Examination Credential Specialist

Job Name: Examination Credential Specialist

Job Reports To: Supervisor, Examination Client Services

Department: Client Services

FLSA Status: Salaried Non-Exempt

Schedule: Monday – Friday 8:00 a.m. – 4:30 p.m. / 37.5-hour work week.

Remote work flexibility: however, this is not a full-time remote position, and you must work in the Nashville office two days per week or as needed.

Summary:

The Examination Credential Specialist position supports the Client Services department. This position assumes responsibility for all operational procedures and credential evaluations for CPA Examination. The Examination Credential Specialist must follow specific procedures in performing all duties related to business operations.

The Examination Credential Specialist works independently handling assigned activities relating to information processing, research, and interpreting rules in responding to individuals regarding State Board requirements. Program, administrative and administrative support require considerable knowledge, tact, and discretion in handling sensitive or confidential matters. Work requires a broad knowledge of program operations, requires little direct supervision, and involves multiple and detailed processes. The work requires considerable independence and self-initiative in planning when conducting daily activities and short and long-term processing assignments. Work also requires strong grammatical and proofing skills and office and specialized technology skills. Sound judgment is required in selecting and applying the appropriate course of action for applications.

Responsibilities and Duties:

• Serve as a board liaison between the client board(s) and its CPA examination candidates.
• Develop, advance, and maintain a strong relationship with client board(s), board staff, state societies and support departments within NASBA.
• Effectively communicate the client board(s) specific policies and procedures, eligibility and compliance requirements, and professional next steps to perspective candidates, applicants, and perspective licensed professionals.
• Reviews initial and re-examination applications for the presence of all necessary documentation and enters this into the data base; reviews college transcripts, miscellaneous documents; interprets and applies requirements consistently with each applicant; communicates with applicants via phone correspondence and email; uploads files into various software programs; sends secure and password protected files to state boards.
• Secures information via telephone, email, or correspondence; selects appropriate material to answer questions and generally handles inquiries independently; verifies needed information on the computer database; and brings more complex issues to the attention of the team leader; routinely oversees confidential items and/or material.
• Responsible for all aspects of score processing, board reporting and data file. transmissions to the candidate and client board(s) within 1 week of score release.
• Evaluate domestic credentials to determine qualification for the Uniform CPA examination.
• Conduct research and maintain current knowledge of relevant laws, regulations and statutes to ensure compliance with all state regulatory requirements for CPA examination.
• Notify candidates/applicants of application receipt, problems, missing documents, and eligibility/approval.
• Review and process refunds (over 180 days) for CPA Examination candidates to team lead.
• Participate in or attend board meetings, webinars, etc.
• Maintain superior customer service.
• Respond to internal and external inquiries via email and telephone within a 24-hour period.
• Perform Candidate Service Associate duty, as needed.
• Protect organization's values by keeping customers’ personally identifiable information (PII) confidential.
• Adhere to all documented policies and procedures.
• Work well under pressure and consistently meet established work timelines.
• May be required to work overtime (more than 40 hours per week), as business needs dictate.
• Participating in training sessions and professional development opportunities.
• Backs up other staff as needed.
• Perform other duties as assigned.

Functional Relationships: All NASBA departments, employees, and boards.

Internal Customer: Client Services and related internal staff.

External Customers: Boards of Accountancy staff, AICPA and state societies, accounting programs, accrediting bodies, review course providers and potential CPA candidates.

Skills Profile:

o Strong leadership skills

o Excellent written and oral communication skills.

o Excellent people skills.

o Exceptional research skills and high attention to detail.

o Proven analytical, evaluative, and problem-solving abilities.

o Ability to use independent judgment and to make good procedural decisions.

o Ability to serve on special project teams or independent assignments related to education.

o Skill in working with complex details and accuracy in preparation of documents.

o Strong time management and organization skills with strict attention to detail.

o Experience working in a collaborative environment.

o Excellent customer service skills.

o Cross-cultural sensitivity.

Experience/Knowledge:

o Some Knowledge of CPA Board's regulations and rules and related State Statutes relating to the credentialing and professional standards of CPAES jurisdictions.

o Ability to use correct grammar, vocabulary, spelling, numbers, and arithmetic.

o Considerable knowledge of standard office technology and ability to learn and effectively use specialized software.

o Able to multitask, prioritize and oversee a large workload in varying stages of completion while meeting deadlines.

o Highly self-motivated, dependable, and punctual.

o Ability to proofread your own work.

o Exhibit a professional appearance and attitude.

Education/Other:

o Minimum of 1-year work experience in an office setting.

o College degree preferred or job experiences meeting the required knowledge, skills, and abilities.

Below is an overview of some of the benefits we offer to full-time employees.

• Medical/Dental/Vision
• Health Reimbursement Account (HRA)
• Life Insurance
• Short-Term & Long-Term Disability
• Numerous Voluntary Policies
• Employee Assistance Program
• 401(k) Plan (NASBA contributes 5.7% of employee’s salary)
• Flexible work plan benefit $100 monthly allowance. Parking paid on days in the office
• Holidays 13 days)
• Paid leave time - (prorated based on hire date and earned on an accrual basis)
• Vacation Leave (10 days)
• Sick Leave (12 days)
• Personal Days (3 days)
• Flex Spending Account (FSA)
• Dress for Your Day Casual Dress
• Some work from home is flexible; however, you must live in the Middle TN area and not out of state. This is not a full-time remote position, and you must work in the Nashville, TN office two days per week or as needed.

NASBA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Final offers of employment are contingent upon successful completion of national criminal background check, national sex offender registry search and, where applicable, an education credential check, credit check, Global Watchlist and/or Government Watchlist.

Due to overwhelming interest in our organization, we are unable to accept faxed resumes or incoming calls regarding open positions. Only those matching the above job description will be contacted.

Thank you for your interest in employment opportunities at NASBA.