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Transfer Operations Specialist

Appalachian State University
$40,047 - $42,397
United States, North Carolina, Boone
287 Rivers Street (Show on map)
Nov 27, 2024
Position Summary Information


Classification Title Student Services Specialist
Working Title Transfer Operations Specialist
Location Boone, North Carolina
Job Category 5
Position Number 063121
Department Transfer Admissions & Engagement - 240400
Minimum Qualifications
Bachelor's degree; or equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions.
Special Note: This is a generalized representation of positions in this class and is not intended to reflect essential functions per ADA. Examples of competencies are typical of the majority of positions, but may not be applicable to all positions.
License/Certification Required
Essential Job Functions
The Transfer Operations Specialist will assist Transfer Admissions & Engagement, and the Operations team by supporting prospects, applicants, and staff members as students navigate various steps of the admissions funnel (typically up to the point of matriculation).
Responsibilities include but are not limited to the following:

  • Support recruiting & admission processes (including daily outgoing calls to applicants in all stages of the admissions process).
  • Demonstration of great customer service, strong organization, foresight and the ability to multitask are all critical in this role, as it touches the many phases of the recruitment and admissions process.
  • Written and verbal communications in response to inquiries related to program and application information (e.g., responding to and/or forwarding incoming email, text, and phone messages to the appropriate TAE staff member).
  • Use of CRM (Slate) to review transfer applications and record interactions with prospective students and applicants; and work efficiently in a variety of software programs including Microsoft Office applications, Google Suite, and student information systems (e.g., Banner).
  • Utilize reports and spreadsheets to prioritize and complete work.
  • Other duties related to the admission, orientation, and retention of transfer students.

Knowledge, Skills, & Abilities Required for this Position

  • Demonstrated commitment to excellence in customer service
  • Strong written and verbal communication skills
  • Attention to detail and strong organizational skills
  • Proficiency in Google Suite and Microsoft Office

Preferred Qualifications

  • Bachelor's degree (or equivalent combination of training and experience)
  • Strong written and verbal communication skills
  • Attention to detail
  • Strong organizational skills
  • Experience in customer service

Type of Position Permanent Full-Time
Staff/Non-Faculty Staff/Non-Faculty
Appointment Type 1.0
Work Schedule/Hours
Monday-Friday, 8:00 am - 5:00 pm, with occasional evening and/or weekend work
Number of Hours Per Week 40
Number of Months Per Year 12
Mandatory Staff No
Physical Demands of Position
To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.
Overall Competency Level Journey
Salary Grade Equivalency GN04
Salary Range
Anticipated Hiring Range $40,047 - $42,397
Required Functional Competencies to Successfully Perform Job Duties.
Client/Customer Service:

  • Troubleshoot various problems with prospective and admitted students, and recommend a course of action.
  • Identify roadblocks for students regarding admission and make appropriate recommendations to policies and procedures as necessary for resolution.
  • Assist Admissions representatives and other staff on campus with questions and updates regarding admission decisions.
  • Provide timely responses to all forms of communication from all stakeholders.


Decision Making:

  • Review transfer applications and make admissions decisions.
  • Interpret and apply policies and procedures to difficult/ambiguous questions and situations while students are in the admissions funnel.
  • Provide guidance to transfer counselors regarding the admissibility of transfer students.
  • Recommend and identify efficient and transfer-friendly solutions to processes that are related to the work of this position.

Information/Records Administration:

  • Utilize Slate CRM to perform transfer application reviews for all transfer applicants to the university and manage the associated transfer audit/review forms.
  • Maintain records of interactions with prospective transfer students and applicants in Slate.
  • Work closely with transfer and admissions counselors to ensure accuracy in student Slate records.
  • Overall, consistently maintain a high degree of accuracy within records management.

Coordination-Operations:

  • Serve as a liaison and provide assistance to students as it relates to admission, policies, and procedures.
  • Provide timely and accurate information, as well as work to establish and maintain appropriate communication plans, with various Transfer Admissions & Engagement constituents.

Program Management:

  • Utilize reports for data collection/organization to support the Transfer Admissions & Engagement Operations team in the transfer applicant review process.
  • Provide support and expertise to constituents on and off campus to resolve issues relevant to the admission of transfer students.
  • Recommend solutions to the Associate Director or Director of Operations to ensure that the service provided is consistent with department goals and objectives.

Managing Work and Performance:

  • Assist in daily record keeping of call campaign notes to improve customer service and aid in transfer recruitment decisions.
  • Identify and troubleshoot issues that may require changes to a current process or require additional training/knowledge, and make recommendations to the Associate Director and Director of Operations.
  • Assist in the preparation and training of transfer counselors or other relevant TAE staff related to the transfer admissions review process.
  • Participate in professional development activities to remain current and relevant in the work environment.

Pay will be commensurate with applicant competencies, budget, equity and market considerations.


Posting Details Information


Posting Date 10/28/2024
Closing Date 12/01/2024
Competency Level Statement Management will only consider applicants who meet the required competencies.
Special Instructions to Applicants
For a complete application, please apply and submit all below-required documents electronically through Appalachian State University's Job Board:

  • Cover Letter
  • Resume
  • List of three professional references with contact information



Those applicants selected for interview may be asked to complete a work sample directly related to the essential duties in this position to evaluate skills needed for the position.
Search Chair Name Sara Speed
Search Chair Email speedse@appstate.edu
Applicant Pool Preference External (Post on the Web)
Departmental Information


Quick Link https://appstate.peopleadmin.com/postings/48515
Posting Number 201502750P
Applied = 0

(web-5584d87848-99x5x)