FT Staff: Records Specialist-Transfer Credit

Job Summary:

Reporting to the Registrar, the Records Specialist- Transfer Credit provides frontline administrative and technical

support within the Office of the Registrar and serves as a primary point of contact for students, faculty, staff, and

external stakeholders. This role is responsible for delivering exceptional customer service, processing transfer

credit evaluations, handling registrar-related documentation, and maintaining accurate student records. The

specialist ensures the efficient operation of daily registrar functions while upholding institutional policies and

regulatory requirements.

Essential Job Function:

1. Essential Job Functions: Provides prompt and courteous professional customer service in the following

PRIMARY areas:

• A. Transfer Credit & Academic Records Processing

Process course transfer credit evaluations in accordance with university policies and maintain detailed and

accurate documentation.

• Communicate with students, academic departments, and external institutions to verify course information and

resolve transfer-related inquiries.

• Perform accurate data entry and updates to student records, ensuring compliance with FERPA and institutional

standards. B. Customer Service and Communication

• Answer and route incoming telephone calls; provide clear, accurate information regarding registrar services,

policies, and procedures.

• Serve as the primary in-person and virtual point of contact to assist students, faculty, staff, and external customers

with questions or requests.

• Manage incoming and outgoing internal and external mail, ensuring timely distribution and handling.
• C. Registrar Forms & Documentation Processing
• Review, process, and track all registrar-related forms, including add/drop requests, name or address changes,

enrollment verifications, and other academic record updates.

• Process transcript requests, diploma requests, and replacement document requests with a focus on accuracy and

confidentiality.

• Support graduation audit processes by reviewing graduation application submissions, verifying required

documentation, and routing items for final approval.

• D. Registration & Enrollment Support
• Assist students throughout the registration process, including schedule changes, troubleshooting registration

issues, and providing policy guidance.

• Help maintain accurate and timely updates to the student information system related to enrollment and academic

records.

E. Administrative Support

• Maintain organized digital and physical filing systems to support efficient retrieval of academic records and office

documentation.

• Assist with preparation and distribution of official communications, notices, and reports as directed by Registrar's

Office leadership.

• Provide general administrative support to the Registrar and contribute to process improvements and special

projects as assigned.

• Other Duties as assigned.

Supervisory Responsibilities

None

Minimum Job Qualifications Education and/or Experience:

• Three years of related work experience in customer service and administrative support.
• Associate Degree
• Specialized computer skills training with proficiency in mail merge, email, basic spreadsheet functions,

proper document preparation and formatting, and general business protocol.

Prefer

• Experience in an institution of Higher Education:
• Bachelor's Degree
• Or an equivalent combination of training and experience.

Qualifications

• Strong customer service and communication skills.
• Ability to manage confidential information responsibly and professionally.
• Strict adherence to FERPA and institutional privacy standards is required when handling sensitive student

records.

• Excellent organizational skills and attention to detail.
• Proficiency with student information systems and general office software.
• Ability to develop and maintain thorough familiarity with the university undergraduate catalog and apply

academic policy to specific tasks.

• Ability to be an effective team player in a busy, fast-paced office environment.
• Proficiency with the Microsoft Office Suite and the ability to learn new systems quickly.
• Ability to multitask, prioritize workload, and manage competing deadlines.
• Must work extended hours leading up to commencement and the day of commencement.
• Must be able to work flexible hours when necessary.

Certificates, Licenses or Registrations

None

Other Competencies:

Must have a philosophy that is consistent with the Mission, Vision and Core Values of the organization. Vision,

commitment, and experience in achieving goals and pursuing excellence is critical. Strong oral and written

presentation skills. Ability to work well independently and as a member of a team. Excellence in organization,

decision-making, problem-solving and creating a collaborative environment. Ability to manage multiple projects

simultaneously. Must be able to read, write and speak fluently in English.

Physical Demands:

Ability to sit or stand for up to 8 hours/day. Some lifting (up to 25 pounds occasionally), bending, and carrying. The employee is regularly required to talk and hear, and to use hands and fingers to handle or feel; ability to endure long travel times.