View Loan Processing Actions
Purpose: Use this document as a reference on how to view loan processing actions in ctcLink.
Audience: Financial Aid Staff.
You must have at least one of these local college managed security roles:
- ZD FA DL Mgmt
- ZD FA Director
- ZZ FA DL Mgmt
- ZZ FA Direct Loan Processor
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Navigation: Financial Aid > Loans > Direct Lending Management > View Loan Processing Actions
- The DL Actions Inquiry Search Criteria page displays.
- Enter a valid ID.
- Enter your institution into the Academic Institution field, i.e., WA140.
- Enter the Aid Year - use the Aid Year in which you are processing.
- Select the Search button.
- The Direct Loan Orig Actions tab defaults.
- Select the Loan Status Summary hyperlink.
- The The Loan Status Summary Information page displays.
- In the Origination Detail group box, verify that the Loan Action Code is "Loan Originated" and the Action Status is "Pending".
- In the Disbursement Information group box, ensure the Action Status is "Pending".
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
View Tutorial Via Panopto
View the external link to View Loan Processing Actions - No Audio. This link will open in a new tab/window.
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