Transfer Credit Specialist

1 month ago

Los Angeles, United States TCS Education Full time
Job Description:

POSITION SUMMARY:

The Transfer Credit Specialist is responsible for conducting detailed evaluations of transfer courses to provide admissions counselors, academic advisors, and students with accurate and timely information regarding the applicability of courses from other colleges and universities to the programs at Pacific Oaks. This role emphasizes creating efficiencies and maintaining consistency in the transfer credit evaluation process.

Serving as the primary contact for students with questions about transfer credits and Prior Learning Assessments, the Transfer Credit Specialist engages in proactive outreach to ensure all requirements are met. Collaboration with faculty and academic advisors is essential to address student needs effectively.

This position is based in Pasadena and reports directly to the Associate Registrar.

SUPERVISION RECEIVED:

The incumbent is assigned duties according to specified procedures and receives detailed instructions. Work is checked frequently.

SUPERVISION EXERCISED:

Minimal or no supervisory responsibilities.

ESSENTIAL FUNCTIONS:
  • Evaluate and Post Transfer and Prior Learning Credits: Accurately post all transfer credits and Prior Learning Assessment credits in CampusVue by institutional deadlines, ensuring adherence to accuracy benchmarks set by the department.
  • Review and Process Transcripts: Review all transcripts submitted by students, ensuring the creation of a transfer credit worksheet that follows all written policies and procedures. Ensure compliance with institutional guidelines for credit evaluation.
  • Collaborate for Process Improvements: Work closely with advising and academic departments to identify and implement improvements to the transfer credit evaluation process, enhancing the efficiency and accuracy of credit transfers.
  • Meet Deadlines and Accuracy Standards: Ensure that all transfer credit evaluations and postings are completed within established deadlines while maintaining a high level of accuracy.
  • Maintain Accurate Records: Enter and update transfer credit data in CampusVue and maintain accurate, up-to-date student records, ensuring compliance with institutional and accreditation requirements.
  • Advise and Communicate with Students: Provide students with clear and timely information regarding transfer credit decisions, policies, and degree completion timelines. Respond to inquiries from current students about their transfer credits.
  • Perform other duties as assigned.
Is regular attendance an essential function?YesNo

ESSENTIAL KNOWLEDGE, SKILLS and ABILITIES:

KNOWLEDGE:
  • Interpretation and Application of Policies: Ability to interpret and apply guidelines, policies, procedures, and rules with strong analytical and sound judgment in decision-making.
  • Data Analysis and Problem-Solving: Aptitude for gathering, analyzing, and synthesizing data to develop solutions, working closely with staff and faculty to resolve transfer-related challenges.
  • Academic and Admissions Policy Knowledge: Comprehensive knowledge of higher education academic and admissions policies, specifically related to transfer credit evaluation and student progression.
  • Transfer Credit Evaluation Process Development: Experience in developing and optimizing processes for evaluating transfer credit, particularly for programs with unique transfer policies.
  • Collaboration and Relationship Management: Ability to establish and maintain effective working relationships with key stakeholders such as Operations, Admissions, and external affiliates.
  • System and Compliance Expertise: Proficiency in using CampusVue and Image Now systems; knowledge of FERPA regulations and accreditation standards is mandatory.
SKILLS:
  • Analytical Decision-Making: Ability to apply sound judgment and analysis when making decisions regarding transfer credits.
  • Process Optimization: Skill in creating and refining processes for the evaluation of transfer credits, especially for specialized programs.
  • Stakeholder Communication and Coordination: Effective communication and collaboration with various departments and external partners.
  • System Proficiency: Proficient use of CampusVue, Image Now, and compliance with FERPA and accreditation requirements.
ABILITIES:
  • Judgment in Policy Application: Ability to apply policies accurately and with sound discretion.
  • Collaboration with Internal and External Teams: Skill in working with diverse teams both internally and externally.
  • Effective Communication and Relationship Building: Ability to foster productive relationships across departments and with external affiliates.
  • FERPA and Accreditation Compliance: Demonstrated understanding and adherence to FERPA regulations and accreditation requirements.
  • Flexible Scheduling: Ability to work a flexible schedule, including some evenings and/or weekends, as necessary.
  • Travel Requirement: Willingness and ability to travel within the Greater Los Angeles area and Northern California, as needed.
PREFERRED KNOWLEDGE, SKILLS and ABILITIES:

