Records Evaluator

Job Description

REQUIREMENTS

• Bachelor’s degree preferred.
• Minimum of one (1) year of record keeping, customer service, or related experience required.
• Experience in higher education preferred.
• Experience working in a technology-driven enterprise preferred.
• Strong organizational and multitasking abilities with demonstrated ability to comprehend complex information and apply in accordance with policy.
• Excellent interpersonal, oral, and written communication skills with the ability to work within a team environment and independently.
• Ability to think critically, solve complex problems, display self-reliance in resolution, and provide analysis.
• Demonstrated ability to make subjective and professional assessments and provide consistent and accurate interpretation of records against criteria.
• Ability to focus with great attention to detail and follow through.
• Demonstrated ability to maintain professional self-sufficiency and accuracy upon completion of the training period.
• Knowledge of academic and business practices in an online environment.
• Knowledge of University policies and procedures, including policy updates.
• Strong customer service skills and a desire to work in this capacity.
• Ability to manage conflict with student concerns or escalations.
• Strong ability to provide friendly student service on all calls and written correspondence regardless of message being delivered.
• Ability to remain solution-focused in all interactions with students, team members, clients, faculty, and staff keeping in mind all University policies and federal regulations.
• Ability to multi-task and prioritize.
• Ability to use and facilitate online communication using email and/or other technology-based communication media.
• Ability to maintain confidentiality.
• Must be able to consistently display the highest level of integrity.
• Highly organized, detail oriented, with strong problem-solving skills.
• Ability to work well in teams, while contributing to positive and productive team atmosphere, working conditions, etc.
• Strong understanding of the University mission, vision, values, goals, and strategies.
• Proficient with Microsoft Word and other applications in the Microsoft Office suite.

RESPONSIBILITIES

• Examine and analyze student academic records to determine eligibility for admission and transferability of course credits, utilizing skill and expertise.
• Evaluate transferability of undergraduate and graduate course work taken at foreign and domestic institutions, including military schooling and training, credit-by-examination, and other non-traditional credit. The evaluation process includes determining the number, level and nature of the course work being transferred and the specific application of appropriate course work to general education, preparatory, major, minor, and elective requirements for all degree programs offered by the University.
• Run SOAR audits for eligible students and determine the accuracy of the audit. Manually update and adjust the Academic Advisement Report to properly account for all transfer credit granted.
• Prepare timely Academic Advisement Reports and update the applicable system record.
• Assist in entering and updating course equivalencies in the Transfer Equivalency System (TES) to ensure consistency in transfer information across evaluations.
• Review information captured by the transcript processing system for accuracy. Update and correct information to ensure student academic transcripts are successfully added to academic records and information entered is consistent with information listed on incoming transcripts.
• Review student files to determine certain scholarship eligibility.
• Interpret, clarify, and summarize degree requirements, academic policies and procedures for students, advisors, faculty, and other staff.
• Resolve student concerns related to the transferability of credit; develop creative solutions for students with exceptional problems.
• Maintain daily contact with students, advisors, Campus Directors, other departments within the university, and faculty pertaining to questions regarding student evaluations, course waivers, student agreements, University policies and standards, as well as clarification on current and past catalog/program requirements.
• Perform re-evaluations for students who have changed degree objectives or who have earned additional credit from non-traditional credit (CLEP, DANTES, Challenge/Credit by Exam, military) or collegiate transfer.
• Prepare estimates, pre-evaluations, or course equivalencies for department chairs, advisors, and the Committee on the Application of Standards (CAS).
• Assist students with special needs which require expert advice concerning evaluation of non-collegiate educational experiences or credit from colleges that are not regionally accredited.
• Receive and process concurrent enrollment requests for students and complete Student Agreements in the SOAR system.
• Receive, approve, and process Challenge/Credit by Exam and update Academic Advisement Reports in applicable records system.
• Receive and process faculty course waiver forms and adjust student Academic Advisement Reports accordingly including determination of level of credit, grade earned, recency of course, and its applicability to the student’s program.
• Maintain and apply current knowledge of catalog policy, procedures, and standards regarding transfer credit.
• Practice effective problem-solving techniques, and share ideas/strategies for improvement of student services with leadership.
• Notify Articulation’s area of the Registrar’s office with coursework that needs to be adjusted, added, or deleted in the Articulation module of the applicable records system.
• Process program and plan change requests for students seeking to move from one degree plan to another.
• Review student Academic Advisement Reports to ensure program eligibility and transfer courses apply to new degree plan.
• Review and verify undergraduate bachelor conferral dates and GPA requirements for graduate degree evaluations.
• Determine admission eligibility and update Academic Advisement Reports with applicable undergraduate degree.
• Assist internal departments within the Office of the Registrar: CAS, Foreign Evaluations, Military Evaluations, Articulations, Graduations, and Records; with processes regarding course substitutions, course equivalencies in SOAR, degree audits, and verifying official transcripts and documents, as needed.
• Participate in ongoing department projects, or other special projects, as needed.
• Reasonable and consistent attendance to fulfill requirements of the position.
• Other duties as assigned.

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