- Exception Processing : Verify program exception warrants are pulled from workstream for Electronic Claim Schedules and/or take effective action to recover missing warrants. Post claim schedule information to CD102s for exceptions to be released to originating program agencies. Maintain physical custody of warrant exceptions until Statewide Accounting and Reporting Division (SARD) approves funding. Prepare exception warrants for redeposit, reissue, or release by Disbursements. Index and maintain exception documents for archival and research purposes.
- Claims Verification and Reporting : Verify control reports are accurate and that proper processing of tape claims occurred. Input warrant numbers to the Work-in-Progress (WIP) database and update WIP with funding approvals from SARD. Notify Mail Operations management and staff of approved funding and distribute warrants and related tracking and control reports accordingly.
- State Payroll Garnishment Claims : Confirm the accuracy of the electronic garnishment file for Data Guidance processing. Evaluate and request the production of garnishment warrants not produced through the Payroll/Garnishment System. Certify accurate payroll garnishment warrants are disbursed to state agencies. Redeposit or reissue returned garnishment warrants through the Warrant Reconciliation system according to agency direction. With approval, initiate appropriate actions to collect delinquent account receivables on outstanding garnishments. Initiate and distribute notification letters to agencies of outstanding garnishments for redeposit.
- Rush Warrants (Typist or Reviewer) : Process hand-type warrants. Log, key, and print rush warrants through the FI$Cal System. Control and maintain security of the Blank Stock Warrant Lock box. Replace damaged warrants. Ensure funding approval is received from SARD and transfer approval information to claim schedules. Verify each rush warrant against claim schedules. Prepare warrants for release according to claim schedule instructions. Log warrants to be released by Warrant distribution.
- Special-Release Claims Processing : Perform the critical steps necessary to pull, sort, organize, label, match the batches of Special Release claims and deliver to the Warrant Distribution Unit accurately and on time.
- Prepare daily statistical reports utilizing Microsoft Excel and FI$Cal to provide data on in-progress and completed work for submission to the General Disbursements GD manager.
- Maintain appropriate files, which includes pending, closed/no action, and completed reissues files.
- Ensure accuracy and timeliness in processing all work in accordance with established guidelines.
- Answer the General Disbursements telephone line and inquiries directed to the email box related to Claims Processing concerns. Provide sensitive and detailed program information and direction to the public, employees, and state agencies concerning claims processing, laws, rules, and regulations governing the activities in the unit.
- Communicate professionally and often with Disbursements Management and SCO division contacts in SARD, Personnel/Payroll Services Division, Division of Audits, Departmental Accounting Office, and others to resolve complex, sensitive, and confidential claims processing concerns.
- Assist with issue resolution, workloads, or special projects related to the General Disbursements Section.
- Provide expertise, input, and guidance to staff and management on subject knowledge of the varied workloads in the Claims Processing Unit where guidelines are not clear.
- Act as an expert staff resource responsible for consultation in the Claims Processing Unit functions assigned.
- Provide expertise in the development, enhancement, or correction of the FI$Cal system functions related to Claims Processing.
- Assist with on-the job training of new and less experienced staff within the Claims Processing Unit.
- Attend in-person and virtual meetings as a subject matter expert.
- Review and provide feedback on the development of procedure and process updates, training curriculum, and job aides for the varied workloads in the Claims Processing Unit.
- Ability to communicate effectively.
- Ability to follow instructions, policies, and procedures.
- Take initiative in work both independently and as a team member.
- Excellent attention to detail.
- Excellent attendance, punctuality, and dependability. The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, hair style and texture, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Rev. 01/2023
Program Technician II - Sacramento, United States - California State Controller's Office
Description
Scope of Position:
Under general direction provided by an Office Services Supervisor II, the Program Technician II will process general program information while following Disbursements Bureau guidelines and procedures and exercising a high degree of initiative and independent judgment. The incumbent will also provide, as needed, sensitive and detailed information to management, employees, state agencies, public, or other public jurisdictions. These duties will be performed in the Claims Processing Unit of the General Disbursements Section. This position will learn to process special claims schedules under exceptional time release circumstances and process computer generated warrants from the paper claim/manual process. Duties include, but are not limited to the following:
Duties and Responsibilities:
(Candidates must perform the following functions with or without reasonable accommodations.)
Claims Processing Unit Workload
Utilizing the FI$Cal System, perform one of functions and tasks related to the Claims Processing Unit workloads on a rotating basis and/or as directed by supervisors. Duties include but are not limited to the following:
Stakeholder Communications/Issue Resolution
Claims Processing Subject Matter Expert
Desirable Qualifications: