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Position Classification Description

Position Class Code / Title: B0005 / Credit And Collection Clerk
Recruitment Tier: Tier 1
FLSA: Non-Exempt
Grade: 03

This is a description of a Staff Position Classification. It is not an announcement of a position opening. To view descriptions of current openings, please go to UNMJobs and Search Postings to view positions that are currently accepting applications.

The following statements are intended to describe, in broad terms, the general functions and responsibility levels characteristic of positions assigned to this classification. They should not be viewed as an exhaustive list of the specific duties and prerequisites applicable to individual positions that have been so classified.

Summary

Under general supervision, performs a variety of routine clerical duties in accordance with standard procedures to aid in the collection of delinquent accounts. Maintains demographic records, prepares follow-up letters, verifies data, and resolves routine problems.

Duties and Responsibilities

  1. Keys address, charge, or payment data and checks accuracy of related input.
  2. Types or prepares follow-up letters for customer accounts, notifications of change of address for collection agencies, and other documents.
  3. Performs various clerical tasks as required, including logging and routing incoming mail, typing, reception duties, and preparation of outgoing mail.
  4. Responds to telephone inquiries and assists in solving questions related to the status of customer accounts; documents status of collection efforts.
  5. Performs limited research in preparation for updating records, such as tracing customer mailing address.
  6. Ensures strict confidentiality of financial records.
  7. Performs miscellaneous job-related duties as assigned.

Minimum Job Requirements

  • High school diploma or GED; at least 6 months of experience directly related to the duties and responsibilities specified.
  • Completed degree(s) from an accredited institution that are above the minimum education requirement may be substituted for experience on a year for year basis.

Knowledge, Skills and Abilities Required

  • Records maintenance skills.
  • Ability to use independent judgment and to manage and impart confidential information.
  • Ability to sort and/or distribute mail.
  • Word processing and/or data entry skills.
  • Ability to read, sort, check, count, and verify numbers.
  • Ability to interact and communicate with people over the telephone, often in stressful situations.
  • Computer data entry skills.
  • Clerical, word processing, and/or office skills.
  • Receptionist skills.

Working Conditions and Physical Effort

  • No or very limited physical effort required.
  • No or very limited exposure to physical risk.
  • Work is normally performed in a typical interior/office work environment.

The University of New Mexico provides all training required by OSHA to ensure employee safety.

Revised Date: 03/20/2017