Application & Document Coordinator

Job Name:  CSRC Application & Document Coordinator 

Job Reports To:   Supervisor, Application Processing

Department: Customer Service & Resource Center

FLSA Status: Salaried Non-Exempt

Schedule: Monday – Friday 8:00 a.m. – 4:30 p.m. / 37.5 hours weekly

Remote work flexibility: however, this is not a full-time remote position, and you must  work in the Nashville office two days per week or as needed. 

Responsibilities:

The Application & Document Coordinator is responsible for the processing of all applications for three lines of business at NASBA including CPA Examination Services, NASBA Licensing, and NASBA’s International Evaluation Services, their candidates and stakeholders. This position is also responsible for incoming mail, via carrier or electronic submission, and matching those documents, timely and accurately, to their respective applications for each line of business. 

Position Requirements:

o Ability to report to work on time and manage time off throughout the year.

o Ability to meet minimum daily task expectations. 

o Acknowledge and check-in new applications and perform a search to verify if documents arrived prior to application.

o Send outgoing emails to candidates at scheduled intervals throughout the application process to keep them updated as to the reason for their incomplete application.

o Track and log outgoing incomplete emails to ensure the Customer Service Representatives have up to date information to assist callers.

o Open and scan incoming mail and individually name transcript PDFs using standard naming convention. 

o Download and save electronic transcripts, using standard naming convention. 

o Match individual documents with candidate application for each line of business.

o Update application statuses or resolve items from queues, depending on application type, following department procedures. 

o Analyze and prepare international documents for NIES application, ensuring proper procedures are followed dependent on country. 

o Protect organization's values by keeping customers’ personally identifiable information (PII) confidential.

o Adhere to all documented policies and procedures.

o Attend and actively participate in all necessary training.

o Work well under pressure and consistently meet established work timelines.

o Display basic problem solving, multi-tasking and analytical skills.

o Considerable knowledge of standard office technology and ability to learn and effectively use specialized software to edit and organize professional documents.

o Skilled in working with details and accuracy in preparation of documents.

o Ability to set and follow effective work priorities, organize work for efficient processing and meet established deadlines.

o Ability to establish and maintain effective working relationships with managers, other staff, Executive staff, and candidates. 

o May be required to work overtime (more than 40 hours per week) as business needs dictate.

o Participate in all NASBA related and team events. 

o Perform other duties as assigned by manager. 

Functional Relationships: All NASBA departments, employees and boards. 

Internal Customer: CPA Examination Services, National Candidate Database, NASBA Licensing and related internal staff.

External Customers: Boards of Accountancy, state societies, Prometric, academic institution staff, review course providers and potential CPA candidates and licensees. 

Skills and Professional Experience

Skills Profile:

o Excellent verbal and written communication skills

o Excellent interpersonal skills.

o Exceptional research skills and high attention to detail.

o Experience working in a team-oriented, collaborative environment.

o Cross-cultural sensitivity. 

Experience/Knowledge:

o 1 year experience in a customer service role

o Effective analytical/problem solving, multi-tasking and research skills.

o Strong customer service skills

o Good data entry and typing skills

o Punctual and dependable 

Education/Other:

o High school diploma or equivalent required. Some college preferred.

Below is an overview of some of the benefits we offer to full-time employees.

• Medical/Dental/Vision
• Health Reimbursement Account (HRA)
• Life Insurance
• Short-Term & Long-Term Disability
• Numerous Voluntary Policies
• Employee Assistance Program
• 401(k) Plan (NASBA contributes 5.7% of employee’s salary)
• Flexible work plan benefit $100 month allowance. Parking paid on days in the office.
• Holidays (13 days)
• Paid leave time - (prorated based on hire date and earned on an accrual basis)
• Vacation Leave (10 days)
• Sick Leave (12 days)
• Personal Days (3 days)
• Flex Spending Account (FSA)
• Dress for Your Day Casual Dress
• Some work from home is flexible; however, you must live in the Middle TN area and not out of state. This is not a full-time remote position, and you must work in the Nashville, TN  office two days per week or as needed.

NASBA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
 

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
 

Final offers of employment are contingent upon successful completion of national criminal background check, national sex offender registry search and, where applicable, an education credential check, credit check, Global Watchlist and/or Government Watchlist.
 

Due to overwhelming interest in our organization, we are unable to accept faxed resumes or incoming calls regarding open positions. Only those matching the above job description will be contacted.
 

Thank you for your interest in employment opportunities at NASBA.