University of California Santa Cruz — Transfer Review and Compliance Coordinator

Transfer Review and Compliance Coordinator

Location: Santa Cruz
Job ID: 27569

UC Vaccination Policy: With limited exceptions, COVID-19 vaccinations are required for Covered Individuals under the Policy. Covered Individuals include all employees, students, or trainees who physically access a University facility or program in connection with their employment, appointment, or education/training.

Covered Individuals do NOT include employees who work 100% remotely with NO expectation that they will physically access any University location or program at ANY time. If 100% remote work ends, the employee is subject to Policy. 

Employees can submit proof of vaccination online or request an exception.

UC Santa Cruz is a public university like no other in California, combining the experience of a small, liberal arts college with the depth and rigor of a major research university. It's known as an unconventional place where innovation and experimentation is part of the campus's DNA. That playful, bold spirit still thrives today, all on a campus renowned as among the most beautiful in the world.


The Office of Undergraduate Admissions generates, reviews, and processes in excess of 67,000 applications and serves approximately 38,000 campus visitors each year. The office has 44 career staff FTE, 45-50 part-time/temporary staff, and 150 student staff. Staff work locally and regionally throughout California and the nation.

The office is part of Enrollment Management, which includes Financial Aid and Scholarships, Orientation and Undergraduate Admissions. Enrollment Management is part of the multi-faceted academic Division of Undergraduate Education. Undergraduate Admissions, Enrollment Management and Undergraduate Education work closely with select Academic Senate committees.

Since its founding in 1965, the University of California, Santa Cruz, has grown from 652 students to nearly 19,000 students (2017-18) and earned international distinction as a world university with high impact research, ranking 3rd in the world for research influence by Times Higher Education, and among the top 50 universities in the world, according to the U.S. News and World Report 2017 Best Global Universities rankings.

A campus with world-class facilities and one of the most visually spectacular settings in higher education, UC Santa Cruz offers rigorous academic programs and cutting-edge research opportunities. At the core of our progressive educational approach are our 10 distinctive residential colleges, which organize the campus into smaller living/learning communities.


Reporting to the Associate Director – Evaluations, Processing and Operations, the Transfer Review and Compliance Coordinator (TRCC) will be responsible for the planning, coordination and implementation of all transfer review processes and procedures including training and certification of staff involved in evaluating transfer applications. The incumbent will maintain an inventory of transfer selection policies and procedures that must be reviewed and updated on an annual basis in close consultation with academic departments/divisions and senate committees such as CEP (Committee on Educational Policy) and CAFA (Committee on Admissions and Financial Aid). As a member of the Admissions Application Review Team, the TRCC is responsible for assessing the effectiveness of training and certification to reduce opportunities for human error, eliminate manual/time consuming processes, and implement changes as needed. Participates in secondary review processes, and contributes to scholarship reviews as needed. The incumbent develops and implements staff training covering new policy changes, workflows, and relevant updates throughout the various phases of the Undergraduate Admissions cycle.

The TRCC is responsible for coordinating and implementing Undergraduate Admissions compliance ensuring all federal, state, university, and campus rules and regulations are met regarding the release of confidential information, document collection, record retention, including accurately documenting all admissions decisions, exceptions and attestations. The incumbent will review policies and develop procedures and controls to ensure compliance. Controls include, implementing and improving systems that verify all compliance documents are submitted according to the auditors' specifications and coordinating with leadership to ensure documentation has been collected and stored appropriately.

The incumbent must be able to interact with staff, students, and parents with sensitivity and discretion while maintaining confidentiality at all times. The individual represents UCSC and Undergraduate Admissions to internal and external constituents and participates in university and system-wide committees. Additionally, this position serves as a member of the Undergraduate Admission leadership team, contributing to the development of department-wide messaging, goals and core operating procedures.

The incumbent will think critically and creatively about how to interact with new information and about how to implement new processes. The incumbent is expected to be quick on their feet, takes initiative and is a natural problem solver. The incumbent will work independently, own their work, multitask and see assigned projects through to completion. The incumbent will possess a startup mentality, passion and tenacity for making UC Santa Cruz relevant to the world.

UC Santa Cruz staff jobs are posted until filled. Application materials submitted by 11:59 pm on the IRD will be routed to the hiring unit for consideration. NOTE: Materials submitted after the IRD will be forwarded only at the request of the hiring unit. Submit your materials before the IRD to ensure consideration by the hiring unit.

The IRD for this job is: 01-24-2022

Salary Information: $66,000 – $69,000/Annually.  Salary commensurate with skills, qualifications and experience.

