Apply on Employer Site

NASBA · 5 hours ago

Application & Document Coordinator

Nashville,TN,US

Full-time

Hybrid

Entry Level

1+ years exp

NASBA is a professional organization that provides services to the accounting profession, and they are seeking an Application & Document Coordinator. The role involves processing applications for various services, managing incoming documents, and ensuring timely communication with candidates throughout the application process.

AccountingAssociationFinance

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

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

Ability to meet minimum daily task expectations

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

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

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

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

Download and save electronic transcripts, using standard naming convention

Match individual documents with candidate application for each line of business

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

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

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

Adhere to all documented policies and procedures

Attend and actively participate in all necessary training

Work well under pressure and consistently meet established work timelines

Display basic problem solving, multi-tasking and analytical skills

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

Skilled in working with details and accuracy in preparation of documents

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

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

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

Participate in all NASBA related and team events

Perform other duties as assigned by manager

Qualification

Analytical skillsCustomer service skillsAttention to detailDocument managementTime managementVerbal communicationWritten communicationInterpersonal skillsTeam collaborationProblem solving

Required