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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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