Collections Representative

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 rec0It1Inend 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 supervisory 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

Specific qualification requirements are approved for positions by the Human Resource Directors in accordance with the provisions of Staff Personnel Policies.