Registration Coordinator Job Description

Registration Coordinator Job Description

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Registration coordinator provides specific medical information to financial counseling for all other procedures to maximize reimbursement.

Registration Coordinator Duties & Responsibilities

To write an effective registration coordinator job description, begin by listing detailed duties, responsibilities and expectations. We have included registration coordinator job description templates that you can modify and use.

Sample responsibilities for this position include:

Facilitates fingerprinting of all employees
Sends three-year employment verifications as mandated by FINRA
Processes futures related agent and firm/branch registrations and resolves any issues
Processes all U4s and U5s
Applies for new branches
Requests certain exam waivers
Performs annual state registration renewals and reconciliation
Processes investment advisor registrations and locations
Prepares CRD backgrounds for management and senior management
Orders study materials and provides information on classes offered by vendors

Registration Coordinator Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Registration Coordinator

List any licenses or certifications required by the position: CPR, BLS, JHU

Education for Registration Coordinator

Typically a job would require a certain level of education.

Employers hiring for the registration coordinator job most commonly would prefer for their future employee to have a relevant degree such as High School and Associate Degree in Associates, Education, Business, Oral Communication, Communication, Health, Management, Health Care Administration, Technical, Graduate

Skills for Registration Coordinator

Desired skills for registration coordinator include:

Chart heading machines and other information system equipment beneficial
Computer skills
Medical office procedures and anatomy and physiology
Financial counseling and insurance billing
Basic accounting
Medical terminology desired
Patient financial practices
Equivalent combination of education and experience
GED
Medical and insurance terminology

Desired experience for registration coordinator includes:

Reconciles monthly CRD Transaction Detail Report
Assigns and announces new Financial Advisor numbers
Reviews Transfer of Commission Request Forms for registration compliance
Monitors Trade Violation Report, prepares notices and ensures that Financial Advisor does not receive commissions when applicable
Maintains accurate information in BETA (REGR)
Submits quarterly and annual filings as mandated by FINRA

Registration Coordinator Examples

1

Registration Coordinator Job Description

Job Description Example
Our company is looking for a registration coordinator. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for registration coordinator
  • Responsible for dedicated projects assigned by supervisor/manager
  • Sustains heightened awareness of institutional related matters
  • Completing, submitting and follow up on initial and amendment Form U4 filings/ license requests, window opening for FINRA exams, state insurance applications and appointments, fingerprints, RegEd data entry, disclosure documents, and other onboarding duties
  • Completing and submitting ongoing Form U4 filings, such as address and name changes, reportable incidents, updates to state insurance regulators
  • Completes ongoing review for appropriate registration and licensing of employees versus book of business
  • Cover other Enrollment Services positions as needed
  • Regular attendance and participation in meetings
  • General office task knowledge and ability
  • Runs registration and licensing reports that will assist management in monitoring, oversight, maintenance of current employee registration and licensing status, and required continuing education requirements
  • Maintains compliance files – scanning, copying, load documents to image tab
Qualifications for registration coordinator
  • Trains and guides the Registration Operations team and their customers on the deployment of new system features the implementation of new processes or improvement of current ones
  • Written Communication Skills –Ability to compose proposals, interoffice correspondence, and materials for students
  • Assuming lead position for SEIE and CIE customer service functions by providing general office, clerical, and secretarial support for students, faculty, and staff of SEIE and CIE and performing administrative duties in support of the SEIE and CIE
  • Supporting the daily customer service operations by providing excellent high quality customer service to all including faculty, staff and students
  • Assuming responsibility for the registration and customer service operations for the SEIE and CIE, including resolving customer complaints or concerns through follow-up and developing creative, innovative, and timely solutions requiring in-depth knowledge of SEIE and all of its pertinent regulations, processes, and structures with particular emphasis on detailed processes related to student registration, records and business functions
  • Screening high volume telephone calls and visitors, resolving complex issues and referring problems to appropriate staff members, communicating with on-campus and off-campus entities and maintains on-line information sources
2

Registration Coordinator Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of registration coordinator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for registration coordinator
  • Maintaining updated information regarding current classes and programs, and their location and notifies students of any changes
  • Processing, verifying, and reconciling registrations and payments in CashNet and overseeing the verification of all registration forms for completeness and accuracy
  • Researching issues, working with SEIE and CIE's prospective students, and finding a resolution for incomplete forms, providing research, follow-up and resolution of customer service problems and issues
  • Accurately assessing charges and processing payments for all fees, including registration and course fees, involving in-depth knowledge of PeopleSoft
  • Activating new students in PeopleSoft via 'Quick Admit' in their academic careers
  • Querying relevant program demographical information from PeopleSoft and providing relevant program reports as required
  • Determining appropriate means of accessing data in a variety of software data bases
  • Preparing faculty key requests and checking keys out from the Seawolf Services Center, maintaining documentation, and tracking issued keys
  • Providing support for field trips/travel and making travel arrangements/arranging rental vehicles as needed
  • Preparing weekend list for schedule coordinator and posting on front door
Qualifications for registration coordinator
  • Opening the SEIE and CIE front offices and at the end of each day, conducting a closing and security process of the School
  • Processing OLLI registrations from both on- and off-campus programs
  • Functioning as the school's cashier, paying off student accounts
  • Processing continuing education units (CEU's) and non-credit registration
  • Ensuring that student registration information is kept current and accurate in PeopleSoft
  • Providing logistical and administrative support to the school's special events and meetings as required
3

