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Revenue Enhancement Services

Accounts Receivable – We monitor and report monthly on your account position to ensure efficient and effective collection of all debts.

Billing – We evaluate your billing and communication systems and develop processes to automate bills and make recommendations to make your bills and charges clear and understandable. Our solution can be a paper or paperless process and is completely integrated with your student information system.

Revenue Assurance & Collections – We provide collection services for all back balances accrued by current and former students and monitors student accounts receivable to ensure the collection of revenue. A monthly cash receipts and aging report is produced and worked each month, with detailed reports of activity and collections efforts.

Third Party Billing – We create and maintain a third party billing system for established or new accounts. The system will be managed with your student information utilizing all available automation.

Financial Aid Packaging Services

Compliance Services – We assist you in conducting third party compliance audits, reviewing files to be audited and developing systems and processes to maximize compliance.

Financial Services Advising – We become the face of your institution, providing financial aid advising services for your current and prospective students via telephone, email, and web chat, on a primary and/or overflow basis. Advisors receive extensive initial and ongoing training and have access to your student information system. Advising services include:

• Financial aid counseling
• FAFSA questions
• Institutional Student Information Report (ISIR) and Student Aid report (SAR) tracking
• Verification and C Code tracking
• Collection of tuition payments
• Development of payment plans for students who need assistance paying current tuition and fees

Ongoing DL Administration – We can administer your entire Direct Loan program using your current student information system. We will originate, disburse, and reconcile on your behalf.

Packaging - We can efficiently provide your financial aid packaging functions remotely or onsite using your student information system based on an assessment of your goals.

Verification and C Code Clearance - We will complete verification for all students selected for verification by CPS or your institution. We will collect required documents (tax returns, verification worksheets) from the student and compare the data to the student aid report for conflicts. We will perform the actual verification of the student aid report. We utilize cost-effective electronic means to obtain documents and data increase processing efficiency.

Financial Aid Enrollment Services

Integration With Enrollment Management Operations - As schools compete for non-traditional students in a difficult economy, financial aid is an even more critical component in student recruitment and retention. We will work with you to develop process flows, training, messaging, and systems that enable enrollment management and financial aid operations to work together in more seamless, efficient ways.

Leveraging Analysis - We will provide full-scale leveraging services including consulting, analysis, and ongoing management services. Our solutions focus on maximizing net tuition revenues, recruitment, retention, flexibility and competiveness.

Training - We will provide various training solutions including best practices in student service, compliance, call center management and back-end processes.

Assessment and Consulting

Assessment & Consulting – We provide assessment and consulting services in the areas of enrollment management, financial aid processing, procedures and technology, FFELP to DL transition, accounts receivable, billing services, collections and pre-collections process, imaging, automated packaging and automated financial aid refunds. Consulting services include a written assessment of your current situation, needs and goals and our recommendations.

Information Technology (IT) Services - Financial aid offices often lack dedicated IT resources or resources that can handle specialized requests. We will be able to provide you focused IT support on a project basis or in more permanent roles. Examples of IT services include web design and development, systems integration, process automation, security, payment processing and computer telephony integration. Our IT staff is familiar with all major student information systems including Datatel, Banner, PeopleSoft, CampusVue, and numerous home-grown platforms.

Management Services - We provide on-site and off-site management services that fill specific leadership voids, including vendor management, loan processing, in-house call center and customer care, compliance and verification.