Examination Credential Specialist

NASBA•Nashville, TN

9d•Hybrid

About The Position

The Examination Credential Specialist supports the Client Services department and is responsible for operational procedures and credential evaluations for the CPA Examination. The role independently handles information processing, research, and interpretation of rules in responding to individuals about State Board requirements. It requires broad knowledge of program operations, discretion when handling sensitive or confidential matters, independence and initiative in planning daily activities and processing assignments, strong grammar and proofreading skills, office and specialized technology skills, and sound judgment in evaluating applications. The specialist serves as a liaison among client boards, candidates, applicants, and related organizations. Work includes reviewing applications and credentials, communicating requirements and application status, processing examination scores and board reports, researching regulatory requirements, and providing customer service. The position reports to the Supervisor, Examination Client Services and is based in the Nashville office, with some flexible work from home. Employees must live in the Middle Tennessee area and work in the Nashville office two days per week or as needed.

Requirements

At least one year of work experience in an office setting.
Knowledge of CPA Board regulations and rules and related state statutes concerning credentialing and professional standards in CPAES jurisdictions.
Strong leadership, written and oral communication, interpersonal, research, analytical, evaluative, and problem-solving skills.
Ability to use independent judgment and make sound procedural decisions.
Ability to work on special project teams or independent assignments related to education.
Ability to work with complex details and prepare documents accurately.
Strong time-management and organizational skills with close attention to detail.
Experience working in a collaborative environment and excellent customer-service skills.
Cross-cultural sensitivity.
Ability to use correct grammar, vocabulary, spelling, numbers, and arithmetic.
Considerable knowledge of standard office technology and ability to learn and effectively use specialized software.
Ability to multitask, prioritize, and oversee a large workload at varying stages of completion while meeting deadlines.
Self-motivation, dependability, punctuality, and ability to proofread one's own work.
Professional appearance and attitude.

Nice To Haves

College degree preferred; relevant job experience demonstrating the required knowledge, skills, and abilities may be considered instead.

Responsibilities

Serve as a board liaison between client boards and CPA examination candidates.
Develop, advance, and maintain relationships with client boards, board staff, state societies, and NASBA support departments.
Communicate client board policies and procedures, eligibility and compliance requirements, and professional next steps to prospective candidates, applicants, and prospective licensed professionals.
Review initial and re-examination applications for required documentation; enter information into the database; review transcripts and other documents; interpret and apply requirements consistently; communicate with applicants; upload files to software programs; and send secure, password-protected files to state boards.
Obtain information by telephone, email, or correspondence; answer inquiries using appropriate information; verify information in the computer database; escalate complex issues to the team leader; and oversee confidential material.
Process examination scores, board reports, and data-file transmissions to candidates and client boards within one week of score release.
Evaluate domestic credentials to determine qualification for the Uniform CPA Examination.
Research and maintain current knowledge of relevant laws, regulations, and statutes to ensure compliance with state regulatory requirements for the CPA Examination.
Notify candidates and applicants of application receipt, problems, missing documents, and eligibility or approval.
Review and process refunds over 180 days for CPA Examination candidates to the team lead.
Participate in or attend board meetings, webinars, and similar events.
Maintain superior customer service and respond to internal and external inquiries by email and telephone within 24 hours.
Perform Candidate Service Associate duties as needed.
Protect personally identifiable information and adhere to organizational policies and procedures.
Work under pressure and meet established timelines; work overtime when business needs dictate.
Participate in training and professional development opportunities.
Back up other staff as needed and perform other duties as assigned.