Collection Agent - I

Job Description:

Collection Agent - I

Description

Introduction

Placer County is comprised of over 1,400 square miles of beautiful and diverse geography, ranging from the residential and commercial areas of South Placer, through the historic foothill areas of Auburn, Foresthill, and Colfax, and to the County's jewel of the North Lake Tahoe basin. Placer is a great place to live, work, play, and learn! For more information about Placer County, please visit www.placer.ca.gov.

POSITION INFORMATION

The Revenue Services Division is looking to fill one Collection Agent - I vacancy located in Roseville, CA.

The eligible list established as a result of this recruitment may be used to fill future vacancies as they arise countywide.

BENEFITS

Placer County offers a comprehensive benefits package to employees. The following information represents benefits currently available to permanent Placer County employees and may be subject to change. Applicants should inquire as to the most current benefit package during hiring interviews or by contacting the Human Resources Department.

Click here to view Placer Public Employees Organization (PPEO) benefits.

For more information regarding the benefits Placer County has to offer, please visit Placer County's Human Resources website.

DEFINITION

To compile and evaluate information needed to collect on delinquent accounts; collect on delinquent accounts using written, telephone and personal communications; make initial determinations or recommendations of appropriate action in collection cases; to administer collection programs in line departments, and work within a department as assigned.

DISTINGUISHING CHARACTERISTICS

This is the entry level class within the Collection Agent series. This class is distinguished from the journey by the performance of the more routine tasks and duties assigned to positions within this series. Employees at this level are not expected to perform with the same independence of direction and judgement on matters allocated to the journey level. Since this class is typically used as a training class, employees may have only limited or no directly related work experience. Employees work under immediate supervision while learning job tasks.

SUPERVISION RECEIVED AND EXERCISED

Receives direct supervision from the Revenue Services Supervisor or assigned supervisor and technical and functional supervision from the assigned Senior Collection Agent, or assigned supervisory or management personnel.

EXAMPLES OF ESSENTIAL DUTIES

Duties may include, but are not limited to, the following:

• Obtain collections on delinquent accounts through correspondence, telephone communications and personal interviews.
  
• Confer with Revenue Services Supervisor or assigned supervisor and/or staff of the County Counsel/District Attorney regarding the initiation of legal actions; assist County Counsel/District Attorney in providing information needed for legal actions.
  
• Explain and interpret assignment specialty area policies and procedures to internal or external customers; explain information to customers regarding amounts owed, fees, and payment options.
  
• Interview clients to obtain information for completion of financial statements and other information to determine payment schedules on accounts owed.
  
• Contact businesses, credit unions and other leads to trace and contact persons with delinquent accounts.
  
• Use delegated software from outside agencies such as the Department of Motor Vehicles, the Franchise Tax Board, courts, etc., to locate clients and obtain demographic information.
  
• Receive and process financial or statistical documents; screen for accuracy and adherence to legal and procedural requirements.
  
• Determine client eligibility and make recommendations for specific programs and waivers using established practices.
  
• Enter information into a personal computer or automated system for the maintenance of records and reports indicating the status of collection activities; maintain case tracking system.
  
• Make mathematical calculations related to payment schedules; accept payments and issue receipts.
  
• Prepare statements of amounts due; prepare installment payment receipts; and maintain files and records pertaining to accounts.
  
• Calculate, report, and maintain statistical data as requested.
  
• Build and maintain positive working relationships with co-workers, other County employees and the public using principles of good customer service.
  
• Perform related duties as assigned.
  

MINIMUM QUALIFICATIONS

It is the responsibility of applicants to identify in their application materials how they meet the minimum qualifications listed below.

Experience and Training
Any combination of experience and training that would provide the required knowledge and abilities is qualifying. A typical way to obtain the required knowledge and abilities would be:

Experience: One year of responsible collections or accounts receivable experience.

Training: Equivalent to the completion of the twelfth grade.

Required License or Certificate:
May need to possess a valid driver's license as required by the position. Proof of adequate vehicle insurance and medical clearance may also be required.

KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of:

• Financial record keeping.
  
• Sources of information used in locating persons.
  
• Methods used for the collection of delinquent accounts.
  
• Computer software, including word processing, database, spreadsheet and other related applications.
  
• Modern office procedures, methods, and computer equipment.
  
• English usage, spelling, punctuation and grammar; arithmetic and basic mathematical calculations.
  
• Principles and practices of customer service and public contact.
  

Ability to:

• Learn the general functions of a collection agency and commercial law applicable to collections.
  
• Learn, interpret and apply to specific cases, the provisions of laws, rules or regulations enforced or administered by the County.
  
