This is specialized clerical and revenue collection work contacting and interviewing taxpayers and water/sewer customers, and/or their representatives to effect the collection of revenue. Employees in this class are responsible for explaining applicable ordinances, regulations and methods used in computing and calculating accounts receivable for the City and/or School District. Work includes initiating collection procedures for an assigned caseload, effecting account adjustments where necessary, and establishing accounts and payment agreements for an assigned caseload. Contact with taxpayers, water and sewer customers and/or their representatives is a significant aspect of the work. Work is performed under the supervision of a Collection Customer Representative Supervisor or an administrative superior.ALLOCATING FACTORS: (The following conditions must be met for a position to be allocated to this class.)
Contacts and interviews taxpayers, water and sewer customers, and/or their representatives; explains applicable ordinances, regulations, and methods of computing and calculating charges, interest, penalties, and delinquencies; searches automated accounting system for account information.
Receives instructions in the content, interpretation and application of water, business, earnings, real estate tax and other ordinances, and in the procedures of explaining such ordinances to taxpayers and their representatives; delivers testimony at both formal and informal hearings; explains the basis for billings, computation of charges, interest and penalties.
Reviews and updates taxpayer and water customer accounts; initiates action for adjustments where determined to be proper.
Prepares written statement of taxpayer, water/sewer and other customer accounts; lists charges to the account as well as payments and credits; locates missing payments; prepares the appropriate correction forms; initiates action for adjustments where determined to be proper; notifies taxpayer and/or water/sewer customer of all account adjustments; responds to customer concerns regarding water and sewer infrastructure.
Assists taxpayer and/or water/sewer customer in the completion of various tax forms and assistance applications; reviews financial information received and follows prescribed procedures to determine liabilities due; directs correspondence to taxpayers or water/sewer customers, or their representatives, requesting payment or additional information; arranges for payment or prepares alternative installment schedules according to pre-determined procedures; initiates field investigations.
Maintains and regularly reviews account files to ensure receipt of scheduled payments; prepares and sends out reminder notices in the instance of missed payments; answers telephone, mail, and personal requests for information regarding accounts, charges, and delinquencies.
Prepares reports and maintains records of cases processed and their disposition; prepares reports of monies collected and monies outstanding.
Prepares and refers chronically delinquent accounts for legal action.
Performs related work as required.
Performs the duties above with members of a designated non-English language speaking community.LEGAL SPECIALTY
Performs the duties above in the Law Department; attends Municipal Court Hearings held by Trial Commissioners, as the Law Department's Legal Representative for Water and Revenue, in this court action.
Completion of the twelfth school grade.AND
Two years of experience in clerical work, one year of which shall have involved as a significant job assignment giving information to or eliciting information from the public or receiving and answering complaints.AND
GENERAL AND BILINGUAL SPECIALTIES
One year of clerical work, which has included billing activities, such as making calculations to compute fees, and the operation of automated systems as part of customer service delivery at a level equivalent to City pay range 8 or higher in one of the following assignments:
- Providing, on a full-time basis, interpretive and advisory services to the public;
- Recording accounting transactions by posting, monitoring and verifying data to journals, ledgers, and computerized records;
- Specialized clerical work utilizing word processing programs;
- Maintaining the accuracy, completeness and integrity of computerized master data files and records.
Note: City classes that typically meet this specific experience requirement include: Service Representative, Account Clerk, Word Processing Specialist 2 and Data Services Support Clerk.LEGAL SPECIALTY
One year of specialized clerical work utilizing word processing programs to provide services to the public, which has included billing activities, such as making calculations to compute fees, and the use of computer equipment and software to produce and store documents as part of customer service delivery.BILINGUAL SPECIALTY
Sufficient training and/or experience to be able to understand and speak, fluently and clearly, English and a designated non-English language.
Ability to physically perform the duties and to work in the environmental conditions required of a position in this class.