[ctcLinkfinaidsupport] More FA Learning Opportunities Added for Jan & Feb 2024

Kelly Forsberg kforsberg at sbctc.edu
Tue Dec 19 16:19:24 PST 2023


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Good afternoon,

I hope this email finds you merry and bright!  By popular request, I have added two more learning opportunities to the SBCTC Calendar<https://www.sbctc.edu/calendar> for January and February 2024.

Outlook calendar invites will go out to the ctclinkfinaidsupport list serv shortly.

Session:  Intermediate Loan Processing - Loan Troubleshooting
When:  Tuesday, 1/30/2024, 9:00AM - 11:00AM
Audience:  Staff responsible for awarding/managing the Direct loan program
Presenters:  Kelly Forsberg, FA Functional Trainer
Objectives:

  *   Understand how to work varying examples from the following reports:
  *   Loans on Hold Report
     *   Origination Hold
     *   Origination Changes Hold
  *   Rejected Originations Report
  *   Disbursement Errors Report
  *   Understand which ctcLink pages to navigate and how to read and update them when troubleshooting loan reject and loans on hold messages:
     *   View Loan Processing Actions page
     *   View COD Data page
     *   Hold/Suspend Change Data page
     *   Override Loan Data page
     *   Override Processing Status page

Session:  Intermediate Pell Processing - Pell Troubleshooting
When:  Tuesday, 2/13/2024, 9:00AM - 11:00AM
Audience:  Staff responsible for managing Pell payment
Presenters:  Kelly Forsberg, FA Functional Trainer
Objectives:

  *   Understand how to read and work examples in the Pell Reports
     *   Pell Records by Transaction Status
     *   Pell Records by Status
     *   Pell Origination Validation Report
     *   Pell Disbursement Validation Report
     *   Pell Disbursement Status Report
  *   Understand how to perform Pell troubleshooting using various pages in ctcLink
     *   View COD Data page
     *   Manage Pell Payment page

Thank you,

[Compass]Kelly Forsberg
ctcLink Functional Trainer | Financial Aid
Washington State Board for Community and Technical Colleges
o: 360-704-1066


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