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{\creatim\yr2005\mo6\dy17\hr8\min36}{\revtim\yr2005\mo6\dy17\hr8\min36}{\printim\yr2004\mo8\dy6\hr13\min3}{\version2}{\edmins3}{\nofpages4}{\nofwords1642}{\nofchars9366}{\*\company University of Florida}{\nofcharsws10987}{\vern24699}} \margl720\margr720\margt720\margb720 \widowctrl\ftnbj\aenddoc\noxlattoyen\expshrtn\noultrlspc\dntblnsbdb\nospaceforul\hyphcaps0\horzdoc\dghspace120\dgvspace120\dghorigin1701\dgvorigin1984\dghshow0\dgvshow3 \jcompress\viewkind1\viewscale100\nolnhtadjtbl\rsidroot8937765 \fet0\sectd \sbknone\linex0\endnhere\sectdefaultcl\sftnbj {\*\pnseclvl1\pndec\pnstart1 {\pntxta .}}{\*\pnseclvl2\pnlcltr\pnstart1 {\pntxta .}}{\*\pnseclvl3\pnlcrm\pnstart1 {\pntxta .}} {\*\pnseclvl4\pndec\pnstart1 {\pntxtb (}{\pntxta )}}{\*\pnseclvl5\pnlcltr\pnstart1 {\pntxtb (}{\pntxta )}}{\*\pnseclvl6\pnlcrm\pnstart1 {\pntxtb (}{\pntxta )}}{\*\pnseclvl7\pndec\pnstart1 {\pntxta .}}{\*\pnseclvl8\pnlcltr\pnstart1 {\pntxta .}} {\*\pnseclvl9\pnlcrm\pnstart1 }\pard\plain \ql \li0\ri0\nowidctlpar\faauto\rin0\lin0\itap0 \fs20\lang1033\langfe1033\cgrid\langnp1033\langfenp1033 {\b\f1\insrsid8937765 SUMMARY OF POSITION ROLE/RESPONSIBILITIES: }{\b\f1\insrsid5468398 }{ \f1\insrsid8937765 \par }\pard \ql \li0\ri0\nowidctlpar\faauto\rin0\lin0\itap0\pararsid10311715 {\insrsid10311715 All collectors receive a monthly review log from Educational Computer Systems Inc. (ECSI) \par The log includes delinquent federal and institutional accounts ranging from one (1) month through eight (8) months. These accounts are divided evenly among three (3) in-house collectors}{\insrsid11890604 .}{\insrsid10311715 \par }{\insrsid3826966 From the review log, the c}{\insrsid10311715 ollector is able to work accounts daily\emdash }{\insrsid3826966 he/}{\insrsid10311715 she can make telephone calls, add comments on the borrower\rquote s account, skip trace the account, process forbearan}{\insrsid3826966 ces, unemployment and Economic H}{\insrsid10311715 ardship deferments. \par \par The telephone contact is intended to serve as a \'93courtesy call\'94 reminder to the borrower. This is generally the first personal contact attempt from UF when a payment is missed after the loan enters repayment. Whenever applicable, an attempt is also made to contact the endorser at this time to advise of the delinquent status. If caught early in the delinquency, potential long term default may be avoided. The telephone calls are quite often followed by a written contact to the borrower and the endorser. \par \par Some accounts listed on the collector\rquote s log may be bypassed\emdash e.g.; bankruptcy accounts, Rehab}{\insrsid3826966 ilitation}{\insrsid10311715 accounts with payment agreements and accounts that the collector has made future arrangements to resolve the delinquency of the account}{\insrsid3826966 , }{\insrsid10311715 e.g.; Promise to Pay (PTP)}{\insrsid3826966 , request for deferment}{ \insrsid10311715 , or potential candidate for cancellation. Comments are documented electronically on the borrower\rquote s account memo history for each and every effort made on the borrower\rquote s account. \par \par If there is a problem with a bad address, a valid a ddress or telephone number may be obtained via the Alumni Finders, Department of Motor Vehicles, and/or the Direct Loan DOE websites. It is important at an early collection stage to employ skip tracing techniques. \par \par The telephone contact is intended to n egotiate satisfactory repayment or to determine if the borrower is eligible for an alternative