successfully working tips between the student accounting office

Successfully Working Tips Between the

Student Accounting Office

Collaboration

oRespect each other’s office and responsibilities

oSeparation of dutiesoFocusing on our individual

duties to better serve students

Communicate, Communicate, Communicate!!!Communication

1

2

3

4

5

6

Monthly Meetings

Volunteer to meet with staff on different topics

Half-day Trainings

Access to Both Office Screens

Get to know employees by first name and their job duties

Resolve Problems Immediately

o How can the two offices serve students more effectively and efficiently?

o The offices share the same goals for retention.o Respect and understand each office’s

expectations.o Student Accounting Office’s expectation is to

collect money and remain in compliance.o Financial Aid Office’s expectation is to process

federal aid and remain in compliance with federal regulations.

Expectations

o Admission’s is warm and fuzzy and then the student see award amount and we are the dream killers

o FA and Student Accounting Office are the reality offices

o The reality is some students cannot afford the school that they would love to attend

Dream KillersDream Killer

o Work together to develop helpful web content for both offices

o Maintain transparent information on both office website

o Repetition is important with financial literacy

o Work together to provide student options

Dollar and SenseDollars and Sense

o Demands from parents and students for more money and explanations.

o Constant changes in federal regulations.o Dealing with student life issueso Requirements of professional expertise of

personnel.o Lights and electricityo Lack of understanding from other offices on

campus, and how it can effect financial aid.o Last one to know about any new changes on

campus.

Dollar and SenseStressors of the Financial Aid Office

o The financial aid office and student accounting office is a vital part of the student enrollment and retention efforts at your institution. It takes both of our offices working together as a team to meet student needs

o AFTER ALL – STUDENT SUCCESS IS THE ULTIMATE GOAL

In the end…