The enduring obstacles faced by financial aid offices have been around for decades – complicated forms, ever-changing rules and regulations, onerous consumer information requirements and the daily demands of customer service. To overcome these persistent hurdles, FA Experts offers a unique fusion of highly-experienced professionals, innovative techniques and superb customer support.

On-Site Consulting

With a meticulous eye for detail, our consultants will work to maximize the training and expertise of your in-house staff to more accurately administer Title IV student aid. Comprehensive on-site consulting services provide support, structure and management information as you need it.

FA Experts will carefully match a qualified consultant to your requirements, design a customized service plan, and work within your schedule for maximum effectiveness. The result is increased productivity in your office, reduced errors and liabilities, and improved customer service to students and families.


Financial Aid Policy and Procedure Manual Service

The professionals at FA Experts can update or create customized policy manuals that will minimize your liability and maximize Title IV compliance. The creation of your custom document is based on comprehensive staff interviews and a thorough review of current procedures. A thoughtful design process allows appropriate time for internal review and discussion of this critical resource.

Financial Aid Policy and Procedure Manuals are available in three tiers – Basic, Operational, and Deluxe. Regardless of the complexity level you choose, these policy manuals are precise, well-written and easy to understand.


Compliance Review

Contemplating your readiness for a federal program review can cause uncertainty and undue anxiety. A thorough Compliance Review by FA Experts will alleviate your worries by preparing your entire organization for the inevitable experience.

A Simulated Federal Program Review is a complete administrative assessment of policies, procedures, individual student records and other areas and departments that affect compliance. A Consultative Program Review is less formal and is ideal for campuses with less experienced staff or needs that are specific to the Financial Aid or Bursar office.

Regardless of the level of your review, our goal is to find and address non-compliance while encouraging best-practices. Although ensuring compliance is our objective, other positive outcomes occur, including better inter-departmental communication and customer service, resulting in more effective recruiting and retention. A Compliance Review will reveal your strengths while turning each weakness into a positive outcome. Plus, you will have peace of mind knowing you are prepared for a true federal review.


Excellence Review

Even the most efficient and knowledgeable financial aid office can benefit from an FA Experts Excellence Review. This thorough review process will help you identify and maximize your strengths while providing methods for shoring-up any minor deficiencies.

Designed for an experienced staff with a strong history of regulatory knowledge and compliance, this review examines best practices for greater efficiency, inter-departmental communication and successful recruiting and retention.

Combined with extensive multi-department interviews and conversations with staff and management, this intense review includes a thorough examination of institutional policies and procedures. FA Experts will show you how to capitalize on areas of exceptional performance, offer suggestions for areas of improvement and isolate potential areas of regulatory non-compliance. The result is greater efficiency and proliferation of existing good practices.
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When different responsibilities pull me in a hundred directions, I can count on FA Experts to step in at the most crucial times. Staff training, system design, policy creation, compliance monitoring – they do it all.

~ Dennis Byrns
Associate Campus
Director and Director of Financial Services
New York Career Institute
New York, NY
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FA Experts, Inc. | 300 Hylan Dr., Suite 317, Rochester, NY 14623 | 866.767.5692