Unclaimed Property Claims Manager

Oregon State Treasury is seeking an Unclaimed Property Claims Manager to join our team. Oregon holds millions of dollars in unclaimed assets, like uncashed checks, forgotten bank accounts, security deposits, tax refunds, credit balances, investment accounts, and other funds. Oregon's Unclaimed Property Program - now part of Oregon State Treasury - keeps those funds safe until their rightful owners can claim them. The program also looks for owners and invites them to claim their funds. This position reports to the Trust Property Director and manages a team of 8 individuals who review and approve claims, monitor transactions to prevent fraud and work on initiatives to return unclaimed funds efficiently to their rightful owners while minimizing financial risk.

Position Responsibilities

• Performs supervisory functions including but not limited to hiring, coaching, planning, assigning, prioritizing and reviewing work, evaluating performance, implementing disciplinary action and responding to grievances.

• Manages day-to-day team operations of the claims team to maximize the rate of return for unclaimed funds, minimize financial risk, ensure excellent customer service to stakeholders as well as oversees office coverage, schedules, workload balance, prioritization, and completion.

• Develops, reviews, and implements policies, procedures and workflows that ensures the proper application of statutes and administrative rules to the claims approval process.

• Oversees the design and implementation of the program's a strategic plan for detecting and preventing fraud in unclaimed property claims.

• Provides input in unclaimed property fraud investigations and advises the Trust Property Director on all matters involving fraud investigations and prosecution of fraud.

• Plans and oversees the execution of special projects meant to return large amounts of unclaimed property funds or promote the program to wide audiences.

• Approves high-dollar and high-risk claims.

• Denies claims that do not meet evidence standards or statutory deadlines.

• Represents the agency in contested case hearings or lawsuits related to claims decisions.

• Works with the Oregon Department of Justice as needed to ensure claimants are entitled to funds.

• Fosters positive working relationships with other state agencies; leverages these relationships to improve access to data to verify owner identity and current mailing address.

• Monitors nationwide developments in unclaimed property and takes steps to implement best practices.

• Collaborates with other state unclaimed property and participates on relevant committees for the National Association of Unclaimed Property Administrators (NAUPA).

• Provides regular management reports to the Trust Property Director and Treasury leadership, and to the Oregon Legislature as needed.

Work Schedule

• 2 days per week in the Salem office. Days will vary to ensure manager overlaps with each member of the team;

• 1 additional day in the office for team meetings every month;

• Additional days in the office to train new employees, and to participate in meetings, trainings, team building or strategic planning sessions:

• Additional in office days may be required to support to business needs.

Salary Range

$88,236 - $143,268 annually.

Job Classification

This position is classified as a Business Operations Manager 2. This position is management service position .

Required Minimum Qualifications

Six years of supervision, management, or progressively related experience; OR three years of related experience and a bachelor's degree in a related field.

Desired Attributes

Job Specific Attributes

• Experience in claims processing, auditing, regulatory compliance, or related field, is preferred.

• Experience supervising employees.

• Experience interpreting and applying laws, rules, or policies.

• Experience protecting confidential and sensitive records.

• Experience analyzing complex or contradicting information.

• Experience with overseeing a large budget or volume or financial transactions.

• Experience implementing new initiatives or programs.

Core Attributes

• Respect - Treats all individuals fairly and respectfully; works effectively with others; fosters an environment where opportunities to thrive are available to all; respects different values and viewpoints.

• Teamwork - Acts in a professional, respectful, and courteous manner, recognizes the worth of others, and places the good of the team ahead of personal objectives.

• Flexibility - Demonstrates willingness to change to meet organizational needs, professionally handles discomfort with a changing work environment, and remains calm in stressful situations.

• Communication - Effectively articulates and exchanges information with internal and external stakeholders. Is prompt in responding to questions and inquiries.

• Initiative - Takes appropriate action without waiting for explicit instructions, generates creative approaches to addressing problems and opportunities.

• Critical Thinking - Identifies and weighs options, makes sound decisions after reviewing all relevant information, plans for potential problems, takes calculated risks, and recognizes impact of solutions.

• Time Management - Prioritizes and manages time effectively across various competing tasks, demonstrating focus and adaptability, arriving on time for meetings, and meeting deadlines.

• Attention to Detail - Demonstrates accuracy and thoroughness when accomplishing tasks.

How to Apply

To apply and be considered for this position, you are required to upload your resume, and a cover letter of no more than two pages that addresses their experience managing a team to achieve a common goal, provide an example of a successful program or initiative they implemented and an example of how they created a developmental opportunity to growth talent on their teams.

Following these instructions and providing this information will be used to determine which candidates will be selected to move forward in the process.

We will accept applications through the job announcement closing date, however, we may close this recruitment early, if we receive a well-qualified applicant pool. If interested, please apply early.

Benefits of Joining Our Team

• Low employee premium share for medical, dental, vision, and basic employee life (1% or 5% employee share);

• Robust paid leave package, such as vacation, personal business, holidays, sick leave, and floating day of leave;

• PERS retirement benefits;

• Support with training and development;

• Student loan forgiveness under the Public Service Loan Forgiveness Program (PSLF);

• Optional benefits include optional life, short & long term disability, accidental death and dismemberment, Oregon Savings Growth Plan (deferred compensation plan), flexible spending accounts, long term care insurance, employee assistance program, and more!

About Oregon State Treasury

Oregon State Treasury is focused on improving the financial well-being of all Oregonians. We provide low-cost programs for governments, and empower Oregonians to invest in themselves and their loved ones for a more secure future.

We are committed to cultivating a workplace that is diverse, inclusive, and respectful. We value and support the collective differences in who we are and celebrate the fact that everyone comes to the table as their own unique individual. We believe this commitment empowers our success and makes Oregon State Treasury an excellent place to work. As Treasury employees, our commitment to diversity, equity, and inclusion makes this a safe environment for us to ask questions, learn, and grow, and helps us to better serve Oregonians.

Our Values and Principles

INTEGRITY---INNOVATION---DIVERSITY---TRUST---PROFESSIONALISM---ACCESSIBILITY

Please visit the following webpage to learn more about Oregon State Treasury: https://www.oregon.gov/treasury/Pages/index.aspx

Special Information

• Prospective employees are subject to an extensive background check that may include, but not be limited to, validation of all application materials, prior employment, and professional references, driving records and fingerprint-based state and federal criminal and civil records. Adverse background data may be grounds for immediate disqualification.

• OST does not offer visa sponsorships, and within three days of hire, the successful candidate will be required to complete the U.S. Department of Homeland Security form I-9, confirming authorization to work in the United States.

• Eligible veterans who meet the qualifications will be given veterans' preference. To receive preference you MUST attach appropriate documentation as outlined by the Department of Administrative Services at the following website: Veterans Resources. You may also call the Oregon Department of Veterans' Affairs at 1-800-692-9666.

• OST is an equal opportunity, affirmative action employer committed to a diverse workforce.

• Consistent with the Americans with Disabilities Act (ADA), Oregon State Treasury will provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. Requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please call Oregon State Treasury at 503-378-4000 and request to be connected to Human Resources.