Rude Finaid Officer

<p>Rude Finaid Officer at Scripps College </p>

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<p>I just wanted to share with everyone a discussion I had with a financial aid officer at Scripps. I have been phoning a few Finaid officers to find out how they will be treating our Roth IRA conversion and how to make them aware of the issue.</p>

<p>Most of the schools were very nice, knew exactly what I was talking about, and informed me that they would reduce the AGI by the amount of the conversion and that I needed to include the amount on the FAFSA and CSS but to write a letter letting them know the amount to back out.</p>

<p>Which brings me to my call with Scripps which was both condescending and patronising to me on the phone as well as inaccurate. Here is the gist of the call:</p>

<p>Me: Good-afternoon Officer I’m phoning because my daugther has applied to Scripps College for admission in Fall 2010 and I’m finalising my Fafsa and CSS and… </p>

<p>Officer: (interupts) You haven’t finished the forms yet!! You needed to have them submitted by now!</p>

<p>Me: I’ve already submitted them with estimates but now that my accountant has completed the forms I am finalizing the details and I have a question regarding a Roth IRA Conversion</p>

<p>Officer: (interupts again) Just include it in your asset value</p>

<p>Me: I’m calling to ask how the conversion should be reflected on the FAFSA and how Scripps treats this </p>

<p>Officer: It should go in the asset value</p>

<p>Me: No I mean how is the amount backed out of the AGI</p>

<p>Officer: I told you it just needs to go in the asset value</p>

<p>Me: So do I need to write you to let you know the amount</p>

<p>Officer: Sure you can send us a letter</p>

<p>Me: Ok thanks</p>

<p>Now I know everyone has an off day, but frankly it made me think twice that if [a financial aid officer] spoke to me as if to say “hey if you need money don’t come here” then how are they going to treat my daughter?</p>

<p>BTW- the Pitzer office was sweet, very helpful, and told me they’ve been getting a lot of calls about this and understood my concerns. She told me unfortunately it has to be included on the FAFSA and CSS but that we should email them so they can make the adjustments. </p>

<p>Note: Cross Posted on the FinAid Forum</p>

<p>Well, that is disappointing. That sounds very rude and unhelpful.</p>

<p>However, every person I have interacted with at Scripps (in person/by phone/email/etc) has been overwhelmingly helpful, sweet, and understanding. I have talked to finaid about my need based aid and the person I talked to was overwhelmingly helpful to me as a student who knew almost nothing about the process. </p>

<p>It sucks that this happened to you, but I am almost 100% positive that your daughter will not be in an environment of people like that if she does end up attending scripps.</p>

<p>^^ I’ll second that. One of the most impressive aspects of Scripps for us was the small size (under 1000!) with the close attention that comes with that. Matching that with the Claremont larger resources makes for a pretty compelling choice. Scripps has been easily the most personable college on our shortlist.</p>

<p>Cayman, I do regret you had a bad experience.</p>

<p>Sorry to hear that, but IMO it’s not surprising; I’m a student and I’ve had multiple conversations like the one you had, particularly when trying to deal with FA for this past academic year. Be warned it may happen again if it’s happening now. But as everyone’s said before, the students and most of the faculty/staff are nothing like the FA office.</p>

<p>gracieloos-thank you for sharing your experience. It’s just so odd but they seem to be giving the message that if you have to ask for the $ then don’t bother coming…I wonder if this has anything to do with the lack of competition for other womens colleges in the area they feel entitled to treat people in this manner. It also seems so out of character with the rest of the staff/faculty</p>

<p>My daughter is a freshman and I had a first experience with Finaid last year that left me a bit cold, too. I was aksing about the package Scripps offered compared to my son’s college, and the man I spoke to was a little defensive and abrupt. But, when it came down to dealing with the wonderful woman who handles student loans she has gone out of her way to help us and be supportive. Scripps wound up giving us very good financial aid, but more importantly, my daughter has found the students, faculty and staff to be just wonderful. I am sorry you had that experience. I can honestly say that my D has found a fantastic sense of community at Scripps and would not want to be anywhere else.</p>

<p>I had a similar experience, but at Pitzer during my interview. I am heavily into theater. I am in shows, I teach classes, design tech and volunteer for fund raising events. When I told the interviewer about my activities she gave me this blank stare and then said “So, do you do anything else? Like, more important?”
That was the end of that.
Then I went to Scripps and the interviewer was very receptive and appreciative of my commitment and involvement. Scripps has always been very nice and helpful. I went to visit there for a few days and the woman at the front desk knew my name when I walked in the door and always knew where I was supposed to be. Everyone was very nice. The girl I stayed with was very informative and candid with her answers. It was a wonderful experience.</p>

<p>I have had several dozen conversations with all members of the FA office at Scripps over the past two years, and on each occasion they were informed, helpful, accessible and courteous. The director is known to speak quickly over the phone on occasion, but that should not be taken for rudeness. It’s a very busy time of the year; perhaps you caught this individual on an off day? Our d. has had a wonderful year at Scripps in every way, and has been treated by the college with the greatest courtesy and kindness.</p>

<p>As clarification for any future readers on FA at Scripps, I really just want to say that after spending 2 years here so far as a student under FA and from talking with other peers, interactions with the Scripps FA Office are always a great hit or a total miss. Unfortunately I have been a student who is under the total miss category. But I know of others who deeply respect and appreciate the FA office.</p>