KNOWLEDGE:
  • Transfer Equivalency System Familiarity: Knowledge of Transfer Equivalency System (TES) and CollegeSource preferred.
  • Prior Learning Assessment Knowledge: Knowledge of Prior Learning Assessment (PLA) processes preferred.
  • VA and Military Program Assistance Familiarity: Familiarity with VA and Military Program Assistance policies is a plus.
SKILLS:
  • Team Collaboration and Ethical Responsibility: Demonstrated ability to balance teamwork and individual responsibilities while upholding ethical standards and organizational values.
  • Communication and Interpersonal Skills: Strong written and verbal communication skills, as well as excellent organizational and interpersonal abilities.
  • Attention to Detail and Deadline Management: High attention to detail and ability to work under strict time constraints.
ABILITIES:
  • Balancing Teamwork and Individual Responsibilities: Ability to manage tasks independently while working effectively as part of a team.
  • Adherence to Compliance and Accuracy Benchmarks: Ability to maintain compliance with external standards and internal policies while ensuring accuracy.
  • Ability to Work Under Time Constraints: Strong capacity to meet deadlines in a fast-paced environment.
POSITION QUALIFICATIONS:

EDUCATION:
  • Required: Bachelor's degree from a regionally accredited higher education institution in a related field required or equivalent combination of education and relevant professional experience.
EXPERIENCE:
  • Required:
    • Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) required, with an emphasis on data analysis and reporting.
    • One to two years of experience in student services or academic administration that involves working with transfer credit evaluation, academic records, or admissions.
  • Preferred:
    • Three to five years of experience in academic evaluation, transfer credit processing, or student services at a higher education institution.
    • Certification from the Council for Adult and Experiential Learning (CAEL) preferred but not required.
    • Familiarity with AACRAO (American Association of Collegiate Registrars and Admissions Officers) and CAEL guidelines preferred but not required.
TYPICAL WORKING CONDITIONS
  • Office environment; typically, 70 degrees
  • Noise level is usually quiet to moderately noisy while in the office
EQUIPMENT USED:
  • Computer/Laptop
  • Calculator/10-key
  • Telephone
  • Copier, scanner and fax machines


ESSENTIAL PHYSICAL & MENTAL TASKS: (Check all that apply):

Physical Demands:

StandingLifting: 5 Lbs.Walking

Hearing

SpeakingReachingWriting

Seeing

Other: Typing

Physical Environment - Exposed to:

Noise Other: Dust

Mental Demands:

ReadingDetailed WorkFrequent Contact with People

Y Multiple Concurrent Tasks

TRAVEL: (% of total time): Up to 10% of total time

ENVIRONMENTAL CONDITIONS:

The noise level in the work environment is usually quite to moderately noisy while in the office. The office temperature is about 70 degrees.

DECISION MAKING:

The position is governed by the policies of Pacific Oaks, along with established procedures for the department. Independent judgment is required in the supervision of personnel as well as in the carrying out of the department's strategic goals and budget management.

CONTACT RESPONSIBILITIES:

Routine exchange or presentation of information.

Responsible for demonstrating professionalism and leadership in resolving conflicts with students and employees. Recommends alternative approaches to solve problems and conflicts.

FINANCIAL RESPONSIBILITY:

This position does not require the management of budgets, but it is required to follow Pacific Oaks policies for purchasing and budget approvals.

Pacific Oaks offers a generous compensation and benefits package, as well as the opportunity to work for a leader in the field of education. Some of our key benefits include: generous paid time-off, medical and dental coverage, company-paid life and disability insurance, retirement plan with employer contribution, multiple flexible spending accounts (FSA), tuition reimbursement, professional development, and regular employee appreciation events.

Pacific Oaks is an Equal Opportunity Employer.

