Employee Name:
Employee ID:
Employee PCN:
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- The Purpose, Scope, Qualifications and Job Functions are specific to this job title and can not be edited.
- Click “View in Google Docs/Download” and download to Word.
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- Complete this standard before creating the job announcement and posting the position.
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Account Collection Specialist Overview
- Person Group: Classified
- Job Code: 01130
- Pay Grade: H
- FLSA Status: Non Exempt
- Career Level: Level 2
- Family: Finance & Business Operations
- Function: Finance
Purpose
To collect delinquent accounts using collection letters and calls and location methods; maintain payment records; perform related work.
Level Scope
Applies skills and job knowledge in area of specialization; may adapt procedures, operations, techniques, tools, materials, and/or equipment to meet needs of area of specialization; may work on non-routine tasks; resolves issues/makes working decisions within area of specialization or responsibility with minimal supervision.
Minimum Qualifications
Some knowledge of: bookkeeping.
Experience: using a variety of sources to locate debtors; composing collection letters; interviewing to elicit sensitive information; interpreting and applying rules, policies and procedures; contacting others by telephone to request payment on accounts; compiling accounts information and preparing reports; organizing and filing material; typing forms, routine letters and statistical information.
Knowledge, Skills, and Abilities
- Knowledge of computerized records system
- Knowledge of principles and processes for providing customer and personal services.
- Ability to convey information effectively, awareness of others’ reactions and understanding why they react as they do.
Essential Functions
Key Responsibilities
60% of Time the Account Collection Specialist must:
- Employees in this class have predominant responsibility for collection of accounts. This work involves composing collection letters and utilizing skip-tracing methods to locate debtors. Employees function with considerable independence in determining collection actions and negotiating payment plans. Individuals in these positions maintain information using a computerized records system.
- Analyzes delinquent account records to determine appropriate and cost-effective collection approach; locates responsible parties utilizing skip-tracing methods; contacts other state departments and debtor’s employer to verify employment status; notifies debtors; explains related laws to debtors; answers questions and resolves account problems; attempts to obtain voluntary payment of accounts; interviews debtors to determine ability to pay and negotiates payment agreements; advises debtors of payment options and actions; prepares and executes payment agreements; monitors payment progress; documents all collection activities; identifies and refers cases requiring legal action; researches and documents cases referred for legal action; may initiate or approve wage withholding orders; may prepare court documents; may make court appearances to provide testimony; may coordinate or supervise clerical staff in billing and collection activities; may train staff on billing policies and procedures.
- Establishes and maintains complete, accurate and current account records by coding and posting payments to appropriate accounts and verifying accuracy of amounts received and compliance with agreement; may send monthly statements to debtors; closes paid or uncollectible accounts; prepares reports of collection activities and account status; receives payments, issues receipts, reconciles accounts and prepares deposits; determines appropriate account adjustments; computes interest due and penalties.
35% of Time the Account Collection Specialist
- Determined by department needs
5% of Time the Account Collection Specialist
- Perform other duties as assigned
Work Environment and Physical Demands
Some positions may involve frequent bending, moving, lifting, and carrying material weighing up to 50 pounds; some positions may involve moving, lifting, and carrying material weighing up to 70 pounds; standing up to eight hours each day; working in all weather conditions; exposure to high noise levels and require wearing hearing protection.
Travel Requirement
Not applicable for Account Collection Specialist
Career Path
Financial Technician, Technical Records Specialist. Additional training/education or equivalent experience, as well as business need, are required for movement into higher level jobs.
Disclaimer
Incumbent must perform the essential duties and responsibilities with or without reasonable accommodation. The above statements are intended to describe the general nature and level of work. Final employment offers are contingent upon a Final Candidate’s successful completion of a Background Verification, and a determination by the University that the information derived from the Background Verification does not disqualify the individual. In addition, a Financial History Check and Motor Vehicle Record (MVR) Check may be required.