Specialist, NSBDC Client (Reno)

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Item 1.B-June 5, 2009 / Item 2.A-Apr. 24, 2009
ADMINISTRATIVE FACULTY POSITION DESCRIPTION QUESTIONNAIRE
To expedite and facilitate the PDQ review process, please send the PDQ and Org Chart electronically to
marshag@unr.edu for discussion and for initial review before routing PDQ for approval signatures.
Questions - call UNR Faculty HR at 682-6114
INSTRUCTIONS: See http://www.unr.edu/vpaf/hr/compensation/placement.html for complete instructions.
Incumbent(s) Name (if applicable):
Position #(s):
Current Title:
Current Range:
Department: Nevada Small Business Development
College/Division: College of Business
Center (NSBDC)
Account #(s): 1320-116-05GU
Action Proposed: (check all that apply)
1
( X) New position: Proposed Range:
Proposed Title: Specialist, NSBDC Clients
( ) Title Change, Proposed Title:
( ) Proposed Reassignment from Range
to Range (if applicable)
( ) Revised PDQ only (no change in range or title)
JCC (Current
( ) Line of Progression (show titles below)
or new HR
Range:
assigned):
I certify that the statements in this description are accurate and complete to the best of my knowledge.
____________________________________________________________
Employee’s Signature
__________________
Date
I/we have reviewed the statements in this form and they accurately reflect the job assignments.
____________________________________________________________
Winnie Dowling, Dep Dir, NSBDC / Sam Males, Director, SBDC
Immediate Supervisor’s Signature
__________________
____________________________________________________________
Director/Chair/Dean
Gregory Mosier, Dean, Business Administration
__________________
Date
Date
Approved for Salary Placement Committee review.
____________________________________________________________
__________________
Pres / Vice Pres / Vice Prov Signature Jannet Vreeland, Vice Provost & Secty of Inst Date
Action Approved by the President (Completed by Faculty HR):
Position #:
EEO Code:
CUPA Code:
Job Class Code:
Exempt: Yes or No Census Code:
Range:
Effective Date:
Approved Title:
____________________________________________________________
__________________
Employee Signature
Date
(Employee signs and sends to HR for personnel file after PDQ has been “final” stamped for approval)
Rev: 12/1/2008
Position Description – Specialist, NSBDC Clients
Page 2
1. Summary Statement: State the major function(s) of the position and its role in the
university. Attach an organizational chart with positions, ranges, and names for the division
which reflects the position in it as well as those supervised in the department. (This section is
used for advertisement of the position.)
The Specialist, NSBDC Clients, supports the management and operations of the statewide services of
the Nevada Small Business Development Center (NSBDC) at the University of Nevada, Reno (UNR).
The position contributes to NSBDC by managing client intake processes, providing basic counseling
services, implementing client follow-up processes, and internal coordinating of services. The
Specialist reports to the Director, Small Business Consulting under the NSBDC.
2. List the major responsibilities, including percentage of time devoted to each. Provide
enough detail to enable a person outside the department to understand the job (percentage
first with heading and then bulleted information).
45% - Manage Client Intake Process
 Create, manage and improve intake process
 Oversee students and staff in initial intake process with NSBDC counseling and training clients
and clients of partner agencies, i.e., U.S. Small Business Administration (SBA), Service Corps
of Retired Executive (SCORE), small business owners and entrepreneurs, etc.
