Private Lending:

Navigating Processes and Responsibilities with Transparency and Care

Webinar:Wednesday, January 21 at 10:00AM

As student borrowing patterns continue to evolve, private and alternative loans remain a critical — yet complex — part of institutional aid administration. This session will demystify the private lending process and outline the institutional responsibilities that come with it. Attendees will explore how to balance compliance, transparency, and student advocacy when working with private lenders. Participants will gain clarity on required disclosures, lender list management, and counseling practices that support ethical decision-making and informed borrowing. Whether you’re new to overseeing private loans or looking to refine your current processes, this session will equip you with the knowledge and tools to confidently manage private lending while keeping students’ best interests at the forefront.

Learning Objectives:
By the end of this session, participants will be able to:

• Identify key regulatory and ethical responsibilities related to private and alternative loan processing.
• Develop strategies to ensure transparency in lender relationships and communication with students.
• Implement best practices for creating and maintaining institutional lender lists.
• Counsel students effectively on comparing private loans to federal options

Presenters: Dana Kelly, Vice President of Professional Development & Institutional Compliance, NASFAA