No. of Positions: 1

Benefits Level Eligibility: Full

Schedule Information:

  • Full-time
  • Percentage of Time: 100%
  • Fixed
  • Average Hours Per Week: 40
  • Days of the Week: Mon – Fri
  • Shift Includes: Day

Employee Classification: This is a Career appointment

Job End Date: None

Work Location: UC Santa Cruz Main Campus

Union Representation: Non-Represented

Employee Relations Code: All Others, Not Confidential

Job Code Classification: 004510 (ADMISSIONS RECRMT SPEC 4)

Travel: Up to 25% of the time

30% – Oversees the design, planning and implementation of all transfer application review processes. Develops and implements training plans for evaluation rules, course equivalencies and the application of transfer credit for matriculated students.

30% – Ensures that the department is incompliance with all campus, UC system, state and federal policies. Works with partners within Undergraduate Admissions, the campus and the UC system to participate in audit processes and recommend program policies. Reviews and interprets regulations to develop departmental compliance procedures and ensures they are reviewed and updated on an annual basis. Identifies opportunities for staff training on policies/procedures to ensure staff are compliant with all relevant regulations.

15% – Collects, reviews and analyzes relevant data from various Undergraduate Admissions processes to determine opportunities for streamlining and reducing evaluation error and improving time consuming processes. Develops training materials to educate staff about how to reduce future errors and how to work more efficiently.

10% – Assists management in the design and implementation of necessary technical platforms for evaluation units (Campus Solutions, Slate, UC Review, etc.).

10% – Uses extensive knowledge of department requirements and applicant pool, to assess the applicants' overall record and experience for final admissions determination and recommendation. This includes performing course-by-course evaluations for transfer credits. Reviews complex admissions cases and acts as the primary resource for Admissions' staff who have questions about difficult evaluation situations. Makes final determination on the transferability of complex non-articulated and international coursework related to transfer.

5% – Performs other functions as needed.

Required Qualifications

  • Bachelor's degree in related area and/or equivalent experience / training.
  • Advanced knowledge of project management including program design, implementation, and evaluation.
  • Advanced knowledge of Google Suite, Microsoft Excel, Word and PowerPoint.
  • Advanced knowledge and experience working with a diverse student population.
  • Advanced knowledge and understanding of higher education, and the ability to interpret and communicate policies and procedures to prospective students and the public.
  • Advanced and comprehensive knowledge of academic programs, including curricula, admissions requirements, and transfer guidelines, at higher education institutions.
  • Advanced knowledge of preparing and delivering presentations and trainings to audiences of various sizes and backgrounds
  • Advanced knowledge and experience with higher education evaluation rules and policies around application of transfer credit from California Community College, domestic four year and international university courses.
  • Advanced ability to establish and maintain cooperative relationships with schools, universities, community organizations, and other institutions.
  • Advanced knowledge of admissions requirements, including mitigating circumstances and/or  bases for exceptions.
  • Advanced ability working as part of a team and collaborating with others to achieve a common goal.
  • Ability to work in a deadline driven environment and utilizing limited resources, all while maintaining a professional demeanor.

Preferred Qualifications

  • Advanced ability to develop recruitment programs, and design effective materials that will attract and enroll top candidates to the school/college, including students from under-represented groups.
  • Advanced knowledge of Campus Solutions, Slate, Canvas, Asana and similar programs.
  • Working knowledge of student-based computing environments including: Oracle/PeopleSoft, Campus Solutions system, the ASSIST (statewide articulation) website and others.
  • Knowledge of languages other than English, both written and oral.

Special Conditions of Employment 

  • Selected candidate will be required to pass a pre-employment criminal history background check.
  • Must possess a valid license to drive in the state of California.
  • Selected candidate will be required to travel in CA and other US destinations.
  • Selected candidate will be required to work some weekends and evenings.
  • Ability to lift and carry boxes weighing up to 25-30 lbs with or without accommodation.
  • Per the Child Abuse and Neglect Reporting Act (CANRA), this position has been identified as a Mandated Reporter. The selected candidate will be required to report known or suspected child abuse or neglect as defined by CANRA and will be required to sign a Statement Acknowledging Requirement to Report Child Abuse prior to commencing employment. CANRA Penal Codes, and related definitions, requirements, and responsibilities may be obtained here.
  • The University of California has implemented a COVID-19 Vaccination Policy covering all employees. To be compliant with the policy, covered employees must submit proof of vaccination or have an approved exception or deferral, eight (8) weeks from date of hire.

All UCSC employees must understand and follow job safety procedures, attend required health and safety training, proactively promote safety at work, and promptly report actual and potential accidents and injuries.


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The University of California is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.

View full job description and access on-line application:

To ensure review of application materials by the hiring unit, they must be submitted on or before the initial review date (IRD) via the Staff Employment Opportunities web site; A computer is available at the UC Santa Cruz Staff Human Resources Office located at Scotts Valley Center. The Scotts Valley Center is located at 100 Enterprise Way, Suite E100, Scotts Valley, CA 95066. To learn more or to request disability accommodations, call 831-459-2009. Hearing impaired are encouraged to use the California Relay Service at 800-735-2922. UC Santa Cruz is an Equal Opportunity Employer.

The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.jeid-752f0fac1980964f9a7bc401e0179ea5