State of Oklahoma
Claims Auditor I
The Oklahoma State Treasurer is seeking a detail-oriented and hard-working individual to join our Unclaimed Property Division. The duty of the unclaimed property program is to return unclaimed funds and safekeeping items to the proven rightful owners or their heirs. Unclaimed property may include securities, life insurance proceeds, oil/gas/mineral interest proceeds, cash, and abandoned safe deposit box contents. The Office of the State Treasurer does not hold any real estate or such related property. A Claims Auditor performs office audits of claims and other business records and documents to determine or verify compliance with laws and regulations. Advises claimants concerning the interpretation and application of statutes and regulations pertaining to unclaimed property, and depending on the complexity, consults with supervisory or lead staff members on proper action/s to be taken in processing a claim. State employees enjoy a comprehensive benefits package with a generous monthly benefit allowance between to help offset the cost of insurance premiums for employees and their eligible dependents, a retirement savings plan, 11 paid holidays, and longevity payments. Employees earn 15 days of vacation and 15 days of sick leave in the first year of employment. Work is typically performed in an office setting with climate-controlled settings and exposure to moderate noise levels. While performing the duties of the job, employees are required to communicate, move about inside the office, perform keyboard and 10-key entries. This position requires long periods of remaining in a stationary position and daily use of a computer and phone. The functions within this job family will vary by level, but may include the following: Communicate professionally with internal and external stakeholders in person, on the telephone and in writing. Initiate and maintain cooperative relationships with co-workers, managers and supervisors, claimants, and members of the public. Performs increasingly difficult office audits of claims and other business records and documents to determine or verify compliance with laws and regulations. Advises claimants concerning the interpretation and application of the statutes and regulations pertaining to unclaimed property, and depending on the complexity, consults with supervisor or lead staff member on proper action to be taken. Maintains records and submits oral and written reports concerning cases and activities. Confers with attorneys, accountants and other professionals in administering the unclaimed property laws of the State. Performs other related work and duties as required and assigned. Build relationships and team climate in which employees are encouraged to meet their full potential and promote agency excellence while serving claimants and the public. Knowledge of: General accounting & bookkeeping principles and practices Principles and practices of business organization and management. Professional business communications (i.e. Letters, emails, phone etiquette). State unclaimed property law and regulations and their applications. Skills in: Determining unclaimed property reporting duties based upon review of records. Expressing ideas clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with other employees, and the public. Communicate effectively with difficult or irate customers and provide de-escalation techniques when needed. Use of computers in reviewing, analyzing, and calculations. Maintain a professional demeanor in all situations. Ability to: Use good judgment. Critical thinking. Read, interpret, and apply various rules and regulations. Be proficient with PC office software, Microsoft Office Suite, desktop tools, and data entry ability. Demonstrate strong analytical interpersonal, problem solving, time management and negotiation skills. Be detail-oriented with research and investigative techniques. This is the basic level of the job family where employees are primarily responsible for performing routine entry level work in a training and supervised status to build their skills applicable to claims processing. Advises claimants concerning the interpretation and application of statutes and regulations pertaining to unclaimed property, and depending on the complexity, consults with supervisory or lead staff members on proper action/s to be taken in processing a claim. This level of the job family may only initiate and recommend claims of any amount for approval. Requirements at this level consist of: Required completion of an Associate's degree in business, accounting, finance, public administration, law, or other relevant field of study and; Three (3) years of qualifying experience in business, accounting, finance, public administration, law, or other relevant experience, or; A Bachelor's degree and two (2) years of relevant experience. Core working hours for the Unclaimed Property Division are Monday through Friday, with full-time staff working 40 hours per week and participating in flex-time opportunities between the hours of 7:00am and 7:00pm with management approval. All newly hired and rehired state employees are subject to a minimum 6-month up to 1-year probationary period. This position is at-will and FLSA Non-Exempt. If education, certification, or license is required to meet qualifications, applicants must provide documentation with application. All applicants must be legally authorized to work in the United States. All applicants may be subject to an authorized credit check at agency discretion. This job description is not designed to cover nor contain a comprehensive listing of activities, duties or responsibilities that are required of the applicant selected for this job. Duties, responsibilities, and activities may change at any time with or without notice based upon agency and division needs. The State of Oklahoma is an equal opportunity employer and does not discriminate on the basis of genetic information, race, religion, color, sex, age, national origin, or disability.
