Collections Representative

UCI Series Concepts

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

March, 1979

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 knowledges 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 knowledges and abilities essential to the successful performance of the 
duties assigned to the position.