Collections Representative

University of California, Los Angeles
March 2007

 

Class Specification - B.15
Senior Collections Representative - 4621
Collections Representative - 4622


SERIES CONCEPT

Collections Representatives perform and/or supervise the investigation, analysis and follow-up for the collection of overdue accounts; and perform other related duties as required.

Incumbents interview and correspond with clients, attorneys, outside agencies and others in order to obtain information, explain University policies and secure collection of accounts; advise clients of alternative solutions for meeting their obligations; make payment agreements and write payment plans; explain and interpret collection policies and procedures to other University employees; make interpretations of legal guidelines relating to loan collection practices and procedures as necessary; and recommend specific actions such as attachment of real assets, referrals to collection agencies and write-off of accounts.

CLASS CONCEPTS

Senior Collections Representative

Under general supervision, incumbents direct the work of a group of Collections Representatives and provide assistance in resolving difficult or unusual collection cases; develop and prepare reports; and review and/or recommend revisions of credit and collections policies and procedures. Incumbents may in addition perform the range of duties outlined in the Series Concept. This is the lead level of the series.

Collections Representative

Under supervision, incumbents are assigned continuing responsibility for the investigation, analysis and follow-up for the collection of overdue accounts. Incumbents perform the majority of duties described in the Series Concept. This is the operational level of the series.


MINIMUM QUALIFICATIONS

Senior Collections Representative

Graduation from high school or a General Education Diploma and five years of experience, including two years of experience in collections investigation; or an equivalent combination of education and experience; and knowledge and abilities essential to the successful performance of the duties assigned to the position.

Collections Representative

Graduation from high school or a General Education Diploma and three years of experience, including one year of experience in collections investigation; or an equivalent combination of education and experience; and knowledge and abilities essential to the successful performance of the duties assigned to the position.