plan for the account such as forbearance, unemployment and hardship deferment. Borrowers are counseled regarding the provisions available in their promissory n o te and advised of the consequences of their delinquent status, which includes negative information being reported to the credit bureau, assessment of late charges and collection costs, as well as a hold being placed on their record which prevents Universi ty services (academic transcripts, registration, etc.) from being provided. \par }\pard \ql \li0\ri0\nowidctlpar\faauto\rin0\lin0\itap0 {\f1\insrsid8937765 \par \par }{\b\f1\insrsid8937765 WORKING TITLE: }{\b\f1\insrsid5468398 }{\b\f1\insrsid10311715 Financial Assistance Counselor}{\f1\insrsid8937765 \par \par \par }{\b\f1\insrsid8937765 **** DO NOT ERASE THIS LINE ****}{\f1\insrsid8937765 \par \par \par }{\b\f1\insrsid8937765 POSITION NUMBER: }{\b\f1\insrsid10311715 00018489}{\f1\insrsid8937765 \par \par \par }{\b\f1\fs28\insrsid8937765 ALL POSITIONS:}{\f1\insrsid8937765 \par \par }{\b\f1\insrsid8937765 ESSENTIAL FUNCTIONS OF THE JOB AND THE PERCENTAGE OF TIME SPENT ON EACH FUNCTION}{\f1\insrsid8937765 [NOTE: IN COMPLIANCE WITH THE AMERICANS WITH DISABILITIES ACT (ADA), IDENTIFY ESSENTIAL FUNCTIONS OF A JOB REQUIRED TO BE PERFORMED WITH OR WITHOUT REASONABLE ACCOMMODATIONS. REQUESTS FOR REASONABLE ACCOMMODATIONS TO FACILIT ATE THE PERFORMANCE OF ESSENTIAL FUNCTIONS WILL BE GIVEN CAREFUL CONSIDERATION.] \par \par }\pard \qj \li0\ri0\nowidctlpar\faauto\rin0\lin0\itap0\pararsid10311715 {\f1\insrsid10311715 The primary objective of this position is the collection of Federal, Institutional Loan fund monies and non-loan debts from delinquent loan borrowers. Duties include notifyi ng borrowers of debts owed, and collecting the amounts owed, according to Federal Rules, Regulations, and departmental procedures. \par \par }\pard \qj \fi-720\li720\ri0\nowidctlpar\tx720\faauto\rin0\lin720\itap0\pararsid10311715 {\f1\insrsid14245872 9}{\f1\insrsid10311715 0%}{\f1\insrsid5468398 \tab }{\f1\insrsid10311715 National Direct}{\f1\insrsid3826966 /}{\f1\insrsid10311715 Federal Perkins Students Loans, Institutional Loans and Health Profession Student Loans.}{\f1\insrsid10044686 \par {\listtext\pard\plain\f1\fs20\insrsid10311715 \hich\af1\dbch\af0\loch\f1 a.\tab}}\pard \qj \fi-360\li1080\ri0\nowidctlpar\tx720\jclisttab\tx1080\faauto\ls1\rin0\lin1080\itap0\pararsid2968854 {\f1\insrsid10311715 Analyze the delinquency for the loans listed on monthly collector reports}{\f1\insrsid2968854 and determine appropriate action, utilizing all available avenues to collect, i.e., telephone correspondence, skip tracing and working with Health Profession departments when necessa ry. Negotiate and execute State Wage Withholding or Payroll Deduction actions when appropriate.}{\f1\insrsid10311715 \par {\listtext\pard\plain\f1\fs20\insrsid2968854 \hich\af1\dbch\af0\loch\f1 b.\tab}}\pard \qj \fi-360\li1080\ri0\nowidctlpar\tx720\tx1080\faauto\ls1\rin0\lin1080\itap0\pararsid2968854 {\f1\insrsid2968854 Respond to correspondence relating to accounts that are delinquent. Research and resolve complaints and inquiries regarding credit bureau delinquent status, academic transcript request, etc. \par {\listtext\pard\plain\f1\fs20\insrsid2968854 \hich\af1\dbch\af0\loch\f1 c.\tab} Recommend accounts for review by the Senior Administrative Assistant for accounts considered ready for placement with a collection agency, litigation, or in-house write-off, or assignment to Department of Education. \par {\listtext\pard\plain\f1\fs20\insrsid2968854 \hich\af1\dbch\af0\loch\f1 d.