Records Evaluator Iii - Contractor

Position Summary

The Records Evaluator III analyzes and assesses student academic and non-collegiate records, including credentials from foreign and domestic institutions, to ensure accurate evaluation and assessment of transfer credit. Determines eligibility and course of study required to complete any degree, certificate, and credential programs offered by National University. Prepares timely evaluations, multiple degree evaluations, runs Academic Advisement Reports from the Enterprise Resource Planning (ERP) software to ensure accuracy of applied transfer credit and provide expert assistance and recommendations to students, advisors, faculty, and staff. Support staff in training other team members on new and modified academic program requirements, and the implementation of new business processes within the Evaluations Team. Identify staff errors to increase productivity and continuous improvement of services to students, staff, and faculty.

Essential Functions:

• 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.
• 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.
• Determine eligibility for admission and degree level equivalencies for course work completed at accredited domestic and foreign institutions utilizing reference library, online resources, and evaluation agency precedents.
• Evaluate transferability of undergraduate and graduate course work taken at institutions, including military schooling and training, credit-by-examination, and other non-traditional credit.
• Enter domestic or foreign information in the ERP system, including any data requiring customization to facilitate the input and institutional requirements. 
• Evaluate Credential certificates/programs using California Commission on Teaching Credentialing (CCTC), Credential Counselors & Analysts of California (CCAC), and course waiver guides and other external entities where specialized programs require additional review.
• 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, and serve as a liaison, 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.
• Coordinate with advisors regarding enrollment of U.S. citizens or permanent residents with foreign credentials to assure proper placement.
• Perform testing for IT projects and enhancements to the Student Information System and provide documentation and feedback.
• Conduct training and quality checks for Evaluations Team staff, including evaluation of graduate and undergraduate academic plans, plan changes, courses waivers, concurrent enrollment, and Credit by Exam eForms, phone and email communications, and usage of tools and resources.
• Conduct re-evaluations for students who have changed degree objectives or who have earned additional credit from non-traditional methods (CLEP, DSST, 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).
• 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.
• 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.
• Review evaluations for undergraduate and graduate students pursuing concurrent and previously completed degrees in residence. Ensure eligibility for all programs and update the Academic Advisement Report to reflect exceptions and equivalencies.
• 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.
• Serve as a consultant to other staff members for the purpose of creating new policies, procedures, and practices, as needed.
• Create, maintain, and update training manuals and internal documents to document and communicate information regarding policies, procedures, and practices relevant to the Evaluations Team.
• 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.
• Assist leadership with quality assurance, business process guides, and training, as needed.
• 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.

Supervisory Responsibilities:  N/A

Requirements:

Education & Experience:

• Bachelor's degree preferred.
• Minimum of three (3) years of record keeping, customer service, evaluating academic transfer records/credit within higher-education, or related experience required.
• Experience in higher education preferred.
• Experience working in a technology-driven enterprise preferred.
• All skills, abilities and education will be considered for minimum qualifications.

Competencies/Technical/Functional Skills:

• Ability to participate as an active team member of the team and organization and work toward a common goal.
• Actively seeks opportunities to influence, build effective relationships and gain alignment with peers, functional partners and/or external partners to accomplish business objectives.
• Accepts personal accountability, proactively seeks resolution for personal limitations head-on, and supports honesty and respect towards others, the university, and self.
• Excellent problem-solving techniques and methodologies. 
• Demonstrated ability to make subjective professional assessments and to be thorough, consistent and accurate in the interpretation of records against criteria; intense concentration with great attention to detail, follow-up and follow-through.
• Develops new insights into situations; questions conventional approaches; encourages new ideas and innovations; designs and implements new or cutting-edge programs and processes.  Ability to generate and/or recognize imaginative or creative solutions that generate successful outcomes.
• 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.
• 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.

Location: Remote

Travel: No Travel Required

Candidate receiving offers will be offered a salary/pay rate commensurate with experience that vary based on a candidate's qualifications, skills, and competencies.  Absent exceptional circumstances, candidates will be offered a salary within this range for this position. The minimum salary will be offered based on the minimum exemption threshold based on state of residency. Base pay is one component of National University's total rewards package, as we are dedicated to supporting the needs of the "whole you" with our holistic approach to employee benefits by offering comprehensive well-being benefits for you and your family.  For full details about our benefit plan offerings, please visit benefits.nu.edu. For Part-time benefits, please click here.

Compensation Range:

National University is committed to maintaining a high-quality, diverse workforce representative of the populations we serve. National University employs more than 5,000 faculty and staff and serves over 41,000 students. We are united in our mission to meet the global education demands of the 21st Century and are dedicated to creating a supportive academic and work environment that allows students, faculty and staff to develop their interests and talents while experiencing a sense of community and a commitment to diversity. With programs available both online and at our many campus locations, National University is a leader in creating innovative solutions to education and meeting the needs of our diverse student population, including adult learners and working professionals.

National University offers an opportunity to work in an innovative environment that supports diversity.

National University (NU) is proud to be an equal opportunity employer and does not unlawfully discriminate against any employee or applicant for employee per applicable federal, state and local laws. At NU, a diverse mix of highly talented, innovative and creative people come together to make the impact of a lifetime for each of our student learners. All qualified applicants will receive equal consideration for employment, education, and admission at National University. We are focused on equality and believe deeply in diversity of race, color, ancestry, age, family care status, veteran status, marital status, creed, religion, sex, gender, sexual orientation, religion, ethnicity, national origin, and other legally protected group status.