The REVENUE AGENT 2 performs collection work for a university on delinquent accounts, liabilities, or overpayments due the institution, tracing individuals by phone, letter and in person in an attempt to secure full or negotiated payment of outstanding debt.

DISTINGUISHING FEATURES

This is the second level of a two-level series. This classification is distinguished from the lower level by having the responsibility for independently reducing debt agreements. Positions at this level may forgive principal, waive penalties, and make further-service agreements.

DUTIES AND RESPONSIBILITIES

1. Account Collection. Contacts and confers with current and/or former individuals still owing money (e.g., unpaid student loans, tuition, housing charges, parking fines, health service fees, etc.), by telephone, correspondence and in person, to arrange payment that will bring accounts current; independently negotiates partial or full settlement of delinquencies and determines and authorizes compromised-debt payment arrangements; negotiates further-service agreements and approves/denies release of blocked debtor records; decides what legal action to take among a variety of collection alternatives and initiates such action; receives cash and checks and applies payments to accounts.
2. Investigations. Locates debtors through investigations. May initiate contact with a variety of sources (e.g., friends, relatives and employers) in order to determine debtors’ whereabouts; develops and pursues leads uncovered in investigations in order to locate debtors, as well as assess debtors’ current financial status.
3. Account Maintenance. Reviews collection accounts to determine accuracy of balances, locates incorrectly applied payments and bookkeeping errors and makes adjustments to correct errors; computes and charges penalties and interest on monies due; submits account for write-off of payment if account is judged as not collectable due to lack of assets or inability to locate debtor; adjusts accounts and authorizes refunds; continues to track account to determine if payment schedules are being met.
4. Miscellaneous. Appears in court, as requested, as a witness for the institution; gathers documents as evidence to aid in preparing tax cases for hearings, appeals and tax court; explains reason for debt's origination and account balances, outlining legal obligations and rights; explains procedures and policies concerning delinquent accounts and the possible consequences of future nonpayment; provides tax program information and materials to the general public by phone, correspondence and in person; trains and orients new employees and may oversee the work of lower-level workers.

RELATIONSHIPS WITH OTHERS

Employees in this class have regular in person and/or telephone contact with individuals to attempt the collection of monies, encourage compliance with university regulations, explain institution policies and procedures and obtain information. There is also regular in person and telephone contact with representatives of other agencies and institutions, with professionals (e.g., attorneys and certified public accountants), and with private parties, to exchange account information, explain policies/procedures, and trace and locate debtors.

SUPERVISION RECEIVED

Employees in this class receive general supervision from a revenue supervisor or other administrative superior. Once proficiency has been achieved, account maintenance and adjustments are reviewed by the supervisor as needed for accuracy and conformance to agency policy and procedure. Collection statistics and caseloads are reviewed periodically for progress, and to ensure satisfactory completion of work assignments and equal distribution of workload. Employees in this class are expected to make decisions independently and use State and Federal laws, OARs, ORSs and agency manuals as guidelines for performing their work.

GENERAL INFORMATION

Positions are generally found in central business offices of OUS institutions and require willingness to actively engage individuals in dialog regarding the full or negotiated resolution of their financial obligation to the university.

MINIMUM QUALIFICATIONS

One year of direct collection experience (telephone or face-to-face) including knowledge of collection techniques. Collection experience must have been the primary responsibility, not incidental to other major duties.

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