Collections Representative

UCI Series Concepts -- UCI SIZE-NEUTRAL SUPPLEMENTAL GUIDELINES

Class Specification - B.15
Senior Collections Representative (4621) SIZE-NEUTRAL
Collections Representative (4622)
Senior Collections Representative, Supervisor (4624) SIZE-NEUTRAL
Collections Representative, Supervisor (4625)

March, 1979 -- SIZE-NEUTRAL MARCH 1995

SERIES CONCEPT

Collections Representatives perform and/or oversee 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 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 advanced 
operational level of the series.  Incumbents may also act as work 
leaders over other staff performing  collections activities.

Senior Collections Representative, Supervisor

Performs the range of duties outlined in the Class Concepts for 
Senior Collections Representative AND IN ADDITION MEETS THE 
HEERA REQUIREMENTS FOR DESIGNATION AS A SUPERVISORY EMPLOYEE.

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. 

Collections Representative, Supervisor

Performs the range of duties outlined in the Class Concepts for 
Collections Representative AND IN ADDITION MEETS THE HEERA 
REQUIREMENTS FOR DESIGNATION AS A SUPERVISORY EMPLOYEE.

MINIMUM QUALIFICATIONS

Sr Collections Representative AND 
Sr Collections Representative, Supervisor

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 AND 
Collections Representative, Supervisor

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.