Records Coordinator

5 months ago

Waterloo, Canada University of Waterloo Full time

Overview:
The Records Co-ordinator (RC) maintains accurate undergraduate student records, and the various procedures used to track and assist students during their academic careers. This requires both Faculty specific and systems specific knowledge, especially when dealing with the many cases that deviated from the norm.

The RC provides written and oral information regarding policies and procedures of the university to students and departmental staff and faculty as it relates to student records.

**There are 2 vacancies in this position.**

**Responsibilities**:
Record Keeping
- Maintains student registration, including, but not limited to: add/drop activity, block enrolment, service indicators, term activation, unit load
- Maintains accurate student academic records, which include:

- Transfer credit coding, exchange coding, letters of permission
- Bulk grade assignment and grade revisions
- Coding/verifying academic standings, honours and awards and transcript text information
- Program/Plan changes
- Student citizenship status, name changes
- Student’s tuition calculation
- Academic progression (AP) processing
- Will be assigned projects or accountable for specialized coding

Communication & Stakeholder Focus:

- The incumbent will respond to inquiries from students, UWaterloo Staff and Faculty Undergraduate Advisors
- The incumbent will provide additional support to the Customer Service Team that is the student’s first line of contact when visiting the Registrar’s Office. S/he will be expected to answer inquiries and deal with applicant directly to explain policies and procedures

Document Management System (DMS):

- Accurately match all documents received
- Index (paper and e-batches) to student’s file
- Identify discrepancies and communicate these to the Systems team

Reporting
- Run standard queries to gather data from the Student Information System (PeopleSoft) to identify the various stages of completion of records activities
- Required to have a thorough knowledge of business processes and practices to accurately identify discrepancies

Portfolio responsibilities can include:
Faculty Petitions
- Receives, reviews and prepares petitions for consideration by Faculty Petitions Committee
- Petition cases typically present records scenarios that must be interpreted properly by the incumbent so that the academic record can be updated accurately

Convocation
- Responsible for coding Intention to Graduate data in the Student Information System (PeopleSoft) as received. This activity supports the generation of bulk Academic Advisement (AA) Reports by the incumbent for submission to Faculty Advisors who use the reports to determine whether degree requirements have been satisfied
- Creates recommendation forms to be used by faculty advisors and directly interacts with the advisor to rectify any student record issues before final degree status decisions. Alternatively, convocation spreadsheets have been adopted by some faculties to fulfill this same purpose
- Checks changes to Academic Programs to ensure these are accurately coded and so that the correct degree will be assigned and displayed on the diploma
- Interacts directly with students to discuss details pertaining to a student’s convocation intentions
- Responsible for assembling diploma packages, participating in the Convocation ceremony as well mailing diplomas to students who were unable to attend the ceremony

Qualifications:

- College diploma and/or Undergraduate degree and/or equivalent work experience
- Progressive experience with proven track record of success in student records of success in maintaining electronic people records
- Previous experience in a customer service position dealing with students and/or educational organizations is essential
- Excellent data entry skills and proven aptitude for attention to detail and accuracy is required
- Excellent human relations / inter personal, organizational, problem solving and communication (oral and written) skills required
- Demonstrating ability to handle confidential information with discretion
- Demonstrated ability to maintain multiple tasks involving shifting deadlines and priorities
- Proven ability to work independently and as a team member in a busy deadline oriented and varied environment with changing priorities
- Knowledge of University policies and procedures relating to student records preferred
- Experience with Microsoft Word
- Experience with Microsoft Excel
- Basic experience with Microsoft PowerPoint
- Experience with Microsoft Access is an asset
- Experience using online Student Information Systems and DMS is an asset

Equity Statement:
The University of Waterloo acknowledges that much of our work takes place on the traditional territory of the Neutral, Anishinaabeg and Haudenosaunee peoples. Our main campus is situated on the Haldimand Tract, the land granted to the Six Nations that includes six miles on each side of the Grand River. Our active work toward reconc

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