Billing
Always go to Sherry when you see either of these types of holds.
Collections or a bad debt hold!
What does FAFSA stand for?
What happens when you have a walk in?
Have them fill out a walk-in card and bring it to any counselor available if you can't go by case split.
Someone calls and asks to speak with a counselor. What do you do?
ALWAYS find out why they are calling first. Most times, a counselor is not needed. If a counselor is needed, make sure you have their name, b number, and the reason for their call.
You don't always need to leave a note.
FALSE! Always leave a note. It's needed to protect you and make sure your admins know what has been discussed.
What must a student have on their account before a refund can be processed?
A credit! (a value in parenthesis)
How does a student decline their loans?
THE STUDENT (not the parent) must email us with the name of the loan and if they want it declined for the whole year!
What is anticipated aid?
It is aid that is coming in but has not been internally disbursed by the school.
A student calls; they don't have their financial aid award letter! What do you do?
Step 1. Check their docs are in!
Step 2. If all docs are in, feel free to check with an admin, it is most likely under review!
A financial aid award letter is a bill.
FALSE! The charges listed on a financial aid award letter are an estimate based on a student's average charges. Housing may be listed incorrectly on a financial aid award letter. The true personalized bill is on Workday.
To make an e-check payment, users must have this information set up in Workday.
Payment election.
What is the difference between an unsubsidized and subsidized loan?
Interest on a subsidized loan is covered by the federal government during qualifying periods, while interest on an unsubsidized loan accrues from the time the loan is disbursed.
What are the most important things to check every time a student or parent calls? (We're looking for two specific things!)
1. Are they in collections?
2. Does the parent have third party access?
Someone comes in saying they got a job on campus. What do you do?
Ask three questions to see if they have done their part in Workday:
1. Have you accepted an offer letter in Workday?
2. Have you completed the onboarding tasks in Workday
3. Do you have your documents with you?
or ask Steve!
You should pass off an angry student or parent to an admin.
Yes! PLEASE give it to an admin if they are being unkind.
To make this kind of payment, parents speak with their plan representatives and initiate a payment directly to Bentley via check or wire.
529 payment
How does a student accept their loans?
Master Promissory Note and Loan Entrance Counseling!
How does someone enroll in the payment plan and how much does it cost?
There is a $35 enrollment fee. They need enroll through Workday and complete their terms & conditions for it to be finalized.
Someone calls about having a hold on their account and they want to switch classes. What do you do?
Holds are automatically removed if they pay off their balance. If they have funds on the way, they can message us with proof that payment is in transit. Otherwise, they would need to complete a Hold Removal Application which is a one-time courtesy.
A student can just email, and a hold will be removed from the account.
Not entirely true. They can email and ask for a hold to be removed. It is not a guarantee and can only be removed if they can prove funds are actively on the way to Bentley.