Below is a chart of the tasks we just reviewed, with a standard operating procedure that a finance advisor frequently will encounter. Each SOP is related to the specific financial task, as it also relates to various other roles within a university. Many SOPs can be listed within each task section, as many could apply.
Task | Standard Operating Procedure |
Providing Financial Services and Resources | Welcome and monthly calls; introducing financial policy and procedure with selected finance option. Satisfactory Academic Progress (SAP) Appeal: Similar to the student appeal that an individual goes through on the academic side, the SAP appeal is specific to the financial department. This does tie in the academic advisor as in some cases appeals in both departments occur together. |
Managing Student Accounts |
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Federal Financial Aid |
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