Under direction, supervises a unit of employees performing responsible clerical tasks related to change of ownership within the transfer unit of the Assessors office, and does related or other work as required in accordance with Rule 3, Section 3, of the Civil Service Rules.
CLASS CHARACTERISTICS
The incumbent in this classification supervises the Transfer Technicians and other clerical employees in the transfer section and participates in the most specialized work which requires identifying and processing documents pertaining to property ownership, probate-related changes and other specialty transfers. Working from copies of deeds and other legal documents, the incumbent interprets and applies rules and laws pertaining to ownership for assessment purposes.
TYPICAL DUTIES
Assigns, reviews, and evaluates the work of the Transfer Technicians and other clerical staff within the transfer section; ensures that work is distributed to maintain the flow and quality of work performed within established standards.
Provides orientation to new employees in the unit; ensures that staff understands and complies with unit policies, procedures, and standards; trains staff, answers questions; interprets rules, regulations, and procedures; assists in interpretation of policies.
May participate in the most complex work of the unit; prepares summaries, reports and correspondence related to unit activities.
Develops forms, form letters and related documents; may modify or create simple software applications.
May develop and recommend office or unit policies; reviews unit procedures and recommends changes to improve unit efficiency and effectiveness; implement changes to office and unit policies and procedures.
MINIMUM QUALIFICATIONS
EITHER PATTERN I
Experience: Two years as a Transfer Technician II, Property Technician I, or two years as an Office Supervisor in the San Joaquin County Assessor’s Office.
OR PATTERN II
Experience: Four years of general clerical supervision preferably with at least two years involved processing and/or interpreting property records or property legal descriptions for title, escrow or assessment purposes.
Substitution: a) One year of business training in an approved vocational training program may substitute for one year of the above-required experience; or b) Completion of 30 semester/45 quarter credit units at an accredited college or university may substitute for one year of the above-required experience.
OR PATTERN III
Experience: Four years working in a legal environment handling estates or real property as a Paralegal or Legal Secretary, or working at the full journey or senior level in the transfer section of a California assessor’s office.
Substitution: a) One year of business training in an approved vocational training program may substitute for one year of the above-required experience; or b) Completion of 30 semester/45 quarter credit units at an accredited college or university may substitute for one year of the above-required experience.
AND
Certificates: If required by the nature of the assignment: 1) possession of an acceptable typing/keyboarding or other certification of ability to input data at the rate of 45 words per minute; and/or 2) possession of an acceptable proficiency certificate in one or more computer software programs.
Special Requirement: Most positions require the ability to use computers and/or word processing equipment. If required by the nature of the assignment, demonstrated general or software-specific computer proficiency may be required prior to appointment.
KNOWLEDGE
Principles and techniques of supervision and training; basic principles of staff planning and utilization; principles of effective oral and written communication; public relations techniques; methods of gathering and organizing data; methods of locating and verifying information using source materials, record keeping principals and procedures; filing systems; personal computer systems and general office computer software; arithmetical operations related to advanced clerical/technical/financial processes.
ABILITY
Read, explain and apply laws, written regulations and other job related material following instructions; evaluate and establish priorities; schedule and assign work; review work for accuracy and procedural conformance; extract pertinent facts from general information; utilize advanced office procedures and equipment; input and maintain program specific data; follow complex oral and written procedures and directions; establish and maintain effective working relationships with others; communicate effectively with others; write clearly and legibly; perform advanced arithmetical operations.
PHYSICAL/MENTAL REQUIREMENTS
Mobility-Frequent operation of a data entry device, repetitive motion, sitting for long periods, walking; occasional standing, pushing, pulling, bending, squatting, climbing; Lifting-Frequently 5 pounds or less; occasionally 5 to 30 pounds; Visual-Constant good overall vision and reading/close-up work; frequent color perception and use of eye/hand coordination; occasional use of depth perception and peripheral vision; Hearing/Talking-Frequent hearing of normal speech, hearing/talking on the telephone, talking in person; Emotional/Psychological-Frequent decision making, concentration, and public contact; Special Requirements-Some assignments may require working weekends, nights, and/or occasional overtime; Environmental-Occasional exposure to varied weather conditions.
San Joaquin County complies with the Americans with Disabilities Act (ADA) and, upon request, will consider reasonable accommodations to enable individuals with disabilities to perform essential job functions.
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