Student Loan Counselor Templates

Student Loan Counselor Templates

There is a huge number of templates that someone in the Student Loan Counselor role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Student Loan Counselor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Budget Template
2. Loan Repayment Plan Template
3. Financial Statement Template
4. Income Verification Template
5. Loan Application Template
6. Debt Consolidation Plan Template
7. Loan Modification Request Template
8. Credit Counseling Agreement Template
9. Student Loan Forgiveness Application Template
10. Loan Disbursement Schedule Template

Reports

Reports are often prepared by a Student Loan Counselor to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Loan Application Report
2. Loan Approval Report
3. Loan Disbursement Report
4. Loan Repayment Report
5. Delinquency Report
6. Default Report
7. Loan Forgiveness Report
8. Interest Rate Report
9. Loan Portfolio Report
10. Financial Aid Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Student Loan Counselor does and how they do it.

1. Loan Application Processing SOP
2. Loan Disbursement SOP
3. Loan Repayment Plan SOP
4. Loan Forgiveness Program SOP
5. Loan Default Prevention SOP
6. Loan Consolidation SOP
7. Loan Servicing SOP
8. Loan Counseling SOP
9. Loan Document Verification SOP
10. Loan Audit and Compliance SOP

Presentations

Student Loan Counselor presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Loan Repayment Analysis
2. Student Loan Consolidation Options
3. Financial Planning for Loan Repayment
4. Loan Forgiveness Programs Overview
5. Budgeting Strategies for Loan Repayment

Legal Docs

There are several key times when a Student Loan Counselor needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Loan Modification Agreement
2. Promissory Note
3. Loan Consolidation Agreement
4. Repayment Plan Agreement
5. Loan Discharge Application

Health & Safety Templates

Health & Safety templates for a Student Loan Counselor ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Emergency Evacuation Plan Template
3. Workplace Safety Inspection Checklist Template
4. Health and Safety Training Attendance Record Template
5. Hazard Communication Program Template

Calendars

Setting up Student Loan Counselor calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Budget Calendar
2. Payment Due Dates Calendar
3. Loan Repayment Schedule Calendar
4. Financial Goal Tracking Calendar
5. Client Meeting Calendar

Invoice Templates

Several types of Student Loan Counselor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Loan Repayment Invoice
2. Loan Consolidation Invoice
3. Loan Forgiveness Invoice
4. Loan Modification Invoice
5. Loan Disbursement Invoice

Survey Templates

For a Student Loan Counselor to get insights related to the work they do, they need to send out Student Loan Counselor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Loan Application Experience Survey
3. Loan Repayment Survey
4. Financial Education Survey
5. Loan Counseling Effectiveness Survey

Meeting Agendas

Having premade Student Loan Counselor meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Client Consultation Meeting
3. Performance Review Meeting
4. Training and Development Meeting
5. Departmental Strategy Meeting

Budget Templates

To manage finances well, a Student Loan Counselor would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Debt Repayment Plan
3. Savings Goal Tracker
4. Budget Variance Analysis
5. Financial Goal Setting Worksheet

Dashboards

Dashboards are a useful way for a Student Loan Counselor to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Loan Portfolio Overview
2. Delinquency and Default Rates
3. Borrower Income and Employment Trends
4. Repayment Plan Utilization
5. Loan Forgiveness and Discharge Analysis

Proposal Templates

For bidding or requesting work, a Student Loan Counselor needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Loan Repayment Plan Proposal
2. Debt Consolidation Proposal
3. Loan Forgiveness Proposal
4. Interest Rate Reduction Proposal
5. Financial Education Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Student Loan Counselor templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.