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Session 19 A Day in the Life of the COD School Relations Center Barbara Davis Thomas Wrinn.
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Transcript of Session 19 A Day in the Life of the COD School Relations Center Barbara Davis Thomas Wrinn.
Session 19
A Day in the Life of the COD
School Relations Center
Barbara Davis
Thomas Wrinn
2
Objectives
• Customer Service staffing and assistance
• Tools used to assist schools/borrowers
• Top call reasons
• Troubleshooting edit code rejects
3
Customer Service Staffing and Assistance
• Typical day of a Customer Service Representative
• Specialty teams
4
Your CSR Team
5
Typical Day of a Customer Service Representative (CSR)
• CSR assignment
• Incoming calls/e-mail
• Outreach
• Issue follow-up
6
Specialty teams
• Reconciliation
• Issue Resolution
• Workflow
• Communication
• Quality Assurance
7
Reconciliation Team
8
Primary Duties
• Pell and Direct Loan Closeout
• Cash monitoring and reconciliation
• Emergency funding and increase in authorization
• Unprocessed de-obligations
• Work with schools and CSRs on funding
questions/issues
9
Highlights
• Recon team has over 15 years combined
experience in COD reconciliation
• Integrated database developed to streamline
closeout and school cash monitoring
• Working with schools to gain monthly
reconciliation mentality
10
Issue Resolution
11
Issue Resolution
• Research possible system issues
• Monitor high edit code rejects to locate possible
system/school problems
• Coordinate school/vendor software testing
• Assist software developers with code changes
12
Workflow, Communication, and Quality Assurance teams
• Workflow-helps CSRs maintain the balance
between answering calls and e-mails quickly and
performing follow up
• Communication-creates announcements keeping
everyone on the same page
• Quality Assurance-monitors calls/e-mails for
accuracy
13
Tools
• IFAP Web site
• Common Origination and Disbursement Web site
• School monitoring weekly e-mail
14
IFAP
15
HERA News
16
What’s New
Get it the easy way!
17
COD Technical Reference
18
Implementation Guide
19
Instructions for Processing in the COD system
20
Technical Reference Processing, cont.
21
Testing and Appendices
22
Reports- How to get them, what they do
23
Common Origination and Disbursement Web site
• Funding
• Batch Level
• Person Level
• Help Text
24
Funding Screen
25
Cash Activity
26
Batch Search
27
Batch Search Results - Person
28
Batch Search Results – Date Range
29
Person Screen
30
Help Text
31
Help Text
32
School Monitoring E-mail
• Unsubstantiated cash
• Potential Overaward Process (POP)
• Unbooked loans
• Who gets them
33
34
The Top Call Reasons
• Password reset
• Online changes
• POP
• Student calls
• Rejected records
35
Password Reset
• Security Administrators
– Unlock
– Reactivate
– Create
• Deactivations and Resets
– Only Security Administrators need to call COD
36
Online Changes
• Access
– School Users 3, 4 and 5(admin)
• Responses
– Does your software accept Web responses?
• Help Available
– COD Customer Service can walk you through
the change
37
Potential Overaward Process (POP)
• How it happens
– Two schools pay one student over the yearly
limit
• When does money get taken away?
– 30 days from overaward
• What do I do to fix this?
38
Potential Overaward Process (POP)
39
Pell POP Report
40
Student Calls
• Why they call
• What we tell them
41
Where to Call for What Reason
42
Edit Code Rejects
• 039 (Incorrect Award Amount)
• 056 (Sequence Number Not In Sequential Order)
• 058 (Duplicate Disbursement Information On
File)
• 067 (Incorrect Disbursement Amount)
• 074 (Incorrect Adjustment to Disbursement
Release Indicator)
43
Troubleshooting Edit Code Rejects
039 Incorrect Award Amount
• Common reason
– Submitting incorrect data
• How to fix the reject
– Review
Grade Level
Academic Dates
Annual Award Limits
44
Troubleshooting Edit Code Rejects
056 Sequence Number Not In Sequential Order
• Common reason
– Trying to change the disbursement amount or date of a
previously accepted disbursement
• How to fix the reject
– You must increase sequence number
45
Troubleshooting Edit Code Rejects
058 Duplicate Disbursement Information On File
• Common reason
– Sending disbursement records that were previously
accepted
• How to fix the reject
– You may need to import recent responses from SAIG
46
Troubleshooting Edit Code Rejects
067 Incorrect Disbursement Amount (sum of the disbursements exceeds award amount)– Common reason
• Reducing number of disbursements without adjusting award amount or only sending partial disbursements
• POP
– How to fix the reject
• Review the disbursement amount for each disbursement number and compare to the total award approved
• Work with other school(s) to resolve
47
Troubleshooting Edit Code Rejects
074 Incorrect Adjustment to Disbursement Release Indicator
• Common reason
– Disbursement Release Indicator changed to “False” after disbursement is funded (actual disbursement)
• How to fix the reject
– If you are attempting to cancel a disbursement then you must send in an adjustment by reducing the amount to zero
48
Questions or Comments?
We appreciate your feedback and comments.
We can be reached at:
• [email protected] 202.821.3953
• Tom Wrinn @ 1.800.848.0978 or 1.800.474.7268