COLLECTION OFFICER

Job Specifications

Class Code: BY6 
Analyst:  OM 
Date Originated: 9/77 
Date Revised: 7/85 8/90 7/96 

COUNTY OF SANTA CRUZ

DEFINITION

Under direction, compile and evaluate information needed to collect delinquent accounts; recommend and initiate legal proceedings on enforcement actions; make field collections; and perform other duties as required.

DISTINGUISHING CHARACTERISTICS

Positions in this class are assigned to collect delinquent accounts from a number of sources. The work entails extensive contact with debtors, responsible relatives, attorneys and a variety of public and private agencies to obtain information on debtors' assets, ability to pay and location. Incumbents are responsible for assessing actions to be taken in each case and recommending and initiating legal actions. Positions in this class perform field work to make collections, including the seizure and sale of unsecured personal property to settle accounts.

TYPICAL TASKS

Receive accounts and review to determine assets, ability to pay and location of debtor or responsible relatives; contact originating department for additional information as needed; contact debtors by phone, correspondence and personal contact to determine willingness and ability to pay, explain legal requirements and obligations, obtain payments, establish payment schedules, renegotiate payment schedules, or to obtain funds through responsible relatives or other means; consult standard sources to locate debtor or property; make phone calls and request information from a variety of individuals and private and public agencies to locate debtor and determine assets or secure payments; maintain account records, including contacts, correspondence, payments, documents, and legal actions initiated or taken; gather and assemble necessary supporting documents; input and operate computer terminals to access and print information to maintain and update files; enforces grant of lien and promissory notes; recommend legal actions to be taken for outstanding accounts; forward file and recommendation to supervisor for review and approval; appear in small claims court of behalf of the County; request writs of execution; verify status of account; initiate action to return uncollectible accounts to originating department or to place in inactive status; perform field work as directed to obtain payments; collect delinquent unsecured personal property taxes; explain delinquent unsecured tax laws to the public; locate parties and obtain information on the location or transfer of personal property; recommend seizure of property to collect accounts; seize and secure property for sale to settle accounts; testify in court; request and conduct orders of examination through the Municipal and Superior Courts; research information to have claims placed in probate estates and bulk transfers; may provide vacation and other temporary relief for supervisor or for other classes as required; may orient and train new employees.

EMPLOYMENT STANDARDS

Knowledge of:

Working knowledge of:

Some knowledge of:

Ability to:

Education and Experience: Any combination of education and experience, which would provide the required knowledge and abilities, is qualifying, unless otherwise specified. A typical way to obtain the knowledge and abilities would be:

Two years of responsible credit collections or similar experience, which would directly relate to the knowledge and abilities listed above. One year of the required experience may be journey level accounting clerical work, which involves substantial accounts receivable and public contact.

Special Requirements/Conditions:

License, Certificate, Registration, Professional Membership Requirements: Possession of a valid California Class C Driver License, or the incumbent must provide suitable transportation approved by the department head.

Background Investigation: Ability to pass a full background investigation.

 

PREVIOUS CLASS TITLES: None

Bargaining Unit: 41

EEOC Job Category: 03

Occupational Grouping: 07

Workers' Comp Code: 0285

 

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