 Assess and understand needs of NSBDC counseling and training clients and match with
correct SBDC resource and counselor
 Manage client referral process (including other statewide offices and specialty programs)
35% - Client Counseling Services
 Develop tools to support inquiries from entrepreneurs and business owners. Assess inquiries
for handling or internal referral
 Disseminate information to NSBDC counseling and training clients
 Disseminate follow-up information, from other counselors and own research, for NSBDC
counseling and training clients
 Work with NSBDC counselors and training staff statewide to ensure extended, direct, timely,
and relevant follow-up with clients
 Provide overview of services and information to current or potential clients who contact the
NSBDC office
10% - Client Scheduling
 Assess inquiries for program services, assist client with solutions or answers to questions,
and/or refer to NSBDC counselors
 Schedule initial and follow-up client meetings with counseling and training counselors
 Coordinate State, Reno, and volunteer staff resources
10% - Internal Services Coordination and Staff Training
 Develop, improve, and conduct training and orientation on SBDC program practices and
procedures for 10+ students on business internships who change each semester/school year
 Coordinate, develop, and maintain various internal communications through listservs for
students, Reno SBDC, and statewide staff
 Disseminate State and Reno policies and procedures
 Ensure continuous coverage of front office by students during absence of staff
Position Description – Specialist, NSBDC Clients
Page 3
3. Describe the level of freedom to take action and make decisions with or without
supervision and how the results of the work performed impact the department, division and/or
the university as a whole.
The Specialist works within a well-established framework with varying deadlines and plays TM an
active role in day-to-day procedures with frequent coordination and reprioritization of activities. The
individual coordinates internships and statewide staff training, conducts client counseling and
develops procedures. The individual handles multiple tasks and is expected to consult with the
Director if difficulties are encountered. Inadequate performance would result in delays and
inefficiency in the administration of the NSBDC and its projects as well as client dissatisfaction with
NSBDC services. Miscommunication of information to clients would negatively reflect on the
reputation of NSBDC and the university.
4. Describe the knowledge, skills (to include cognitive requirement and verbal and written
communication), and abilities (to include task complexity, problem solving, creativity and
innovation) essential to successful performance of this job (in bullet format).
Knowledge of:
 Business start-up requirements and procedures
 Business resources
 Resources and practices essential to small business development
Skills:
 Assessment of client needs
 Proficiency in use of a personal computer and current software applications including but not
limited to Microsoft Office Suite (Word, Access, Excel, PowerPoint, and email)
 Current computer technology to post and update NSBDC and SCORE websites (training
calendar, NxLeveL class web pages, etc.)
 Professional business writing
 Time management
 Effective oral and written communication
 Interpersonal and human relations
 Leadership and team-building skills
 Strong organizational skills
Ability to:
 Establish rapport with NSBDC professional staff and students, UNR faculty and departments,
NSBDC clients, and partners
 Manage, prioritize, and complete multiple projects/tasks in a complex office environment in an
efficient and timely manner while maintaining focus on organizational goals
 Maintain confidentiality of sensitive information
 Make and sustain positive relationships within the community, including individuals, groups,
and organizations
 Adapt to a constantly changing work environment
 Seek out resources that will better assist the NSBDC an clients
 Form and maintain strong business relations
 Supervise and manage projects
 Maintain professional business and work ethics and standards
 Work outside normal office hours when required
Position Description – Specialist, NSBDC Clients
Page 4
5. Describe the type of personal contacts encountered in performing the duties of the job.
Explain the nature and purpose of these contacts: i.e., to provide services, to resolve
problems, to negotiate.
Internal
NSBDC statewide staff
Information Technology staff
External
NSBDC Funding partners:
U.S. Small Business
Administration
SCORE (business counselors
organization)
NCED (Nevada Commission on
Economic Development)
Statewide EDAs (Economic
Development Authority)
Grant and funding partners and
project managers
External Business Community:
Chambers of Commerce
Various business organizations
Small business owners and
entrepreneurs
Reason for Contact
To support employment processes, field questions from clients,
and support program delivery
Discuss and resolve computer issues
Reason for Contact
External communications, customer service, proper reporting
processes
Provide resources, answer inquiries, ask for assistance, network
with resource partners
6. Indicate the minimum qualifications which are necessary in filling this position should it
become vacant. Please keep in mind the duties/responsibilities of the position rather than the
qualifications of the incumbent.
a.
Minimum educational level, including appropriate field, if any.
Bachelor’s Degree from a regionally accredited institution
b.
Minimum type and amount of work experience, in addition to the above required
education necessary for a person entering this position.
Bachelor’s Degree and two years of business or administrative experience
Preferred Licenses or Certifications: None
c.
Indicate any license or certificate required for this position.
None
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