Student Accounts Management
RELIABLE FINANCIAL PARTNER
Student Accounts Management Services
CrestPoint Group delivers end-to-end student account operations with direct alignment to financial aid cash management requirements, including:
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Tuition and fee assessment aligned to enrollment status and eligibility
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Coordination of financial aid disbursements with student account posting
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Management of Title IV credit balances and excess cash monitoring
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Refund calculation, authorization, and disbursement within regulatory timelines
All services are performed in accordance with institutional policy and federal cash management regulations.
OUR SERVICES
Financial Aid Cash Management & Compliance
CrestPoint Group embeds cash management compliance into daily student account operations, including:
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Oversight of Title IV funds from drawdown through disbursement
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Monitoring and timely resolution of Title IV credit balances
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Refund processing within required regulatory timeframes
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Support for excess cash prevention and resolution
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Documentation supporting cash management audits and program reviews
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Alignment with segregation of duties and internal control standards
This compliance-forward approach reduces institutional risk and strengthens audit readiness.
Systems Integration & Reconciliation
CrestPoint Group works within your existing financial and financial aid systems to ensure accuracy and traceability of Title IV funds, including:
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Student Information Systems (SIS)
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Financial aid management systems
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ERP and general ledger platforms
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COD and Department of Education reporting
We support system configuration, reconciliation, and reporting to ensure disbursements, charges, refunds, and general ledger activity align across systems.
Student-Focused Financial Support
Our services enhance the student financial experience while maintaining regulatory compliance through:
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Student account counseling related to balances, refunds, and aid disbursement timing
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Clear explanations of how financial aid applies to charges
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Support for payment plans and remaining balance resolution
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Responsive service during peak disbursement and refund cycles
All student-facing activity operates under institutional branding and policy.
Governance, Oversight & Transparency
CrestPoint Group operates under a structured third-party servicer governance model:
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Institutions retain full authority over policies, approvals, and fund release
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Defined service-level agreements (SLAs) ensure accountability and performance
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Regular reporting on credit balances, refunds, reconciliations, and compliance indicators
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All actions are fully documented, auditable, and accreditation-ready
50+
Clients
100%
Customer Satisfaction
WHY CHOOSE US
We Provide Great Solutions
Institutions partner with CrestPoint Group to:
Ensure compliant Title IV cash management
Reduce audit and program review risk
Improve coordination between financial aid and student accounts
Strengthen internal controls and reconciliation processes
Deliver a clear, timely, and compliant student financial experience