Apply Link:

Company:
Pacific Oaks

  • Credit Specialist

    7 days ago

    Los Angeles, United States Electro Rent Corporation Full time

    Job DescriptionJob DescriptionPosition Summary: Credit Specialist  The role is a key part of the credit granting process, which includes the consistent application of a credit policy, the periodic credit reviews of existing customers, the creditworthiness assessment of potential customers.  For a successful credit function to ensure Company policies,...

  • Credit Recovery Specialist

    6 days ago

    Los Angeles, California, United States Law Offices of Goldsmith & Hull, APC Full time

    Job TitleCredit Recovery SpecialistAbout the RoleWe are seeking a highly skilled Credit Recovery Specialist to join our team at Law Offices of Goldsmith & Hull, APC. This is a full-time position in Northridge, offering an hourly wage plus commission. Key ResponsibilitiesConduct phone calls with customers regarding consumer credit accounts to create payment...

  • Credit Policy and Governance Specialist

    1 week ago

    Los Angeles, California, United States City National Bank Full time

    Role OverviewWe are seeking a Credit Policy and Governance Specialist to join our team. This is an exciting opportunity to contribute to the development and implementation of credit policies and procedures that support our business goals.

  • Tax Credit Specialist

    2 weeks ago

    Los Angeles, California, United States Grant Thornton Full time

    Job SummaryCelebrating excellence in R&D tax credits, Grant Thornton seeks a seasoned Tax Credit Specialist. As a key member of our Research & Development Tax Credit practice, you will navigate complex tax rules with confidence and provide expert advice to clients. This role requires a unique blend of accounting expertise, research skills, and exceptional...

  • Senior Credit Policy Specialist

    1 week ago

    Los Angeles, California, United States City National Bank Full time

    Unlock your career in credit policy and risk management with City National Bank.About the OpportunityWe're seeking a seasoned professional to join our team as a Senior Credit Policy Specialist. In this role, you'll play a crucial part in shaping our credit risk framework, ensuring alignment with regulatory expectations and industry best practices.Key...

  • Senior Credit Specialist

    1 week ago

    Los Angeles, California, United States CFA Institute Full time

    About the RoleAs a Senior Credit Specialist in our Banking Innovations team, you will play a pivotal role in shaping the bank's credit strategy. With a strong focus on cash flow lending and leveraged finance, you will work closely with Relationship Managers to provide expert credit guidance and support.Key ResponsibilitiesReview loan requests, historical...

  • Corporate Credit Specialist

    1 week ago

    Los Angeles, California, United States City National Bank Full time

    Corporate Credit Specialist Role OverviewWe are seeking an experienced Corporate Credit Specialist to join our Structured Finance team at City National Bank. As a key member of our team, you will be responsible for analyzing and evaluating loan transactions, credit worthiness of borrowers, and providing expert credit guidance to Relationship Managers.Job...

  • Commercial Credit Recovery Specialist

    1 week ago

    Los Angeles, California, United States City National Bank Full time

    Overview:The position of Commercial Credit Recovery Specialist at City National Bank offers a unique opportunity to work with a team responsible for managing problem consumer, commercial, real estate, and syndicated loans.About the Opportunity:This role involves developing and recommending strategies to maximize recovery and reduce losses from own portfolio...

  • Business Development Credit Specialist

    1 week ago

    Los Angeles, California, United States 1st Century Bank Full time

    Company Overview">1st Century Bank, a division of MidFirst Bank, is a full-service bank with a strong commitment to delivering exceptional client service in the Los Angeles market. The bank's core principles are centered around flexibility, responsiveness, and providing tailored solutions that meet clients' unique needs.">About This Role">This position is an...

  • Credit Risk Specialist

    1 week ago

    Los Angeles, California, United States City National Bank Full time

    About the RoleCredit Analyst Senior plays a pivotal part in City National Bank's lending process, utilizing analytical expertise to support due diligence, document processing, and financial/statistical analyses for transactions, credit approval, and ongoing monitoring. This role involves reviewing loan documents for accuracy, completeness, and adherence to...

