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() Direct Loan Basic and Direct Loan Update Training Workshops - June through August, 2001

Publication Date: May 2001

Bulletin ID: DLB-01-10

Direct Loan Basic and Direct Loan Update Training Workshops - June through August, 2001

May 2001

DLB-01-10

Subject: Direct Loan Basic and Direct Loan Update Training Workshops - June through August, 2001

Dear Partner:

The Office of Student Financial Assistance University (SFAU) is offering two new training workshops - Direct Loan Basic and Direct Loan Update - for the 2001-2002 training cycle. These two workshops are completely redesigned to meet the needs of the new and the experienced financial aid professional.

In an effort to bring training opportunities to all persons, we scheduled the workshops in many areas throughout the nation, including school locations. Some locations will offer back-to-back Basic and Update training. Others will offer one class without the other. Please refer to the class schedule for specific information.

Course Descriptions

Direct Loan Basic is a one-day training session that offers the participant a well-balanced overview of the Direct Loan module in the EDExpress suite of products. It is intended for users who may need a refresher in EDExpress Direct Loan and for those persons who are new to the program.

The course topics cover:

  • Setup
  • Importing/Exporting
  • Master Promissory Note
  • Disbursements
  • Change Records
  • Reconciliation
  • Cash Management and Database Maintenance

Direct Loan Update is a one-day training session intended to give the Direct Loan expert the opportunity to learn what is new and exciting in the Direct Loan Program for the 2001-2002 award year.

Please note that the Direct Loan Update Training is intended for ALL Direct Loan schools whether they are mainframe, combo, or EDExpress. It does not rely on the EDExpress software.

Topics covered in the Direct Loan Update include:

  • What's new in the Direct Loan Program
  • The Rebuild Process, Cash Management and Compare Program (DL Tools, new for 2001-2002)
  • Reconciliation
  • Advanced Query

Course Registration

To register for the Direct Loan training sessions, visit http://ifap.ed.gov/edexpress/index.htm and select the workshop and location that best fits your schedule. The workshops are free but you must arrange and pay for your own travel. The SFAU training page lists available hotels and provides driving directions to the workshop sites.

Note: If you have difficulty accessing the registration site, please contact SFA_Internet_Registration@ed.gov.

We hope that you will find these sessions beneficial and that they enhance delivery of Title IV aid to our student customers.

Thank you for your ongoing partnership in the Direct Loan Program.

Sincerely,

Jane Holman
Acting Director, Title IV Delivery
Schools Channel