\tab} Reduce the level of delinquency based on accounts assigned through collection of past due amounts, negotiating new repayment agreements, deferments, cancellations, forbearance, etc. Determine eligibility for Economic Hardship, Unemployment Deferments an d/or Forbearances, and Cancellations if applicable. Approve or disapprove deferment and forbearance requests. Prepare worksheets when processing deferments to make necessary interest adjustments. Update credit records for retroactive deferments and for bearances as needed. Negotiate New Repayment Agreements for defaulted borrowers requesting Loan Rehabilitation. \par {\listtext\pard\plain\f1\fs20\insrsid2968854 \hich\af1\dbch\af0\loch\f1 e.\tab}Function as Federal Perkins cohort default reduction team leader. Formulate and implement default reduction plan}{\f1\insrsid14510709 through aggressive default reduction techniques. Assist in scheduling collection staff to work nights and/or weekend hours to maximize contacts with borrowers in the \'93cohort target group\'94 to remove accounts from default by collecting past-due amounts and/or processing retroactive deferments and/or forbearances when appropriate.}{\f1\insrsid2968854 \par }\pard \qj \li0\ri0\nowidctlpar\tx720\faauto\rin0\lin0\itap0\pararsid14510709 {\f1\insrsid14510709 \par 5%\tab Approve and disburse financial aid funds, and/or assist other departments during peak periods. \par \par }\pard \qj \fi-720\li720\ri0\nowidctlpar\tx720\faauto\rin0\lin720\itap0\pararsid14510709 {\f1\insrsid14510709 5%\tab Other related duties as assigned by the Senior Administrative Assistant, Administrative Services Coordi nator, Assistant, Senior Associate, or University Controller. \par }\pard \ql \fi-720\li720\ri0\nowidctlpar\tx720\faauto\rin0\lin720\itap0\pararsid1446699 {\f1\insrsid10311715 \par }\pard \ql \li0\ri0\nowidctlpar\faauto\rin0\lin0\itap0 {\b\f1\insrsid8937765 MARGINAL FUNCTIONS OF THE JOB AND THE PERCENTAGE OF TIME SPENT ON EACH FUNCTION }{\f1\insrsid8937765 \par }{\f1\insrsid12517725 -0-}{\f1\insrsid8937765 % \par \par }{\b\f1\insrsid8937765 SUPERVISION RECEIVED.}{\f1\insrsid8937765 \par \par }{\f1\insrsid14510709 Instructions usually general with occasional direct instructions given. \par }{\f1\insrsid8937765 \par }{\b\f1\insrsid8937765 SUPERVISION EXERCISED. \par }{\f1\insrsid14510709 None}{\f1\insrsid8937765 \par }{\f1\insrsid14510709 \par }{\b\f1\insrsid8937765 NORMAL WORK SCHEDULE. }{\b\f1\insrsid8323599 8AM to }{\b\f1\insrsid1451561 5}{\b\f1\insrsid8323599 PM. Five days a week. Total 40 hours}{\b\f1\insrsid10555336 per week}{\b\f1\insrsid8323599 .}{\f1\insrsid8323599 \par }{\f1\insrsid14510709 Shift work as required. }{\f1\insrsid10555336 Overtime as required during peak periods.}{\f1\insrsid8937765 \par \par }{\b\f1\insrsid8937765 EDUCATION, TRAINING, AND EXPERIENCE.}{\f1\insrsid8937765 \par }{\f1\insrsid14510709 Knowledge of Federal Perkins, Health Professions, and Institutional Loan Programs.}{\f1\insrsid8937765 \par }{\f1\insrsid14510709 Knowledge of Fair Credit Reporting Act (FCRA) and Fair Debt Collection Practices Act (FDCPA). \par Knowledge of credit bureau reporting and updating procedures. \par Knowledge of loan system. \par Knowledge of Financial Credit Hold System. \par Knowledge of Basic Office Procedures. \par Ability to deal with people by telephone and in person. \par }{\f1\insrsid4947797 A}{\f1\insrsid14510709 bility to make decisions.}{\caps\f1\insrsid14510709 \par }{\f1\insrsid4947797 A}{\f1\insrsid14510709 bility to work independently.