<p>I’m not sure whether the interactions are completely random, but to be honest, the students who I hear the most wonderful stories about are the students who are given considerable FA (ie the tier of families who are below middle class and are given hefty packages to defray most of the $50,000 price tag). I don’t have any stigma against these students or disregard their obvious financial situation that would allow them to receive large FA, but in all honesty these are my observations. Birdhow, I do not know your financial situation, but obviously there are other students I’ve talked to who are not under the above category but have still had good interactions. Really, it’s just a game of chance whether or not you’re going to love or hate the FA office, especially in the economic situation right now for the US.</p>

<p>As to why exactly I’ve had poor relations so it does not seem like I have a huge irrational grudge against this office, a lot of it has been in my opinion poor handling of paperwork and inability to simply admit the problem or give a clear and valid explanation. 2 years ago is quite some time, so I don’t remember exactly what happened, but when I was given my FA package as a newly admitted student, I had called them to clarify some things and the FA officer told me such and such about not having to turn something in, and that she would take care of it. I assumed everything was fine and that she was taking care of it, but a few days after the deadline of the paperwork I supposedly did not have to file, I received an email with a large warning that the paperwork wasn’t received. I called the FA office, spoke to the same lady, and she denied ever having the conversation and spoke in an accusatory manner, basically saying it was my own fault I did not turn in the paperwork. I was able to turn in the paperwork without problems, but the lady said it was alright in an annoyed and displeased manner, as if to say, “Well I <i>guess</i> I’ll let you turn it in.”</p>

<p>For FA in the 09-10 year, I turned in all of my forms promptly well before the priority deadline. I assumed my file would be on the top of the stack to be reviewed. But during the summer in June I get a warning email informing me I was still missing a form- but the form was something I didn’t need to fill out. I emailed them back, and the reply was an apology and that my file would be immediately put on top of the stack (where it should have been in the first place) and that I would be getting my FA package soon. I wait till late July, and neither my parents nor I had received anything yet. I looked on my FA portal, and my FA package was already inputted. So obviously the package had been reviewed, but I still hadn’t received anything by mail. What was more troubling was that under the FA portal online, it had said I had accepted the package. I emailed them inquiring about it, but after a few weeks no reply. I called them, everyone was unavailable. So having been working at school over the summer, I decided to finally go directly to the office and ask. I sat down with the director and explained to him that my family and I have not received our FA package, and it’s already getting into mid-August. He looked at my file, and said apparently it had been sent already sometime in late June. Now I understand that maybe things do get chewed up in the mail, but I said to him, “Well, I haven’t received anything and neither have my parents, I’m sorry.” The director then continued to say, “Well, we sent it. You should have received it.” This went on for about 2-3 more exchanges, when I asked him if he could just send it again, and this time to my campus mailbox. He then said to me, “Fine. Is that it then?” in a rude manner, trying to rush me out. I then asked him why my FA portal online had said I accepted the package when I had never received it, and he gave me no answer and said, “I don’t know, sorry.” The conversation basically ended there. Fortunately I finally did receive my official package. But then when the academic year started I never received my work-study forms. They are available online and I was fortunate enough to notice early that I didn’t receive my forms, but the FA website online also explicitly states that I should receive these in my campus mailbox at the beginning of the year. I know of other students who had gotten theirs early, so it was not something where they had delayed everyone’s forms.</p>

<p>This past year also, while dealing with a student loan, a bank had sent me an email inquiring about beginning my loan process for the year and signing my MPN. This was a bank I had never used, never been on their website, had any contact with, but they already had my SSN and information. I called the FA office immediately, and was able to talk to the loan officer there. The basic problem was that I had requested to use the same lender as my first loan when applying for the loan this year, but I had received no correspondence that they had terminated their student loan department from the FA office nor from the bank until I called her that day. After dealing with that matter, I asked her why the bank who emailed me had all my information, and she could give me no answer. She did kindly apologize (out of all the people who work at FA, the loan officer is the kindest).</p>

<p>All of this and small minor interactions throughout the year has been frustrating to deal with and has tainted my experience at Scripps, despite the love I have for the school. This coupled with a lot of other issues that have come up has made me reevaluate, and I am potentially transferring for next year. Most likely, I will be staying, but I have to say that my patience is running low.</p>

<p>I do not want to frighten any prospective students, especially those who have been accepted and are eager to attend. In my experience so far, the pros greatly outweigh the cons and the aspects I adore about the school are the reasons why I most likely will stay. My FA experience may be just one of those extreme cases. But IMO, FA interactions are a hit or miss here so if you’ve already gone through some hits, please be aware that it may be something you will have to deal with again. As far as my FA package in general, in reality the price that my family is paying is quite a deal. It is by no means comfortable for us, and we are basically running on fumes. But I don’t regret my decision to attend Scripps over a state university, and my parents especially I think after 2 years so far are seeing it pay off in the opportunities I’m receiving and the academic and personal enrichment I express to them.</p>

<p>So basically: like any other school, Scripps is not perfect. But if you have more pros than cons, you should come :)</p>

<p>Thank you so much for caring enough to post such a fabulous response.
It is helpful for us all!</p>

<p>I completely agree with calliesma’s comment. Also - the nuts and bolts of any financial aid can be tricky for parents to deal with and you, gracieloos, as a student, seem to be staying right on top of the inevitable difficulties. You also give us a window into the type of student that is at Scripps - considered, fair, independent. Thank you so much for your insights.</p>

<p>As a parent who recently called the fin aid office, I had an overwhelmingly positive experience… including with the Director, who needed to clarify something. I very much appreciate the context, though, Gracieloos.</p>