Application & Document Coordinator

. Process applications for CPA Examination Services, NASBA Licensing, and NASBA’s International Evaluation Services .

Posted 9/25/2026full-timeNashville • Tennessee • United StatesJuniorWebsite

Key responsibilities & impact

Process applications for CPA Examination Services, NASBA Licensing, and NASBA’s International Evaluation Services
Process applications for candidates and stakeholders
Receive incoming mail via carrier or electronic submission
Match documents accurately and promptly to the respective applications
Acknowledge and check in new applications
Search for documents received before application submission
Send outgoing emails to candidates about incomplete applications
Track and log outgoing incomplete emails
Open and scan incoming mail
Name transcript PDFs using standard naming conventions
Download and save electronic transcripts
Match individual documents with candidate applications
Update application statuses and resolve queue items according to department procedures
Analyze and prepare international documents for NIES applications according to country-specific procedures
Protect customers’ personally identifiable information (PII)
Adhere to documented policies and procedures
Attend and participate in required training
Participate in NASBA-related and team events
Collaborate with NASBA departments, employees, boards, candidates, and external stakeholders
Perform other duties assigned by the manager

What you’ll need

Ability to report to work on time and manage time off throughout the year
Ability to meet minimum daily task expectations
Ability to work under pressure and consistently meet established work timelines
Basic problem solving, multi-tasking and analytical skills
Considerable knowledge of standard office technology and ability to learn and effectively use specialized software to edit and organize professional documents
Skilled in working with details and accuracy in preparation of documents
Ability to set and follow effective work priorities, organize work for efficient processing and meet established deadlines
Ability to establish and maintain effective working relationships with managers, staff, Executive staff, and candidates
Excellent verbal and written communication skills
Excellent interpersonal skills
Exceptional research skills and high attention to detail
Experience working in a team-oriented, collaborative environment
Cross-cultural sensitivity
1 year experience in a customer service role
Effective analytical/problem solving, multi-tasking and research skills
Strong customer service skills
Good data entry and typing skills
Punctual and dependable
High school diploma or equivalent required
Some college preferred
Must live in the Middle TN area and not out of state
Must work in the Nashville, TN office two days per week or as needed
May be required to work overtime as business needs dictate
Successful completion of national criminal background check and other applicable screening checks

Comp & perks