Training admissions and financial-aid staff members to do one another’s jobs can be a challenge, but it can make for a smoother enrollment process for students and their families.
We trained all financial-aid counselors to fill the role of admissions counselors during prospective-student visits.
n turn, admissions counselors were taught how to give financial-aid estimates and walk families through the financial-aid process. They learned more about the Free Application for Federal Student Aid and student-loan opportunities.
That allowed for a seamless admissions visit for students and their families, no matter what counselor they met with. A family could get admissions and financial-aid information in one meeting without being shuffled between offices.
The university’s goal is to minimize student borrowing and ensure that students who do borrow take out the best available loans
The university would like to start doing loan counseling annually, so that borrowers are never surprised to see their cumulative debt.
The office monitors the purchases high-need students make on their student accounts. If the charges are unusually high, the university will freeze the account until the student talks to a financial-aid counselor about what is going on.
what financial-aid office wouldn’t prefer talking students out of a financial mistake to helping them recover from one they already made?
Duke also assigns each student to the same financial-aid counselor for all four years on the campus. When the office needs to reach out to the student, the communication comes from that person rather than a general financial-aid email address.