• Prepare reports and maintain records.
  
• Analyze situations accurately and take effective actions.
  
• Review documents related to department operations; observe, identify and problem solve office operations and procedures; understand, interpret and explain department policies and procedures; explain operations and problem solve office issues for the public and with staff.
  
• Establish and maintain effective working relationships with those contacted in the course of work.
  
• Work with various cultural and ethnic groups in a tactful and effective manner.
  
• Obtain information through interview; communicate professionally and courteously with the public.
  
• Develop and maintain an efficient, calm demeanor when handling adverse situations.
  
• Use a personal computer and office equipment necessary for successful job performance.
  
• Communicate clearly and concisely, both orally and in writing.
  
• Sit at a desk and/or stand at a counter for long periods of time. Intermittently twist and reach for office equipment; write and use keyboard to communicate through written means; communicate clearly by telephone and in person; lift light weight.
  

SELECTION PROCEDURE

Online Examination (100%) - Exam tentatively scheduled for the week of May 26, 2025

After the posted filing deadline, qualified candidates will receive a notification via email when the examination is available. The online examination may include multiple choice, true/false, fill-in, matching, and/or essay type questions directly related to the required knowledge and abilities for this classification.

Note: Candidates will have approximately three (3) calendar days from the date of notification to complete the online examination. Only one attempt will be permitted.

CONDITION OF EMPLOYMENT

Prior to the date of hire, applicants must undergo a fingerprint test by the Department of Justice, pass a medical examination (which may include a drug screening and possibly a psychological evaluation), sign a constitutional oath, and submit proof of U.S. citizenship or legal right to remain and work in the U.S. For some positions, applicants may also be required to submit proof of age, undergo a background investigation (which may include a voice stress analysis and/or a polygraph), and/or be bonded. Additionally, positions in law enforcement classifications and those supporting law enforcement functions will be required to complete a conviction history questionnaire prior to or during the interview process. Applicants for positions with access to Medi-Cal billing software or who are licensed providers must clear the Federal Exclusion List, credentialing, and social security verification. Failure to clear these requirements may result in an employment offer being withdrawn.

SUBSTITUTE LISTS

The eligible list resulting from this recruitment may be certified as a substitute list for a substantially similar classification. For this purpose, a substantially similar classification is one at a lower level in the same classification (example: entry level vs. journey level) and/or a similar classification (similar work performed, similar training and experience qualifications required). If you are contacted for an interview by a County department, you will be informed of the classification and other relevant information. If you choose not to interview for a substantially similar classification, you will remain on the eligible list for which you originally applied.

EMPLOYEES OF OTHER PUBLIC AGENCIES

Placer County offers an expedited process for qualifying certain applicants for interviews. Candidates currently employed, or employed within the last year, by a public agency operating under a personnel civil service or merit system may be eligible to be placed on a Public Agency Eligible List and certified as eligible for appointment to a similar job assignment without going through the examination process. For more information on the Public Agency Eligible List, to download forms, or to apply, please click here.

EQUAL OPPORTUNITY EMPLOYER

Placer County is an equal opportunity employer and is committed to an active nondiscrimination program. It is the stated policy of Placer County that unlawful harassment, discrimination, and retaliation are prohibited and that all employees, applicants, agents, contractors, and interns/volunteers shall receive equal consideration and treatment. All terms and conditions of employment, including but not limited to recruitment, hiring, transfer, and promotion will be based on the qualifications of the individual for the positions being filled regardless of the following characteristics: gender (including gender identity and expression), sexual orientation, race (including traits associated with race, which include, but are not limited to, hair texture and protective hairstyles such as braids, locks, and twists), color, ancestry, religion (including creed and belief), national origin, citizenship, primary language, immigration status, physical disability (Including HIV and AIDS), mental disability, medical condition (including cancer or genetic characteristics/information), age (40 or over), marital status, military and/or veteran status, sex (including parental status, pregnancy, childbirth, breastfeeding, and related medical conditions), reproductive health decision making, the person’s use of cannabis off the job and away from the workplace, political orientation, or any other classification protected by federal, state, or local law or any combination of two or more characteristics stated herein. Please contact the Human Resources Department at least 5 working days before a scheduled examination if you require accommodation in the examination process. Medical disability verification may be required prior to accommodation.

Conclusion

For questions regarding this recruitment, please contact Lindsay Baer, Administrative Technician, at lbaer@placer.ca.gov or (530) 886-4667.

Closing Date/Time: 5/15/2025 5:00:00 PM

Salary:

$23.58 - $29.45/hour; $4,087.20 - $5,104.67/month; $49,046.40 - $61,256.00/year