Assessor-Recorder Technician I (#BE1 )

$29.51-$36.75 hourly / $5,114.97-$6,369.88 monthly / $61,380.80-$76,440.00 yearly

Positions may be assigned to specific operational areas and may perform some or all of the following duties: Assessment Functions
• Analyze and process legal documents affecting ownership and title to real property.
• Determine reassessability and fractional ownership interests resulting from property transfers;
• Review ownership transfers for compliance with applicable Revenue and Taxation Code provisions;
• Determine eligibility for homeowner, welfare, veterans, and other property tax exemptions/exclusions;
• Review exemption/exclusion claims and supporting documentation for completeness, timeliness, and legal sufficiency;
• Request and evaluate supporting documentation from property owners and attorneys;
• Calculate exemption/exclusion values, penalties, and filing requirements;
• Prepare reports and supporting documentation for state agencies, including the State Board of Equalization;
• Research and resolve ownership, exemption/exclusion, and assessment record discrepancies;
• Verify assessment information using parcel maps, assessment records, legal descriptions, and related documents;
• Assist in preparation, maintenance, reconciliation, and correction of assessment rolls;
• Update and maintain computerized assessment records, ownership records, addresses, and exemption/exclusion files. Recording Functions
• Examine legal documents to determine compliance with recording laws, regulations, and statutory requirements;
• Accept or reject documents for recording based upon applicable legal requirements;
• Review documents for completeness, signatures, acknowledgements, fees, taxes, and recording eligibility;
• Research legal codes, recording requirements, and document processing procedures;
• Process and index recorded documents and maintain official records;
• Identify and refer potentially fraudulent or suspicious documents;
• Retrieve, prepare, and provide copies of recorded documents and official records;
• Assist the public in locating recorded documents and property records;
• Maintain document imaging, scanning, archival, indexing, and records management systems. General Functions
• Provide technical information and explain laws, regulations, policies, and procedures to the public and other agencies;
• Respond to inquiries in person, by telephone, electronically, and in writing;
• Research and resolve difficult customer service, procedural, and records-related issues;
• Review documents and records for completeness, accuracy, and compliance;
• Prepare correspondence, reports, forms, and informational materials;
• Compile statistical, operational, and regulatory reports;
• Compute and collect fees and taxes; issue receipts and balance transactions;
• Operate computers, scanners, imaging systems, and other office technology;
• Coordinate work with state agencies, title companies, attorneys, surveyors; property owners, and other governmental entities;
• Train and provide technical guidance to staff as assigned.

EMPLOYMENT STANDARDS

Assessor-Recorder Technician I

Working knowledge of:

• Office procedures, practices, and records management systems.
• Business English, spelling, grammar, and punctuation.
• Modern office technology, databases, and software applications.
• Basic business mathematics and fee calculations.

Some knowledge of:

• Legal terminology, forms, and documents related to real property ownership, title transfers, recording, and assessment administration.
• Applicable laws, regulations, policies, and procedures governing assessment and recording functions.

• Assessment principles and practices including exclusions and exemptions; appraisal rules and procedures.

Assessor-Recorder Technician II

Thorough knowledge of above, plus:

• Independently handling the full range of duties.

• Revenue and Taxation Code provisions related to ownership transfers and exemptions.

Ability To

Assessor-Recorder Technician I

• Analyze and interpret legal documents and ownership records.
• Apply laws, regulations, policies, and procedures accurately and consistently.
• Make informed decisions based upon analysis of legal and assessment documents.
• Research, interpret, and explain statutes, codes, regulations, and procedures.
• Perform complex technical clerical work requiring accuracy, speed, and attention to detail.
• Calculate fees, taxes, penalties, and exemptions accurately.
• Maintain accurate records and databases.
• Prioritize work and meet deadlines.
• Compose correspondence and prepare reports.
• Establish and maintain effective working relationships with staff, governmental agencies, and the public.
• Operate modern office equipment and records management systems.

Assessor-Recorder Technician II

The above, plus:

• Resolve complex procedural problems independently.
• Determine the appropriate course of action when procedures are unclear or multiple factors must be considered.
• Analyze problems and resolve complex procedural issues.
• Provide technical assistance, guidance, and training to less experienced staff.

Minimum Qualifications

Any combination of education and experience which would provide the required knowledge and abilities is qualifying unless otherwise specified.  A typical way to obtain these knowledge and abilities would be:

Assessor-Recorder Technician I

Equivalent to graduation from high school and:

Two years of responsible clerical, administrative support, records management, title, escrow, legal, real estate, appraisal, assessment, recording, or related experience.

OR

Completion of an Associate degree or equivalent coursework in business administration, public administration, legal studies, real estate, accounting, or a related field.

Assessor-Recorder Technician II

One year of experience equivalent to an Assessor-Recorder Technician I.

OR

Three years of increasingly responsible experience in assessment administration, document recording, title examination, escrow, real estate transactions, legal document processing, or a related field.

EST: 9/26 REV: Analyst: SC