................................................... 5
WEBSITE DEMO TRAINING .........................................................................................................................................5
Borrower Website Overview (Run Time: 33 min.) ............................................................................................................. 5
Client Website Menu – Support & Tools: Only a fingertip’s reach away ........................................................................... 5
REPORTS TRAINING ....................................................................................................................................................6
Monthly Reports: Explanation & Purpose of each (Run Time: 40 min.) ........................................................................... 6
Special Reports: Explanation & Purpose of each (Run Time: 34 min.) ............................................................................. 6
Reconciliation: Understanding your Financial Reports (Run Time: 28 min.) .................................................................... 6
SAL SYSTEM TRAINING ...............................................................................................................................................6
Primary Window Overview ................................................................................................................................................. 6
Search, Name & Demographics Area (Run Time: 38 min.) ................................................................................................ 6
Def/Canc Action Tabs .......................................................................................................................................................... 7
LVC/553/Permanent Disability (Run Time: 11 min.) .......................................................................................................... 7
Auto Agency Turnover (Run Time: 26 min.) ....................................................................................................................... 7
Exits (Run Time: 26 min.) ................................................................................................................................................... 7
Adjustment Action Tab (Run Time: 24 min.) ...................................................................................................................... 7
Document Library – What you should know (Run Time: 21 min.) ..................................................................................... 7
SAL “How To” Series ..................................................................................................................................................8
Add an Advance in SAL (Run Time: 8 min.) ........................................................................................................................ 8
Change/Remove an Advance in SAL (Run Time: 7 min.) .................................................................................................... 8
Add/Delete a Special Memo ............................................................................................................................................... 8
Add/Remove a Stop Code ................................................................................................................................................... 8
Convert an Account to eBills ............................................................................................................................................... 8
Update an Address .............................................................................................................................................................. 8
Process a Loan eRefund in SAL ........................................................................................................................................... 8
Tell if there is a Release Information on File ....................................................................................................................... 9
Search for a Borrower in SAL .............................................................................................................................................. 9
View the Credit Bureau Reporting History through SAL (Run Time: 6 min.) ..................................................................... 9
Red Flag (Run Time: 3 min.) ............................................................................................................................................... 9
MISC. TRAINING .........................................................................................................................................................9
Understanding NSLDS (Run Time: 51 min.) ........................................................................................................................ 9
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ECSI PRODUCT AND SERVICES ....................................................................................................................................9
Payment Plans: Accelerating your cash flow while offering financial flexibility (Run Time: 45 min.) .............................. 9
EasyPath Payment Plan Demo: Payment Plans made effortless (Run Time: 72 min.) .................................................... 10
Increase Efficiencies with ECSI’s EasyPath Refund Management Solution (Run Time: 55 min.) ..................................... 10
ELECTRONIC PROCESS SERIES ................................................................................................................................... 10
Electronic Process Series Day 1: Common Questions ...................................................................................................... 10
Electronic Process Series Day 2: Perkins Electronic Entrance Interviews/eSig MPN’s and Award and Response Files
(Run Time: 49 min.) .......................................................................................................................................................... 10
Electronic Process Series Day 3: Reg Z Disclosures & eSig for Health Profession and Institutional Prom Notes (Run
Time: 46 min.) .................................................................................................................................................................. 11
Electronic Process Series Day 4: eDisclosures & Advance Files (Run Time: 52 min.) ..................................................... 11
Electronic Process Series Day 5: Web Exits & Exit Files (Run Time: 51 min.) .................................................................. 11
TRAINING AVAILABLE FROM THE DEPARTMENT OF ED .............................................................................................. 12
Completing the FISAP (Run Time: 90 min.) ...................................................................................................................... 12
Default Prevention and Federal Student Loan Servicing Overview (Run time: 87 min.) ................................................. 13
Web-based training ........................................................................................................................................................... 13
FISAP – The eCampus-Based System ............................................................................................................................ 13
NEW TO HIGHER ED? CHECK OUR ECSI’S TRAINING SUGGESTIONS ............................................................................ 15
SUGGESTED TRIANING FOR NEW USERS OF SAL ........................................................................................................ 16
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PERKINS LOAN TRAINING
Perkins 101: The Making of a Perkins Loan Video & Power Point
This training is a recording of a webinar that was delivered to our clients by Debbie Jones, Director of Training.
This recording begins a three day series covering the Perkins Regulations. During this training, she will share the
regulations pertaining to the making of a Perkins Loan as published in the 2009-2010 Student Financial Aid
Handbook.
