Transfer Success Counselor

Office of the President/Admissions & Recruitment

Student Services Professional III – Responsibilities & Duties

• Independently reviews and analyzes a high volume of academic records and transcripts and makes decisions regarding admissions for transfer applicants based on Title V Education Code, California Administrative Code, the California State University Office of the Chancellor, and University policies.
• Collaborates with the Admissions and Recruitment leadership team to create and execute outreach and recruitment plans focused on students in the Transfer Success Pathways program and transfer students at local community colleges.
• Engages with prospective students by organizing customized outreach and recruitment events, scheduling in-person and virtual appointments, and communicating via email and text.
• Recruits students and evaluates admission and enrollment requirements for the Transfer Success Pathways program.
• Provides advising, counseling, and assessment of student progress within Transfer Success Pathways.
• Utilizes resources and tools to assist students transferring to CSUCI, including Transfer Evaluation System (TES), ASSIST, GE Breadth, associate degree for transfer (ADT), and Digital Transfer Planner.
• Conducts ongoing follow-up meetings with program participants to ensure they are on track to transfer to California State University Channel Islands.
• Coordinates and supports Student and Faculty Mentorship programs for Transfer Success Pathways students.
• Creates work plans and carries out day-to-day assignments without immediate direction.
• Reviews Transfer Student Pathways enrollment and continuously verifies student eligibility for the program.
• Supports setup and maintenance of campus-specific information in Transfer Planner and Transfer Success Pathways agreements.

• Initiates visits at community colleges, high schools, community-based organizations, and regional fairs.
• Advises a diverse slate of prospective students on admission and enrollment requirements for the Transfer Success Pathways program.
• Maintains program description and other information in the Digital Transfer Planner.
• Participates in on-campus recruitment programs such as information sessions for prospective students and supporters, as well as admitted student events including evening and weekend programming and overnight travel.
• Responds independently to inquiries from prospective students and supporters via email, telephone, and consultations, providing clear explanations of complex admission requirements, procedures, and enrollment processes; troubleshoots as necessary.
• Interacts with transfer centers at local community colleges to ensure Transfer Success Pathways students receive adequate support.
• Aids prospective students in developing plans to attain Transfer Success Pathways enrollment goals and explains applicable rules and regulations.
• Works with students to ensure they follow their course paths based on information in the Digital Transfer Planner.
• Collaborates with on- and off-campus partners to disseminate admissions information and updates for high school and community college counselors about the Transfer Success Pathways program and enrollment data.
• Represents the CSU system through presentations to the general public on topics including application workshops and support services.
• Attends periodic professional development trainings and meetings sponsored by related organizations and CSU; participates in unit meetings and planning retreats.

• Applies knowledge of student records (transcripts, test scores, and other official documents) to determine provisional and final admissibility according to established criteria and procedures.
• Makes recommendations and decisions by gathering and analyzing data, using logical reasoning, and drawing valid conclusions regarding admission and enrollment eligibility; utilizes technology such as People Soft, TSP-Liaison, Webadmit, Digital Transfer Planner, and Slate CRM.
• Collaborates with other offices to assist students in navigating the admission and enrollment process.
• Assists in developing and editing communications and systems to streamline the admissions and enrollment process.
• Evaluates student progress toward transfer eligibility and advises on alternative paths to achieve Transfer Success Pathways eligibility.
• Communicates with students via calls, emails, and text messages to follow up on incomplete admission files and remind them of deadlines.
• Assists in training and guiding student assistants who respond to inquiries about the admissions and enrollment process.
• Provides advising, counseling, and assessment for students pursuing degree requirements when necessary.
• Assists with other admissions and recruitment-related functions and duties as assigned.

• REQUIRED QUALIFICATIONS: Equivalent to graduation from a four-year accredited college or university in a related field, including or supplemented by upper division or graduate coursework in counseling…