}{\caps\f1\insrsid14510709 \par }{\f1\insrsid4947797 K}{\f1\insrsid14510709 nowledge of principles of correct grammar and telephone techniques.}{\caps\f1\insrsid14510709 \par }{\f1\insrsid4947797 A}{\f1\insrsid14510709 bility to communicate effectivel}{\f1\insrsid4947797 y}{\f1\insrsid5649362 verbally and in writing.}{\f1\insrsid14510709 \par }{\f1\insrsid9851085 Ability to identify problems and develop solutions while working with borrower. \par Ability to handle stress}{\f1\insrsid6823710 ful situations with delinquent borrowers effectively.}{\f1\insrsid9851085 \par }{\f1\insrsid6823710 Knowledge of student loans, fees, and accounts receivable debts. \par Ability to organize files, records and/or materials. \par Ability to follow office}{\f1\insrsid9249537 procedures and practices.}{\f1\insrsid6823710 \par }{\f1\insrsid9249537 Ability to develop and maintain reports, forms, records file and/or correspondence. \par Ability to perform basic arithmetical calculations. \par Ability to plan, organize and coordinate work assignments. \par Ability to establish and maintain effective working relationships with others.}{\caps\f1\insrsid9249537\charrsid14510709 \par }{\f1\insrsid12517725 \par }{\b\f1\insrsid8937765 REQUIRED LICENSES, CERTIFICATIONS, AND OTHER SPECIFIC REQUIREMENTS OF LAW. }{\f1\insrsid8937765 PLEASE REVIEW THE STATEMENTS BELOW AND PLACE A \'93Y\'94 IN FRONT OF ALL THAT APPLY. \par \par THIS POSITION REQUIRES A POST OFFER HEALTH ASSESSMENT. \par \par THIS POSITION IS RESPONSIBLE FOR MEETING THE REQUIREMENTS OF SECTION 215.422, FLORIDA STATUTES, AS AMENDED, REGARDING THE APPROVAL AND/OR PROCESSING OF VENDORS\rquote INVOICES AND/OR DISTRIBUTION OF WARRANTS TO VENDORS. \par \par THIS POSITION REQUIRES LICENSURE, CERTIFICATION, OR OTHER SPECIAL REQUIREMENTS (PLEASE SPECIFY). \par \par }{\b\f1\insrsid3551555 Y }{\f1\insrsid8937765 THIS POSITION REQUIRES A CRIMINAL BACKGROUND CHECK. \par \par THIS POSITION PROVIDES CARE TO CHILDREN, THE DEVELOPMENTALLY DISABLED, DISABLED ADULTS, OR IS OTHERWISE DEFINED IN SECTION 110.1127 (3)(A) FLORIDA STATUTES AND THEREFORE REQUIRES A SPECIAL BACKGROUND CHECK AS DESCRIBED IN SECTION 435 FLORIDA STATUTES. \par \par }{\b\f1\insrsid14698592 Y }{\f1\insrsid8937765 THIS POSITION IS SUBJECT TO FEDERAL AND STATE PRIVACY REGULATIONS. \par }\pard\plain \s16\ql \li0\ri0\sb100\sa100\sbauto1\saauto1\widctlpar\aspalpha\aspnum\faauto\adjustright\rin0\lin0\itap0\pararsid14698592 \fs24\lang1033\langfe1033\cgrid\langnp1033\langfenp1033 {\f1\fs18\cf1\insrsid14698592 It is the University's policy to prohibit the un-authorized exchange of confidential financial and personal information between computer information systems. Written management authorization and contracts must be obtained prior to exchanging c onfidential financial or personal information with any outside computer information system. \par In addition to being informed of the confidentiality of University computerized records and hardcopy correspondence, all employees are to be informed of their parti cular obligation to the University and its customers to protect the confidential nature of the information obtained and used during the course of its daily operations. \par }{\cs17\f1\fs18\cf1\insrsid14698592 FEDERAL AND STATE SAFEGUARD PROGRAM COMPONENTS}{\cs17\insrsid14698592 \par }{\f1\fs18\cf1\insrsid14698592 Federal Regulations:}{\insrsid14698592 \par }{\f1\fs18\cf1\insrsid14698592 The Gramm-Leach-Bliley Act (GLB Act), 15 U.S.C. 6801, implemented by 16 CFR Part 314 and The Federal Trade Commission (FTC) Rule on "Standards for Safeguarding Customer