Perkins 201: Repayment, Forbearance & Deferment Video & Power Point
This is day two of our Perkins Regulations Series. In this video, Debbie Jones, Director of Training, focuses on the
regulations as they pertain to:
Repayment
Forbearances
Deferments
Perkins 301: Cancellations Video & Power Point
During the final day of our Perkins Regulations Series, Debbie Jones, Director of Training, reviews the
information concerning Cancellations as published in the 2009-2010 Student Financial Aid Handbook.
Working with Cohorts in your Perkins Loan Program (Run Time: 14 min.) Video & Power Point
If you need a basic understanding of cohorts relating to Perkins Loans, you want to be sure to check out this
video. During this training, Lamar Russ, Client Support Representative, answers the following questions: What
is a cohort; how is a default rate calculated; how can I identify my cohorts in SAL; which reports can I use to help
manage my cohorts and what brings an account out of cohort default.
WEBSITE DEMO TRAINING
Borrower Website Overview (Run Time: 33 min.) Video
This video is a demo of ECSI's borrower website which highlights the menu options available to students and
borrowers.
Client Website Menu – Support & Tools: Only a fingertip’s reach away Video & Power Point
Join Debbie Jones, Director of Training, as she demos most of the options available on WebX. View this on-
demand video to learn more about:
Client Features,
eProm/Web Exit Applications
System admin and much more
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REPORTS TRAINING
Monthly Reports: Explanation & Purpose of each (Run Time: 40 min.) Video & Power Point
Join Debbie Jones, Director of Training, as she walks you through an explanation of all the monthly reports
available to our clients. During this webinar, she will also share the purpose of each of the monthly reports as
well as provide suggestions on how to use the reports to assist you with your job functions.
Special Reports: Explanation & Purpose of each (Run Time: 34 min.) Video & Power Point
Join Debbie Jones, Director of Training, as she walks you through an explanation of all the special reports
available to our clients. During this webinar, she will also share the purpose of each as well as provide
suggestions on how to use the reports to assist you with your job functions.
Reconciliation: Understanding your Financial Reports (Run Time: 28 min.) Video
Rachel Smiles, Accountant from ECSI's banking department, offers a general overview of the financial reports
ECSI offers our clients:
Escrow Transfer Spreadsheet
Report 13 - Trial Balance
Report 12 - Monthly Transactions Report
SAL SYSTEM TRAINING
Primary Window Overview Video & Power Point
This video briefly explains the 7 main areas of the primary window in SAL and the purpose of each. A PDF
accompanies this video which will be a valuable resource to keep close by. The information is included in this
training:
Action tabs
Demographics area
Loan info.
Last transactions area
Dues column
Paids column
Search, Name & Demographics Area (Run Time: 38 min.) Video
Join Dave McDonald, Call Center Representative, as he uses a demo to explain the following areas within SAL:
Search Options; Name Action Tab and the Demographic area.
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Def/Canc Action Tabs Video
During this video, you will learn information regarding the Fund File and how it relates to the processing of
entitlements within SAL. This training will show you how to add, view and post a deferment, forbearance and/or
a cancellation.
LVC/553/Permanent Disability (Run Time: 11 min.) Video & Power Point
During this training, Meghan Lascola, Call Center Representative, will take you through the steps to:
Generate a loan verification certificate
Explain the loans that are eligible for consolidation
Generate a 553 and Disability Application
Auto Agency Turnover (Run Time: 26 min.) Video & Power Point
This training highlights the Auto Agency Turnover Service that ECSI offers to our SAL clients. You will learn
Options available to you under the utility menu
How to manually add/remove/change a collector code
The reports that are available to you to assist you with accounts that are automatically placed with a
collection agency
Exits (Run Time: 26 min.) Video
In this video, Lamar Russ, Client Support Representative, answers the following questions: What is an exit; what
are the types of exits; and how an exit is processed in SAL. This video is a must see for anyone new to Higher Ed
or the exit process.
Adjustment Action Tab (Run Time: 24 min.) Video
Join Miranda Killen, Manager of Client Support, as she processes varies types of adjustments on demo accounts.
View this on-demand video to learn:
How to process an NSF;
How to post a refund in SAL on an account;
How to refund a late fee;
How to move amounts paid from one area to another on same loan
Document Library – What you should know (Run Time: 21 min.) Video
Join Mary Jo Banas, Client Support Representative, as she highlights the Document Library within SAL. During
this webinar, she shows how to:
Generate single group letters; and
Multiple group letters.