  • Senior Commercial Credit Recovery Specialist

    1 week ago

    Los Angeles, California, United States City National Bank Full time

    About Us">City National Bank is a leader in providing financial services to entrepreneurs and businesses. We are committed to helping our clients achieve their goals and succeed in today's fast-paced market.">About the Role">We are seeking an experienced Senior Commercial Credit Recovery Specialist to join our team. In this role, you will be responsible for...

  • Wire Transfer and ACH Processing Specialist

    1 week ago

    Los Angeles, California, United States Global Channel Management Full time

    OverviewGlobal Channel Management seeks a detail-oriented Wire Transfer and ACH Processing Specialist to join our team. This role involves handling various administrative tasks, including wire and ACH processing, clerical duties, and data processing.About the JobThis position requires experience in banking and an understanding of wire and ACH operations. Key...

  • Credit Risk Policy Specialist

    6 days ago

    Los Angeles, California, United States City National Bank Full time

    Senior Credit Policy Officer Job DescriptionWe are seeking a highly skilled Senior Credit Policy Officer to join our team at City National Bank. This individual will be responsible for researching, authorizing and/or editing new and revised credit policy and procedures for the Credit Policy Manual and the Credit Procedures Manual.About the OpportunityThis...

  • Senior Credit Risk Specialist

    6 days ago

    Los Angeles, California, United States City National Bank Full time

    About the OpportunityWe are seeking a seasoned Credit Officer II to join our Fund Finance Team at City National Bank. This is an exciting opportunity to leverage your expertise in underwriting capital call and subscription loans, while contributing to the success of our clients.Job SummaryThe successful candidate will be responsible for providing credit and...

  • Senior Credit Risk Analyst

    5 days ago

    Los Angeles, California, United States Electro Rent Corporation Full time

    Electro Rent CorporationA Leading Provider of Test Equipment ServicesJob SummaryWe are seeking a highly skilled Senior Credit Risk Analyst to join our team at Electro Rent Corporation. As a key member of our credit granting process, you will be responsible for assessing the creditworthiness of new and existing customers, ensuring timely fulfillment of...

  • Letters of Credit Officer Senior

    4 months ago

    Los Angeles, United States City National Bank Full time

    Overview: LETTERS OF CREDIT OFFICER SENIORWHAT IS THE OPPORTUNITY? The colleague will be responsible for delivering a high level of excellent service to clients through various channels for commercial trade finance clients. The colleague will be responsible for handling customer inquiries, all tasks associated with letters or credit such as but not limited...

  • Customer Operations Specialist

    4 weeks ago

    Los Angeles, United States Gusto Full time

    About the Role: We’re looking for a service-minded team member for our emerging tax credits product. Join our Tax Credits team and shape the future of tax credit software. Your talents will be instrumental in delivering an exceptional customer experience, developing products and processes that enable our customers and internal teams, and creating a...

  • Emergency Patient Transfer Coordinator Specialist

    1 week ago

    Los Angeles, California, United States The County of Los Angeles Full time

    The County of Los Angeles is committed to providing exceptional healthcare services to its citizens. As an Emergency Patient Transfer Coordinator, you will play a critical role in ensuring the safe and efficient transfer of emergency patients to suitable hospitals.With a strong background in nursing or paramedicine, you will be responsible for coordinating...

  • Manager, Transfer Pricing

    4 months ago

    Los Angeles, CA, United States Deloitte Full time

    Tax | International Tax and Transfer PricingSame job available in 28 locationsPosition SummaryBusiness beyond borders. Transfer pricing on a global scale – a multidisciplinary field that integrates economics, business, finance, legal, and tax principles in the analysis of global intercompany transactions. You must know what you're doing on the ground in...

  • Client Care Specialist

    3 months ago

    Los Angeles, United States City National Bank Full time

    Overview: CLIENT CARE SPECIALIST WHAT IS THE OPPORTUNITY? The Client Care Specialist is responsible for responding to and handling a broad range of complex operational issues for all CNB client levels and all levels of bank colleagues, delivering an exceptional client service experience aligned with our City National Brand promise. Manage client...