Banner Financial Aid Configuration
Review and support for rules, funds, tracking, requirements, budgets, packaging, disbursement, and related setup.
Financial aid operations • Ellucian Banner support
Banner Financial Aid consulting for institutions that need cleaner processes, sharper compliance readiness, and calm support during peak aid cycles.
I help colleges and universities make Banner financial aid operations easier to run: resolving setup issues, improving workflows, preparing for audits, supporting upgrades, and helping staff move through high-pressure seasons with better tools and documentation.
With more than 15 years of experience in higher education and financial aid administration, I help colleges and universities solve complex operational challenges that impact compliance, student service, and institutional efficiency.
My work focuses on the areas where Financial Aid and technology intersect: Banner Financial Aid setup, New Aid Year processing, SSB9 implementation, ISIR troubleshooting, packaging strategy, Return of Title IV Funds (R2T4), COD processing, Population Selections, SQL reporting, and workflow optimization.
I currently serve as Director of Financial Aid - Technology & Compliance, where I lead system strategy, compliance operations, staff development, and process improvement initiatives. I work closely across Financial Aid, IT, Registrar, Admissions, Business Office, and institutional leadership to ensure systems support both regulatory compliance and student success.
I hold NASFAA credentials in Return of Title IV Funds (R2T4), Verification, Student Eligibility, and Professional Judgment, and I bring hands-on experience, not just recommendations.
I do not believe in generic consulting reports that sit on a shelf. I focus on practical solutions that fix real problems, improve operations, reduce compliance risk, and help institutions better serve students.
My goal is simple: help Financial Aid offices run smarter, cleaner, and with greater confidence.
Engagements can be short diagnostic reviews, project-based support, or ongoing fractional consulting.
Review and support for rules, funds, tracking, requirements, budgets, packaging, disbursement, and related setup.
Root-cause analysis for processing errors, broken workflows, award problems, student record issues, and cycle bottlenecks.
Support for clean documentation, repeatable controls, policy-to-process alignment, and evidence gathering.
Practical Banner guidance, desk procedures, cross-training materials, and working sessions for new or stretched teams.
Testing plans, validation checklists, issue tracking, process mapping, and go-live support for Banner-related projects.
Lean reviews of aid workflows, intake queues, communications, reconciliation touchpoints, and reporting handoffs.
We clarify the issue, timeline, student impact, systems involved, and what success should look like.
I review configuration, process notes, test cases, data examples, and stakeholder input to find the practical path forward.
We work through fixes, validation, documentation, training, and decision points with a simple cadence.
Your team receives usable notes, checklists, and next steps so the improvement lasts after the engagement ends.
Send a short note about the challenge, timeline, and the kind of Banner Financial Aid support your institution needs.