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Direct Loan Processing with Banner Presenters: Mary V. Shaw, Director University of St. Francis Val Smith, As

Processing Items to Remember . Banner Release impacts setup

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Direct Loan Processing with Banner Presenters: Mary V. Shaw, Director University of St. Francis Val Smith, As

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    1. Direct Loan Processing with Banner Presenters: Mary V. Shaw, Director University of St. Francis & Val Smith, Assistant Director University of Illinois, Urbana-Champaign

    2. Processing Items to Remember Banner Release impacts setup & look of screens Institution’s processing cycle & platform FAO Office flow – Award process/revisions, loan processing, export & import process How are job processes run: Individually by staff Electronically through script (i.e. app worxs)

    3. Processing Items to Remember Sungard recommends that changes not be made directly on the COD web site On-line web changes do not load into Banner; may cause COD records & Banner to be out of sync Manual changes should be last resort option and tracked carefully.

    4. Processing Items to Remember With Banner timing is everything Several methods to process Order of changes is required to process award & loan changes Review .log & .lis files for all import and export processes Gives insight to errors in file or records Assist in unmatched records

    5. Resources Available Resources available: bfinaid listserv Sungard Customer Support Center SUNGARD Banner Publications: 10/11 COD Processing Handbook Direct Loan Processing Banner Financial Aid Annual Spring Financial Aid Release Includes updates for federal loan processing

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