I did organize all the paperwork; however, I don't refer to it being an outside rep. I did the research and was educated on it because I think it is important for reps to know the admissions process according to state guidelines. This helps everyone work as a well oiled machine.
This is a great suggestion. I think often times students can sense if there isn’t a tight nit between the admissions department and the Financial Aid department. This could make or break and enrollment. I think that this should be used by a lot of colleges because communication will be more effective between the parties involved. A lot of times information gets lots through communication because people communicate differently. Thank you for sharing.
In order for me to stay organized I have created a binder that I keep all of my important information in and if the policies and procedures change I will change it accordingly.
I set up a notebook with all of my materials and compliance guidelines. I also approached my DoA and Senior SFS officer for my school's specific compliance regulations.
I have a binder that has all of that information including all the forms and they are filled as they should be when I am enrolling a student. This ensures I stay complient when I enroll a student.
I have a binder with all the state guide lines and my college's guide lines. Have a whole enrolment package filled out and in my binder also had an appointment with the financial aid advisor witch intern helped out understanding the whole prosses.
In order to keep organized, I keep a binder with all the different policies and precedures in it. This binder helps me to stay organized if I need to quickly look something up.
I have created a binder specific to the State rules and regulations with sections for new material as information is made availible. I also include memos from our company in a section that reference how we will apply any changes to our specific format to ensure compliance with the State
I agree with Margaret. Seeing things from a different prospective give you clarity on the different requirements. I also sit in on the FA overview with my students.
This is exactly what new employees are required to do at our school. Within your first 2 weeks you are scheduled to meet with every Department Chair/Program Head. This is so helpful to get to know everyone right away because it is very beneficial to the student. If, as an admissions rep, I have a student ask any questions that I am not completely sure about I do not have to hesitate to take them straight to the department (ie. Student Financial Services, Nursing, Registar, Bookstore, etc.). This really shows the student that as an establishment we really work together and everyone has an open door policy.
After taking extensive notes during personal interview, we have enrollment packets that contain the necessary paperwork to complete the process. We thoroughly explain each form before any signatures are made.
The best way is to have specific guidelines and a check list for all documentation. This will make sure all guidelines are followed.
I think there are a couple of ways that one can go about organizing all of the infomation. One of the first is to make a physical binder containing all of the info. Another is to have a smaller checklist that you can run through. Finally, you could have electronic binder so that as things change you can update it easier.
I have set my paper work to follow that of the registration checklist of the school as well some aspects of the academic file checklist. This allows me to make sure that I have every needed form for the admissions process to began and complete correctly.
I made myself a binder that is easy to access with all the information I need. I also make myself tip sheets with useful information and keep it close by where I can constantly see it.
Procrastinators often have an unrealistic sense of time so sometimes I may have the feeling that a project will take forever or that you I have “plenty of time.†The more realistic I become, the less likely I will be to procrastinate .I use manila folders they are useful when it comes time to organize files.I Write on the tab what each folder contains and put the folders in alphabetical order. File the papers contained in each folder into date order, for example, put the older papers in the back and the newer ones in the front. Not only is this easier for finding what you need, but for when you need to clean the folders out as well.
I agree with Ashley. I have revised and studied all the material and asked any questions I had or possibley situations I might come across to be answered by my FA and Admissions Directors.
To keep organized, it would be best to put all the information into a binder and as information changes keep the binder materials updated.
I think ours is not as much paperwork as we do not get into any type of financial aide as we are a certificate only school and our programs are not tens of thousands of dollars.
From going through this test process it seems like there is a whole lot that is involved with financial aide.
I agree, having knowledge of FA, by sitting in on FA appointments, allows you to be well rounded, and can provide you with talking points. Additionally, having department meetings with Admissions & FA together creates unity, and an overall better understanding of each departments proccesses.
