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Governmental Program Analyst

2 months ago


Sacramento, California, United States California State Controller's Office Full time
Job Summary

The California State Controller's Office is seeking a highly skilled and detail-oriented Associate Governmental Program Analyst to join our team in the Unclaimed Property Division. As a key member of our team, you will be responsible for performing complex technical analytical assignments related to program evaluation and planning.

Key Responsibilities
  • Analyze and evaluate complex Deceased Owner claims submitted by claimants, requiring an understanding and interpretation of Wills, Trusts, and the Probate process.
  • Analyze Wills, Trusts, Tables of Heirship, and Final Decrees of Distribution, Letters of Administration, and Letters of Testamentary, submitted with the claim package as evidence in proving entitlement to unclaimed property.
  • Analyze and evaluate complex Business claims submitted by claimants, requiring an understanding and knowledge of Corporate Actions such as Mergers, Bankruptcies, Dissolutions, Forfeitures, Suspensions, Sales/Purchases, and Subsidiary relationships.
  • Analyze and interpret Articles of Incorporation/Dissolution, Merger Agreements, Partnership Agreements, Bankruptcy Filings, and Declarations of Loss submitted with the claim package as evidence in proving entitled to unclaimed property.
  • Analyze and evaluate Owner claims submitted by claimants, ensuring evidence submitted with the claim package proves entitlement to unclaimed property.
  • Analyze and evaluate Holder Claims for Reimbursement, County Probated Estate Funds, and Investigator claims.
  • Provide program information and/or direction to claimants, Holders or Investigators via phone calls, emails, or written correspondence.
  • Use various tools, including Accurint, DMV, PS1, Fraud, SOS, Barcode research, Clear, LAN Accountability, Main Frame, Ancestry, and Foreign Claims research, to review claims.
  • Provide sensitive and detailed program information and/or direction to the general public to assist them in properly completing claim forms and submitting accurate documentation.
  • Work with claimants or their representatives, public administrators, and businesses to resolve difficult claim issues.
  • Prepare a legal referral memo for those claims that require an appeal and track the memo to ensure timely handling and response provided by the State Controller's Office's (SCO) Legal Office.
  • Resolve issues involving duplicate payments, redeposits, and Foreign and Replacement payments involving requesting a Demand Warrant or a wire transfer with the State Treasurer's Office (STO).
  • Research and analyze the most sensitive and complex inquiries received from the UPD, SCO Executive Office, SCO Legal Office, and other outside organizations.
  • Research and analyze current processing policies and procedures and make recommendations to management for process changes.
  • Act as back up to the Unit Manager in the POA's absence, reviewing all incoming inquiries, making work assignments, and ensuring timely follow-up is made by staff.
  • Provide inventory, time, and production data to management on a daily and weekly basis.
Requirements
  • Demonstrate a high degree of initiative and analytical ability.
  • Ability to work independently or as part of a team.
  • Ability to deal with multiple tasks, changing priorities, and coordinate concurrent assignments efficiently and independently.
  • Ability to provide customer service utilizing effective and professional communication.
  • Must be dependable, punctual, and flexible to work under demanding conditions.
  • Proficient typing and word processing.
  • Strong experience with MS Office Suite (Outlook, Word, Access), with moderate to advanced experience in Microsoft Excel.
  • Ability to work quickly and accurately under pressure.