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SAL “How To” Series
Add an Advance in SAL (Run Time: 8 min.)
Video & Power Point
This short 8 minute video will take you through the steps to manually add an advance for a borrower in SAL.
Change/Remove an Advance in SAL (Run Time: 7 min.) Video
Have you ever added an advance in SAL only to find out that a change needs to be made to the amount? In this
7 minute video you will learn:
How to make decrease the amount of an advance that has already been applied;
Remove an advance for a borrower in SAL; and
Add multiple advances
Add/Delete a Special Memo Video
What is a special Memo? How can you tell if a Special Memo is posted to an account in SAL? This video will also
show you how you can add/delete a Special Memo.
Add/Remove a Stop Code Video
Short step-by-step instructions on how to add/remove a stop code from an account in SAL.
Convert an Account to eBills Video
Do you have a borrower who wants to start receiving ebill, but you don’t know how to process this in SAL? This
short video will show you the steps to switch someone from one billing type to ebills in SAL.
Update an Address Video
Are you unsure of how to update an address in SAL? Watch this short video to guide you through the steps of
updating an address and demographic information within SAL.
Process a Loan eRefund in SAL Video
This video provides our clients with a better understanding of the SAL eRefund service available to our clients as
well as how to process an eRefund in SAL. A PDF accompanies this video and includes the following information:
SAL eRefund Options; SAL process overview; and step by step instructions on how to process a refund in SAL.
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Tell if there is a Release Information on File Video
Did you know that there are two ways a borrower can add a Release of Authorization to his/her account? This
short video explains how you can tell within SAL if there is a Release on file for a borrower.
Search for a Borrower in SAL Video
This video highlights the SEARCH Action Tab within SAL and shows the different search options available to
locate a borrower.
View the Credit Bureau Reporting History through SAL (Run Time: 6 min.) Video
This video is a demo of how a SAL user can locate the perpetual credit bureau reporting history for a borrower.
Red Flag (Run Time: 3 min.) Video
This video provides step by step instructions on how to post a Red Flag to an account in SAL.
MISC. TRAINING
Understanding NSLDS (Run Time: 51 min.) Video & Power Point
Make sure you don’t miss this excellent webinar by Burt Herron, Team Lead SAL Development, and Kathy
Dengel, Production Support Specialist, as they discuss the NSLDS service and processes in place at ECSI. In
addition, you will also learn:
How this service works for your school.
What NSLDS is
How it is used
The process to submit and create a file and
The 12 most common errors.
ECSI PRODUCT AND SERVICES
Payment Plans: Accelerating your cash flow while offering financial flexibility (Run
Time: 45 min.)
Video & Power Point
This is one training video you want to make sure you watch. Join Debbie Jones, Director of Training, and Owen
Davies, Senior Product Manager, as they discuss the challenges students face to pay for higher education as well
as how schools are affected by lower enrollment numbers. This video will share how offering payment plans
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(whether internally or through a third party servicer) can benefit both students and the student accounts office.
In addition, they will also answer the following questions:
What is a tuition payment plan?
What are common features of a payment plan?
How are budgets calculated?
What are the options a school has to offer payment plans?
EasyPath Payment Plan Demo: Payment Plans made effortless (Run Time: 72 min.) Video & Power Point
This video is a recording from a live webinar introducing our new EasyPath Payment Plan Product. Debbie Jones,
Director of Training, and Owen Davies, Senior Product Manager, give a demo and highlight new features which
include the student self-service portal and the new administration portal where clients can see exactly what the
students see.
Increase Efficiencies with ECSI’s EasyPath Refund Management Solution (Run Time:
55 min.) Video
You want a simple, cost-effective refund solution, and your students want more convenient ways to access their
cash. ECSI’s EasyPath Electronic Refund Management solution is flexible, easy to use, and allows you to disburse
funds through ACH, paper check or prepaid card.
View this free educational webinar from ECSI and learn firsthand how you can lower your expenses and reduce
administrative hassles by implementing cost effective electronic alternatives for student refunds. EasyPath lets
you deliver refunds in less time for less money, while ensuring full compliance with Title IV as well as other
financial regulations.
