Foundational Level Performance:
- Execute routine transactions (e.g., transcript requests, basic registration changes, application fee processing) by diligently following documented procedures and checklists.
- Navigate and input data accurately into core institutional systems (e.g., SIS, CRM), ensuring data integrity for assigned tasks.
- Complete assigned operational tasks within specified deadlines, escalating issues that impede completion to the supervisor.
- Organize and maintain records in accordance with established departmental and institutional naming conventions and retention schedules.
Intermediate Level Performance:
- Manage multi-step operational processes (e.g., admission application review and determination, degree conferral setup, transfer credit evaluation intake, complex residency documentation review, term set-up, and end-of-term processing) from initiation to completion, identifying and resolving common exceptions.
- Leverage various technological tools and software features (e.g., query tools, workflow management systems) to streamline data retrieval, reporting, and process execution.
- Identify potential bottlenecks or inefficiencies within established operational workflows and propose adjustments to improve timeliness or accuracy.
- Ensure compliance with relevant federal, state, or institutional policies (e.g., FERPA, SEVIS) when handling and documenting sensitive student data and records.
Advanced Level Performance:
- Design and implement new or significantly revised operational processes and workflows that enhance efficiency, scalability, and data accuracy across multiple functions and/or departments.
- Evaluate and select appropriate technologies to address complex operational challenges or to support strategic enrollment management initiatives, leading their integration and adoption.
- Develop and monitor key performance indicators (KPIs) for operational processes, using data analysis to identify systemic issues and drive continuous improvement.
- Advise on and ensure institutional compliance with state, federal, and accreditation standards related to academic records and student data, developing best practices and training for staff.
- Communicate with and guide institutional leadership to support critical changes in operational logistics and processes.
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