Information" \par }{\f1\fs18\cf2\insrsid14698592 \line }{\f1\fs18\cf1\insrsid14698592 Family Educational Rights and Privacy Act (FERPA), 20 U.S.C. Section 1232g and 34 CFR Section 99\line Health Insurance Portability and Accountability Act (HIPAA), 42 U.S.C. Section 1320d and 45 CFR Parts 160, 162, and 164\line Americans with Disabilities Act (ADA) CFR Section 1630.13 and Section 1630.14 \par Florida Statutes:\line Chapter 119, Public Records, Sections 1002.21, 1002.22, 1004.22(2), 1006.52, 1012.91\line Chapter 257, Public Libraries and State Archives\line Chapter 282.318, F.S. Security of Data and Information Technology Resources \par Florida Administrative Code:\line Chapter 1B-11, 1B-24, 1B-26.003 and 1B-021, Florida Administrative Code\line Florida Department of State Rules 1A-27.07 and 1A-21}{\fs20\cf2\insrsid14698592 \par }\pard\plain \ql \li0\ri0\nowidctlpar\faauto\rin0\lin0\itap0 \fs20\lang1033\langfe1033\cgrid\langnp1033\langfenp1033 {\f1\insrsid8937765 OTHER, PLEASE SPECIFY: \par \par }{\b\f1\insrsid8937765 OTHER CHARACTERISTICS OF THE POSITION. }{\f1\insrsid8937765 DESCRIBE OTHER CHARACTERISTICS OF THE POSITION SUCH AS PHYSICAL, MENTAL, AND ENVIRONMENTAL FACTORS ESSENTIAL TO THE SATI SFACTORY PERFORMANCE OF THE FUNCTIONS OF THE POSITION, OR OTHER CHARACTERISTICS, WHICH HAVE NOT OTHERWISE BEEN DESCRIBED IN THE POSITION DESCRIPTION. \par \par \par }{\b\f1\fs28\insrsid8937765 NON EXEMPT (HOURLY) POSITIONS ONLY:}{\f1\insrsid8937765 \par \par }{\b\f1\insrsid8937765 MACHINES AND EQUIPMENT USED REGULARLY.}{\b\f1\insrsid14698592 \par }{\f1\insrsid8937765 \par }{\b\f1\fs28\insrsid8937765 EXEMPT (BIWEEKLY/ANNUAL) POSITIONS ONLY:}{\f1\insrsid8937765 \par \par }{\b\f1\insrsid8937765 POLICY MAKING AND/OR INTERPRETATION.}{\f1\insrsid8937765 \par \par }{\b\f1\insrsid8937765 PROGRAM DIRECTION AND DEVELOPMENT.}{\f1\insrsid8937765 \par \par }{\b\f1\insrsid8937765 LEVEL OF PUBLIC CONTACT.}{\f1\insrsid8937765 STATEMENT OF INTERNAL AND EXTERNAL BUSINESS CONTACT, INCLUDING FREQUENCY AND SCOPE. \par \par }{\b\f1\insrsid8937765 MONETARY RESPONSIBILITY. }{\f1\insrsid8937765 AMOUNT AND CONSEQUENCE OF ERROR. \par \par }{\b\f1\insrsid8937765 STATEMENT OF RESPONSIBILITY FOR CONFIDENTIAL DATA. }{\f1\insrsid8937765 (THE DISCLOSURE OF WHICH WOULD BE PREJUDICIAL TO THE SUCCESSFUL OPERATION OF THE UNIVERSITY OF FLORIDA.) \par \par }{\b\f1\fs28\insrsid8937765 INFO TECHNOLOGY POSITIONS ONLY:}{\f1\insrsid8937765 \par \par }{\b\f1\insrsid8937765 CREATIVITY, STRATEGY AND LEADERSHIP.}{\f1\insrsid8937765 \par CREATIVITY: \par \par STRATEGY: \par \par LEADERSHIP: \par \par }{\b\f1\insrsid8937765 BUDGETARY RESPONSIBILITY.}{\f1\insrsid8937765 \par \par }{\b\f1\insrsid8937765 COMMUNICATION. }{\f1\insrsid8937765 INTERNAL AND EXTERNAL, INCLUDING FREQUENCY AND SCOPE, NOTING CONFIDENTIAL COMMUNICATION. \par \par }{\b\f1\fs28\insrsid8937765 EMPLOYEE AND SUPERVISOR INFORMATION:}{\f1\insrsid8937765 \par \par }{\b\f1\insrsid8937765 EMPLOYEE NAME:}{\f1\insrsid8937765 }{\f1\insrsid14698592 }{\f1\insrsid8937765 \par }{\f1\insrsid11811283 \par }{\b\f1\insrsid8937765 IMMEDIATE SUPERVISOR\rquote S NAME, TITLE, AND POSITION NUMBER:}{\f1\insrsid8937765 \par \par }{\f1\insrsid11811283 \par }{\b\f1\insrsid8937765 REVIEWING AUTHORITY NAME AND TITLE: }{\f1\insrsid8937765 \par \par }{\f1\insrsid11811283 \par }{\f1\insrsid1602592 \par }{\b\f1\insrsid8937765 CLASSIFICATION CHANGE ACTION COMPLETE ONLY IF REQUESTING A CLASSIFICATION CHANGE. INDICATE SPECIFICALLY HOW THE DUTIES OF THIS POSITION HAVE CHANGED SINCE IT WAS INITIALLY OR LAST CLASSIFIED.}{\insrsid8937765 \par }}