Presenters: Dan Frazier, Chief Operating Officer, ECSI; Tracy Schumann, EVP of Sales – ECSI; Karl Felger, Product
Manager – ECSI and Damien Glista, VP, Citi Prepaid Product Specialist
ELECTRONIC PROCESS SERIES
Electronic Process Series Day 1: Common Questions Power Point
This Power Point is the beginning of the Electronic Process Series which explains important procedures ECSI has
in place regarding our electronic services we offer our clients. Training for this series can be viewed as a whole
or ‘stand alone.’ Day 1 answers the following questions: How to contact ECSI; how many Logins you should
have as a SAL client and how to login and update your passwords; what is the purpose of the Security Forms;
what is FTP and what does it mean.
Electronic Process Series Day 2: Perkins Electronic Entrance Interviews/eSig MPN’s
and Award and Response Files (Run Time: 49 min.) Video & Power Point
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Join Liz Exler, Implementation Coordinator, and Chris Schoen, Production Support Specialist, focus on answering
the following questions:
What is an award file and how do I create one?
How do I transfer an Award File to ECSI?
What happens when the Award file is received at ECSI?
What is a signed response file?
And much more
Electronic Process Series Day 3: Reg Z Disclosures & eSig for Health Profession and
Institutional Prom Notes (Run Time: 46 min.) Video & Power Point
Our series covering Electronic Processes at ECSI is well on its way. In Day 3, Liz Exler, Implementation
Coordinator, and Chris Schoen, Production Support Specialists, focus on the processes surrounding:
Reg Z Disclosures eSignatures for Health & Institutional Prom Notes And more
Electronic Process Series Day 4: eDisclosures & Advance Files (Run Time: 52 min.) Video & Power Point
Follow Liz Exler, Implementations Coordinator, and Chris Schoen, Production Support Specialist, through our
electronic series when they discuss the electronic processes as they relate to eDisclosures and Advance Files.
Electronic Process Series Day 5: Web Exits & Exit Files (Run Time: 51 min.) Video & Power Point
Liz Exler, Implementations Coordinator, and Chris Schoen, Production Support Specialist, conclude the Electronic
Process series by answering the following questions:
What is an exit file and how do I create one;
What is a Web Exit and how does it work;
What do I need to do to manage my student's web exits?
And much more
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TRAINING AVAILABLE FROM THE DEPARTMENT OF ED The Department of Ed has a website they maintain with recordings of webinars they have held. We feel they are very valuable to our clients. Click on http://www2.ed.gov/offices/OSFAP/training/downloads.html . This will open the following window on the Dept. of Ed’s website.
Important information: If you click on a recording link, you will be asked to enter some information. Below is the information to enter:
Your Name: First name is fine. It is not necessary to complete your full name.
Recording ID: This field is already completed for you.
Recording Key: Leave this field blank
Email: work email is fine
Company Name: Name of School ECSI would like to suggest you access the following training from this website.
Completing the FISAP (Run Time: 90 min.) Video, Transcript and Power Point Handout Available
This video is a recording of a webinar presented by the Department of Education on August 15, 2011. The
purpose of the webinar is to provide assistance to help you complete the FISAP for this year. During this
webinar, Sandy and her colleagues address the following areas:
What is the FISAP?
Important deadlines regarding the submission of the FISAP
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What is the FISAP monitoring team and what do they do?
A detailed look at each part of the FISAP
o Part I – School Information
o Part II – Application for funds – requesting funds for 2012-2013 (Each section and corresponding
line items)
o Part III – Perkins Loan Program Participants (Each section and corresponding line items)
o Part IV – Recipients of an FSEOG allocation
o Part V – Recipients of Federal Work Study allocations
o Part VI – Awards for Campus Based Loan Programs
Editing information
Most common errors
Presenters: Sandy Santana, Training Officer with the Federal Student aid area in the New York Regional
Office; Jamie Malone, Training Officer in the Chicago Regional Office and Greg Martin,
Philadelphia Regional Office
Default Prevention and Federal Student Loan Servicing Overview (Run time: 87 min.) Video, Transcript and Power Point Available
This webinar was recorded by the Department of Ed on January 31, 2011. The webinar is divided into four
sections. The topics covered are:
General information about cohort default rates
o Cohorts defined,
o Default rate periods,
o Formulas for calculating default rates; and
o When default rates are released
Benefits for a school to be doing default prevention work
Default prevention strategies (traditional and non-traditional methods)
Loan servicing
Presenters: Mark Walsh, FSA Operations Services in Kansas City, Missouri; John Pierson, Direct Loan
Servicing Division Atlanta Regional Office; and Rosa Wright from Headquarters in Washington D.C.
Web-based training In addition to the recordings offered on the Dept. of Ed’s website, they also have web-based training available to you.
This allows a person to go at his/her own pace. ECSI would like to suggest the following training regarding everything
you need to know about the FISAP.
