4306-Collections Officer

Job description

CITY AND COUNTY OF SAN FRANCISCO

DEPARTMENT OF HUMAN RESOURCES

Title: Collections Officer

Job Code: 4306

DEFINITION

Under supervision, performs specialized revenue collection work relative to the collection of delinquent monies owed the city; and performs related duties as required. Incumbents in this class perform research, obtain and evaluate information to determine a debtor's ability to pay and make arrangements for payment of money owed to the City and County. This class is the journey level in the Collection series.

DISTINGUISHING FEATURES

The next higher class of Senior Collection Officer is the advanced level which is responsible for the more difficult collection work and may exercise lead worker responsibilities.

SUPERVISION EXERCISED

None.

EXAMPLES OF IMPORTANT AND ESSENTIAL DUTIES

According to Civil Service Commission Rule 109, the duties specified below are representative of the range of duties assigned to this job code/class and are not intended to be an inclusive list.

1. Reviews, inspects, and validates a wide variety of sources, documents and records to obtain evidence and information necessary to locate persons owing monies to the city.

2. Contacts a variety of outside organizations in locating assets of individuals owing money to the city.

3. Updates the accounts with relevant documentation; performs any required maintenance (status code changes, adjustments needed, cancellations, etc.) and implements the next appropriate step in the collection process.

4. Maintains updated account information when new contact data (address, phone number, employer data, etc.) has been identified and updates the various databases for follow-up, including scanning relevant documents.

5. Provides information and resolution alternatives to the public on the payment of taxes, delinquent accounts and license fees.

KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of: interviewing and telephone communication techniques; modern office methods and techniques and the use of common office machines and equipment; the applicable laws, rules and regulations pertaining to delinquent revenue and tax collections.

Ability or Skill to: use skip tracing techniques to locate debtors and to analyze and validate the research; navigate through and perform tasks utilizing computer software (accounting systems, tax programs, spreadsheets, and database systems) in order to obtain and enter information, perform analyses of billing and financial information, and generate reports or summaries of financial liabilities; deal effectively and courteously with the general public and co-workers; write and speak clearly, professionally and effectively; compose clear, concise reports and correspondence; work in high paced production environment.

MINIMUM QUALIFICATIONS

These minimum qualifications establish the education, training, experience, special skills and/or license(s) which are required for employment in the classification. Please note, additional qualifications (i.e., special conditions) may apply to a particular position and will be stated on the exam/job announcement.

Education:

Experience:

Two (2) years of verifiable journey-level experience in the collection of delinquent accounts.

License and Certification:

Substitution:

Experience performing high volume accounts receivable duties, including analyses of complex billing and financial information, and generating reports of financial liabilities, may substitute for the required collections experience on a year for year basis.

SUPPLEMENTAL INFORMATION

PROMOTIVE LINES

To: 4308 Senior Collections Officer

ORIGINATION DATE:

01/12/1961

AMENDED DATE:

04/21/1986; 12/14/2010: 09/27/19

REASON FOR AMENDMENT:

To accurately reflect the current tasks, knowledge, skills & abilities, and minimum qualifications.

BUSINESS UNIT(S):

COMMN

Standard information

Disaster service work

All City and County of San Francisco employees are designated Disaster Service Workers through state and local law (California Government Code Section 3100-3109). Employment with the City requires the affirmation of a loyalty oath to this effect. Employees are required to complete all Disaster Service Worker-related training as assigned, and to return to work as ordered in the event of an emergency.

Historic and future compensation