Financial Aid

We specialize in helping schools optimize their financial aid operations, reduce administrative burden, and enhance the overall student experience. Using comprehensive financial aid assessments, we provide tailored action plans to streamline processes and improve efficiencies, while maintaining compliance with federal regulations.

Our Approach

Maintaining an efficient, compliant, and service-oriented financial aid operation is no small task for colleges and universities, yet the need to do so has never been greater. Having a high-functioning financial aid office plays a key role in helping institutions meet their strategic enrollment and retention goals, while also avoiding potential costly liabilities. From preventive strategies to corrective action support, Attain Partners has the proven expertise and depth of knowledge to help you achieve and maintain good compliance standing.

Meet the Team

Get to know the experts behind our Financial Aid Management and Student Services (FAMSS) solutions.

Jessika Smith, Principal Consultant

Meghan Sutton, Principal Consultant

What We Do

Our services include an independent, comprehensive assessment of your financial aid operations, assistance with resolving audit and program review findings, including file reconstructions, and policy and procedures development. From start to finish, our comprehensive financial aid services help ensure that your school is prepared for a federal program review.

Interim Management Staffing Needs and Financial Aid Training

Financial Aid Processing Support

Operational Review and Actions Plans

Workflow Process Review

Audit and Program Review Response Plan

System Review and Implementation

We offer interim staffing and customized training to support your team. Our trained financial aid professionals can step in and help you get over the hurdle of processing backlogs by providing knowledgeable, short-term staffing assistance to help ensure timely delivery of financial aid funds for your students.

Our training plans stem from our in-depth knowledge of federal regulations, industry best practices, and broad experience with multiple SIS platforms.

Our consultants offer comprehensive remote financial aid processing services, securely accessing your student information system to manage ISIRs, verification, awarding, disbursements, loan processing, SAP monitoring, R2T4, reconciliation, and more.

Our consultants can assess your institution’s financial aid operations, identify compliance risks, and provide a customized action plan to improve efficiency and regulatory adherence.

Our consultants identify and resolve financial aid processing delays by analyzing workflows and comparing them to industry benchmarks. We provide tailored solutions, including system upgrades and training, to ensure students receive funds on time.

We provide expert support for financial aid audits and program reviews, assisting with documentation, compliance analysis, and corrective action planning to help your institution address findings and maintain federal and state program integrity.

We can help institutions evaluate and implement student information systems by assessing needs, planning effectively, managing vendor relationships, and ensuring system integration, accountability, and alignment with federal and institutional goals.

Find more information on our financial aid capabilities here.
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How You Benefit

We work with your staff to leverage existing strengths, and by sharing our in-depth knowledge of federal regulations, industry best practices, and proven technology solutions, you can: