Ileana Diaz

Excellence in Campus Operations
CHEP Status: Active
CHEP Awarded: 12/12/2024

Badge Evidence | Completed Courses (4 Hours Each)

Effective communication skills are essential in every aspect of life - especially in our work with students. This course provides a foundational understanding of all forms of communication and offers new techniques to improve admissions performance. In addition, a communication hierarchy provides participants with an advanced understanding of rapport building and connecting with today's students.
Whether your admissions personnel work exclusively by telephone or use the phone for setting a face-to-face appointment, they need a tool kit of powerful telephone techniques to be successful in working with students. This course provides best practices for both inbound and outbound calls. Admissions professionals learn how to project professionalism and a positive attitude in their telephone personality, and identify methods for conducting effective and appropriate calls.
Success in helping students begins with "connecting" in a meaningful way. These connections are formed through our ability to understand generational experiences and preferences in communication. Additionally, a better understanding of ourselves helps us connect with students. This course explores how to work better together by using common collaborative principles and improving teamwork.
This course provides an overview of the methodology and guidelines to help you outline an audit plan for your institution. You will learn how to define audit scope and determine the audit approach which fits your organization. The course provides tips for successful audits and reviews audit areas for each functional department of a typical campus, including admissions, financial aid, student accounts, education/academics, and career services. Other business areas including marketing and advertising, human resources, information security and other key areas are also reviewed to provide you with a full scope audit outline. The course concludes with information on reports, audit documentation, and follow-up recommendations following the field audit activities.
This course is designed for employees of all roles and levels at institutions that participate in federal financial aid programs. The course provides an awareness of prohibited acts which could adversely impact operations, and covers the requirements which must be adhered to in order to maintain good standing with state* and federal regulations as outlined in the Program Integrity rules. Emphasis is on areas of misrepresentation related to advertising and recruitment activities, interactions with prospective students and appropriate communication of disclosures and other publications. *This course currently covers the regulations for the following states: AZ, CA, CO, FL, GA, IL, IN, KS, LA, MA, MI, MN, MO, MS, NC, NM, OH, OK, OR, PA, SC, TN, TX, VA, WA. Course participants can select specific state(s) at the beginning of the course to customize the training content to their state.
This compliance training course is designed for admissions, financial aid and career services employees of accredited institutions participating in federal financial aid programs. The course provides a clear and practical understanding of the federal regulations that govern the conduct of your institution and correspondingly underlay the performance of your job. The purpose of the course is not to train you to become a regulatory expert, but to provide the information you need to do or say the right thing when interacting with both prospective and enrolled students, as well as the consequences of doing or saying the wrong thing whether by mistake or with intent. More importantly, the course emphasizes that 'Doing the Right Thing' ensures that we provide an environment of trust where prospective students receive the information they need to make informed decisions about their education.
Is your campus ready for a full unannounced visit at any time? Onsite visits are becoming more frequent in recent years and unannounced visits even more so. This training is designed to aid campus leaders to be prepared, using best practices and practical tools, to host an onsite visitor at any time, including visits that are unannounced, by any organization such as state agencies, veterans' organizations, regional, national and programmatic accrediting agencies and the Department of Education.
This course provides faculty, staff, and administrators with an understanding of the legal mandates regarding equal access for students with disability. More importantly, it provides a practical framework to help institutional personnel know what to say and do in the context of their defined role and interactions with students with disabilities. Topics include the civil rights nature of applicable Federal law, definitional issues, the impact of disability on traditional education activities and pursuits, reasonable accommodations, and the unique responsibilities of faculty, staff, and administrators as prescribed by their position.
This course provides a blueprint for running an effective financial aid office in an educational institution. You will learn to optimize the performance of your financial aid office with a minimum of waste, expense, and unnecessary effort. The course covers the cornerstones of an efficient financial aid office: timeliness, accuracy and customer service. You will also be advised of pitfalls to avoid in the realm of Title IV compliance. You will learn the key points to building an effective business office processing procedure. Reports and notifications required by the Department of Education are also explained. In addition, you will be given pointers on preparation for the annual Student Financial Aid (SFA) compliance audit and alerted to the most common triggers for Department of Education Program Reviews.
This course offers proven-successful techniques that ultimately prevent student loan delinquencies and defaults. Because there is not one miracle that reduces the chance of student loan defaults, this compilation of ideas and practices collectively greatly reduces those risks by giving ownership of the loan responsibilities to the students who benefit from them. By integrating effective borrower education and interaction from the day your students walk through your front door, your students will embrace the state of mind needed to give them lifetime accountability for their Federal Student Loans obligations.
This course is designed for the financial aid representative who is familiar with the financial aid process, and the campus manager seeking to learn more. The course provides a detailed review of the FAFSA to ISIR/SAR application process, concentrating especially on the technical aspects of the process beyond timeliness and accuracy. The importance of documenting verification and clearing comment codes will be explored, in addition to your role in using professional judgment.
With a seemingly endless stream of new laws and regulations, institutions have become burdened with ensuring they are compliant, while continuing to give great customer service to their students and families and all while achieving larger institutional goals. The role of the Financial Aid Office in compliance cannot be underestimated, but the Director of Financial Aid cannot ensure compliance in a vacuum. This course is designed to examine the fundamentals of law and regulation, and of the enforcement process. More importantly, this course provides tools for School Directors, Chief Financial Officers, Enrollment Managers, and Financial Aid staff to develop and build compliant practices that don't interfere with effective operations, customer service or institutional goals.
This course will help participants to interpret the many rules and regulations that are required by educational institutions offering Title IV funding. It will aid in preparing management and faculty in recognizing that compliance is the responsibility of the entire institution and is not just the job of the Financial Aid Office. Course content will also aid the individual in building a "culture of compliance" which will encourage teamwork and secure the cooperation of others on campus.
This course provides sound advice on preparing and delivering presentations that command attention, persuade, and inspire. It includes rehearsal techniques as well as tips for creating and using more effective visuals. The course also addresses the importance of understanding your objectives and your audience to create a presentation with impact.
This course will show you how to discuss and resolve difficult interactions in the workplace - whether with employees, peers, bosses, or even suppliers and customers.
This course shows you how to hire high-quality instructors and orient them to your institution. The skills also apply to hiring staff. It's easy to hire someone to do a job. But it can be difficult to hire the right person. You want instructors who are top notch. They represent your institution and interact with the most people at your campus and particularly your students. This course starts with how to determine exactly what type of people you need as your instructors. Then it shows you how to recruit and hire them. Once hired, you'll learn how to introduce them to the working environment at your institution. By the time you finish this course, you'll be recruiting, hiring, and orienting quality instructors. You'll see results in improved enrollments, student achievement, retention, and completion.
How many times have we said “if we’d only known” as a student walks out the door? No one starts classes planning to fail, but unfortunately problems do arise that present barriers to success. Students are good at identifying these problems blocking their path to success, but they frequently don’t have adequate problem solving and communication skills needed to overcome these problems. This course looks at the effect of stress on attrition, the use of tools to identify and help students at risk, and how to develop an institutional culture that shares responsibility for student success across the entire organization.
Building a program to ensure a smooth "hand off" from Admissions to Faculty is a critical component of student retention. Applicants often develop a strong bond with their admissions representative that ends (from the institution's standpoint) once they begin classes. This online course provides practical ideas on designing an orientation program, first-week-of-class and other retention activities that connect the student with faculty, the college and each other that will help you retain and graduate more students.
Owners and directors of educational institutions are always looking for the magical ingredients to improve student retention. There are at least six easy-to-implement retention strategies that can make a difference in whether a student graduates or drops out. These include efficient admissions procedures, great orientation programs, effective mentoring, student friendly classroom involvement, fabulous graduations, and successful placement. Upon completion of this course, participants will have specific easy-to-implement retention strategies to put in place for every area of their institution.
This course is a collection of ideas and best practices drawn from the implementation of enrollment growth strategies at over 300 educational institutions nationwide. The course is based on a highly successful in-service training program offered by Dr. Joe Pace, Managing Partner of The Pacific Institute and includes video delivery of Pace's presentations. Filled with practical tips and suggestions, the course also discusses the application of current research results on human behavior and organizational culture to enhance student enrollment and retention. This is a unique course that will dramatically change your perspective on institutional effectiveness.
This course uncovers the secrets of today's successful businesses and their strategies of first-class customer service. You will learn the components of first impressions that can help you increase and keep your enrollments. This course will also help you to locate the specific areas of your operations where you can implement an improved customer service plan for your institution - whether it is admissions, student services or academics.