FISAP – The eCampus-Based System
This training is similar to the recording webinar on the FISAP, but it is shorter and allows a person to go at
his/her own pace. You can stop it and start is at any point. After completing the training, there are several built
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in systems, which will allow you to test your understanding of the material provided. During this web-based
training you will learn the following:
FISAP Overview – Why must I fill it out, and what is it used for?
Preparing Information – What information do I need, and where can I get it?
Using FISAP on the web
In addition to a built in quiz, the training also provides training on additional topics such as:
Teacher Cancellation
Liquidation
Community Service Waivers
Default Reduction Assistance Program (DRAP)
Click on the following link to begin your self-paced web training: https://cbfisap.ed.gov/ecb/tutorial/index.htm
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NEW TO HIGHER ED? CHECK OUR ECSI’S TRAINING SUGGESTIONS
Perkins Loan Regulations As a new employee, it is essential that you understand the laws that govern the way the Perkins Loan Program should be managed. ECSI’s Training and Development department suggests that you start by familiarizing yourself with the regulations. The Department of Ed publishes a Federal Student Aid Handbook each academic year on the IFAP Website (Information for Financial Aid Professionals). The Handbook covers all the Federal Regulations for the specific award year shown. The Federal Perkins Loan Program includes Federal Perkins Loans, National Direct Student Loans, and Defense Loans prior to July 1, 1972. Volume Six – Managing Campus Based Programs - of the handbook mandates how a school should manage their Perkins Loan Program. Use the link below to select the current award year and view the chapters shown below under Volume Six. http://www.ifap.ed.gov/ifap/byAwardYear.jsp?type=fsahandbook
Chapter 3: Making a Perkins Loan Chapter 4: Perkins Repayment, Forbearance,
& Deferment Chapter 5: Perkins Cancellations Chapter 6: Perkins Billing, Collection, and
Default
The following Videos are also available to provide a high level overview of the Federal Perkins Loan Regulations:
o Perkins Regs 101 (Making a Perkins Loan) o Perkins Regs 201 (Repayment, Forbearance &
Deferments) o Perkins Regs 301 (Cancellations)
Health Professions Program If your school disburses Health Loans, it is important that you are aware of the laws regulating these types of loans. The US Dept. of Health and Human Services manages the regulations regarding Health Professions Loan Program. The following loans are included: Health Professions Student Loans, Loans for Disadvantages Students and Primary Care Loans. The most current regulations that we have been able to find are from October 2000.
Click the link below and choose the type of loan regulations you would like to view: http://bhpr.hrsa.gov/dsa/sfag/Health_Professions/health_professions.html
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SUGGESTED TRIANING FOR NEW USERS OF SAL
SAL Training If you are a new employee using SAL, ECSI’s Training and Development Department suggests you watch the following videos to gain a better understand of our SAL System. We suggest you start with the short video on the Primary Window.
o Primary Window o A Demo of the Search, Name & Demographic Areas of SAL o The Advance Action Tab o The Collection Action Tab o An Overview of the Adjustment Action Tab o DEF/CANC Action Tabs o History Action Tab o Memo Action Tab o Forms Action Tab o Utility Action Tab
SAL ‘How To’ Videos Below is an alphabetical list of videos which will show you how to perform some of the common functions in SAL.
o Add an Advance in SAL o Change/Remove an Advance in SAL o Add/Delete a Special Memo o Add remove a Stop Code o Change a borrower to eBills o Update an Address o Create a Shortcut using Internet Explorer o Create a Shortcut using Firefox o Process an eRefund o Tell if there is a release of information on file for a borrower o Search for a borrower in SAL
**Check back often to see if new materials have been added.**
ECSI Website Tools It is important for you to be familiar with the online websites ECSI offers our clients and your borrowers.
o Borrower’s Website (www.ecsi.net ) o Client Menu (WebX) o Monthly Reports: Explanation and Purpose of each o Special Reports: Explanation and Purpose of each o Reconciliation Financial Reports
Understanding ECSI Processes
o Working with Cohort in your Perkins Loan Program o What do I need to know about the Document Library? o eProcess Series – Day One: Login & Security o eProcess Series – Day Two: Perkins Electronic Entrance Interviews/eSig
MPN’s and o eProcess Series – Day Three: Reg Z Disclosures & eSig for Health Profession
and o eProcess Series – Day Four: eDisclosures and Advance Files o eProcess Series – Day Five: Web Exits and Exit Files o Understanding NSLDS