Registration Coordinator Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of registration coordinator. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for registration coordinator
  • In collaboration with the Financial Business Specialist, overseeing the full range of activities in the processing of refunds
  • Responsible for data entry and editing in METIS database catalog system
  • Providing cross training of staff in enrollment/registration processes to keep work flow moving smoothly across the unit
  • Responsible for the operation of Ed2Go and Cengage Learning on line courses
  • Creating event group of classes for the SEIE online registration program, inputting of course and instructor information, and updating the registration program when classes have reached maximum capacity
  • Assigning permission numbers to students by working with department chairs and instructors during the enrollment process
  • Working with the EXCEL program coordinator preparing queries and data collection
  • Completes statistical reports as requested
  • Ensure the registration process is completed in a high quality, efficient and timely manner by gathering insurance verification, authorization and correct demographic information
  • Assumes department supervision in the absence of the department Manager
Qualifications for registration coordinator
  • Responsible for achieving individual and department goals
  • Shares the on call schedule with department Manager and is available during downtime to assist staff
  • Any Fulltime Graduation or Postgraduation
  • Responsible for filing, maintaining and updating required FINRA registration forms
  • Responding to or providing guidance on FINRA, state insurance and other inquiries related to insurance licensing, registration and disclosure matters
  • Administer internal and external registration and insurance licensing systems, including FINRA WebCRD, IARD, SIRCON and other internal corporate systems including SAP system
4

Registration Coordinator Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of registration coordinator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for registration coordinator
  • Responsible for the input, tracking and management of data in various systems and databases with the ability to compile and analyze the data for preparing reports and communications related to registration, insurance licensing and other regulatory requirements including OFAC (Office of Foreign Assets Control) and FinCEN (Financial Crimes Enforcement Network)
  • Collaborate with other Legal/Compliance team members Human Resource colleagues and various business areas to review and ensure appropriate, accurate and timely regulatory disclosure and other filings
  • Coordinate document management and onsite facilitation of regulatory inspections and audits
  • Assist with planning, developing and implementing projects of some complexity and other duties as assigned
  • Receive and index electronic file submissions
  • Troubleshoots problem enrollment situations
  • Performs other duties as assigned by the Office of the Graduate and Professional Registrar
  • Participate in weekly program meetings and provides updates on approval trends, budget issues, customer complaints, outstanding issues
  • Monitor participant flight arrival/departure changes, hotel check-in/check-out date changes and ensure that those changes are communicated to the appropriate operations team
  • Schedule, reschedule, no show and cancel activities/patient appointments called in from physician offices following policies and procedures
Qualifications for registration coordinator
  • Associates degree or some college level courses preferred
  • Exceptional interpersonal skills with ability to interface with a variety of colleagues, including all levels of firm management
  • Strong knowledge of FINRA WebCRD, Sircon, NIPR, and other financial industry registration and state insurance systems preferred
  • Strong knowledge of licensing and registration rules, interpretative guidance and regulatory expectations preferred
  • Strong critical and imaginative thinking skills
  • Ability to exercise sound judgment and independent decision making related to compliance procedures including initial FINRA registration sponsorship reviews and AML procedures including OFAC records review and other state regulatory data matches
5

Registration Coordinator Job Description

Job Description Example
Our company is growing rapidly and is looking for a registration coordinator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for registration coordinator
  • When the patient is the caller, interviews patients by phone to obtain demographic, insurance, employer and general encounter information
  • Ensures that the procedure is scheduled for the date requested by the caller or the next available time that is also convenient for the caller and the patient
  • Completes pre-registration on all outpatients, elective inpatient, observation, and labor and delivery encounters
  • Verifies 100% of patient insurance through the available methods and/or the insurance company on the telephone
  • Obtains referral, authorization and pre-certification for all patient types, clinical information when required and assigns appropriate ICD-9 or CPT-4 coding for procedure if and when applicable
  • Provides preparations, instruction on requirements of tests performed or insurance coverage
  • Educates patients of pertinent policies as necessary , Advance Directive, Blood Free Treatment Waiver, Medicare Rights, Medicare Important Message, Patient Rights, HIPAA information, Consents for treatment, smoking policy, visiting Hours and discharge Time
  • Responsible for reworking and/or fixing patient encounters and issues related to the referral and authorizations process
  • Reports all denials, as they occur, to the Director of the Department and document them timely in the maintain comments section in Soarian Financials
  • Assists co-workers when short staffed, cross-trains to all Patient Access registration areas and performs a variety of duties related to PAS
Qualifications for registration coordinator
  • Ability to identify when registration and insurance licensing inquiries need to be escalated to management
  • Review and submit FINRA filings and appointment requests to appropriate regulatory agency
  • Identify and report system issues or data discrepancies and work with Internal systems teams to resolve
  • Previous appointment scheduling and registration preferred
  • 2+ years of experience in hospital or outpatient/large medical group practice admitting setting or equivalent business experience preferred
  • Electronic medical records experience a plus

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