Read and interpret recorded and non-recorded documents relating to property transfers of title and/or exemptions, including trusts, court orders, and other legal documents;
Review incoming permits and other documents and determine if subject to reappraisal;
Apply pertinent laws, codes; and policies and determine if a document is subject to a reappraisal or if an exclusion is applicable;
Work with attorneys, title companies, local organizations, and state and local agencies to resolve discrepancies for assessment, title and/or exemption purposes;
Process assessment ownership information and/or exemption information using current formatting as defined by state guidelines, office policy; and procedures;
Make change of ownership determination based on taxpayer response to various discovery documents;
Answer complex and technical ownership questions from title companies, property owners or their agents, attorneys or tax representatives, and other interested parties;
Explain the application of the Government Code;
Revenue and Taxation Code or other statutes and regulations;
Prepare correspondence to answer questions when appropriate;
Resolve ownership questions and clarify understanding of property transfer through probate proceedings and court determinations as they relate to various beneficial interest conveyances and proportional interest transfers;
Perform extensive research to determine the taxability status of complex title changes;
Verify accuracy of information entered on various assessment documents, exemption claims and/or permit documents;
Take action to correct inaccurate or incomplete data identified in various documents;
Assist property owner or their agent with explanation and completion of various ownership change forms, exemption claims and other documents;
Scan and index forms into the imaging workflow system;
Read and interpret legal descriptions on legal documents;
Prepare corrections to assessment rolls past and present;
Enter a variety of information into a computerized system with a high degree of accuracy;
Determine and apply property codes and initiate transactions;
Maintain logs, files and statistical information pertaining to processed legal documents and records;
Perform general office support work, including filing, operation of standard office equipment, and operation of computer equipment and a variety of software; and
Assist in training.
Requirements :
Minimum of one (1) year of full-time general clerical experience involving computations, financing or statistical record keeping or reports; (Relevant college education or business school training may be used to substitute for up to six months of the required experience); AND
Equivalent to high school graduation; AND
Typing certificate, within four years, of 40 wpm (net corrected) from any temporary agency or comparable institution. The certificate must be a three to five-minute timed test.