The Oklahoma State Treasurer is seeking a detail-oriented and hard-working individual to join our Unclaimed Property Division. The duty of the unclaimed property program is to return unclaimed funds and safekeeping items to the proven rightful owners or their heirs. Unclaimed property may include securities, life insurance proceeds, oil/gas/mineral interest proceeds, cash, and abandoned safe deposit box contents. The Office of the State Treasurer does not hold any real estate or such related property. A Claims Auditor performs office audits of claims and other business records and documents to determine or verify compliance with laws and regulations. Advises claimants concerning the interpretation and application of statutes and regulations pertaining to unclaimed property, and depending on the complexity, consults with supervisory or lead staff members on proper action/s to be taken in processing a claim. State employees enjoy a comprehensive benefits package with a generous monthly benefit allowance between to help offset the cost of insurance premiums for employees and their eligible dependents, a retirement savings plan, 11 paid holidays, and longevity payments. Employees earn 15 days of vacation and 15 days of sick leave in the first year of employment. Work is typically performed in an office setting with climate-controlled settings and exposure to moderate noise levels. While performing the duties of the job, employees are required to communicate, move about inside the office, perform keyboard and 10-key entries. This position requires long periods of remaining in a stationary position and daily use of a computer and phone. The functions within this job family will vary by level, but may include the following: Communicate professionally with internal and external stakeholders in person, on the telephone and in writing. Initiate and maintain cooperative relationships with co-workers, managers and supervisors, claimants, and members of the public. Performs increasingly difficult office audits of claims and other business records and documents to determine or verify compliance with laws and regulations. Advises claimants concerning the interpretation and application of the statutes and regulations pertaining to unclaimed property, and depending on the complexity, consults with supervisor or lead staff member on proper action to be taken. Maintains records and submits oral and written reports concerning cases and activities. Confers with attorneys, accountants and other professionals in administering the unclaimed property laws of the State. Performs other related work and duties as required and assigned. Build relationships and team climate in which employees are encouraged to meet their full potential and promote agency excellence while serving claimants and the public. Knowledge of: General accounting & bookkeeping principles and practices Principles and practices of business organization and management. Professional business communications (i.e. Letters, emails, phone etiquette). State unclaimed property law and regulations and their applications. Skills in: Determining unclaimed property reporting duties based upon review of records. Expressing ideas clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with other employees, and the public. Communicate effectively with difficult or irate customers and provide de-escalation techniques when needed. Use of computers in reviewing, analyzing, and calculations. Maintain a professional demeanor in all situations. Ability to: Use good judgment. Critical thinking. Read, interpret, and apply various rules and regulations. Be proficient with PC office software, Microsoft Office Suite, desktop tools, and data entry ability. Demonstrate strong analytical interpersonal, problem solving, time management and negotiation skills. Be detail-oriented with research and investigative techniques. This is the basic level of the job family where employees are primarily responsible for performing routine entry level work in a training and supervised status to build their skills applicable to claims processing. Advises claimants concerning the interpretation and application of statutes and regulations pertaining to unclaimed property, and depending on the complexity, consults with supervisory or lead staff members on proper action/s to be taken in processing a claim. This level of the job family may only initiate and recommend claims of any amount for approval. Requirements at this level consist of: Required completion of an Associate's degree in business, accounting, finance, public administration, law, or other relevant field of study and; Three (3) years of qualifying experience in business, accounting, finance, public administration, law, or other relevant experience, or; A Bachelor's degree and two (2) years of relevant experience. Core working hours for the Unclaimed Property Division are Monday through Friday, with full-time staff working 40 hours per week and participating in flex-time opportunities between the hours of 7:00am and 7:00pm with management approval. All newly hired and rehired state employees are subject to a minimum 6-month up to 1-year probationary period. This position is at-will and FLSA Non-Exempt. If education, certification, or license is required to meet qualifications, applicants must provide documentation with application. All applicants must be legally authorized to work in the United States. All applicants may be subject to an authorized credit check at agency discretion. This job description is not designed to cover nor contain a comprehensive listing of activities, duties or responsibilities that are required of the applicant selected for this job. Duties, responsibilities, and activities may change at any time with or without notice based upon agency and division needs. The State of Oklahoma is an equal opportunity employer and does not discriminate on the basis of genetic information, race, religion, color, sex, age, national origin, or disability.