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CPA - Unclaimed Property Claims Examiner (Accounts Examiner III) Reopened

Texas State Government Austin, TX
  • Expired: November 07, 2019. Applications are no longer accepted.

Candidates that previously applied for this position, need not reapply.   Your application is still being considered. 


We are the Division of the Texas Comptroller's Office that is responsible for returning unclaimed personal property to it's rightful owners.  We are looking for team members that are detailed-oriented, analytical, and have excellent customer service skills.   


APPLICATIONS MAY BE FILED ONLINE AT:
https://capps.taleo.net/careersection/ex/jobdetail.ftl?job=00006522&tz=GMT-05:00

 

 All applications must contain complete job histories, which includes job title, dates of employment, name of employer,

supervisor's name and phone number and a description of duties performed. If this information is not submitted, your
application may be rejected because it is incomplete. Resumes do not take the place of this required information.

 

APPLICATIONS SUBMITTED THROUGH WORK IN TEXAS:
Work In Texas (WIT) applicants must complete the supplemental questions to be considered for the posting. In order to complete the supplemental questions please go to CAPPS Recruit to register or login and access your profile. Go to
CAPPS Recruit to Sign In (Link: https://capps.taleo.net/careersection/ex/jobsearch.ftl?lang=en)


DIVISION:  Unclaimed Property Division, Claims Research and Processing Section (https://claimittexas.org)


WORK HOURS:
Monday - Friday, 8:30-5:30, 40 hours a week with occasional evening and weekend hours as needed for ongoing operations.  Hours may change based on business need.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Researches, analyzes, edits, and processes unclaimed property claims.  Reviews legal and other documentation submitted with claims.   Learns and applies knowledge to progressively more critical and complex claims.  Assists walk-in claimants as needed.
  • Responds to email, letter and telephone inquiries from claimants; researches and generates claims based on written correspondence and telephone inquiries.  Researches money orders, official checks, traveler's checks and bonds.
  • Provides information verbally and in writing when communicating with other division personnel, coworkers, management, and agency customers. Communicates status and progress of activities and workload inventories and recommends resolutions for reported problems.  Represents the section/division in meetings and planning sessions. 
  • Performs other related duties as assigned.

EDUCATION:
Graduation from an accredited four-year college or university with a bachelor's degree.

 

PREFERRED EDUCATION: 
Graduation from an accredited four-year college or university with a bachelor's degree in accounting, finance, business or marketing.

 

EXPERIENCE:
Two years of customer service experience.

 

PREFERRED EXPERIENCE:

 Experience responding to customer telephone and email inquiries

 Experience processing unclaimed property requests.

 Experience working in a call center.

 Experience at a banking institution or brokerage firm.

 Communicating effectively in writing and verbally in both English and Spanish.


SUBSTITUTION:
One additional year of full-time qualifying experience with providing customer service via telephone, email or face-to-face may substitute for each year (30 semester hours) of the required education with a maximum of 120 semester hours (four years).

 

SUMMARY OF PHYSICAL REQUIREMENTS:


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

 

This position requires the incumbent to primarily perform sedentary office work; however, mobility is routinely required to carry out some duties.  It requires extensive computer, telephone and client/customer contact. It requires the ability to bend, stoop, kneel, and reach as needed for filing and similar routine office duties.  The job also requires normal cognitive abilities requiring the ability to learn, recall, and apply certain practices and policies.  It requires the stamina to maintain attention to detail despite interruptions. Marginal or corrected visual and auditory requirements are required for reading printed materials and computer screens and communicating with internal and external customers.  This position may involve moving up to 25 pounds of office equipment/material on a limited basis.

 

KNOWLEDGE, SKILLS AND ABILITIES:

 

Knowledge of:
 unclaimed property statutes and reporting requirements;
 general office practices and procedures;
 related rules and regulations;
 unclaimed property system and subsystems

 

Skill in:
 interpreting unclaimed property statutes, rules, and regulations
 researching and analyzing account information
 performing mathematical calculations
 using a personal computer in a Windows environment, Microsoft Word, Excel software, mainframe functions
 effectively conveying information and encouraging an exchange of ideas (Communication)
 identifying, defining and solving problems (Problem Solving)


Ability to:
 perform complex technical analysis
 learn new concepts and apply knowledge appropriately
 analyze, interpret and explain agency and division policies and procedures upon request
 establish and maintain working relationships with co-workers, agency staff and management to  achieve
 work with others to achieve a common goal (Teamwork)
 adjust to changing workplace demands (Adaptability)
 meet the needs and expectations of internal and external customers (Customer Service)
 effectively demonstrate skill and ability to perform the specific job duties and tasks as defined by a job description (Technical Competence)
 be dependable, meet deadlines and produce high-quality work (Workload Management/Productivity)

 

Texas State Government

Address

Austin, TX
USA